Professional Certifications Enhance Your Career

A perfect way to advance your career in financial services is through technical certifications and designations. A recognized and validated credential through be the jumpstart for your career needs, whether you are fresh from school or are a seasoned financial services professional. The right credential is the best way to do it if you are from another industry but are looking to move into financial services.

We are proud to provide continuing education courses with a range of certifications and designations for financial services professionals. To elevate their career, financial professionals can use any of the certifications mentioned below. If you are just starting or are an accomplished professional, it will take your career to the next level to take advantage of these available certifications.


  • Certified Financial Planner (CFP)
  • Certified Investment Management Analyst (CIMA)
  • Certified Private Wealth Advisor (CPWA)
  • Certified Fraud Examiner (CFE)
  • Accredited Financial Counselor (AFC) CE
  • Certifications Through The American College of Financial Services
  • Chartered Financial Consultant (ChFC)
  • Chartered Leadership Fellow (CLF)
  • Chartered Life Underwriter (CLU)
  • Financial Services Certified Professional (FSCP)
  • Retirement Income Certified Professional (RICP)
  • Wealth Management Certified Professional (WMCP)
  • Order Certification CE Courses

Become a Certified CFP

You will help customers build long-term plans to achieve their financial targets with a Certified Financial Planner (CFP) certification. CFP experts help their customers build a strong financial plan, whether it’s getting out of debt, saving for a home, diversifying their portfolio, or investing for retirement.

Keeping a CFP designation will provide career advancement, income opportunities, and a high degree of satisfaction by helping individuals achieve their goals. A CFP® designation will give you the versatility you need to advance your career, whether you are planning to work for a company or practice as an independent.

Become a Certified Investment Management Analyst

The Investments & Wealth Institute’s CIMA (Certified Investment Management Analyst) qualification is the top specialized portfolio certification program designed for investment managers, analysts, financial planners, and practitioners in wealth management.

According to research reports, CIMA-certified practitioners are more pleased with their jobs, receive greater pay, and handle more assets than advisors without CIMA certification for higher-net-worth customers.

Become a Certified Private Wealth Advisor

The CPWA (Certified Private Wealth Advisor) credential, an advanced technical certification tailored for experienced financial practitioners who counsel high-net-worth clients, is also offered by the Investments & Wealth Institute. The CPWA curriculum takes a comprehensive and multidisciplinary approach, unlike certificates focused solely on investing or financial planning.

CPWA-certified practitioners are best positioned to attract high-net-worth customers, have specialized experience and skills, and increase company revenues. The CPWA credential is suitable for investment managers, financial analysts, and consultants, tax and estate practitioners, retirement specialists, and other financial professionals.

Become a Certified Fraud Examiner

The Association of Certified Fraud Examiners’ Certified Fraud Examiner (CFE) certification is the standard of quality in the anti-fraud industry and is increasingly being recognized as a preferred credential in the recruiting practices of corporations, government departments, and law enforcement agencies.

There are several advantages to obtaining CFE certification, including increased earnings (~34 percent higher than non-certified colleagues), career growth, improved marketability, and job security, professional reputation and exposure, and the ability to influence the bottom line of your business.

Become an Accredited Financial Counselor

The Association for Financial Counseling & Planning Education (AFCPE) AFC (Accredited Financial Counselor) certification provides financial practitioners with the expertise and skills necessary to assist clients with complex financial decision-making. Customers know they will receive financial education and advice tailored to their individual needs when they work with an AFC professional.

Financial professionals are better able to help their customers create a solid financial base with an AFC credential, assist their customers through financial difficulties and possibilities, and help their customers develop lasting financial well-being.

American College of Financial Services

The American College of Financial Services provides many certifications that professionals may take advantage of, including the ChFC, CLF, CLU, FSCP, RICP, and WMCP certifications, to jumpstart their careers. – these professional designations are excellent ways of promoting both new and seasoned professionals’ careers.

Become a Chartered Financial Consultant

The American College of Financial Services’ Chartered Financial Consultant (ChFC) designation provides a solid, foundational education so that you can offer the best possible service to your customers while also advancing your career.

For early-career financial professionals looking for a boost to their career, as well as mid-career professionals looking to improve their CFP certification, the ChFC certification is ideal.

Become a Chartered Leadership Fellow

The Chartered Leadership Fellow (CLF) certification provides the expertise and skills that financial services managers need to achieve their organizational goals, set performance standards, and create business plans.

The CLF curriculum is built for professionals in financial services who have at least three years of experience in management positions. The designation program focuses on providing field leaders with realistic applications and strategies where they learn best practices for hiring and retaining performers and enhancing the efficiency of the company.

Become a Chartered Life Underwriter

For individuals and small businesses, life insurance is an essential and appropriate aspect of financial planning. For decades, both insurance and financial practitioners seeking the expertise they need to excel in the life insurance industry have been the first option for the Chartered Life Underwriter (CLU) designation.

The CLU designation is suitable for professionals who are just beginning their careers, as well as those who already hold a financial designation but are aiming to provide their customers with more.

Become a Financial Services Certified Professional

For financial service professionals, the Financial Services Certified Professional® (FSCP®) certification provides the most complete product expertise, marketing, and financial planning skills. Earning the FSCP designation will give financial professionals the expertise, skills, and trust necessary to succeed in their careers.

Become a Retirement Income Certified Professional

More than 45 of the top retirement planning experts have established the Retirement Income Certified Professional (RICP) programme at The American College of Financial Services. It offers detailed advice on the development of integrated retirement income plans, with a primary emphasis on sustainable income generation strategies from available sources.

When more than 10,000 baby boomers retire every day, the demand for retirement planning professionals is high and will continue to grow over the next decade. Professionals have more faith in representing senior clients with the RICP certification and can make smarter, more educated choices about retirement financial planning.

Become a Wealth Management Certified Professional

To add a new level of value to the relationship between financial planners and clients in a program with the highest degree of accreditation, the Wealth Management Certified Professional (WMCP) certification focuses on money management, portfolio management, and financial planning techniques.

Certified Practitioners in Wealth Management gain the experience to execute money management strategies with a variety of consumer objectives, including retirement planning, small business planning, and more. You will also gain a deep understanding of wealth management and financial planning so that you can fulfill the investment priorities of your customers and assist them in managing their risks effectively.

Obtain Certification Through Your CE Courses

Via continuing education classes, technical certifications need to be renewed annually. And we know how important education is for your career growth as the leading provider of online continuing education and training. We are proud to provide a detailed course catalog for the certifications of CFP, CIMA, CPWA, CFE, and AFC, as well as all of the above-mentioned American College certifications.