Professional certification in financial services

Following is a partial list of professional certifications in financial services, with an overview of the educational and continuing requirements for each; see Professional certification § Accountancy, auditing and finance and Category:Professional certification in finance for all articles. As the field of finance has increased in complexity in recent years, the number of available designations has grown, and, correspondingly, some will have more recognition than others.[1][2][3] Note that in the US, many state securities and insurance regulators do not allow financial professionals to use a designation — in particular a "senior" designation — unless it has been accredited by either the American National Standards Institute or the National Commission for Certifying Agencies.[4]

  1. ^ Ernest N. Biktimirov (2012). Global Alphabet Soup: Internationally Recognized Professional Designations in Finance, Journal of Financial Education 38 (3/4), Fall/Winter 2012, 18-32
  2. ^ The Rise of the Chief Risk Officer, Institutional Investor (March 2017).
  3. ^ "Is Your Advisor Pumping Up His Credentials?", The Wall Street Journal, October 16, 2010.
  4. ^ accredited-designations, FINRA.

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