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Best registered representative certifications
The best certifications for a registered representative are Certified Professional, Life and Health Insurance Program (CPLHI), Chartered Financial Analyst (CFA), and Certified Financial Planner (CFP).
Registered representative certifications demonstrate your competency as a registered representative to employers. However, not all registered representative certifications provide the same value.
Below is a list of the best registered representative certifications. Obtaining a registered representative certification will give you a leg up when you apply for jobs and increase your potential salary.
8 best certifications for registered representatives
| Rank | Registered representative certification | Organization |
|---|---|---|
| 1 | Certified Professional, Life and Health Insurance Program (CPLHI) | LOMA |
| 2 | Chartered Financial Analyst (CFA) | CFA |
| 3 | Certified Financial Planner (CFP) | CFP |
| 4 | Certified Sales Professional (CSP) | MRERF |
| 5 | Chartered Financial Consultant (ChFC) | The American ... |
| 6 | Certified Financial Planner (CFP) | ABTrainingCen... |
| 7 | Certified Public Accountant (CPA) | AICPA |
| 8 | Certified Management Accountant (CMA) | IMA |
8 best registered representative certifications
1. 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
2. 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?
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 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)
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 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
7. 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?
8. 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)
What is the best certification for a registered representative?
The best registered representative certification is Certified Professional, Life and Health Insurance Program (CPLHI). The Certified Professional, Life and Health Insurance Program (CPLHI) is awarded by the LOMA.
Here's a bit more background on how to obtain this registered representative certification:
- To become a certified Certified Professional, Life and Health Insurance Program (CPLHI), you need to pass the exam.
- Lucky you - certification doesn't require more than two years of work experience.
- No renewal for certification, if you earn it once it is valid all time.
What certifications can impact a registered representative career and salary?
The Certified Professional, Life and Health Insurance Program certification will help you to secure a finance advisor position, which will increase your pay and career trajectory. A finance advisor's average salary is $79,329 whereas registered representatives make an average salary of $54,074.
The most common combination of registered representative certifications include: Certified Professional, Life and Health Insurance Program (CPLHI), Chartered Financial Analyst (CFA), and Certified Financial Planner (CFP).
Online courses for registered representatives to earn certifications
1. Digital Transformation in Financial Services
This Specialization is intended for learners that have or wants to have a career in the digital financial industries.\n\nThe Specialization explores the evolving world of finance, focusing on the changing dynamics caused by the conversion of products and services into digital goods, new customer demands and changing regulation to govern the competetive landscape - the digital transformation of finance.\n\nYou’ll learn about concepts such as digital platforms and business ecosystems, be exposed...
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The Complete Guide To Advanced Real Estate Financial Modeling For Real Estate Investment Professionals...
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Financial Planning Coaching Practitioner Course Graduates Prepared Professionals in Holistic Financial Planning Coaching...
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Customer service, customer support, and customer experience training. Loyal clients through world-class customer service...
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Acquire the #1 Skill Needed For Investment banking, Private equity, and Consulting - Company analysis...
7. 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...
8. Fundamentals of Financial Services
Understanding key elements and basic workings of the Financial Services Industry (useful for exams as well)...
9. Fundamentals of Insurance - 2
Part 2...
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...
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Customer Care Listening Great Customer Service Concern for Others Company Culture Engaging People Responding...
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Master Customer Service using this practical customer care course...
13. Investment Banking: The Complete Financial Ratio Analysis
Investment Banking For Investors & Financial Analysts - How to Perform Financial Statement Analysis & Company Valuation...
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How To Ace Your Real Estate Financial Modeling Interview Exam For Real Estate Investing Careers...
15. Financial Planning & Analysis: Building a Company's Budget
Learn the Fundamentals of Financial Planning and Position Your Career for Success!...
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Learn Customer Service Skills & Provide Excellent Customer Support, Customer Experience & How To Manage Upset Customers...
17. Fundamentals of Insurance - 1
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18. Customer Service
How to Approach New Customers and Maintain Existing Ones...
19. Financial Accounting & Excel-Comprehensive Accounting Course
Comprehensive accounting course to learn the accounting cycle in a practical way and pick up critical Excel fundamentals...
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Value Investing Mastery - How to Perform Financial Statement Analysis & Financial Ratio Analysis to Find Great Stocks...