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Financial Professional Designations, Seems Like a New One is Popping Up Everyday

If you see one that I missed that you feel should be included, please notify me. There are several professional designations, which indicate that the financial professional has met educational, experience and ethical qualifications. The purpose of this list is not to list all of the requirements to earn the designations or test details, but to just let you know what type of financial professional designations that exist and the organizations that issue these designations.  For additional information regarding any of these financial professional designations such as specific requirement of designation holders, please go to the issuing organization. The following list is not an endorsement, or in any order of preference.

 Professional Designations 
Accredited Asset Management Specialist (AAMS)
Program is designed to recognize financial professionals demonstrating knowledge of identifying investment opportunities in the areas of insurance, tax, retirement, and estate planning.

Issuer: College for Financial Planning
1Accredited Asset Management Specialist (AAMS)Program is designed to recognize financial professionals demonstrating knowledge of identifying investment opportunities in the areas of insurance, tax, retirement, and estate planning.42College for Financial Planninghttp://www.fp.edu/
Accredited Business Accountant (ABA)
Program is designed to recognize financial professionals demonstrating knowledge of financial accounting, compilation services, managerial accounting, taxation, business law and ethics.

Issuer: Accreditation Council for Accountancy and Taxation
3Accredited Business Accountant (ABA)Program is designed to recognize financial professionals demonstrating knowledge of financial accounting, compilation services, managerial accounting, taxation, business law and ethics.42Accreditation Council for Accountancy and Taxationhttp://www.acatcredentials.org/
Accredited Estate Planner (AEP)
Program is designed to recognize financial professionals demonstrating core competencies in the areas of estate planning, areas of law, accounting, insurance and trusts.

Issuer: National Association of Estate Planners & Councils
2Accredited Estate Planner (AEP)Program is designed to recognize financial professionals demonstrating core competencies in the areas of estate planning, areas of law, accounting, insurance and trusts.42National Association of Estate Planners & Councilshttp://www.naepc.org/
Accredited Financial Counselor (AFC)
Program is designed to recognize financial professionals demonstrating knowledge of the principles and practices of personal financial management.

Issuer: Association for Financial Counseling and Planning Education
4Accredited Financial Counselor (AFC)Program is designed to recognize financial professionals demonstrating knowledge of the principles and practices of personal financial management.42Association for Financial Counseling and Planning Educationhttp://www.afcpe.org/
Accredited Tax Advisor (ATA)
Program is designed to recognize financial professionals demonstrating knowledge of the principles and practices of tax compliance and planning.

Issuer: Accreditation Council for Accountancy and Taxation
5Accredited Tax Advisor (ATA)Program is designed to recognize financial professionals demonstrating knowledge of the principles and practices of tax compliance and planning.42Accreditation Council for Accountancy and Taxationhttp://www.acatcredentials.org/
Accredited Tax Preparer (ATP)
Program is designed to recognize financial professionals demonstrating knowledge of the principles and practices of tax compliance and planning.

Issuer: Accreditation Council for Accountancy and Taxation
6Accredited Tax Preparer (ATP)Program is designed to recognize financial professionals demonstrating knowledge of the principles and practices of tax compliance and planning.42Accreditation Council for Accountancy and Taxationhttp://www.acatcredentials.org/
Accredited Valuation Analyst (AVA)
Program is designed to recognize financial professionals demonstrating knowledge of the principles and practices of business valuations.

Issuer: National Association of Certified Valuation Analysts
7Accredited Valuation Analyst (AVA)Program is designed to recognize financial professionals demonstrating knowledge of the principles and practices of business valuations.42National Association of Certified Valuation Analystshttp://www.nacva.com/
Accredited Valuation Specialist (ABV)
Program is designed to recognize financial professionals demonstrating knowledge of the principles and practices of business valuations.

Issuer: American Institute of Certified Public Accountants (AICPA)
8Accredited Valuation Specialist (ABV)Program is designed to recognize financial professionals demonstrating knowledge of the principles and practices of business valuations.42American Institute of Certified Public Accountants (AICPA)http://www.aicpa.org/
Certified Cash Manager (CCM)
Program is designed to recognize financial professionals demonstrating competence in the principles and practices of cash management in today's business environment.

Issuer: Association for Financial Professionals
9Certified Cash Manager (CCM)Program is designed to recognize financial professionals demonstrating competence in the principles and practices of cash management in today's business environment.42Association for Financial Professionalshttp://www.afponline.org/
Certified Control Self-Assessment (CCSA)
Program is designed to recognize financial professionals demonstrating competence in the principles and practices of control self-assessment.

Issuer: Institute of Internal Auditors
10Certified Control Self-Assessment (CCSA)Program is designed to recognize financial professionals demonstrating competence in the principles and practices of control self-assessment.42Institute of Internal AuditorsInstitute of Internal Auditors
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Results: 42 Financial Professional Designations.

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