Training & Development
Professional Credentials
Financial Credentials

A series of designations for retail, bank management, risk management, mortgage, wealth management & retirement services

Provides certification for estate planning professionals

Area of emphasis - debt and money management

A worldwide Board of Standards and financial professional organization provides global recognition

Issues the Certified Payroll Professional (CPP) and Fundamental Payroll Certification (FPC)

Includes the MSPA, FSPA, QKA, QPA, CPC, QPFC, TGPC, APM

Area of emphasis - financial issues of divorce

Core aspects of defense financial management

Covering all aspects of benefits and compensation - also CMS, GBA and RPA specialty designations

Areas of emphasis - portfolio management and investment analysis - also issues CIPM

Board of Standards provides CFP certification

A standard by which government financial management professionals are measured

Areas of emphasis - financial planning

Area of emphasis - accounting, income and estate tax planning

Certified Specialist in Estate Planning (CSEP) and Certified Specialist in Retirement Planning (CSRP)

For those in corporate treasury management

An enrolled agent has earned the priviledge of representing taxpayers before the IRS

Provides certification in financial risk management for the energy industry

Provides certification in financial risk management

Provide certifications for the CIA, CCSA, CFSA, CGAP

Registered Investment Adviser (RIA) or Investment Adviser Representative (IAR) - registered by the SEC

Certified Valuation Analyst (CVA), Accredited Valuation Analyst (AVA), Certified Forensic Financial Analyst (CFFA)

Personal financial planning designation for CPAs Certified Public Accountants

For financial planners