Professional certification in financial services

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A professional certification, trade certification, or professional designation is a designation a person earns to demonstrate qualification for a job or task.

Certified Financial Planner[edit]

The Certified Financial Planner (CFP) designation is a certification mark for financial planners conferred by the CFP Board of Standards. To receive authorization to use the designation, the candidate must meet education, examination, experience and ethics requirements, and pay an ongoing certification fee.

Certified Investment Professional[edit]

The Certified Investment Professional (CIP) designation is a financial certification for securities operations and financial services professionals conferred by the Foundation CIP. To receive authorization to use the designation, the candidate must complete the CIP Program, meet education, examination, defend and present a thesis, and pay an ongoing permanent education fee.

Certified Treasury Professional[edit]

The Certified Treasury Professional (CTP) designation is a certification for treasurers, cash managers, treasury managers, and other treasury-related professionals administered by the Bethesda, Maryland-based Association for Financial Professionals (AFP). The CTP was formerly known as the Certified Cash Manager or CCM designation but was renamed due to treasury's increasing role in managing the entire balance sheet and implementing the strategic direction prescribed by Chief Financial Officers. The CTP certification is held by over 20,000 finance professionals and is considered the certification in the treasury management profession.

Chartered Alternative Investment Analyst[edit]

The Chartered Alternative Investment Analyst (CAIA) designation is a financial certification for investment professionals conferred by the Chartered Alternative Investment Analyst. Candidates must complete two examinations in succession and pay an ongoing certification fee to retain rights to use the financial designation.

Certified International Investment Analyst[edit]

Certified International Investment Analyst CIIA® is an internationally recognised advanced professional qualification for individuals working in the finance and investment industry.

Chartered Financial Analyst[edit]

Chartered Financial Analyst (CFA) is a professional designation offered by the CFA Institute (formerly known as AIMR) to financial analysts who complete a series of three examinations and work for at least four years in the investment decision making process. CFA charterholders are also obliged to adhere to a strict Code of Ethics and Standards governing their professional conduct.

Corporate Finance Foundations[edit]

Corporate Finance Foundations (CFF) is a professional designation for employees in corporate finance in various divisions (Financial analysis, ECM, DCM, M&A, LBO, Private Equity, Project finance, etc.), delivered by First Finance Institute. Its programm covers the essentials of Financial Analysis (cash flow and earnings analysis, investments, etc...).

Fellow Chartered Financial Practitioner[edit]

The Fellow Chartered Financial Practitioner(FChFP)designation is a financial planning designation issued by the Asia Pacific Financial Services Association (APFinSA). The designation was developed by the National Association of Malaysian Life Insurance and Financial Adviors (NAMLIFA) in 1996 and later on adopted by APFinSA (of which NAMLIFA is a member) in 2001 as the flagship designation for its 11 member associations.

Master Financial Professional[edit]

The Master Financial Planner (MFP) designation is a certification mark for college educated wealth planners conferred by the AAFM Board of Standards. To receive authorization to use the designation, the candidate must meet education, AACSB or ACBSP accredited college examinations, experience and ethics requirements, and pay an ongoing good standing fee.[1]

Master Financial Controller[edit]

The Master Financial Controller (MFC) designation is a certification mark for financial professionals engaged at the senior level of corporate finance, such as in the role of a CFO, Financial Controller or Financial Director for industry. The qualification is conferred by the AAFM Certification Board. Candidates must sit an executive conversion program, have at least 7 years working experience and pass a rigorous exam to qualify.[1]

Registered Financial Planner[edit]

In Malaysia, the Registered Financial Planner(RFP)designation is conferred by the Malaysian Financial Planning Council(MFPC). It is one of the recognised qualification by the Securities Commission and Bank Negara Malaysia for those wishing to apply for a financial planner or financial adviser licence. Another RFP designation is offered by the Registered Financial Planners Institute formed in the United States. Then you have the Society of Registered Financial Planners offering the HKRFP in Hong Kong and China. There is currently no connection between the three designations.

See also[edit]


  1. ^ a b AAFM Board of Standards