EDEPS - Economic Development and Employer Planning System

Certification

Personal Financial Advisors
Accredited Estate Planner Certification Description The AEP® designation is awarded by the National Association of Estate Planners & Councils to recognized estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character. Certifying Organization National Association of Estate Planners & Councils http://www.naepc.org/ Certification Details ● Education and Training Required? Yes ● Work Experience Required? Yes ● Oral or Written Exam Required? Yes ● Renewal Required? Every Year ● Renew through Continuing Educational Units (CEU)? Yes ● Renew through Re-Examination? No ● Renew through Continuing Professional Development (CPD)? No ● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No Accredited Estate Planner Website
Accredited Retirement Advisor Certification Description This credential recognizes professionals who have a thorough knowledge of: preparing their clients for retirement; the essentials of estate and trust planning; and financial planning for the elderly. Certifying Organization Accreditation Council for Accountancy and Taxation http://www.acatcredentials.org/acat/home Certification Details ● Education and Training Required? Yes ● Work Experience Required? Yes ● Oral or Written Exam Required? Yes ● Renewal Required? Every 3 Years ● Renew through Continuing Educational Units (CEU)? Yes ● Renew through Re-Examination? No ● Renew through Continuing Professional Development (CPD)? No ● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No Accredited Retirement Advisor Website
Accredited Retirement Plan Consultant Certification Description The SPARK Accredited Retirement Plan Specialist (ARPS) designation is earned by administrative and recordkeeping professionals who have demonstrated their proficiency in plan operations completing the required coursework and exams. Certifying Organization Society of Professional Asset Managers and Record Keepers http://www.sparkinstitute.org/index.php Certification Details ● Education and Training Required? Yes ● Work Experience Required? Yes ● Oral or Written Exam Required? Yes ● Renewal Required? Every Year ● Renew through Continuing Educational Units (CEU)? Yes ● Renew through Re-Examination? Yes ● Renew through Continuing Professional Development (CPD)? No ● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? Yes Accredited Retirement Plan Consultant Website
Accredited Retirement Plan Specialist Certification Description The SPARK Accredited Retirement Plan Specialist (ARPS) designation is earned by administrative and recordkeeping professionals who have demonstrated their proficiency in plan operations completing the required coursework and exams. Certifying Organization Society of Professional Asset Managers and Record Keepers http://www.sparkinstitute.org/index.php Certification Details ● Education and Training Required? Yes ● Work Experience Required? Yes ● Oral or Written Exam Required? Yes ● Renewal Required? Every Year ● Renew through Continuing Educational Units (CEU)? Yes ● Renew through Re-Examination? Yes ● Renew through Continuing Professional Development (CPD)? No ● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? Yes Accredited Retirement Plan Specialist Website
Associate, Financial Services Institute Certification Description Companies in the competitive financial services industry need employees who understand financial products and the operational aspects of the financial institutions that create and administer those products. The Associate, Financial Services Institute™ (AFSI®) is an associate-level designation that recognizes and rewards the achievement of industry professionals who have completed five courses within the Fellow, Financial Services Institute™ (FFSI®) Program Certifying Organization LOMA http://www.loma.org/default.aspx Certification Details ● Oral or Written Exam Required? Yes ● Renew through Continuing Educational Units (CEU)? No ● Renew through Re-Examination? No ● Renew through Continuing Professional Development (CPD)? No ● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No Associate, Financial Services Institute Website
Associate, Life Management Institute Certification Description With your ALMI designation, you'll have - Improved knowledge of core insurance functions - Better business/financial acumen - A developing sense of field/home office partnership through knowledge of insurance marketing/distribution. Certifying Organization LOMA http://www.loma.org/default.aspx Certification Details ● Oral or Written Exam Required? Yes ● Renew through Continuing Educational Units (CEU)? No ● Renew through Re-Examination? No ● Renew through Continuing Professional Development (CPD)? No ● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No Associate, Life Management Institute Website
Associated Professional Member Certification Description Retirement plan professionals holding degrees in law, accounting, actuarial science, financial science, insurance, or related disciplines may qualify to be an Associated Professional Member (APM). Professionals from these disciplines with a minimum of three years experience in retirement plan related matters are qualified to apply for APM memberships. Certifying Organization American Society of Pension Professionals and Actuaries http://www.asppa.org/ Certification Details ● Work Experience Required? Yes ● Oral or Written Exam Required? No ● Renewal Required? Every 2 Years ● Renew through Continuing Educational Units (CEU)? Yes ● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No Associated Professional Member Website
CCNA Data Center Certification Description For data center network administrators who want to save time and money on data center design, equipment installation, and maintenance, the Cisco Certified Network Associate Data Center (CCNA Data Center) certification is a job-role-focused training and certification program that allows you to maximize your investment in your education and increase the value of your data center network. Certifying Organization Cisco Systems, Inc. http://www.cisco.com Certification Details ● Education and Training Required? Yes ● Work Experience Required? Yes ● Oral or Written Exam Required? Yes ● Renewal Required? Every 3 Years ● Renew through Continuing Educational Units (CEU)? No ● Renew through Re-Examination? Yes ● Renew through Continuing Professional Development (CPD)? No ● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No CCNA Data Center Website
Certified Chartered Portfolio Manager Certifying Organization American Academy of Financial Management http://aafm.org Certification Details ● Education and Training Required? Yes ● Work Experience Required? Yes ● Oral or Written Exam Required? Yes ● Renewal Required? Every Year Certified Chartered Portfolio Manager Website
Certified Chartered Wealth Manager Certifying Organization American Academy of Financial Management http://aafm.org Certification Details ● Education and Training Required? Yes ● Work Experience Required? Yes ● Oral or Written Exam Required? Yes ● Renewal Required? Every Year Certified Chartered Wealth Manager Website
Certified Credit Union Financial Counselor Certifying Organization Credit Union National Association https://www.cuna.org/Webassets/Pages/Home.aspx Certification Details ● Oral or Written Exam Required? Yes ● Renewal Required? Every 3 Years ● Renew through Continuing Educational Units (CEU)? No ● Renew through Re-Examination? Yes ● Renew through Continuing Professional Development (CPD)? No ● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No Certified Credit Union Financial Counselor Website
Certified Divorce Financial Analyst Certifying Organization Institute for Divorce Financial Analysts https://www.institutedfa.com/ Certification Details ● Education and Training Required? Yes ● Oral or Written Exam Required? Yes ● Renewal Required? Every 2 Years ● Renew through Continuing Educational Units (CEU)? Yes ● Renew through Re-Examination? No ● Renew through Continuing Professional Development (CPD)? No ● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No Certified Divorce Financial Analyst Website
