Finance Sample List of Existing Credentials Licenses Updated: July 1, 2016
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Finance Sample List of Existing Credentials (Includes education and industry certificates, and postsecondary degree options) Updated: July 1, 2016 NCTEF/NASDCTEc does not endorse any of the listed licenses, certificates or degrees. Education and Industry Licenses Title/Type/Descriptor of Licensing Program Bill & Account Clerks Claims Examiners, Property & Casualty Insurance Credit Checkers Financial Analysts, Statistical Financial Managers Insurance Adjusters, Examiners & Investigators Insurance Appraisers, Auto Damage Loan Officers & Counselors Loan & Credit Clerks All Other Financial Specialists Sales Agents, Securities & Commodities & Financial Services Special Agents, Insurance Tax Examiners & Revenue Agents Tax Preparers Title Examiner & Abstractors Licensing Organizations (Varies from State to State) Source for Contact Information http://www.careerinfonet.org/ Click Career Tools and search under Career tools: Licensing Occupations by specific Finance occupations, by state or by agency Education and Industry Certificates Title/Type/Descriptor of Certification Program Academy of Finance Certificate Accredited Advisors in Insurance Accredited Business Accountant/Advisor July 1, 2016 Issuing Organization National Academy Foundation Insurance Institute of America Accreditation Council for Accountancy & Taxation Source for Contact Information http://naf.org/ http://www.aicpcu.org/flyers/aai.htm www.acatcredentials.org/credentials/ABA.htm Page 1 Accredited Financial Counselor Accredited Financial Examiner Accredited Insurance Examiner Certified Residential Underwriter Certified Residential Loan Officer Certified Commercial/Residential Mortgage Servicer Accredited Residential Manager Accredited Tax Advisor Accredited Tax Preparer Accredited Retirement Advisor A*S*K Concepts of Finance Certification A*S*K Concepts of Entrepreneurship and Management Certification A*S*K Fundamental Business Concepts Certification A*S*K Fundamental Marketing Concepts Certification Associate in Chartered Property Casualty Underwriter Associate in Claims Associate in Fidelity and Surety Bonding Associate in Insurance Accounting & Finance Associate in Insurance Accounting and Finance Associate in Insurance Services Associate in Management Associate in Marine Insurance Management July 1, 2016 Association for Financial Counseling and Planning Education Society of Financial Examiners Insurance Regulatory Examiners Society Mortgage Bankers Association of America www.afcpe.org/certification Institute of Real Estate Management Accreditation Council for Accountancy & Taxation http://www.irem.org/ www.acatcredentials.org/credentials/ATA.htm www.acatcredentials.org/credentials/ATP.htm Institute for the Assessment of Skills and Knowledge of Business http://www.askinstitute.org/ Insurance Institute of America http://aicpcu.org/programs/index.htm http://www.sofe.org/designations www.go-ires.org/accreditation/index.cfm http://www.campusmba.org/ http://aicpcu.org/flyers/aic.htm http://aicpcu.org/flyers/afsb.htm LOMA www.loma.org/AIAF.asp Insurance Institute of America http://aicpcu.org/flyers/aiaf.htm http://aicpcu.org/flyers/ais.htm http://aicpcu.org/flyers/aim.htm http://www.aicpcu.org/flyers/amim.htm Page 2 Associate in Personal Insurance Program Associate in Premium Auditing Associate in Regulation & Compliance Associate in Reinsurance Associate in InfoTech Associate in Risk Management Associate In Risk Management for Public Entities Associate in Surplus Lines Insurance Associate in the Casualty of Actuarial Society Associate in Commercial Underwriting Associate Insurance Data Manager Associate of the Society of Actuaries Associate Professional Member Associate, Annuity Products & Administration Associate, Customer Service Program Associate, Insurance Regulatory Compliance Associate, Life and Health Claims Associate, Reinsurance Administration Automated Examination Specialist Board Certified in Estate Planning Certified Annuity Specialist Certified Income Specialist Certified Tax Specialist Certified Bookkeeper Professional July 1, 2016 http://aicpcu.org/flyers/api.htm http://aicpcu.org/flyers/apa.htm http://aicpcu.org/flyers/arc.htm http://aicpcu.org/flyers/are.htm http://aicpcu.org/flyers/ait.htm http://aicpcu.org/comet/programs/arm/arm.htm http://aicpcu.org/comet/programs/arm/arm.htm Casualty Actuarial Society http://aicpcu.org/flyers/asli.htm www.casact.org Insurance Institute of America http://aicpcu.org/flyers/au.htm