Top Investment Associate Certifications For Your Career In 2022

Certifications can be a powerful tool to show employers you know your stuff. However, not all certifications are created equal.

We've compiled a list of the most common certifications for Investment Associates. Not only will obtaining these certifications give you a leg up for job hunting, they will also increase your overall value.

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.

The CFA charter is recognized as the definitive standard by which to measure the competence, integrity, and dedication of serious investment professionals.

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
Chartered Financial Analyst
Certifying Organization
CFA Institute

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.

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

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.

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.

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 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.

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.

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? 
Certifying Website
Certified Public Accountant
Certifying Organization
American Institute of Certified...

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.

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.

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 Organization
CAIA Association

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.

The CIMA offers an intense educational experience focusing on asset allocation, manager search and selection, investment policy and performance measurement.

Certification Details
  • 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? 

Investment Associate Jobs You Might Like

Investment Associate Jobs

What is the best certification for a Investment Associate?

The Chartered Financial Analyst (CFA) certification is most common among Investment Associates. This certification is awarded by the CFA Institute. The advanced certification is for more experienced employees as it often requires some work experience to acquire. To become a certified Investment Associate with 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?

We analyzed online job postings to determine the most commonly asked-for certifications. The most popular certification requirement is Chartered Financial Analyst. By holding this certification, you will gain a more-competitive resume that will look impressive to potential employers.

Investment Associates are most likely to hold a combination of the following certifications: Chartered Financial Analyst (CFA), Certified Professional, Life and Health Insurance Program (CPLHI), and Certified Financial Planner (CFP).

Check Jobs That Match To Your Education

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Senior And Mid Level Jobs For Investment Associate

online courses for Investment Associates that you may like

If you are not ready to pass the certification program but still want to improve your skills, these online courses may help.

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