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Best finance advisor certifications
The best certifications for a finance advisor are Certified Professional, Life and Health Insurance Program (CPLHI), Certified Financial Planner (CFP), and Chartered Financial Analyst (CFA).
Finance advisor certifications demonstrate your competency as a finance advisor to employers. However, not all finance advisor certifications provide the same value.
Below is a list of the best finance advisor certifications. Obtaining a finance advisor certification will give you a leg up when you apply for jobs and increase your potential salary.
20 best certifications for finance advisors
20 best finance advisor certifications
1. 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
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. Chartered Financial Analyst (CFA)
The CFA charter is recognized as the definitive standard by which to measure the competence, integrity, and dedication of serious investment professionals.
- 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?
4. 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
5. 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)
6. Certified Resume Specialist: Accounting and Finance (CRS+AF)
The CDI Certified Industry Resume Specialist allows you to gain certification in your chosen industry.
- 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? Every 5 year(s)
7. Certified Sales Professional (CSP)
The Certified Sales Professional (CSP) program gives a thorough understanding of consultative selling. From business creation to improved time and territory management; goal-setting to prospecting, and everything in between, attendees return to the territory with a renewed enthusiasm for selling.
- 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 3 year(s)
8. Certified Management Accountant (CMA)
The CMA (Certified Management Accountant) is the advanced professional certification specifically designed to measure the accounting and financial management skills that drive business performance.
- 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 1 year(s)
9. Certified Investment Management Analyst (CIMA)
The CIMA offers an intense educational experience focusing on asset allocation, manager search and selection, investment policy and performance measurement.
- More than two years of education or training after high school required? Yes
- More than two years of work experience required? No
- Oral or written exam required? Yes
- Renewal required?
10. Chartered Financial Consultant (ChFC)
Since 1982, the Chartered Financial Consultant has remained the most extensive education available for professionals seeking a designation in financial planning. More than 41,000 individuals have attained this distinction, enabling them to effectively apply a comprehensive financial planning process to their clients' needs. The ChFC program includes all of the courses in our CFP® Certification Curriculum, and builds on that knowledge with advanced coverage of estate, retirement, and financial planning applications. ChFCs average 34 percent higher income than their peers without a designation*.
- 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
11. Certified Manager Certification (CM)
The Certified Manager Animal Resources (CMAR) certification program is designed to raise competency and professionalism in the field of Animal Resources Management. The CMAR designation involves a series of four examinations: three exams arranged via an organization called the Institute for Certified Professional Managers (ICPM), and the Animal Resources Exam offered by AALAS. Obtaining the CMAR designation is a sign of professionalism in the field of animal resources management.
- 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?
12. Project Management Professional (PMP)
The PMP designation following your name tells current and potential employers that you have demonstrated a solid foundation of knowledge from which you can competently practice project management.To be eligible for a PMP Credential, you must first meet specific educational and project management experience requirements and agree to adhere to a code of professional conduct. The final step to becoming a PMP is passing a rigorous multiple-choice examination designed to objectively assess and measure your ability to apply project management knowledge in the following six domains: initiating the project, planning the project, executing the project, monitoring and controlling the project, closing the project, and professional and social responsibility. This computer-based examination is administered globally with translation aids in 10 languages.
- More than two years of education or training after high school required? No
- More than two years of work experience required? Yes
- Oral or written exam required? Yes
- Renewal required? Every 3 year(s)
13. Certified in Financial Management
- 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 1 year(s)
14. International Accredited Business Accountant (IABA)
ACAT seeks to ensure that all accredited individuals possess both the theoretical knowledge and the practical knowledge necessary to be successful practitioners. For that reason, candidates for accreditation must satisfy an experience requirement before becoming fully credentialed: three years of related work experience, up to two of which may be satisfied through college credit. Related work experience includes verifiable experience in accounting, financial services, or other field requiring a practical and theoretical knowledge of the subject matter covered on the ACAT Comprehensive Examination for the International Accredited Business Accountant. Those who pass the exam but who have not met the experience requirement may market themselves as having passed the ACAT Comprehensive Examination for International Accredited Business Accountant, but are not entitled to use the IABA designation.
- More than two years of education or training after high school required? No
- More than two years of work experience required? Yes
- Oral or written exam required? Yes
- Renewal required? No
15. Professional Certified Marketer (PCM)
Being a top marketer means continually enhancing your skills as well as highlighting your accomplishments. The American Marketing Association's Professional Certified Marketer (PCM) program gives you a tangible, convenient way to do both. You can earn the PCM designation by passing a comprehensive exam covering the key areas of marketing. Developed with input from hundreds of marketing experts, the PCM program meets strict national professional certification criteria and standards for excellence in marketing.
- 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? Every 3 year(s)
16. Certified Real Estate Inspector (CRI)
The NAHI Certified Real Estate Inspector (CRI) program is a certification that is earned. The designation is given only to home inspectors who demonstrate their advanced knowledge of, and proficiency at, all aspects of a home inspection.