Certified Estate and Trust Specialist Certification Description The CES designation will teach you exactly what you need to know about estate planning and asset repositioning implementation. You will learn about estate planning goals, beneficiaries, wills and probates, retirement accounts, taxes and trusts, living trusts, wills, and post-mortem guidelines. In addition, you'll gain sophisticated knowledge about control trusts, incapacity, and funerals. Certifying Organization Institute of Business & Finance http://icfs.com/ Certification Details ● Education and Training Required? Yes ● Work Experience Required? Yes ● Oral or Written Exam Required? Yes Certified Estate and Trust Specialist Website
Certified Financial Planner Certification Description The CFP certification process, administered by CFP Board, identifies to the public that those individuals in the U.S.who have been authorized to use the CFP certification mark have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients. Certifying Organization Certified Financial Planner Board of Standards, Inc. https://www.cfp.net/ Certification Details ● Education and Training Required? Yes ● Work Experience Required? Yes ● Oral or Written Exam Required? Yes ● Renewal Required? Every 2 Years ● Renew through Continuing Educational Units (CEU)? Yes ● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No Certified Financial Planner Website
Certified Financial Planner Certification Description Quailfication as CFP identifies that a person has met rigorous ethics, competency and professional practice standards to deliver financial planning services in a country or region, as established by FPSB and locally adapted and administered by the FPSB Affiliate in that territory. Certifying Organization Financial Planning Standards Board Ltd https://www.fpsb.org/ Certification Details ● Education and Training Required? Yes ● Work Experience Required? Yes ● Oral or Written Exam Required? Yes ● Renewal Required? Every 2 Years ● Renew through Continuing Educational Units (CEU)? Yes ● Renew through Re-Examination? No Certified Financial Planner Website
Certified Financial Technican Certification Description The IFTA Certified Financial Technician (CFTe) consists of CFTe I and II, which together constitute a complete professional program. The two examinations culminate in the award of this internationally recognized professional qualification in Technical Analysis. Certifying Organization The International Federation of Technical Analysts Inc. https://ifta.org/ Certification Details ● Oral or Written Exam Required? Yes Certified Financial Technican Website
Certified Funds Specialist Certification Description The CFS 60-hour program provides the practitioner with everything needed to select the right fund for any given situation. The cost of the program is $1,165. The cost includes everything: registration, shipping, materials, testing, and the first year's certification fee. The final exam is given at Thomson Prometric Centers which are located throughout the country. The exam is administered by the NASD. Students must also complete an open-book case study. The CFS program is fully accredited. Certifying Organization Institute of Business & Finance http://icfs.com/ Certification Details ● Education and Training Required? Yes ● Oral or Written Exam Required? Yes ● Renewal Required? Every Year ● Renew through Continuing Educational Units (CEU)? Yes ● Renew through Continuing Professional Development (CPD)? Yes ● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? Yes Certified Funds Specialist Website
Certified Housing Counselor Certification Description A Certified Housing Counselor objectively assesses the client's current financial situation; identifies problem areas the client may face recommends appropriate actions to help clients obtain and maintain adequate housing; evaluates the housing and financial status of low, moderate and middle-income families; and understands the essential workings of all aspects of the industry in order to help clients make appropriate housing decisions. Certifying Organization Association for Financial Counseling and Planning Education http://www.afcpe.org Certification Details ● Oral or Written Exam Required? Yes Certified Housing Counselor Website
Certified in Financial Forensics Certification Description The CFF credential is granted exclusively to CPAs who demonstrate considerable expertise in forensic accounting through their knowledge, skills, and experience. The CFF encompasses fundamental and specialized forensic accounting skills that CPA practitioners apply in a variety of service areas, including: bankruptcy, insolvency and reorganization; computer forensic analysis; economic damages calculations; family law; fraud prevention, detection and response; financial statement misrepresentation; and valuations. Certifying Organization American Institute of Certified Public Accountants http://www.aicpa.org/Pages/Default.aspx Certification Details ● Education and Training Required? Yes ● Work Experience Required? Yes ● Oral or Written Exam Required? Yes ● Renewal Required? Every 3 Years ● Renew through Continuing Educational Units (CEU)? Yes ● Renew through Re-Examination? No ● Renew through Continuing Professional Development (CPD)? No ● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No Certified in Financial Forensics Website
Certified in Long Term Care Certification Description Certification for Long-Term Care (CLTC) educates professionals in the fields of insurance, financial services, law and accounting about the severe consequences a need for care over an extended period of years would have, not on their client, but on the emotional, physical and financial wellbeing of those the client loves. Certifying Organization Corporation for Long Term Care Certification https://ltc-cltc.com/ Certification Details ● Education and Training Required? Yes ● Work Experience Required? Yes ● Oral or Written Exam Required? Yes ● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No Certified in Long Term Care Website
Certified Income Specialist Certification Description The CIS designation program at IBF is an intermediate-to-advanced course on investment concepts, cash reserves, FDIC coverage, utilities, preferreds, bonds, and other income-oriented options that are of concern to your clientele. Certifying Organization Institute of Business & Finance http://icfs.com/ Certification Details ● Education and Training Required? Yes ● Work Experience Required? Yes ● Oral or Written Exam Required? Yes Certified Income Specialist Website
Certified Insolvency and Restructuring Advisor Certification Description Rendering financial advisory service in the business turnaround, restructuring and bankruptcy practice areas requires both special knowledge and relevant experience. In 1992 AIRA established the Certified Insolvency and Restructuring Advisor program to recognize those professionals that demonstrate a high level of competency through not only the completion of a course of study and examination but by providing evidence of comprehensive experience. Certifying Organization Association of Insolvency and Restructuring Advisors https://www.aira.org/ Certification Details ● Education and Training Required? Yes ● Work Experience Required? Yes ● Oral or Written Exam Required? Yes ● Renewal Required? Every 3 Years ● Renew through Continuing Educational Units (CEU)? Yes ● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No Certified Insolvency and Restructuring Advisor Website
Certified IRA Services Professional Certification Description Applicable to financial services professionals who have dedicated IRA operational and technical experience. Certifying Organization Institute of Certified Bankers http://www.aba.com/Training/ICB/Pages/default.aspx Certification Details ● Oral or Written Exam Required? Yes ● Renewal Required? Every 3 Years ● Renew through Continuing Educational Units (CEU)? Yes Certified IRA Services Professional Website
