Professional certification in financial services
overview about professional certification in financial services
Following is a partial list of professional certifications in financial services, with an overview of the educational and continuing requirements for each; see Professional certification § Accountancy, auditing and finance and Category:Professional certification in finance for all articles.
As the field of finance has increased in complexity in recent years, the number of available designations has grown, and, correspondingly, some will have more recognition than others.
In the US, many state securities and insurance regulators do not allow financial professionals to use a designation — in particular a "senior" designation — unless it has been accredited by either the American National Standards Institute or the National Commission for Certifying Agencies.
Investments
Certified Futures and Options Analyst
The Certified Futures and Options Analyst (CFOA) is a professional certification focused specifically on financial derivatives, futures and options trading, pricing models, and risk management. Candidates must pass a single multiple-choice examination covering derivatives theory, strategies and risk control. The certification is awarded for life with no ongoing membership or renewal fees.
Certificate in Investment Performance Measurement
The Certificate in Investment Performance Measurement (CIPM) is a professional accreditation in the field of investment performance analysis. It includes investment performance measurement and attribution. It is offered by the CIPM Association, a body associated with the CFA Institute.
Certified International Investment Analyst
Certified International Investment Analyst (CIIA) is an internationally recognised advanced professional qualification for individuals working in the finance and investment industry.
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