Insurance Data Management Association Society of Actuaries American Society of Pension Actuaries www.idma.org www.soa.org http://www.asppa.org/MainMenu/Knowledge/CertandCred/Credential%20Programs/AP M.aspx www.loma.org/AAPA.asp LOMA www.loma.org/ACS.asp www.loma.org/AIRC.asp International Claim Associate LOMA www.claim.org www.loma.org/ARA.asp Society of Financial Examiners Institute of Certified Fund Specialists http://www.sofe.org/designations www.icfs.com www.icfs.com www.icfs.com www.icfs.com http://www.aipb.org/ American Institute of Professional Bookkeepers Page 3 Certification in Control SelfAssessment Certified Bank Auditor Certified Compliance Specialist Certified Corporate Trust Specialist Certified Customer Service Representative Certified Financial Market Professional Certified Personal Banker Certified Bank Teller Certified Cost Estimator/Analyst Certified Credit Union Executive Certified Financial Examiner Certified Financial Management Specialist Certified Financial Planner Certified Financial Risk Manager Certified Credit Executive Loan Review Certification Certified Financial Services Professional Certified Financial Services Security Professional Certified Fraud Auditor Certified Fraud Consultant Certified Fraud Examiner Certified Fraud Investigator Certified Fund Specialist Certified in Financial Management Certified Government Financial Manager Certified Insurance Examiner July 1, 2016 Institute of Internal Auditors www.theiia.org Bank Administration Institute Credit Union National Association, Inc. American Bankers Association http://www.bai.org/ http://www.cuna.org/ www.aba.com/ICB/CCTS.htm www.aba.com/ICB/CCSR.htm www.aba.com/ICB/CFMP.htm Society of Cost Estimating & Analysis Credit Union National Association, Inc. Society of Financial Examiners Credit Union National Association, Inc. www.aba.com/ICB/CPB.htm www.aba.com/ICB/CBT.htm www.sceaonline.org http://www.cuna.org/ http://www.sofe.org/designations http://www.cuna.org/ Certified Financial Planner Board of Standards, Inc. Global Association of Risk Professionals National Association of Credit Management Bank Administration Institute Credit Union National Association, Inc. www.CFP.net American Bankers Association http://www.aba.com/ICB/CFSSP.htm www.garp.com www.nacm.org www.bai.org http://www.cuna.org/ International Fraud Training Institute Association of Certified Fraud Examiners International Fraud Training Institute Institute of Certified Fund Specialists Institute of Management Accountants Association of Government Accountants www.cfenet.org Insurance Regulatory Examiners Society www.go-ires.org www.icfs.com www.imanet.org http://www.agacgfm.org/homepage.aspx Page 4 Certified Internal Auditor Certified Investment Management Analyst Certified Private Wealth Advisor Certified IRA Services Professional Certified Lender Business-Banker Certified Lending Specialist Certified Management Accountant Certified Market Analyst/Financial Analyst Designate Certified in Corporate Finance/Master Financial Manager Certified Mortgage Banker Certified Public Accountant Certified Real Estate Brokerage Manager Certified Regulatory Compliance Manager Certified Residential Specialist Certified Retirement Services Professional Certified Risk Manager Certified Insurance Counselor Certified Insurance Service Representative Certified Risk Professional Certified Securities Operations Professional Certified Securities Processing Master Certified Securities Processing Specialist Certified Trust and Financial Advisor July 1, 2016 Institute of Internal Auditors Investment Management Consultants Association www.theiia.org http://www.imca.org/ American Bankers Association http://www.aba.com/ICB/CISP.html http://www.aba.com/ICB/CLBB.htm http://www.cuna.org/ www.imanet.org http://www.financialcertified.com/ Credit Union National Association, Inc. Institute of Management Accountants American Academy of Financial Management Mortgage Bankers Association of America American Institute of Certified Public Accountants Council of Real Estate Brokerage Managers American Bankers Association http://www.campusmba.org/certificatesanddesignations Council of Residential Specialists American Bankers Association http://www.crs.com/ http://www.aba.com/ICB/CRSP.htm Certified Risk Managers International Certified Risk Managers International www.scic.com/ www.scic.com/ Bank Administration Institute American Bankers Association http://www.bai.org/ http://www.aba.com/ICB/CSOP.htm Securities Operations Forum www.soforum.com American Bankers Association http://www.aba.com/ICB/CTFA.htm