Certified Management Accountant Certification Description The CMA (Certified Management Accountant) is the advanced professional certification specifically designed to measure the accounting and financial management skills that drive business performance. Certifying Organization The Association of Accountants and Financial Professionals in Business https://www.imanet.org/?ssopc=1 Certification Details ● Education and Training Required? Yes ● Work Experience Required? Yes ● Either training or work experience required, but not both? No ● Oral or Written Exam Required? Yes ● Renewal Required? Every Year ● Renew through Continuing Educational Units (CEU)? Yes ● Renew through Re-Examination? No ● Renew through Continuing Professional Development (CPD)? No ● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No Certified Management Accountant Website
Certified Pension Consultant Certification Description The Certified Pension Consultant (CPC) credential is designed for benefits professionals working in plan administration, pension actuarial administration, insurance, and financial planning. CPCs work with employers in the formulation, implementation, administration, and maintenance of qualified retirement plans and other employee benefits programs. Certifying Organization American Society of Pension Professionals and Actuaries http://www.asppa.org/ Certification Details ● Work Experience Required? Yes ● Oral or Written Exam Required? Yes ● Renewal Required? Every 2 Years ● Renew through Continuing Educational Units (CEU)? Yes ● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No Certified Pension Consultant Website
Certified Personal and Family Finance Educator Certification Description The AAFCS Certification Program is designed to: ■Assure the public that credentialed family and consumer sciences professionals have attained a threshold level of knowledge that enables them to perform services as defined by the mission of the profession; ■Foster excellence in the family and consumer sciences profession and develop criteria for assessing such excellence; and ■Promote professional growth of individuals certified in family and consumer sciences by encouraging a systematic program of professional development and continuing education. Certifying Organization American Association of Family and Consumer Sciences http://www.aafcs.org Certification Details ● Education and Training Required? Yes ● Oral or Written Exam Required? Yes Certified Personal and Family Finance Educator Website
Certified Personal Banker Certification Description Applicable to financial services professionals who have completed the AIB Personal Banking Diploma and who function as personal bankers. Certifying Organization Institute of Certified Bankers http://www.aba.com/Training/ICB/Pages/default.aspx Certification Details ● Oral or Written Exam Required? Yes ● Renewal Required? Every 3 Years ● Renew through Continuing Educational Units (CEU)? Yes Certified Personal Banker Website
Certified Retirement Counselor Certification Description This certification is designed for individuals in the benefits, human resources and/or finance departments of government agencies (federal, state, municipal) and private corporations whose responsibilities include advising employees concerning their retirement planning. Financial services professionals and employees of retirement plan sponsors and service providers who assist the American worker in making retirement planning decisions will also benefit from this certification. Certifying Organization International Foundation for Retirement Education http://www.infre.org Certification Details ● Education and Training Required? Yes ● Work Experience Required? Yes ● Oral or Written Exam Required? Yes ● Renewal Required? Every 2 Years ● Renew through Continuing Educational Units (CEU)? Yes ● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No Certified Retirement Counselor Website
Certified Retirement Financial Advisor Certification Description Certification testing is offered to financial advisors who have at least three (3) years working experience in financial services and/or specific job skills/classroom training in the financial industry, as fundamental knowledge of insurance, investments and taxes will be assumed for testing purposes. Certification is granted to financial advisors who achieve an exam score of 70 or more. Certifying Organization Society of Certified Retirement Financial Advisors http://www.crfa.us/ Certification Details ● Education and Training Required? Yes ● Work Experience Required? Yes ● Oral or Written Exam Required? Yes ● Renewal Required? Every Year ● Renew through Continuing Educational Units (CEU)? Yes ● Renew through Re-Examination? No ● Renew through Continuing Professional Development (CPD)? No ● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No Certified Retirement Financial Advisor Website
Certified Senior Advisor Certification Description CSAs understand how to build effective relationships with seniors because the CSA education has given them a broad-based knowledge of the health, social and financial issues that are important to seniors, and the dynamics of how these factors work together in seniors' lives. Society of Certified Senior Advisors teaches professionals what is important to seniors and how to always to keep their interests first. The result is successful professionals and satisfied seniors. Certifying Organization Society of Certified Senior Advisors http://www.csa.us/ Certification Details ● Education and Training Required? No ● Work Experience Required? No ● Oral or Written Exam Required? Yes ● Renewal Required? Every 3 Years ● Renew through Continuing Educational Units (CEU)? Yes ● Renew through Re-Examination? No ● Renew through Continuing Professional Development (CPD)? No ● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No Certified Senior Advisor Website
Certified Trust and Financial Advisor Certification Description Applicable to financial services professionals whose primary function and expertise focus on the provision of fiduciary services related to trusts, estates, guardianships and individual asset management accounts. Certifying Organization Institute of Certified Bankers http://www.aba.com/Training/ICB/Pages/default.aspx Certification Details ● Education and Training Required? Yes ● Work Experience Required? Yes ● Oral or Written Exam Required? Yes ● Renewal Required? Every 3 Years ● Renew through Continuing Educational Units (CEU)? Yes ● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No Certified Trust and Financial Advisor Website
Chartered Financial Analyst Certification Description The CFA charter is recognized as the definitive standard by which to measure the competence, integrity, and dedication of serious investment professionals. Certifying Organization CFA Institute https://www.cfainstitute.org/pages/index.aspx Certification Details ● Education and Training Required? Yes ● Work Experience Required? Yes ● Oral or Written Exam Required? Yes Chartered Financial Analyst Website
Chartered Market Technician Certification Description The Chartered Market Technician (CMT) designation is the culmination of a certification process in which candidates are required to demonstrate proficiency in a broad range of technical analysis of the financial markets. Certifying Organization Market Technicians Association http://www.mta.org/eweb/StartPage.aspx Certification Details ● Education and Training Required? Yes ● Oral or Written Exam Required? Yes ● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No Chartered Market Technician Website
Chartered Property Casualty Underwriter Certification Description More than 65,000 people have earned the CPCU professional designation. They are claim adjusters, underwriters, risk managers, brokers, agents, regulators, consultants, attorneys, and educators. CPCU is respected as the premier designation in property-casualty insurance, and holding this designation immediately identifies you as a knowledgeable and dedicated professional. Certifying Organization The Institutes http://www.theinstitutes.org/ Certification Details ● Education and Training Required? Yes ● Work Experience Required? Yes ● Oral or Written Exam Required? Yes ● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No Chartered Property Casualty Underwriter Website
Chartered Trust and Estate Planner Certifying Organization American Academy of Financial Management http://aafm.org Certification Details ● Education and Training Required? Yes ● Work Experience Required? Yes ● Oral or Written Exam Required? Yes ● Renewal Required? Every Year Chartered Trust and Estate Planner Website
