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Best investment associate certifications
The best certifications for an investment associate are Chartered Financial Analyst (CFA), Certified Professional, Life and Health Insurance Program (CPLHI), and Certified Financial Planner (CFP).
Investment associate certifications demonstrate your competency as an investment associate to employers. However, not all investment associate certifications provide the same value.
Below is a list of the best investment associate certifications. Obtaining an investment associate certification will give you a leg up when you apply for jobs and increase your potential salary.
6 best certifications for investment associates
| Rank | Investment associate certification | Organization |
|---|---|---|
| 1 | Chartered Financial Analyst (CFA) | CFA |
| 2 | Certified Professional, Life and Health Insurance Program (CPLHI) | LOMA |
| 3 | Certified Financial Planner (CFP) | CFP |
| 4 | Certified Public Accountant (CPA) | AICPA |
| 5 | Chartered Alternative Investment Analyst Level I (CAIA) | CAIA |
| 6 | Certified Investment Management Analyst (CIMA) | IMCA |
6 best investment associate certifications
1. 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?
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 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)
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. Chartered Alternative Investment Analyst Level I (CAIA)
By completing the program and becoming a member of the CAIA Association, you earn the right to use the CAIA designation - The Global Mark of Distinction in Alternative Investments. In addition, you obtain networking access to others in this specialized field, as well as ongoing educational opportunities and a variety of industry resource discounts.
- 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?
6. 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 an investment associate?
The best investment associate certification is Chartered Financial Analyst (CFA). The Chartered Financial Analyst (CFA) is awarded by the CFA Institute. 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 investment associate certification:
- To become a certified Chartered Financial Analyst (CFA), you need to pass the exam.
- This certificate requires more than two years of work experience.
- Renew certification every year.
What are some of the most in-demand certifications for investment associates?
The most in-demand investment associate certification is Chartered Financial Analyst based on all active job postings. Having this investment associate certification will give you access to more investment associate jobs with higher salaries.
The most common combination of investment associate certifications include: Chartered Financial Analyst (CFA), Certified Professional, Life and Health Insurance Program (CPLHI), and Certified Financial Planner (CFP).
Online courses for investment associates to earn certifications
1. Value Investing: The Complete Financial Statement Analysis
Value Investing Mastery - How to Perform Financial Statement Analysis & Financial Ratio Analysis to Find Great Stocks...
2. Investment Banking: The Complete Financial Ratio Analysis
Investment Banking For Investors & Financial Analysts - How to Perform Financial Statement Analysis & Company Valuation...
3. 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...
4. Investment Banking and Finance: Venture Capital Fundraising
Investment Banking and Finance; Venture Capital Fundraising Pitching to Investors Angels, Venture Capital, Crowdfunding...
5. Investment Banking and Finance: Private Equity Finance
Investment Banking and Finance: Private Equity Finance Masterclass: Fundraising, Valuation, PE Deals from Entry to Exit...
6. Real Estate Investing: Strategies, Tools & Investing Mindset
Real Estate Investing: Property & market analysis, action plans, tips, negotiation & real estate investing strategies...
7. Value Investing Strategies for Stock Market Investing
Learn Financial Analysis & Value Investing strategies for beginners to advanced investors investing in stock market...
8. The Guide To Office & Industrial Real Estate Investing
How To Analyze Office and Industrial Real Estate Investments For Smarter Investing...
9. Fundamentals of Analyzing Real Estate Investments
Learn professional investment analysis techniques for real estate investing in residential and commercial properties...
10. The Complete Guide To Retail Real Estate Investing
How To Analyze & Invest in Retail Shopping Centers, Strip Centers, and Single-Tenant Net-Leased Retail Properties...
11. 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...
12. Pre-Investing: Essential Real Estate Investing Concepts
What Future Real Estate Investors MUST Know Before Making Their 1st Investment...
13. Commercial Real Estate Investing 101
The Comprehensive Beginner's Guide to Apartment, Retail, Office, and Industrial Real Estate Investing...
14. Real Estate Investment & Finance
Learn to use real estate investing tools to make better investing decisions from a Certified Public Account (CPA)...
15. Comprehensive Guide to Financial Markets, Investing &Trading
A comprehensive (advanced) introduction to global financial markets, investing and trading in all financial assets...
16. Investing The Lazy Investor Way
Investing Success In Mutual Funds, ETF, Stocks, Without Becoming A Financial Guru. Be A Better Investor And Have A Life!...
17. Real Estate Investing: Foreclosures, Flipping Houses Profits
How to Start Your Real Estate Investing Business the Right Way! Follow Jay Conner's Proven Systems and Success Formulas...
18. Investing Success: Learn Keys From A Millionaire Investor!
Learn insights to investing in stocks, bonds, mutual funds, real estate, ETF for retirement from a millionaire investor...
19. Creative Real Estate Investing & Flipping Houses
What most people will never know about investing in real estate creatively (without cash or credit) and flipping houses...
20. Invest in Stocks Like a Pro Investor by a Pro Investor!
Succeed as a Stock Picker or Financial Analyst by an Award Winning MBA Prof., worked @ Goldman, Hedge Funds & in VC...