Certification
is highly recommended in finance. Personal financial
advisors are encouraged and sometimes required
to seek their Certified Financial Planner (CFP)
certification. The requirements include academic
credits, passing a comprehensive set of exams,
and following a strict code of ethics.
For sales in stocks, bonds, mutual funds, insurance
and real estate, additional professional licenses
are required.
Over 20 certifications exist for the finance
discipline, but only the larger and more established
programs are shown below. Certifications and licensure include: |