Sales Agents, Securities and Commodities
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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
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Certification Description The CIMA offers an intense educational experience focusing on asset allocation, manager search and selection, investment policy and performance measurement.
Certifying Organization
Investment Management Consultants Association
https://www.imca.org
Certification Details
● Education and Training Required? Yes
● Work Experience Required? No
● Either training or work experience required, but not both? Yes
● Oral or Written Exam Required? Yes
● Renew through Continuing Professional Development (CPD)? Yes
Certified Investment Management Analyst
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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
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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
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Certification Description The SOI Certifications are awarded in Securities Operations and one or more concentration areas. There are two levels of certification, Master and Specialist.
Certifying Organization
Securities Operations Forum
http://www.soforum.com
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
● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No
Certified Securities Processing Master
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Certification Description The SOI Certifications are awarded in Securities Operations and one or more concentration areas. There are two levels of certification, Master and Specialist.
Certifying Organization
Securities Operations Forum
http://www.soforum.com
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
● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No
Certified Securities Processing Specialist
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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
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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
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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
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