Professional Designations
Chartered Financial Analyst
A chartered financial analyst (CFA) is a globally-recognized professional designation given by the CFA Institute, (formerly the AIMR (Association for Investment Management and Research)), that measures and certifies the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas, such as accounting, economics, ethics, money management, and security analysis.1
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Accredited Investment Fiduciary
Accredited Investment Fiduciary® (AIF®) Training prepares investment professionals and those managing investments on behalf of others to carry out their fiduciary responsibilities.2
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Certified Financial Planner
Certified Financial Planner (CFP) is a formal recognition of expertise in the areas of financial planning, taxes, insurance, estate planning, and retirement saving.
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Owned and awarded by the Certified Financial Planner Board of Standards, Inc., the designation is awarded to individuals who successfully complete the CFP Board’s initial exams, then continue ongoing annual education programs to sustain their skills and certification.3
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Chartered SRI Counselor
The Chartered SRI CounselorSM (CSRIC®) professional designation is a groundbreaking certification in the fast-growing field of sustainable, responsible and impact investing (SRI) and is an industry-recognized credential encouraged by top financial firms.4
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Chartered Alternative Investment Analyst
Chartered Alternative Investment Analyst (CAIA) is a professional designation offered by the CAIA Association. The CAIA curriculum is designed to provide finance professionals with a broad base of knowledge in alternative investments.
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Certificate in Investment Performance Measurement
Certificate in Investment Performance Measurement (CIPM) is a professional designation awarded by the CFA Institute. The program concentrates on performance measurement, attribution, appraisal, and reporting, helping professionals evaluate risk and performance and communicate results to investors.