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Best finance planner certifications
Finance planner certifications allow job seekers to demonstrate their competency as an finance planner to employers. However, not all finance planner certifications provide the same value for job seekers.
The best certifications for a finance planner are Certified Financial Planner (CFP), Certified Professional, Life and Health Insurance Program (CPLHI), and Certified Financial Planner (CFP).
Below is a list of the best finance planner certifications. Obtaining an finance planner certification will give you a leg up when you apply for jobs and increase your potential salary.
8 best certifications for finance planners
| Rank | Finance planner certification | Organization |
|---|---|---|
| 1 | Certified Financial Planner (CFP) | CFP |
| 2 | Certified Professional, Life and Health Insurance Program (CPLHI) | LOMA |
| 3 | Certified Financial Planner (CFP) | ABTrainingCen... |
| 4 | Certified Planning Engineer (CPE) | AAPM |
| 5 | Chartered Financial Consultant (ChFC) | The American ... |
| 6 | Chartered Financial Analyst (CFA) | CFA |
| 7 | Certified Management Accountant (CMA) | IMA |
| 8 | Certified Investment Management Analyst (CIMA) | IMCA |
8 best finance planner certifications
1. 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)
2. 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
3. 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
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)
5. 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
6. 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?
7. 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)
8. 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?
What is the best certification for a finance planner?
The best finance planner certification is Certified Financial Planner (CFP). The Certified Financial Planner (CFP) is awarded by the Certified Financial Planner Board of Standards, Inc. the advanced certification is for more experienced employees as it often requires some work experience to acquire.
Here's a bit more background on how to obtain this 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.
- Renew certification every 2 year.
What are some of the most in-demand certifications for finance planners?
The most in-demand finance planner certification is Certified Financial Planner based on all active job postings. Having this finance planner certification will give you access to more finance planner jobs with higher salaries.
What certifications can impact a finance planner career and salary?
The Certified Investment Management Analyst certification will help you to secure a finance advisor position, which will increase your pay and career trajectory. A finance advisor's average salary is $79,329 whereas finance planners make an average salary of $71,607.
The most common combination of finance planner certifications include: Certified Financial Planner (CFP), Certified Professional, Life and Health Insurance Program (CPLHI), and Certified Financial Planner (CFP).
Online courses for finance planners to earn certifications
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