http://aicpa.org/ http://www.crb.com/ http://www.aba.com/ICB/CRCM.htm Page 5 Chartered Financial Analyst Chartered Financial Consultant Chartered Life Underwriter Chartered Property Casualty Underwriter Credit Business Associate Credit Business Fellow Fellow in the Casualty Actuarial Society Fellow of the Society of Actuaries Fellow, Life and Health Claims Fellow, Society of Pension Actuaries General Securities Registered Representative (Series 7) Investment Company Products/Variable Contracts Limited Representative (Series 6) Health Insurance Associate Managed Healthcare Professional Master Credit Executive Hong Kong Credit and Collection Professionals Certificate Professional Collection Specialist Certificate Creditor Collection Specialist Certificate Healthcare Collection Specialist Certificate Internet Computing Core Certification Member of American Academy of Actuaries July 1, 2016 Association of Investment Management & Research Chartered Financial Analyst Institute Society of Financial Services Professional American Institute of Chartered Property Casualty Underwriters National Association of Credit Management Casualty Actuarial Society www.aimr.com Society of Actuaries International Claim Associate American Society of Pension Actuaries Financial Industry Regulatory Authority (FINRA) www.soa.org www.claim.org http://www.aspa.org/FSPA http://www.finra.org/ Health Insurance Association of America www.ahip.org Association of Credit and Collection Professionals http://www.acainternational.org/about.aspx?cid=825 http://www.acainternational.org/education-certificateprograms-13123.aspx Certiport www.certiport.com/yourpersonalpath/ic3certification American Academy of Actuaries www.actuary.org http://www.cfainstitute.org/ http://www.theamericancollege.edu/subpage.php?pageId=254 http://www.theamericancollege.edu/subpage.php?pageId=256 www.aicpcu.org/comet/programs/cpcu/cpcu.htm www.nacm.org www.casact.org Page 6 Member, Society of Pension Actuaries American Society of Pension Actuaries http://www.asppa.org/MainMenu/Knowledge/CertandCred/Credential%20Programs/MS PA.aspx Microsoft Office Specialist - Word, Exel, Access, Pre-Professional Certification in Personal and Family Finance Tax Exempt and Government Plan Consultant Microsoft http://www.microsoft.com/learning/en/us/default.aspx American Association of Family and Consumer Sciences (AAFCS) American Society of Pension Actuaries http://www.aafcs.org/prepac Qualified Plan Financial Consultant Personal Financial Specialist Qualified 401K Administrator American Institute of Certified Public Accountants American Society of Pension Actuaries The American College http://www.asppa.org/MainMenu/Knowledge/CertandCred/Credential%20Programs/QK A.aspx http://www.asppa.org/MainMenu/Knowledge/CertandCred/Credential%20Programs/QP A.aspx http://www.theamericancollege.edu/subpage.php?pageId=257 Registered Financial Planners Institute www.rfpi.com The American College Professional Liability Underwriting Society The American College http://www.theamericancollege.edu/subpage.php?pageId=258 http://www.plusweb.org/index.cfm/p/Edu.RPLU Qualified Pension Administrator Registered Employee Benefits Consultant Registered Financial Planner Designation Registered Health Underwriter Registered Professional Liability Underwriter Certified Financial Planner Chartered Advisor for Senior Living Chartered Advisor in Philanthropy Certified Public Finance Administrator Certified Public Funds Investment Manager July 1, 2016 http://www.asppa.org/MainMenu/Knowledge/CertandCred/Credential%20Programs/TG PC.aspx http://www.aspa.org/MainMenu/Knowledge/CertandCred/Credential%20Programs/QPF C_1.aspx http://pfp.aicpa.org/ Association of Public Treasurers of the US & Canada http://www.theamericancollege.edu/subpage.php?pageId=253 http://www.theamericancollege.edu/subpage.php?pageId=252 http://www.theamericancollege.edu/subpage.php?pageId=251 www.aptusc.org Page 7 Model Investment Policy Certification Debt Policy Certification Disaster Preparedness Certification Cash Handling Certification W!SE Financial Literacy Certification W!SE: Working in Support of Education http://www.wise-ny.org/programs.htm Postsecondary Degree Options Title/Type/Descriptor of Degree Program Accounting Accounting technician Actuarial Science Banking & Financial Support Services Finance, General Insurance & Risk Management Economics July 1, 2016 Degree Conferring Organization Colleges & Universities Source for Contact Information http://www.careerinfonet.org/ Click Career Tools and search under the topic Education & Training Finder Page 8