- More than two years of education or training after high school required? No
- More than two years of work experience required? Yes
- Oral or written exam required? Yes
- Renewal required? Every 1 year(s)
17. Long-Term Care Certification (CLTC)
Long-Term Care certification is comprehensive in that it covers the entire life-span, from cradle to grave, for people that are chronically ill. So whether your patients and clients are babies, seniors, or in-between, this is the certification to have. This certification replaced the NAPNES Gerontology Certification program. It is more comprehensive because while it certainly covers nursing care in geriatrics, it has a much broader appeal for excellence in nursing care for all age groups with chronic illnesses. The LPN, CLTC, designation confirms to employer that you engage in national skill-building.
- More than two years of education or training after high school required? No
- More than two years of work experience required? Yes
- Oral or written exam required? Yes
- Renewal required? Every 3 year(s)
18. Retirement Plans Associate (RPA)
The Retirement Plans Associate (RPA) designation is an ideal credential for those who work with defined contribution and defined benefit plans or are involved with the management of plan assets
- 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?
19. Estate Planning Law Specialist
Attorneys who become Board-certified under this program demonstrate a high level of professionalism and commitment to the concept of specialization. We believe that as attorney specialization increases, it will benefit not only lawyers but the public. This program is currently the only program, other than certain state bar association programs which are only for residents of their particular states, accredited by the American Bar Association to Board-certify attorneys as Estate Planning Law Specialists. It is administered by an attorney-run affiliate of the National Association of Estate Planners & Councils, the Estate Law Specialist Board, Inc. The program was accredited by the ABA in 1996.
- 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 5 year(s)
20. Advanced First Aid & CPR
- More than two years of education or training after high school required? Yes
- More than two years of work experience required? No
- Oral or written exam required? Yes
- Renewal required? Every 1 year(s)
What is the best certification for a finance advisor?
The best finance advisor certification is Certified Professional, Life and Health Insurance Program (CPLHI). The Certified Professional, Life and Health Insurance Program (CPLHI) is awarded by the LOMA.
Here's a bit more background on how to obtain this finance advisor certification:
- To become a certified Certified Professional, Life and Health Insurance Program (CPLHI), you need to pass the exam.
- Lucky you - certification doesn't require 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 finance advisors?
The most in-demand finance advisor certification is Certified Financial Planner based on all active job postings. Having this finance advisor certification will give you access to more finance advisor jobs with higher salaries.
What certifications can impact a finance advisor career and salary?
The Certified Financial Planner certification will help you to secure a finance consultant position, which will increase your pay and career trajectory. A finance consultant's average salary is $88,899 whereas finance advisors make an average salary of $64,993.
The most common combination of finance advisor certifications include: Certified Professional, Life and Health Insurance Program (CPLHI), Certified Financial Planner (CFP), and Chartered Financial Analyst (CFA).
Online courses for finance advisors 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. Financial Statement Analysis
Learn how to make understanding financial statements your superpower!...
3. Value Investing: The Complete Financial Statement Analysis
Value Investing Mastery - How to Perform Financial Statement Analysis & Financial Ratio Analysis to Find Great Stocks...
4. Investment Banking: The Complete Financial Ratio Analysis
Investment Banking For Investors & Financial Analysts - How to Perform Financial Statement Analysis & Company Valuation...
5. 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...
6. Personal Finance: Financial Security Thinking & Principles
How to secure your financial future the fun & easy way! Personal Finance: Financial Security Thinking & Principles...
7. 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...
8. The Advanced Real Estate Financial Modeling Bootcamp
The Complete Guide To Advanced Real Estate Financial Modeling For Real Estate Investment Professionals...
9. 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...
10. Financial Statement Analysis - Master the Financial Stmts!
Gain a comprehensive knowledge of the 3 financial statements and how to make them tell you a story...
11. Company Valuation & Financial Modeling
Learn comprehensive financial modeling, forecasting and business valuation techniques for Finance professionals...
12. Financial Planning Coaching Certification Holistic Coaching
Financial Planning Coaching Practitioner Course Graduates Prepared Professionals in Holistic Financial Planning Coaching...
13. 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...
14. Financial Planning & Analysis: Building a Company's Budget
Learn the Fundamentals of Financial Planning and Position Your Career for Success!...
15. Audit - Financial Statement
Master the Art of Auditing Financial Statements: In-Depth Analysis, Techniques, and Real-World Case Studies...
16. Financial Statement Analysis - Ratio Analysis
Master the Art of Financial Statement Analysis: Unlocking Insights through Vertical, Horizontal, and Ratio Analysis...
17. Finance Training for Financial Analysts
The comprehensive course in Excel, Accounting, Financial Analysis, Forecasting, Business Valuation and Power Point...
18. Financial Modeling & Fundamental Analysis
Complete A-Z of Financial Modelling (India Focused)...
19. Financial Statements Analysis for absolute beginners
Understand Financial Statements and Analyze Financial Statements for Business and Financial Analysis...
20. Financial Modeling Bootcamp: Model all 3 Financial Stmts
Learn to build and forecast all 3 financial statements from scratch. Become a financial modeling rockstar!...