EDEPS - Economic Development and Employer Planning System

Certification

Sales Agents, Financial Services
Associate, Customer Service Certification Description With LOMA's Associate, Customer Service™ (ACS®) Program you can be prepared to meet these new demands. This program allows you to select courses from several "line of business" tracks, so you can tailor the designation to your career objectives. The ACS Program has been designed specifically to help you: - Increase your knowledge of financial services - Understand customer expectations, patterns, and behavior - Organize an effective customer service team. 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, Customer Service 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 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 Sales Professional Certification Description The Certified Sales Professional (CSP) program gives a thorough understanding of consultative selling. From business creation to improved time and territory management; goal-setting to prospecting, and everything in between, attendees return to the territory with a renewed enthusiasm for selling. Certifying Organization Manufacturers Representatives Educational Research Foundation https://mrerf.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 Sales Professional Website
Certified Salesperson Certification Description The SMEI Certified Professional Salesperson program is ideal for professionals who are employed as a sales representatives, account managers, distributor representatives and business development personnel. Certifying Organization Sales & Marketing Executives International http://www.smei.org Certification Details ● Education and Training Required? Yes ● Work Experience Required? Yes ● Oral or Written Exam Required? Yes ● Renewal Required? Every 5 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 Salesperson 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

Sales Agents, Financial Services

Certification Description
With LOMA's Associate, Customer Service™ (ACS®) Program you can be prepared to meet these new demands. This program allows you to select courses from several "line of business" tracks, so you can tailor the designation to your career objectives. The ACS Program has been designed specifically to help you: - Increase your knowledge of financial services - Understand customer expectations, patterns, and behavior - Organize an effective customer service team.

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, Customer Service 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 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 Sales Professional

Certification Description
The Certified Sales Professional (CSP) program gives a thorough understanding of consultative selling. From business creation to improved time and territory management; goal-setting to prospecting, and everything in between, attendees return to the territory with a renewed enthusiasm for selling.

Certifying Organization
Manufacturers Representatives Educational Research Foundation
https://mrerf.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 Sales Professional Website

Certified Salesperson

Certification Description
The SMEI Certified Professional Salesperson program is ideal for professionals who are employed as a sales representatives, account managers, distributor representatives and business development personnel.

Certifying Organization
Sales & Marketing Executives International
http://www.smei.org

Certification Details
● Education and Training Required? Yes
● Work Experience Required? Yes
● Oral or Written Exam Required? Yes
● Renewal Required? Every 5 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 Salesperson 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

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