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