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Best investment officer certifications

Investment officer certifications allow job seekers to demonstrate their competency as an investment officer to employers. However, not all investment officer certifications provide the same value for job seekers.

The best certifications for an investment officer are Certified Investment Management Analyst (CIMA), Certified Financial Planner (CFP), and Chartered Certified Accountant (ACCA).

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

4 best certifications for investment officers

4 best investment officer certifications

1. 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.

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? 

2. 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.

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)

3. Chartered Certified Accountant (ACCA)

ACCA (the Association of Chartered Certified Accountants) is a global body for professional accountants with 219,000 members and 517,000 students in 179 countries. It was granted a Royal Charter in 1974 which commits it to acting in and upholding the public interest. ACCA works through a network of 110 offices and centres and 7,571 Approved Employers worldwide, and 328 approved learning providers who provide high standards of learning and development. In addition to IFAC membership, ACCA is represented on key regional forums including the ASEAN Federation of Accountants (AFA), the Confederation of Asian and Pacific Accountants (CAPA), Accountancy Europe, the Institute of Chartered Accountants of the Caribbean (ICAC), the Pan African Federation of Accountants (PAFA), and is a member of CCAB in the UK and Ireland. It undertakes wide-ranging capacity building work globally and has an extensive network of partnerships with other professional accountancy organizations.

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? No
  • Renewal required? Every 1 year(s)

4. Certified Manager Certification (CM)

The Certified Manager Animal Resources (CMAR) certification program is designed to raise competency and professionalism in the field of Animal Resources Management. The CMAR designation involves a series of four examinations: three exams arranged via an organization called the Institute for Certified Professional Managers (ICPM), and the Animal Resources Exam offered by AALAS. Obtaining the CMAR designation is a sign of professionalism in the field of animal resources management.

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? 

What is the best certification for an investment officer?

The best investment officer certification is Certified Investment Management Analyst (CIMA). The Certified Investment Management Analyst (CIMA) is awarded by the Investment and Wealth 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 officer certification:

  • To become a certified Certified Investment Management Analyst (CIMA), you need to pass the exam.
  • Lucky you - certification doesn't require more than two years of work experience.
  • Renew certification every year.

What are some of the most in-demand certifications for investment officers?

The most in-demand investment officer certification is Certified Financial Planner based on all active job postings. Having this investment officer certification will give you access to more investment officer jobs with higher salaries.

Best certifications

The most common combination of investment officer certifications include: Certified Investment Management Analyst (CIMA), Certified Financial Planner (CFP), and Chartered Certified Accountant (ACCA).

Online courses for investment officers to earn certifications

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