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Best senior personal banker certifications

Senior personal banker certifications allow job seekers to demonstrate their competency as an senior personal banker to employers. However, not all senior personal banker certifications provide the same value for job seekers.

The best certifications for a senior personal banker are Certified Sales Professional (CSP), Certified Public Accountant (CPA), and Certified Management Accountant (CMA).

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

4 best certifications for senior personal bankers

4 best senior personal banker certifications

1. 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.

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 3 year(s)

2. 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.

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...

3. 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.

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 1 year(s)

4. International Accredited Business Accountant (IABA)

ACAT seeks to ensure that all accredited individuals possess both the theoretical knowledge and the practical knowledge necessary to be successful practitioners. For that reason, candidates for accreditation must satisfy an experience requirement before becoming fully credentialed: three years of related work experience, up to two of which may be satisfied through college credit. Related work experience includes verifiable experience in accounting, financial services, or other field requiring a practical and theoretical knowledge of the subject matter covered on the ACAT Comprehensive Examination for the International Accredited Business Accountant. Those who pass the exam but who have not met the experience requirement may market themselves as having passed the ACAT Comprehensive Examination for International Accredited Business Accountant, but are not entitled to use the IABA designation.

Certification details
  • More than two years of education or training after high school required? No
  • More than two years of work experience required? Yes
  • Oral or written exam required? Yes
  • Renewal required? No

What is the best certification for a senior personal banker?

The best senior personal banker certification is Certified Sales Professional (CSP). The Certified Sales Professional (CSP) is awarded by the Manufacturers Representatives Educational Research Foundation. This certification is great to have as it shows an improvement in your competency to perform your role. You can earn this certification at the beginning of your career, as it often doesn't require a minimum education level and work experience.

Here's a bit more background on how to obtain this senior personal banker certification:

  • To become a certified Certified Sales Professional (CSP), you need to pass the exam.
  • This certificate requires more than two years of work experience.
  • Renew certification every 3 year.
Best certifications

The most common combination of senior personal banker certifications include: Certified Sales Professional (CSP), Certified Public Accountant (CPA), and Certified Management Accountant (CMA).

Online courses for senior personal bankers to earn certifications

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