Post job

Best finance sales consultant certifications

Finance sales consultant certifications allow job seekers to demonstrate their competency as an finance sales consultant to employers. However, not all finance sales consultant certifications provide the same value for job seekers.

The best certifications for a finance sales consultant are Certified Professional, Life and Health Insurance Program (CPLHI), Certified Sales Professional (CSP), and Sales Management.

Below is a list of the best finance sales consultant certifications. Obtaining an finance sales consultant certification will give you a leg up when you apply for jobs and increase your potential salary.

4 best certifications for finance sales consultants

4 best finance sales consultant 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.

Certification details
  • 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
Certifying organization
LOMA

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.

Certification details
  • 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. 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.

Certification details
  • 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? 
Certifying website
Sales Management
Certifying organization
Society of Industrial and...

4. 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.

Certification details
  • 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

What is the best certification for a finance sales consultant?

The best finance sales consultant 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 sales consultant 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 sales consultants?

The most in-demand finance sales consultant certification is Sales Management based on all active job postings. Having this finance sales consultant certification will give you access to more finance sales consultant jobs with higher salaries.

What certifications can impact a finance sales consultant career and salary?

The International Accredited Business Accountant certification will help you to secure a sales consultant position, which will increase your pay and career trajectory. A sales consultant's average salary is $62,251 whereas finance sales consultants make an average salary of $45,562.

Best certifications

The most common combination of finance sales consultant certifications include: Certified Professional, Life and Health Insurance Program (CPLHI), Certified Sales Professional (CSP), and Sales Management.

Online courses for finance sales consultants to earn certifications

Advertising disclosure

1. Sales Analysis for Management Consultants

udemy
4.6
(251)

A practical guide on how to improve sales and marketing of your customers during consulting projects like Mc Kinsey, BCG,...

2. Finance & Accounting for Management Consultants and Analysts

udemy
4.4
(430)

A practical guide that will help you understand financial statements & do financial analyses during consulting projects...

3. Financial Analysis for Management Consultants & Analysts

udemy
4.5
(271)

A practical guide with case studies and examples of financial analyses done during consulting projects...

4. Sales Skills Training: Consultative Selling Master Class

udemy
4.7
(3,017)

Sales Training - Professional B2B Selling Skills for Consultants, Entrepreneurs and all Who Bring in the Business!...

5. Customer Service Fundamentals: Putting People First

udemy
4.4
(313)

Customer Care Listening Great Customer Service Concern for Others Company Culture Engaging People Responding...

6. Salesforce Certification - Sales Cloud Consultant

udemy
4.2
(269)

Learn and get Salesforce sales cloud certified. Covers entire exam guide for Salesforce Sales cloud certification exam...

7. Salesforce Sales Cloud Consultant Certification Course

udemy
4.1
(3,048)

Salesforce Sales Cloud Consultants are in demand. Take your Salesforce Career to the Next Level and Become a Consultant...

8. Complete Financial Modeling for Project Finance in Excel

udemy
4.6
(589)

Learn Financial Modeling for Project Finance and Infrastructure Valuation ( DCF and IRR )...

9. Customer Success: Build Cross-Functional Relationships

udemy
4.4
(3,178)

Lead through influence and collaboration with marketing, sales, support, services, product, finance, and leadership...

10. Understand Banks & Financial Markets

udemy
4.4
(6,205)

The world of financial markets: participants, products, trading motives, pricing and structure...

11. Sales Forecasting in Excel for Management Consultants

udemy
4.6
(267)

A practical guide on how to do basic sales forecasting models in Excel with case studies & real-life examples...

12. Financial Modeling for Business Analysts and Consultants

udemy
4.4
(1,523)

Learn Financial Modeling in Excel that will allow you to participate in due diligence, strategy or turn around projects...

13. Banking Credit Analysis Process (for Bankers)

udemy
4.5
(2,917)

Course for Bankers, Consultants and managers to Understand Credit Analysis Process from Indian Context...

14. Microsoft Excel for Finance, Accounting & Financial Analysis

udemy
4.5
(1,596)

Excel tips & tricks for Accounting, Finance and Financial Analysis. Learn from the Bestselling Accounting Instructor...

15. Financial Accounting & Excel-Comprehensive Accounting Course

udemy
4.3
(736)

Comprehensive accounting course to learn the accounting cycle in a practical way and pick up critical Excel fundamentals...

16. Financial Accounting-Debits & Credits-Accounting Transaction

udemy
4.5
(781)

Masterclass: Learn Accounting Principles, Financial Statements, Transactions & More in this Comprehensive Course...

17. Learn SAP Financial Accounting - Online Training

udemy
4
(762)

Learn SAP Financials with Peter Moxon, Ideal Beginner SAP FI Training Course! - Unlimited Life Time Access + Updates!...

18. Management Consulting Productivity Hacks

udemy
4.3
(648)

How to be lazy and still get things done...

19. Customer Service, Customer Support, And Customer Experience

udemy
4.6
(2,666)

Customer service, customer support, and customer experience training. Loyal clients through world-class customer service...

20. Customer Service Mastery: Delight Every Customer

udemy
4.7
(18,204)

Master Customer Service using this practical customer care course...