Fellow, Financial Services Institute Certification Description The FFSI designation meets the education needs of managers, professionals, and other employees whose companies offer financial services products. FFSI is intended for people who develop, manage, administer, support, and provide customer service for: - Wealth accumulation products - Retirement plans - Employee benefits - Banking products - Investments - Mutual funds. Certifying Organization LOMA http://www.loma.org/default.aspx Certification Details ● Education and Training Required? Yes ● Work Experience Required? Yes ● Oral or Written Exam Required? Yes ● Renew through Continuing Educational Units (CEU)? No ● Renew through Re-Examination? No ● Renew through Continuing Professional Development (CPD)? No ● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No Fellow, Financial Services Institute Website
Financial Information Associate Certification Description The Financial Information Associate certification, the first formal and industry-recognized professional accreditation for practitioners in the global electronic financial information industry. It is designed for candidates who are relatively new to their chosen careers, perhaps with between 1 and 3 years experience. Certifying Organization Software & Information Industry Association http://www.siia.net/ Certification Details ● Education and Training Required? No ● Work Experience Required? Yes ● Oral or Written Exam Required? Yes Financial Information Associate Website
Master Financial Planner Certifying Organization American Academy of Financial Management http://aafm.org Certification Details ● Education and Training Required? Yes ● Work Experience Required? Yes ● Oral or Written Exam Required? Yes ● Renewal Required? Every Year Master Financial Planner Website
Master of Financial Technical Analysis Certification Description IFTA's Master of Financial Technical Analysis (MFTA) represents the highest achievement and recognition by peers in the Technical Analysis community. The MFTA requires an original body of research. It is intended to be a rigorous demonstration of professionalism in the global arena of Technical Analysts. Certifying Organization The International Federation of Technical Analysts Inc. https://ifta.org/ Certification Details ● Education and Training Required? Yes ● Work Experience Required? Yes ● Oral or Written Exam Required? Yes Master of Financial Technical Analysis Website
PeopleSoft 9.1 Financial Management: Receivables Certified Implementation Specialist Certification Description The PeopleSoft Receivables 9.1 certification is designed for individuals with expertise in implementing Oracle's PeopleSoft Accounts Receivable solutions. This certification covers topics such as: Defining Receivables Tables, Defining Payment Processing, Entering Payments, and Processing Drafts. Certifying Organization Oracle Corporation https://www.oracle.com/index.html Certification Details ● Education and Training Required? No ● Work Experience Required? No ● Oral or Written Exam Required? Yes PeopleSoft 9.1 Financial Management: Receivables Certified Implementation Specialist Website
Personal Financial Specialist Certification Description CPAs who specialize in personal financial planning can earn a specialist's designation, the Personal Financial Specialist (PFS). This designation can only be acquired by CPAs who are AICPA members. Certifying Organization American Institute of Certified Public Accountants http://www.aicpa.org/Pages/Default.aspx Certification Details ● Education and Training Required? Yes ● Work Experience Required? Yes ● Oral or Written Exam Required? Yes ● Renewal Required? Every 3 Years ● Renew through Continuing Educational Units (CEU)? Yes ● Renew through Re-Examination? No ● Renew through Continuing Professional Development (CPD)? No ● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No Personal Financial Specialist Website
Qualified 401(k) Administrator Certification Description The Qualified 401(k) Administrator (QKA) credential is conferred by ASPPA to retirement plan professionals who work primarily with 401(k) plans. Applicants for the QKA credentials come from various professional disciplines. They typically assist employers and consultants with the record keeping, non-discrimination testing and administrative aspects of 401(k) and related plans. A minimum of two years experience in pension related matters is required along with completion of ASPPA's QKA examination series to be a candidate for this credential. Certifying Organization American Society of Pension Professionals and Actuaries http://www.asppa.org/ Certification Details ● Oral or Written Exam Required? Yes ● Renewal Required? Every 2 Years ● Renew through Continuing Educational Units (CEU)? Yes Qualified 401(k) Administrator Website
Qualified Plan Financial Consultant Certification Description QPFC is the professional credential for financial professionals who sell, advise, market or support qualified retirement plans. The QPFC program will provide an understanding of general retirement planning concepts, terminology, distinctive features of qualified plans and the role of retirement plan professionals. QPFC is not an entry-level credential. You will be expected to have knowledge of investments, securities rules and selling techniques prior to the start of this program. Certifying Organization American Society of Pension Professionals and Actuaries http://www.asppa.org/ Certification Details ● Education and Training Required? Yes ● Work Experience Required? Yes ● Oral or Written Exam Required? Yes ● Renewal Required? Every 2 Years ● Renew through Continuing Educational Units (CEU)? Yes Qualified Plan Financial Consultant Website
Registered Financial Associate Certification Description The Registered Financial Associate (RFA) is a designation granted only to recent graduates of an approved academic curriculum in financial services. Certifying Organization International Association of Registered Financial Consultants http://www.iarfc.org/ Certification Details ● Education and Training Required? Yes ● Oral or Written Exam Required? No ● Renewal Required? Every Year ● Renew through Continuing Educational Units (CEU)? Yes ● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No Registered Financial Associate Website
Registered Financial Planner Certifying Organization Registered Financial Planners Institute http://www.rfpi.com/main.asp Certification Details ● Education and Training Required? Yes ● Work Experience Required? Yes ● Oral or Written Exam Required? Yes ● Renewal Required? Every 3 Years ● Renew through Continuing Educational Units (CEU)? Yes ● Renew through Re-Examination? No ● Renew through Continuing Professional Development (CPD)? No ● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No Registered Financial Planner Website
Registered Financial Specialist Certifying Organization American Academy of Financial Management http://aafm.org Certification Details ● Education and Training Required? Yes ● Work Experience Required? Yes ● Oral or Written Exam Required? Yes ● Renewal Required? Every Year Registered Financial Specialist Website
Retirement Plans Associate Certifying Organization International Foundation of Employee Benefit Plans http://www.ifebp.org/Pages/default.aspx Certification Details ● Oral or Written Exam Required? Yes Retirement Plans Associate Website
Tax-Exempt & Governmental Plan Consultant Certification Description The primary intent is to offer education for those professionals who specialize in the 403(b) and/or 457 marketplace resulting in a recognized ASPPA credential. By offering the certificate program on the way to obtaining this credential, ASPPA also intends to offer education for those desiring to enhance their 403(b)/457 administrative knowledge and skills. Certifying Organization American Society of Pension Professionals and Actuaries http://www.asppa.org/ Certification Details ● Education and Training Required? No ● Work Experience Required? Yes ● Oral or Written Exam Required? Yes ● Renewal Required? Every 2 Years ● Renew through Continuing Educational Units (CEU)? Yes ● Renew through Re-Examination? No ● Renew through Continuing Professional Development (CPD)? No ● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No Tax-Exempt & Governmental Plan Consultant Website

