Explore jobs
Find specific jobs
Explore careers
Explore professions
Best companies
Explore companies
Best investment consultant certifications
Investment consultant certifications allow job seekers to demonstrate their competency as an investment consultant to employers. However, not all investment consultant certifications provide the same value for job seekers.
The best certifications for an investment consultant are Chartered Financial Analyst (CFA), Certified Professional, Life and Health Insurance Program (CPLHI), and Certified Financial Planner (CFP).
Below is a list of the best investment consultant certifications. Obtaining an investment consultant certification will give you a leg up when you apply for jobs and increase your potential salary.
7 best certifications for investment consultants
| Rank | Investment consultant certification | Organization |
|---|---|---|
| 1 | Chartered Financial Analyst (CFA) | CFA |
| 2 | Certified Professional, Life and Health Insurance Program (CPLHI) | LOMA |
| 3 | Certified Financial Planner (CFP) | ABTrainingCen... |
| 4 | Certified Financial Planner (CFP) | CFP |
| 5 | Certified Management Accountant (CMA) | IMA |
| 6 | Certified Investment Management Analyst (CIMA) | IMCA |
| 7 | Certified Fund Specialist (CFS) | IBF |
7 best investment consultant 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 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 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)
5. 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)
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?
7. Certified Fund Specialist (CFS)
CFS designation program at IBF is an intermediate-to-advanced course on mutual funds, ETS, REIT's, closed-end funds, and similar investments. You will learn about advanced topics in fund analysis and selection, asset allocation, and portfolio construction. In addition, you'll gain sophisticated investment strategies for risk management, taxes, and 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?
What is the best certification for an investment consultant?
The best investment consultant 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 consultant 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 consultants?
The most in-demand investment consultant certification is Chartered Financial Analyst based on all active job postings. Having this investment consultant certification will give you access to more investment consultant jobs with higher salaries.
The most common combination of investment consultant certifications include: Chartered Financial Analyst (CFA), Certified Professional, Life and Health Insurance Program (CPLHI), and Certified Financial Planner (CFP).
Online courses for investment consultants to earn certifications
1. Investment Management
In this Specialization, you will understand how investment strategies are designed to reach financial goals in a global context. You will learn the theory that underlies strong investment decisions, as well as practical, real-world skills that you can apply when discussing investment proposals with your advisor, managing your personal assets or your client’s investment portfolio. You will start by developing a global understanding of financial markets and what impacts rational and irrational...
2. Real Estate Investing: Strategies, Tools & Investing Mindset
Real Estate Investing: Property & market analysis, action plans, tips, negotiation & real estate investing strategies...
3. Fundamentals of Analyzing Real Estate Investments
Learn professional investment analysis techniques for real estate investing in residential and commercial properties...
4. Investment Banking and Finance: Private Equity Finance
Investment Banking and Finance: Private Equity Finance Masterclass: Fundraising, Valuation, PE Deals from Entry to Exit...
5. Real Estate Asset Management 101
Real Estate Asset Management Training From Acquisition, To Ownership, Through Sale For Profitable Real Estate Investing...
6. Real Estate Investment & Finance
Learn to use real estate investing tools to make better investing decisions from a Certified Public Account (CPA)...
7. Investment Analysis & Portfolio Management with Python
Financial Analysis Done Right - Rigorously Analyse Investments & Manage Portfolios using Python for Finance / Investing...
8. Commercial Real Estate Investing 101
The Comprehensive Beginner's Guide to Apartment, Retail, Office, and Industrial Real Estate Investing...
9. Investment Analysis & Portfolio Management - Core Finance
Financial Analysis Done Right - Rigorously Analyse Investments & Manage Portfolios using Excel® & Google Sheets...
10. The Guide To Office & Industrial Real Estate Investing
How To Analyze Office and Industrial Real Estate Investments For Smarter Investing...
11. Sales Analysis for Management Consultants
A practical guide on how to improve sales and marketing of your customers during consulting projects like Mc Kinsey, BCG,...
12. Pre-Investing: Essential Real Estate Investing Concepts
What Future Real Estate Investors MUST Know Before Making Their 1st Investment...
13. 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...
14. 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...
15. The Complete REIT Investing Course (Updated 2023)
Copy & Paste Passive Income Investing System - How to Invest Profitably in Real Estate Investment Trusts (REITs)...
16. Multifamily Real Estate Investing Rules of Thumb
Learn to become more confident in analyzing opportunities and making offers that land you highly profitable real deals...
17. Value Investing Strategies for Stock Market Investing
Learn Financial Analysis & Value Investing strategies for beginners to advanced investors investing in stock market...
18. FMCG for Management Consultants and Business Analysts
A practical guide on how to analyze in Excel and improve consumer goods business during consulting projects...
19. Financial Analysis for Management Consultants & Analysts
A practical guide with case studies and examples of financial analyses done during consulting projects...
20. Consulting Business: How to Start a Consulting Business
Consulting Business 90-Step Startup + 5-Phase Consulting Business Proposal Plan to Start Consulting Business Fast...