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Licensed monetary planning programs to begin your profession in wealth administration


CFP Career

Required or related course(s)

Employers/purchasers


Licensed Worldwide Wealth Supervisor (CIWM)

Wealth administration, funding methods, worldwide finance, danger administration

impartial apply, personal planning agency or work for monetary planning agency


Fellow of CSI (FCSI)‎

superior monetary planning, funding administration, ethics, compliance

impartial apply, personal planning agency or work for monetary planning agency


Licensed Monetary Planner (CFP)

monetary planning rules, retirement planning, tax planning, property planning, insurance coverage

impartial apply, personal planning agency or work for monetary planning agency


Private Monetary Planner (PFP)

private finance, budgeting, monetary aim setting, debt administration

impartial apply, personal planning agency or work for monetary planning agency


Chartered Basic Accountant (CGA)

accounting rules, monetary reporting, auditing, taxation, enterprise legislation

accounting or funding corporations, insurance coverage firms


Licensed Administration Accountant (CMA)

administration accounting, monetary evaluation, strategic planning, efficiency mgmt.

accounting or funding corporations, insurance coverage firms


Chartered Accountant (CA)

accounting requirements, monetary reporting, taxation, auditing, enterprise ethics

accounting or funding corporations, insurance coverage firms


Chartered Monetary Analyst (CFA)

funding evaluation, portfolio administration, ethics, economics

accounting or funding corporations, insurance coverage firms


Chartered Monetary Advisor (CH.F.C)

monetary planning, retirement planning, property planning, danger administration

impartial apply, personal planning agency or work for monetary planning agency


Chartered Funding Supervisor (CIM)

funding administration, portfolio development, asset allocation, monetary markets

accounting or funding corporations, insurance coverage firms


Chartered Life Underwriter (CLU)

life insurance coverage merchandise, property planning, danger administration, ethics

accounting or funding corporations, insurance coverage firms


Registered Monetary Planner (RFP)

complete monetary planning, tax planning, retirement planning, property planning

impartial apply, personal planning agency or work for monetary planning agency


Belief and Property Practitioner (T.E.P.)

belief legislation, property planning, tax implications, fiduciary tasks

impartial apply, personal planning agency or work for monetary planning agency


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