Personal Financial Advisors

Certification Description
The AEP® designation is awarded by the National Association of Estate Planners & Councils to recognized estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character.

Certifying Organization
National Association of Estate Planners & Councils
http://www.naepc.org/

Certification Details
● Education and Training Required? Yes
● Work Experience Required? Yes
● Oral or Written Exam Required? Yes
● Renewal Required? Every Year
● Renew through Continuing Educational Units (CEU)? Yes
● Renew through Re-Examination? No
● Renew through Continuing Professional Development (CPD)? No
● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No

Accredited Estate Planner Website

Accredited Retirement Advisor

Certification Description
This credential recognizes professionals who have a thorough knowledge of: preparing their clients for retirement; the essentials of estate and trust planning; and financial planning for the elderly.

Certifying Organization
Accreditation Council for Accountancy and Taxation
http://www.acatcredentials.org/acat/home

Certification Details
● Education and Training Required? Yes
● Work Experience Required? Yes
● Oral or Written Exam Required? Yes
● Renewal Required? Every 3 Years
● Renew through Continuing Educational Units (CEU)? Yes
● Renew through Re-Examination? No
● Renew through Continuing Professional Development (CPD)? No
● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No

Accredited Retirement Advisor Website

Accredited Retirement Plan Consultant

Certification Description
The SPARK Accredited Retirement Plan Specialist (ARPS) designation is earned by administrative and recordkeeping professionals who have demonstrated their proficiency in plan operations completing the required coursework and exams.

Certifying Organization
Society of Professional Asset Managers and Record Keepers
http://www.sparkinstitute.org/index.php

Certification Details
● Education and Training Required? Yes
● Work Experience Required? Yes
● Oral or Written Exam Required? Yes
● Renewal Required? Every Year
● Renew through Continuing Educational Units (CEU)? Yes
● Renew through Re-Examination? Yes
● Renew through Continuing Professional Development (CPD)? No
● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? Yes

Accredited Retirement Plan Consultant Website

Accredited Retirement Plan Specialist

Certifying Organization
Society of Professional Asset Managers and Record Keepers
http://www.sparkinstitute.org/index.php

Certification Details
● Education and Training Required? Yes
● Work Experience Required? Yes
● Oral or Written Exam Required? Yes
● Renewal Required? Every Year
● Renew through Continuing Educational Units (CEU)? Yes
● Renew through Re-Examination? Yes
● Renew through Continuing Professional Development (CPD)? No
● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? Yes

Accredited Retirement Plan Specialist Website

Associate, Financial Services Institute

Certification Description
Companies in the competitive financial services industry need employees who understand financial products and the operational aspects of the financial institutions that create and administer those products. The Associate, Financial Services Institute™ (AFSI®) is an associate-level designation that recognizes and rewards the achievement of industry professionals who have completed five courses within the Fellow, Financial Services Institute™ (FFSI®) Program

Certifying Organization
LOMA
http://www.loma.org/default.aspx

Certification Details
● Oral or Written Exam Required? Yes
● Renew through Continuing Educational Units (CEU)? No
● Renew through Re-Examination? No
● Renew through Continuing Professional Development (CPD)? No
● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No

Associate, Financial Services Institute Website

Associate, Life Management Institute

Certification Description
With your ALMI designation, you'll have - Improved knowledge of core insurance functions - Better business/financial acumen - A developing sense of field/home office partnership through knowledge of insurance marketing/distribution.

Certifying Organization
LOMA
http://www.loma.org/default.aspx

Associate, Life Management Institute Website

Associated Professional Member

Certification Description
Retirement plan professionals holding degrees in law, accounting, actuarial science, financial science, insurance, or related disciplines may qualify to be an Associated Professional Member (APM). Professionals from these disciplines with a minimum of three years experience in retirement plan related matters are qualified to apply for APM memberships.

Certifying Organization
American Society of Pension Professionals and Actuaries
http://www.asppa.org/

Certification Details
● Work Experience Required? Yes
● Oral or Written Exam Required? No
● Renewal Required? Every 2 Years
● Renew through Continuing Educational Units (CEU)? Yes
● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No

Associated Professional Member Website

CCNA Data Center

Certification Description
For data center network administrators who want to save time and money on data center design, equipment installation, and maintenance, the Cisco Certified Network Associate Data Center (CCNA Data Center) certification is a job-role-focused training and certification program that allows you to maximize your investment in your education and increase the value of your data center network.

Certifying Organization
Cisco Systems, Inc.
http://www.cisco.com

Certification Details
● Education and Training Required? Yes
● Work Experience Required? Yes
● Oral or Written Exam Required? Yes
● Renewal Required? Every 3 Years
● Renew through Continuing Educational Units (CEU)? No
● Renew through Re-Examination? Yes
● Renew through Continuing Professional Development (CPD)? No
● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No

CCNA Data Center Website

Certified Chartered Portfolio Manager

Certifying Organization
American Academy of Financial Management
http://aafm.org

Certification Details
● Education and Training Required? Yes
● Work Experience Required? Yes
● Oral or Written Exam Required? Yes
● Renewal Required? Every Year

Certified Chartered Portfolio Manager Website

Certified Chartered Wealth Manager

Certifying Organization
American Academy of Financial Management
http://aafm.org

Certification Details
● Education and Training Required? Yes
● Work Experience Required? Yes
● Oral or Written Exam Required? Yes
● Renewal Required? Every Year

Certified Chartered Wealth Manager Website

Certified Credit Union Financial Counselor

Certifying Organization
Credit Union National Association
https://www.cuna.org/Webassets/Pages/Home.aspx

Certification Details
● Oral or Written Exam Required? Yes
● Renewal Required? Every 3 Years
● Renew through Continuing Educational Units (CEU)? No
● Renew through Re-Examination? Yes
● Renew through Continuing Professional Development (CPD)? No
● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No

Certified Credit Union Financial Counselor Website

Certified Divorce Financial Analyst

Certifying Organization
Institute for Divorce Financial Analysts
https://www.institutedfa.com/

Certification Details
● Education and Training Required? Yes
● Oral or Written Exam Required? Yes
● Renewal Required? Every 2 Years
● Renew through Continuing Educational Units (CEU)? Yes
● Renew through Re-Examination? No
● Renew through Continuing Professional Development (CPD)? No
● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No

Certified Divorce Financial Analyst Website

Certified Estate and Trust Specialist

Certification Description
The CES designation will teach you exactly what you need to know about estate planning and asset repositioning implementation. You will learn about estate planning goals, beneficiaries, wills and probates, retirement accounts, taxes and trusts, living trusts, wills, and post-mortem guidelines. In addition, you'll gain sophisticated knowledge about control trusts, incapacity, and funerals.

