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Best finance representative certifications
The best certifications for a finance representative are Certified Professional, Life and Health Insurance Program (CPLHI), Certified Sales Professional (CSP), and Chartered Financial Analyst (CFA).
Finance representative certifications demonstrate your competency as a finance representative to employers. However, not all finance representative certifications provide the same value.
Below is a list of the best finance representative certifications. Obtaining a finance representative certification will give you a leg up when you apply for jobs and increase your potential salary.
16 best certifications for finance representatives
| Rank | Finance representative certification | Organization |
|---|---|---|
| 1 | Certified Professional, Life and Health Insurance Program (CPLHI) | LOMA |
| 2 | Certified Sales Professional (CSP) | MRERF |
| 3 | Chartered Financial Analyst (CFA) | CFA |
| 4 | Certified Public Accountant (CPA) | AICPA |
| 5 | Certified Resume Specialist: Accounting and Finance (CRS+AF) | CDI |
| 6 | Certified Medical Office Manager (CMOM) | PMI |
| 7 | Certified Management Accountant (CMA) | IMA |
| 8 | Certified Financial Planner (CFP) | CFP |
| 9 | Long-Term Care Certification (CLTC) | NAPNES |
| 10 | International Accredited Business Accountant (IABA) | ACAT |
| 11 | Certification in Long Term Care (CLTC) | CLTC |
| 12 | Certified Financial Planner (CFP) | ABTrainingCen... |
| 13 | Associate in General Insurance (AINS) | The Institute... |
| 14 | Certified in Financial Management | IMA |
| 15 | Certified Information Technology Professional (CITP) | AICPA |
| 16 | Sales Management | SIOR |
16 best finance representative 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 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)
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 Public Accountant (CPA)
Certified Public Accountant candidates must pass a national exam certifiying that they are eligible to be licensed in the state(s) of their choosing. Information about state licensing requirements is made available in the Licensed Occupation tool.
- 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?
5. 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)
6. Certified Medical Office Manager (CMOM)
Experienced medical office professionals with exceptional administrative skills are eligible to sit for the Certified Medical Office Manager (CMOM) exam. To attain CMOM certification, all candidates must demonstrate a high level of knowledge in financial management, managed care contracting, personnel, and time management. Risk management, medical record keeping and facility management issues should also be mastered.
- 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?
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 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)
9. 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)
10. 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
11. Certification in Long Term Care (CLTC)
Certification for Long-Term Care (CLTC) educates professionals in the fields of insurance, financial services, law and accounting about the severe consequences a need for care over an extended period of years would have, not on their client, but on the emotional, physical and financial wellbeing of those the client loves.
- 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?
12. 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
13. Associate in General Insurance (AINS)
Accelerate your career in insurance with the new Associate in General Insurance (AINS) designation. The AINS courses provide you with a comprehensive knowledge of insurance principles, practices, policies, and coverages, while the optional electives allow you to focus on areas relevant to your professional goals.
- 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?
14. 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)
15. Certified Information Technology Professional (CITP)
A Certified Information Technology Professional (CITP) is a Certified Public Accountant recognized for his or her unique ability to provide business insight by leveraging knowledge of information relationships and supporting technologies.
- 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)
16. Sales Management
The SIOR designation is a professional achievement for highly qualified commercial real estate practitioners with a strong transactional history in brokerage, fee-based services, or executive 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?
What is the best certification for a finance representative?
The best finance representative 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 representative 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 certifications can impact a finance representative career and salary?
The Certified Professional, Life and Health Insurance Program 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 representatives make an average salary of $41,765.
The most common combination of finance representative certifications include: Certified Professional, Life and Health Insurance Program (CPLHI), Certified Sales Professional (CSP), and Chartered Financial Analyst (CFA).
Online courses for finance representatives to earn certifications
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9. Personal Finance: Financial Security Thinking & Principles
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