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Best certified finance planner certifications
The best certifications for a certified finance planner are Certified Financial Planner (CFP), Certified Financial Planner (CFP), and Certified Professional, Life and Health Insurance Program (CPLHI).
Certified finance planner certifications demonstrate your competency as a certified finance planner to employers. However, not all certified finance planner certifications provide the same value.
Below is a list of the best certified finance planner certifications. Obtaining a certified finance planner certification will give you a leg up when you apply for jobs and increase your potential salary.
4 best certifications for certified finance planners
| Rank | Certified finance planner certification | Organization |
|---|---|---|
| 1 | Certified Financial Planner (CFP) | ABTrainingCen... |
| 2 | Certified Financial Planner (CFP) | CFP |
| 3 | Certified Professional, Life and Health Insurance Program (CPLHI) | LOMA |
| 4 | Certified Planning Engineer (CPE) | AAPM |
4 best certified finance planner certifications
1. Certified Financial Planner (CFP)
The Certified Financial Planner designation covers investments, income taxation, insurance and financial planning, and retirement and estate planning.Individuals must complete the following required curriculum and pass the CFP exam to earn this designation.HS 300: Financial Planning HS 311: Fundamentals of Insurance Planning HS 321: Income Taxation HS 326: Planning for Retirement Needs HS 328: Investments HS 330: Fundamentals of Estate Planning
- More than two years of education or training after high school required? Yes
- More than two years of work experience required? Yes
- Oral or written exam required? Yes
- Renewal required? No
2. Certified Financial Planner (CFP)
The CFP certification process, administered by CFP Board, identifies to the public that those individuals in the U.S.who have been authorized to use the CFP certification mark have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.
- More than two years of education or training after high school required? Yes
- More than two years of work experience required? Yes
- Oral or written exam required? Yes
- Renewal required? Every 2 year(s)
3. Certified Professional, Life and Health Insurance Program (CPLHI)
The Certified Professional, Life and Health Insurance Program (CPLHI) Program is a three-course education program in Bahasa Indonesia specifically designed to meet the industry education requirements of professionals in Indonesia. Recognized by the Insurance Directorate, Ministry of Finance and the Life Assurance Association of Indonesia (AAJI), who also requested LOMA create the program, the CPLHI Program provides a comprehensive business education for life and health insurance professionals.
- More than two years of education or training after high school required? No
- More than two years of work experience required? No
- Oral or written exam required? Yes
- Renewal required? No
4. Certified Planning Engineer (CPE)
Our AAPM Global Board of Standards issues the CPE Certified Planning Engineer - Board Certification to qualified applicants who have met our commission requirements of: Education, Training, Experience, Industry Knowledge, Ethics, and Continuing Education.
- More than two years of education or training after high school required? Yes
- More than two years of work experience required? Yes
- Oral or written exam required? Yes
- Renewal required? Every 2 year(s)
What is the best certification for a certified finance planner?
The best certified finance planner certification is Certified Financial Planner (CFP). The Certified Financial Planner (CFP) is awarded by the ABTrainingCenter.
Here's a bit more background on how to obtain this certified finance planner certification:
- To become a certified Certified Financial Planner (CFP), you need to pass the exam.
- This certificate requires more than two years of work experience.
- No renewal for certification, if you earn it once it is valid all time.
What are some of the most in-demand certifications for certified finance planners?
The most in-demand certified finance planner certification is Certified Financial Planner based on all active job postings. Having this certified finance planner certification will give you access to more certified finance planner jobs with higher salaries.
The most common combination of certified finance planner certifications include: Certified Financial Planner (CFP), Certified Financial Planner (CFP), and Certified Professional, Life and Health Insurance Program (CPLHI).
Online courses for certified finance planners to earn certifications
1. Complete Financial Modeling for Project Finance in Excel
Learn Financial Modeling for Project Finance and Infrastructure Valuation ( DCF and IRR )...
2. The Advanced Real Estate Financial Modeling Bootcamp
The Complete Guide To Advanced Real Estate Financial Modeling For Real Estate Investment Professionals...
3. Investment Banking: The Complete Financial Ratio Analysis
Investment Banking For Investors & Financial Analysts - How to Perform Financial Statement Analysis & Company Valuation...
4. Investment Analysis & Portfolio Management - Core Finance
Financial Analysis Done Right - Rigorously Analyse Investments & Manage Portfolios using Excel® & Google Sheets...
5. Value Investing: The Complete Financial Statement Analysis
Value Investing Mastery - How to Perform Financial Statement Analysis & Financial Ratio Analysis to Find Great Stocks...
6. Financial Statement Analysis
Learn how to make understanding financial statements your superpower!...
7. Financial Planning & Analysis: Building a Company's Budget
Learn the Fundamentals of Financial Planning and Position Your Career for Success!...
8. How to Read Financial Statements: Build Financial Literacy.
Read financial statements and speak the language of business without the drudgery of a traditional accounting course...
9. Personal Finance: Financial Security Thinking & Principles
How to secure your financial future the fun & easy way! Personal Finance: Financial Security Thinking & Principles...
10. Financial Modelling, Financial Planning and DCF Valuation
How to create a startup or existing company financial model from scratch and carry out the DCF Valuation...
11. Financial Statements: Balance Sheet, Income Stmt, Cash Flow
How To Quickly Read & Understand The Big 3 Financial Statements: Balance Sheet, Income Statement, Cash Flow Statement...
12. Investment Analysis & Portfolio Management with Python
Financial Analysis Done Right - Rigorously Analyse Investments & Manage Portfolios using Python for Finance / Investing...
13. Company Valuation & Financial Modeling
Learn comprehensive financial modeling, forecasting and business valuation techniques for Finance professionals...
14. Financial Planning Coaching Certification Holistic Coaching
Financial Planning Coaching Practitioner Course Graduates Prepared Professionals in Holistic Financial Planning Coaching...
15. Financial Statement Analysis - Ratio Analysis
Master the Art of Financial Statement Analysis: Unlocking Insights through Vertical, Horizontal, and Ratio Analysis...
16. The Complete Financial Analyst Training & Investing Course
Succeed as a Financial Analyst &Investor by Award Winning MBA Prof who worked @Goldman, in Hedge Funds & Venture Capital...
17. Financial Statements Analysis for absolute beginners
Understand Financial Statements and Analyze Financial Statements for Business and Financial Analysis...
18. The Real Estate Financial Modeling Bootcamp
The Complete A to Z Guide to Modeling Real Estate Transactions in Microsoft Excel For Smarter Real Estate Investing...
19. Finance Training for Financial Analysts
The comprehensive course in Excel, Accounting, Financial Analysis, Forecasting, Business Valuation and Power Point...
20. Tesla Company Analysis: Strategy, Marketing, Financials
Acquire the #1 Skill Needed For Investment banking, Private equity, and Consulting - Company analysis...