Certifying Organization
Institute of Business & Finance
http://icfs.com/

Certification Details
● Education and Training Required? Yes
● Work Experience Required? Yes
● Oral or Written Exam Required? Yes

Certified Estate and Trust Specialist Website

Certified Financial Planner

Certification Description
The CFP certification process, administered by CFP Board, identifies to the public that those individuals in the U.S.who have been authorized to use the CFP certification mark have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.

Certifying Organization
Certified Financial Planner Board of Standards, Inc.
https://www.cfp.net/

Certification Details
● Education and Training Required? Yes
● Work Experience Required? Yes
● Oral or Written Exam Required? Yes
● Renewal Required? Every 2 Years
● Renew through Continuing Educational Units (CEU)? Yes
● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No

Certified Financial Planner Website

Certified Financial Planner

Certification Description
Quailfication as CFP identifies that a person has met rigorous ethics, competency and professional practice standards to deliver financial planning services in a country or region, as established by FPSB and locally adapted and administered by the FPSB Affiliate in that territory.

Certifying Organization
Financial Planning Standards Board Ltd
https://www.fpsb.org/

Certified Financial Planner Website

Certified Financial Technican

Certification Description
The IFTA Certified Financial Technician (CFTe) consists of CFTe I and II, which together constitute a complete professional program. The two examinations culminate in the award of this internationally recognized professional qualification in Technical Analysis.

Certifying Organization
The International Federation of Technical Analysts Inc.
https://ifta.org/

Certification Details
● Oral or Written Exam Required? Yes

Certified Financial Technican Website

Certified Funds Specialist

Certification Description
The CFS 60-hour program provides the practitioner with everything needed to select the right fund for any given situation. The cost of the program is $1,165. The cost includes everything: registration, shipping, materials, testing, and the first year's certification fee. The final exam is given at Thomson Prometric Centers which are located throughout the country. The exam is administered by the NASD. Students must also complete an open-book case study. The CFS program is fully accredited.

Certifying Organization
Institute of Business & Finance
http://icfs.com/

Certification Details
● Education and Training Required? Yes
● Oral or Written Exam Required? Yes
● Renewal Required? Every Year
● Renew through Continuing Educational Units (CEU)? Yes
● Renew through Continuing Professional Development (CPD)? Yes
● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? Yes

Certified Funds Specialist Website

Certified Housing Counselor

Certification Description
A Certified Housing Counselor objectively assesses the client's current financial situation; identifies problem areas the client may face recommends appropriate actions to help clients obtain and maintain adequate housing; evaluates the housing and financial status of low, moderate and middle-income families; and understands the essential workings of all aspects of the industry in order to help clients make appropriate housing decisions.

Certifying Organization
Association for Financial Counseling and Planning Education
http://www.afcpe.org

Certification Details
● Oral or Written Exam Required? Yes

Certified Housing Counselor Website

Certified in Financial Forensics

Certification Description
The CFF credential is granted exclusively to CPAs who demonstrate considerable expertise in forensic accounting through their knowledge, skills, and experience. The CFF encompasses fundamental and specialized forensic accounting skills that CPA practitioners apply in a variety of service areas, including: bankruptcy, insolvency and reorganization; computer forensic analysis; economic damages calculations; family law; fraud prevention, detection and response; financial statement misrepresentation; and valuations.

Certifying Organization
American Institute of Certified Public Accountants
http://www.aicpa.org/Pages/Default.aspx

Certification Details
● Education and Training Required? Yes
● Work Experience Required? Yes
● Oral or Written Exam Required? Yes
● Renewal Required? Every 3 Years
● Renew through Continuing Educational Units (CEU)? Yes
● Renew through Re-Examination? No
● Renew through Continuing Professional Development (CPD)? No
● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No

Certified in Financial Forensics Website

Certified in Long Term Care

Certification Description
Certification for Long-Term Care (CLTC) educates professionals in the fields of insurance, financial services, law and accounting about the severe consequences a need for care over an extended period of years would have, not on their client, but on the emotional, physical and financial wellbeing of those the client loves.

Certifying Organization
Corporation for Long Term Care Certification
https://ltc-cltc.com/

Certification Details
● Education and Training Required? Yes
● Work Experience Required? Yes
● Oral or Written Exam Required? Yes
● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No

Certified in Long Term Care Website

Certified Income Specialist

Certification Description
The CIS designation program at IBF is an intermediate-to-advanced course on investment concepts, cash reserves, FDIC coverage, utilities, preferreds, bonds, and other income-oriented options that are of concern to your clientele.

Certifying Organization
Institute of Business & Finance
http://icfs.com/

Certification Details
● Education and Training Required? Yes
● Work Experience Required? Yes
● Oral or Written Exam Required? Yes

Certified Income Specialist Website

Certified Insolvency and Restructuring Advisor

Certification Description
Rendering financial advisory service in the business turnaround, restructuring and bankruptcy practice areas requires both special knowledge and relevant experience. In 1992 AIRA established the Certified Insolvency and Restructuring Advisor program to recognize those professionals that demonstrate a high level of competency through not only the completion of a course of study and examination but by providing evidence of comprehensive experience.

Certifying Organization
Association of Insolvency and Restructuring Advisors
https://www.aira.org/

Certification Details
● Education and Training Required? Yes
● Work Experience Required? Yes
● Oral or Written Exam Required? Yes
● Renewal Required? Every 3 Years
● Renew through Continuing Educational Units (CEU)? Yes
● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No

Certified Insolvency and Restructuring Advisor Website

Certified IRA Services Professional

Certification Description
Applicable to financial services professionals who have dedicated IRA operational and technical experience.

Certifying Organization
Institute of Certified Bankers
http://www.aba.com/Training/ICB/Pages/default.aspx

Certification Details
● Oral or Written Exam Required? Yes
● Renewal Required? Every 3 Years
● Renew through Continuing Educational Units (CEU)? Yes

Certified IRA Services Professional Website

Certified Management Accountant

Certification Description
The CMA (Certified Management Accountant) is the advanced professional certification specifically designed to measure the accounting and financial management skills that drive business performance.

