Certification or Licensing
Because of their diverse backgrounds, financial planners have many different educational degrees and licenses. Planners who seek specialized training can earn credentials such as chartered financial consultant (from The American College of Financial Services) or certified financial planner (Certified Financial Planner Board of Standards). Professionals who wish to specialize in retirement issues may opt to become a chartered retirement plans specialist (CRPS) or a chartered retirement planning counselor (CRPC)—both of which are available from the College for Financial Planning. CRPSs advise businesses on employee retirement plans, while CRPCs work with individuals who are retired or nearing retirement age.
Certification requirements vary depending on the specialty, though all programs demand continuing education credits for yearly recertification.
- Accountants
- Assessors and Appraisers
- Auditors
- Chief Information Officers
- Commodities Brokers
- Compliance Managers
- Economists
- Financial Analysts
- Financial Consultants
- Financial Institution Officers and Managers
- Financial Institution Tellers, Clerks, and Related Workers
- Financial Planners
- Financial Quantitative Analysts
- Financial Services Brokers
- Investment Fund Managers
- Investment Professionals
- Investment Underwriters
- Mutual Fund Portfolio Managers
- Regulatory Affairs Managers
- Regulatory Affairs Specialists
- Statisticians
