Top 10 Financial Certifications.
                     TOP 10 FINANCIAL 
CERTIFICATIONS
CPA – Certified Public 
Accountant
• A CPA license is for accountants, tax preparers and financial 
analysts. 
• This certification is administered by the American Institute of CPAs 
(AICPA).
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CFP – Certified Financial 
Planner
• To become a CFP, a professional must complete a set of courses, 
then pass a seven-hour test. 
• The test is administered by the CFP Board. 
Source: Google Image
ChFC – Chartered Financial 
Consultant
• The ChFC certification was created as an alternative to the CFP 
certification. 
• The program offers specialties beyond the CFP’s essentials. 
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CFA – Chartered Financial 
Analyst
• A CFA, or chartered financial analyst, is an expert in investments 
and securities.
•  The certification is administered by the CFA Institute, which calls 
the CFA credential “the most respected and recognized investment 
management designation in the world.” 
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CIC – Chartered Investment 
Counsellor
• A CIC is a subset of the CFA designation specifically for those 
working in investment counselling and portfolio management.
•  To be eligible to earn a CIC designation, a candidate must be 
working at an Investment Adviser and have at least five years’ 
experience. 
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FRM – Financial Risk 
Manager
• An FRM is a risk-management specialist. 
• Holders of this certification are likely to be found working in banks 
as risk analysts. 
CLU – Chartered Life 
Underwriter
• A CLU is the best certification for insurance agents. 
• Chartered life underwriters are experts in life insurance, estate 
planning and risk management.
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CMFC – Chartered Mutual 
Fund Counsellor
• Holders of this designation are experts in mutual funds. 
• To become a CMFC, candidates must complete a 10-week course 
and then pass exams administered by the College for Financial 
Planning. 
Source: Google Image
CMA – Certified Management 
Accountant
• A CMA is an expert at management accounting. 
• They use their skills in both accounting and management to make 
strategic financial business decisions.
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