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Best investment representative certifications
Investment representative certifications allow job seekers to demonstrate their competency as an investment representative to employers. However, not all investment representative certifications provide the same value for job seekers.
The best certifications for an investment representative are Certified Financial Planner (CFP), Certified Professional, Life and Health Insurance Program (CPLHI), and Certified Financial Planner (CFP).
Below is a list of the best investment representative certifications. Obtaining an investment representative certification will give you a leg up when you apply for jobs and increase your potential salary.
6 best certifications for investment representatives
| Rank | Investment representative certification | Organization |
|---|---|---|
| 1 | Certified Financial Planner (CFP) | CFP |
| 2 | Certified Professional, Life and Health Insurance Program (CPLHI) | LOMA |
| 3 | Certified Financial Planner (CFP) | ABTrainingCen... |
| 4 | Chartered Financial Analyst (CFA) | CFA |
| 5 | Chartered Financial Consultant (ChFC) | The American ... |
| 6 | Certified Sales Professional (CSP) | MRERF |
6 best investment representative certifications
1. 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)
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. 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?
5. Chartered Financial Consultant (ChFC)
Since 1982, the Chartered Financial Consultant has remained the most extensive education available for professionals seeking a designation in financial planning. More than 41,000 individuals have attained this distinction, enabling them to effectively apply a comprehensive financial planning process to their clients' needs. The ChFC program includes all of the courses in our CFP® Certification Curriculum, and builds on that knowledge with advanced coverage of estate, retirement, and financial planning applications. ChFCs average 34 percent higher income than their peers without a designation*.
- 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
6. 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.
- 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)
What is the best certification for an investment representative?
The best investment representative certification is Certified Financial Planner (CFP). The Certified Financial Planner (CFP) is awarded by the Certified Financial Planner Board of Standards, Inc. 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 representative certification:
- To become a certified Certified Financial Planner (CFP), you need to pass the exam.
- This certificate requires more than two years of work experience.
- Renew certification every 2 year.
What certifications can impact an investment representative career and salary?
The Certified Financial Planner certification will help you to secure an investment consultant position, which will increase your pay and career trajectory. An investment consultant's average salary is $91,745 whereas investment representatives make an average salary of $65,361.
The most common combination of investment representative certifications include: Certified Financial Planner (CFP), Certified Professional, Life and Health Insurance Program (CPLHI), and Certified Financial Planner (CFP).
Online courses for investment representatives 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 Advanced Real Estate Financial Modeling Bootcamp
The Complete Guide To Advanced Real Estate Financial Modeling For Real Estate Investment Professionals...
4. How to Read Financial Statements: Build Financial Literacy.
Read financial statements and speak the language of business without the drudgery of a traditional accounting course...
5. Financial Statements: Balance Sheet, Income Stmt, Cash Flow
How To Quickly Read & Understand The Big 3 Financial Statements: Balance Sheet, Income Statement, Cash Flow Statement...
6. Financial Statement Analysis
Learn how to make understanding financial statements your superpower!...
7. 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...
8. Accounting & Financial Statement Analysis: Complete Training
Accounting & Financial Ratio Analysis made easy. Learn important accounting skills that will get your foot in the door!...
9. Financial Accounting-Adjusting Entries & Financial Statement
Master Adjusting Entries & Financial Statements: A Comprehensive Guide for Accurate Accounting and Reporting...
10. 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...
11. The Real Estate Financial Modeling Interview Exam Guide
How To Ace Your Real Estate Financial Modeling Interview Exam For Real Estate Investing Careers...
12. Comprehensive Guide to Financial Markets, Investing &Trading
A comprehensive (advanced) introduction to global financial markets, investing and trading in all financial assets...
13. Accounting basics, create financial statements easily
Discover, develop, practice your financial information and explore the world of accounting...
14. Financial Accounting-Depreciation Calculation & Fixed Assets
Optimizing Asset Management: Comprehensive Guide to Property, Plant, and Equipment Accounting...
15. Financial Planning Coaching Certification Holistic Coaching
Financial Planning Coaching Practitioner Course Graduates Prepared Professionals in Holistic Financial Planning Coaching...
16. Audit - Financial Statement
Master the Art of Auditing Financial Statements: In-Depth Analysis, Techniques, and Real-World Case Studies...
17. Investment Analysis & Portfolio Management with Python
Financial Analysis Done Right - Rigorously Analyse Investments & Manage Portfolios using Python for Finance / Investing...
18. Investment Analysis & Portfolio Management - Core Finance
Financial Analysis Done Right - Rigorously Analyse Investments & Manage Portfolios using Excel® & Google Sheets...
19. Financial Modelling, Financial Planning and DCF Valuation
How to create a startup or existing company financial model from scratch and carry out the DCF Valuation...
20. Financial Statement Analysis - Master the Financial Stmts!
Gain a comprehensive knowledge of the 3 financial statements and how to make them tell you a story...