Certifying Organization
The Association of Accountants and Financial Professionals in Business
https://www.imanet.org/?ssopc=1

Certification Details
● Education and Training Required? Yes
● Work Experience Required? Yes
● Either training or work experience required, but not both? No
● Oral or Written Exam Required? Yes
● Renewal Required? Every Year
● Renew through Continuing Educational Units (CEU)? Yes
● Renew through Re-Examination? No
● Renew through Continuing Professional Development (CPD)? No
● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No

Certified Management Accountant Website

Certified Pension Consultant

Certification Description
The Certified Pension Consultant (CPC) credential is designed for benefits professionals working in plan administration, pension actuarial administration, insurance, and financial planning. CPCs work with employers in the formulation, implementation, administration, and maintenance of qualified retirement plans and other employee benefits programs.

Certifying Organization
American Society of Pension Professionals and Actuaries
http://www.asppa.org/

Certification Details
● Work Experience Required? Yes
● Oral or Written Exam Required? Yes
● Renewal Required? Every 2 Years
● Renew through Continuing Educational Units (CEU)? Yes
● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No

Certified Pension Consultant Website

Certified Personal and Family Finance Educator

Certification Description
The AAFCS Certification Program is designed to: ■Assure the public that credentialed family and consumer sciences professionals have attained a threshold level of knowledge that enables them to perform services as defined by the mission of the profession; ■Foster excellence in the family and consumer sciences profession and develop criteria for assessing such excellence; and ■Promote professional growth of individuals certified in family and consumer sciences by encouraging a systematic program of professional development and continuing education.

Certifying Organization
American Association of Family and Consumer Sciences
http://www.aafcs.org

Certification Details
● Education and Training Required? Yes
● Oral or Written Exam Required? Yes

Certified Personal and Family Finance Educator Website

Certified Personal Banker

Certification Description
Applicable to financial services professionals who have completed the AIB Personal Banking Diploma and who function as personal bankers.

Certifying Organization
Institute of Certified Bankers
http://www.aba.com/Training/ICB/Pages/default.aspx

Certification Details
● Oral or Written Exam Required? Yes
● Renewal Required? Every 3 Years
● Renew through Continuing Educational Units (CEU)? Yes

Certified Personal Banker Website

Certified Retirement Counselor

Certification Description
This certification is designed for individuals in the benefits, human resources and/or finance departments of government agencies (federal, state, municipal) and private corporations whose responsibilities include advising employees concerning their retirement planning. Financial services professionals and employees of retirement plan sponsors and service providers who assist the American worker in making retirement planning decisions will also benefit from this certification.

Certifying Organization
International Foundation for Retirement Education
http://www.infre.org

Certification Details
● Education and Training Required? Yes
● Work Experience Required? Yes
● Oral or Written Exam Required? Yes
● Renewal Required? Every 2 Years
● Renew through Continuing Educational Units (CEU)? Yes
● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No

Certified Retirement Counselor Website

Certified Retirement Financial Advisor

Certification Description
Certification testing is offered to financial advisors who have at least three (3) years working experience in financial services and/or specific job skills/classroom training in the financial industry, as fundamental knowledge of insurance, investments and taxes will be assumed for testing purposes. Certification is granted to financial advisors who achieve an exam score of 70 or more.

Certifying Organization
Society of Certified Retirement Financial Advisors
http://www.crfa.us/

Certified Retirement Financial Advisor Website

Certified Senior Advisor

Certification Description
CSAs understand how to build effective relationships with seniors because the CSA education has given them a broad-based knowledge of the health, social and financial issues that are important to seniors, and the dynamics of how these factors work together in seniors' lives. Society of Certified Senior Advisors teaches professionals what is important to seniors and how to always to keep their interests first. The result is successful professionals and satisfied seniors.

Certifying Organization
Society of Certified Senior Advisors
http://www.csa.us/

Certification Details
● Education and Training Required? No
● Work Experience Required? No
● Oral or Written Exam Required? Yes
● Renewal Required? Every 3 Years
● Renew through Continuing Educational Units (CEU)? Yes
● Renew through Re-Examination? No
● Renew through Continuing Professional Development (CPD)? No
● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No

Certified Senior Advisor Website

Certified Trust and Financial Advisor

Certification Description
Applicable to financial services professionals whose primary function and expertise focus on the provision of fiduciary services related to trusts, estates, guardianships and individual asset management accounts.

Certifying Organization
Institute of Certified Bankers
http://www.aba.com/Training/ICB/Pages/default.aspx

Certification Details
● Education and Training Required? Yes
● Work Experience Required? Yes
● Oral or Written Exam Required? Yes
● Renewal Required? Every 3 Years
● Renew through Continuing Educational Units (CEU)? Yes
● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No

Certified Trust and Financial Advisor Website

Chartered Financial Analyst

Certification Description
The CFA charter is recognized as the definitive standard by which to measure the competence, integrity, and dedication of serious investment professionals.

Certifying Organization
CFA Institute
https://www.cfainstitute.org/pages/index.aspx

Certification Details
● Education and Training Required? Yes
● Work Experience Required? Yes
● Oral or Written Exam Required? Yes

Chartered Financial Analyst Website

Chartered Market Technician

Certification Description
The Chartered Market Technician (CMT) designation is the culmination of a certification process in which candidates are required to demonstrate proficiency in a broad range of technical analysis of the financial markets.

Certifying Organization
Market Technicians Association
http://www.mta.org/eweb/StartPage.aspx

Certification Details
● Education and Training Required? Yes
● Oral or Written Exam Required? Yes
● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No

Chartered Market Technician Website

Chartered Property Casualty Underwriter

Certification Description
More than 65,000 people have earned the CPCU professional designation. They are claim adjusters, underwriters, risk managers, brokers, agents, regulators, consultants, attorneys, and educators. CPCU is respected as the premier designation in property-casualty insurance, and holding this designation immediately identifies you as a knowledgeable and dedicated professional.

Certifying Organization
The Institutes
http://www.theinstitutes.org/

Chartered Property Casualty Underwriter Website

Chartered Trust and Estate Planner

Certifying Organization
American Academy of Financial Management
http://aafm.org

Certification Details
● Education and Training Required? Yes
● Work Experience Required? Yes
● Oral or Written Exam Required? Yes
● Renewal Required? Every Year

Chartered Trust and Estate Planner Website

Fellow, Financial Services Institute

Certification Description
The FFSI designation meets the education needs of managers, professionals, and other employees whose companies offer financial services products. FFSI is intended for people who develop, manage, administer, support, and provide customer service for: - Wealth accumulation products - Retirement plans - Employee benefits - Banking products - Investments - Mutual funds.

