CFP Occupation
Required or related course(s)
Employers/shoppers
Licensed Worldwide Wealth Supervisor (CIWM)
Wealth administration, funding methods, worldwide finance, threat administration
impartial follow, personal planning agency or work for monetary planning agency
Fellow of CSI (FCSI)‎
superior monetary planning, funding administration, ethics, compliance
impartial follow, 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 follow, personal planning agency or work for monetary planning agency
Private Monetary Planner (PFP)
private finance, budgeting, monetary aim setting, debt administration
impartial follow, personal planning agency or work for monetary planning agency
Chartered Common Accountant (CGA)
accounting rules, monetary reporting, auditing, taxation, enterprise regulation
accounting or funding companies, insurance coverage corporations
Licensed Administration Accountant (CMA)
administration accounting, monetary evaluation, strategic planning, efficiency mgmt.
accounting or funding companies, insurance coverage corporations
Chartered Accountant (CA)
accounting requirements, monetary reporting, taxation, auditing, enterprise ethics
accounting or funding companies, insurance coverage corporations
Chartered Monetary Analyst (CFA)
funding evaluation, portfolio administration, ethics, economics
accounting or funding companies, insurance coverage corporations
Chartered Monetary Advisor (CH.F.C)
monetary planning, retirement planning, property planning, threat administration
impartial follow, personal planning agency or work for monetary planning agency
Chartered Funding Supervisor (CIM)
funding administration, portfolio building, asset allocation, monetary markets
accounting or funding companies, insurance coverage corporations
Chartered Life Underwriter (CLU)
life insurance coverage merchandise, property planning, threat administration, ethics
accounting or funding companies, insurance coverage corporations
Registered Monetary Planner (RFP)
complete monetary planning, tax planning, retirement planning, property planning
impartial follow, personal planning agency or work for monetary planning agency
Belief and Property Practitioner (T.E.P.)
belief regulation, property planning, tax implications, fiduciary duties
impartial follow, personal planning agency or work for monetary planning agency
