Certification or Licensing
Certification is a good way way to show your commitment to the field, improve your skills, and increase your possibilities for advancement. Professional certification is available in specialized fields such as investment and credit management. One popular credential, chartered financial analyst (CFA), is conferred by the CFA Institute. To be eligible to apply for the CFA credential, applicants must meet one of the following criteria:
- having completed a bachelor’s program or equivalent program and receiving a degree
- being a current university student who is within 23 months from completing their undergraduate degree
- having a combination of 4,000 hours of work experience and/or college/university education that was acquired over a minimum of three sequential years and achieved by the date of enrolling for the Level I exam
The National Association of Credit Management offers six levels of certification: credit business associate, certified credit and risk analyst, credit business fellow, certified credit executive, certified international credit professional, and international certified credit executive.
The Association for Financial Professionals confers the certified treasury professional and the certified corporate financial planning and analysis professional designations. Applicants must pass an examination and have working experience in the field.
The Global Academy of Finance and Management offers a variety of certification designations. Visit its Web site, https://www.gafm.com, for a complete list and requirements.
- Accountants
- Assessors and Appraisers
- Audit and Assurance Accountants
- Auditors
- Automatic Teller Machine Servicers
- Bank Branch Managers
- Bank Examiners
- Billing Clerks
- Bookkeeping and Accounting Clerks
- Budget Analysts
- Business Continuity Planners
- Business Development Managers and Directors
- Business Intelligence Analysts
- Business Managers
- Chief Customer Officers
- Chief Executive Officers
- Chief Financial Officers
- Chief Information Officers
- Chief Restructuring Officers
- Commodities Brokers
- Compliance Managers
- Credit Analysts
- Customer Service Representatives
- Customer Success Managers
- Economists
- Financial Analysts
- Financial Consultants
- Financial Institution Tellers, Clerks, and Related Workers
- Financial Planners
- Financial Quantitative Analysts
- Financial Services Brokers
- Forensic Accountants and Auditors
- Fraud Examiners, Investigators, and Analysts
- Health Care Insurance Navigators
- Hedge Fund Investor Relations Specialists
- Hedge Fund Relationship Managers
- Information Assurance Analysts
- Information Security Analysts
- Insurance Claims Representatives
- Insurance Fraud Investigators
- Insurance Policy Processing Workers
- Insurance Underwriters
- Internet Security Specialists
- Internet Transaction Specialists
- Investment Bankers
- Investment Banking Analysts
- Investment Banking Associates
- Investment Banking Sales Brokers
- Investment Banking Traders
- Investment Fund Managers
- Investment Professionals
- Investment Underwriters
- Life Insurance Agents and Brokers
- Loan Processors
- Loan Underwriters
- Mergers and Acquisitions Attorneys
- Mobile Software Developers
- Mortgage Bankers
- Mutual Fund Portfolio Managers
- Mutual Fund Wholesalers
- Office Administrators
- Private Bankers
- Property and Casualty Insurance Agents and Brokers
- Regulatory Affairs Managers
- Regulatory Affairs Specialists
- Retirement Planners
- Risk Managers
- Sales Representatives
- Software Application Developers
- Statisticians
- Tax Accountants
- Tax Managers
- Tax Preparers
- User Experience Designers
- Wealth Management Associates
- Wealth Management Investor Relations Specialists