Certifying Organization
LOMA
http://www.loma.org/default.aspx

Certification Details
● Education and Training Required? Yes
● Work Experience Required? Yes
● Oral or Written Exam Required? Yes
● Renew through Continuing Educational Units (CEU)? No
● Renew through Re-Examination? No
● Renew through Continuing Professional Development (CPD)? No
● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No

Fellow, Financial Services Institute Website

Financial Information Associate

Certification Description
The Financial Information Associate certification, the first formal and industry-recognized professional accreditation for practitioners in the global electronic financial information industry. It is designed for candidates who are relatively new to their chosen careers, perhaps with between 1 and 3 years experience.

Certifying Organization
Software & Information Industry Association
http://www.siia.net/

Certification Details
● Education and Training Required? No
● Work Experience Required? Yes
● Oral or Written Exam Required? Yes

Financial Information Associate Website

Master Financial Planner

Certifying Organization
American Academy of Financial Management
http://aafm.org

Certification Details
● Education and Training Required? Yes
● Work Experience Required? Yes
● Oral or Written Exam Required? Yes
● Renewal Required? Every Year

Master Financial Planner Website

Master of Financial Technical Analysis

Certification Description
IFTA's Master of Financial Technical Analysis (MFTA) represents the highest achievement and recognition by peers in the Technical Analysis community. The MFTA requires an original body of research. It is intended to be a rigorous demonstration of professionalism in the global arena of Technical Analysts.

Certifying Organization
The International Federation of Technical Analysts Inc.
https://ifta.org/

Certification Details
● Education and Training Required? Yes
● Work Experience Required? Yes
● Oral or Written Exam Required? Yes

Master of Financial Technical Analysis Website

PeopleSoft 9.1 Financial Management: Receivables Certified Implementation Specialist

Certification Description
The PeopleSoft Receivables 9.1 certification is designed for individuals with expertise in implementing Oracle's PeopleSoft Accounts Receivable solutions. This certification covers topics such as: Defining Receivables Tables, Defining Payment Processing, Entering Payments, and Processing Drafts.

Certifying Organization
Oracle Corporation
https://www.oracle.com/index.html

Certification Details
● Education and Training Required? No
● Work Experience Required? No
● Oral or Written Exam Required? Yes

PeopleSoft 9.1 Financial Management: Receivables Certified Implementation Specialist Website

Personal Financial Specialist

Certification Description
CPAs who specialize in personal financial planning can earn a specialist's designation, the Personal Financial Specialist (PFS). This designation can only be acquired by CPAs who are AICPA members.

Certifying Organization
American Institute of Certified Public Accountants
http://www.aicpa.org/Pages/Default.aspx

Certification Details
● Education and Training Required? Yes
● Work Experience Required? Yes
● Oral or Written Exam Required? Yes
● Renewal Required? Every 3 Years
● Renew through Continuing Educational Units (CEU)? Yes
● Renew through Re-Examination? No
● Renew through Continuing Professional Development (CPD)? No
● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No

Personal Financial Specialist Website

Qualified 401(k) Administrator

Certification Description
The Qualified 401(k) Administrator (QKA) credential is conferred by ASPPA to retirement plan professionals who work primarily with 401(k) plans. Applicants for the QKA credentials come from various professional disciplines. They typically assist employers and consultants with the record keeping, non-discrimination testing and administrative aspects of 401(k) and related plans.
A minimum of two years experience in pension related matters is required along with completion of ASPPA's QKA examination series to be a candidate for this credential.

Certifying Organization
American Society of Pension Professionals and Actuaries
http://www.asppa.org/

Certification Details
● Oral or Written Exam Required? Yes
● Renewal Required? Every 2 Years
● Renew through Continuing Educational Units (CEU)? Yes

Qualified 401(k) Administrator Website

Qualified Plan Financial Consultant

Certification Description
QPFC is the professional credential for financial professionals who sell, advise, market or support qualified retirement plans. The QPFC program will provide an understanding of general retirement planning concepts, terminology, distinctive features of qualified plans and the role of retirement plan professionals. QPFC is not an entry-level credential. You will be expected to have knowledge of investments, securities rules and selling techniques prior to the start of this program.

Certifying Organization
American Society of Pension Professionals and Actuaries
http://www.asppa.org/

Qualified Plan Financial Consultant Website

Registered Financial Associate

Certification Description
The Registered Financial Associate (RFA) is a designation granted only to recent graduates of an approved academic curriculum in financial services.

Certifying Organization
International Association of Registered Financial Consultants
http://www.iarfc.org/

Certification Details
● Education and Training Required? Yes
● Oral or Written Exam Required? No
● Renewal Required? Every Year
● Renew through Continuing Educational Units (CEU)? Yes
● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No

Registered Financial Associate Website

Registered Financial Planner

Certifying Organization
Registered Financial Planners Institute
http://www.rfpi.com/main.asp

Certification Details
● Education and Training Required? Yes
● Work Experience Required? Yes
● Oral or Written Exam Required? Yes
● Renewal Required? Every 3 Years
● Renew through Continuing Educational Units (CEU)? Yes
● Renew through Re-Examination? No
● Renew through Continuing Professional Development (CPD)? No
● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No

Registered Financial Planner Website

Registered Financial Specialist

Certifying Organization
American Academy of Financial Management
http://aafm.org

Certification Details
● Education and Training Required? Yes
● Work Experience Required? Yes
● Oral or Written Exam Required? Yes
● Renewal Required? Every Year

Registered Financial Specialist Website

Retirement Plans Associate

Certifying Organization
International Foundation of Employee Benefit Plans
http://www.ifebp.org/Pages/default.aspx

Certification Details
● Oral or Written Exam Required? Yes

Retirement Plans Associate Website

Tax-Exempt & Governmental Plan Consultant

Certification Description
The primary intent is to offer education for those professionals who specialize in the 403(b) and/or 457 marketplace resulting in a recognized ASPPA credential. By offering the certificate program on the way to obtaining this credential, ASPPA also intends to offer education for those desiring to enhance their 403(b)/457 administrative knowledge and skills.

Certifying Organization
American Society of Pension Professionals and Actuaries
http://www.asppa.org/

Certification Details
● Education and Training Required? No
● Work Experience Required? Yes
● Oral or Written Exam Required? Yes
● Renewal Required? Every 2 Years
● Renew through Continuing Educational Units (CEU)? Yes
● Renew through Re-Examination? No
● Renew through Continuing Professional Development (CPD)? No
● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No

Tax-Exempt & Governmental Plan Consultant Website

Source: CareerOneStop, sponsored by the U.S. Department of Labor (USDOL).