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Best Finance Consultant certifications
Finance consultant certifications allow job seekers to demonstrate their competency as an finance consultant to employers. However, not all finance consultant certifications provide the same value for job seekers.
The best certifications for a finance consultant are Certified Professional, Life and Health Insurance Program (CPLHI), Certified Management Accountant (CMA), and Chartered Financial Analyst (CFA).
Below is a list of the best finance consultant certifications. Obtaining an finance consultant certification will give you a leg up when you apply for jobs and increase your potential salary.
14 best certifications for finance consultants
14 best finance consultant certifications
1. Certified Professional, Life and Health Insurance Program (CPLHI)
The Certified Professional, Life and Health Insurance Program (CPLHI) Program is a three-course education program in Bahasa Indonesia specifically designed to meet the industry education requirements of professionals in Indonesia. Recognized by the Insurance Directorate, Ministry of Finance and the Life Assurance Association of Indonesia (AAJI), who also requested LOMA create the program, the CPLHI Program provides a comprehensive business education for life and health insurance professionals.
- More than two years of education or training after high school required? No
- More than two years of work experience required? No
- Oral or Written Exam Required? Yes
- Renewal Required? No
2. Certified Management Accountant (CMA)
The CMA (Certified Management Accountant) is the advanced professional certification specifically designed to measure the accounting and financial management skills that drive business performance.
- More than two years of education or training after high school required? Yes
- More than two years of work experience required? Yes
- Oral or Written Exam Required? Yes
- Renewal Required? Every 1 year(s)
3. Chartered Financial Analyst (CFA)
The CFA charter is recognized as the definitive standard by which to measure the competence, integrity, and dedication of serious investment professionals.
- More than two years of education or training after high school required? Yes
- More than two years of work experience required? Yes
- Oral or Written Exam Required? Yes
- Renewal Required?
4. Certified Financial Planner (CFP)
The CFP certification process, administered by CFP Board, identifies to the public that those individuals in the U.S.who have been authorized to use the CFP certification mark have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.
- More than two years of education or training after high school required? Yes
- More than two years of work experience required? Yes
- Oral or Written Exam Required? Yes
- Renewal Required? Every 2 year(s)
5. Certified Resume Specialist: Accounting and Finance (CRS+AF)
The CDI Certified Industry Resume Specialist allows you to gain certification in your chosen industry.
- More than two years of education or training after high school required? No
- More than two years of work experience required? No
- Oral or Written Exam Required? Yes
- Renewal Required? Every 5 year(s)
6. Certified Financial Planner (CFP)
The Certified Financial Planner designation covers investments, income taxation, insurance and financial planning, and retirement and estate planning.Individuals must complete the following required curriculum and pass the CFP exam to earn this designation.HS 300: Financial Planning HS 311: Fundamentals of Insurance Planning HS 321: Income Taxation HS 326: Planning for Retirement Needs HS 328: Investments HS 330: Fundamentals of Estate Planning
- More than two years of education or training after high school required? Yes
- More than two years of work experience required? Yes
- Oral or Written Exam Required? Yes
- Renewal Required? No
7. Project Management Professional (PMP)
The PMP designation following your name tells current and potential employers that you have demonstrated a solid foundation of knowledge from which you can competently practice project management.To be eligible for a PMP Credential, you must first meet specific educational and project management experience requirements and agree to adhere to a code of professional conduct. The final step to becoming a PMP is passing a rigorous multiple-choice examination designed to objectively assess and measure your ability to apply project management knowledge in the following six domains: initiating the project, planning the project, executing the project, monitoring and controlling the project, closing the project, and professional and social responsibility. This computer-based examination is administered globally with translation aids in 10 languages.
- More than two years of education or training after high school required? No
- More than two years of work experience required? Yes
- Oral or Written Exam Required? Yes
- Renewal Required? Every 3 year(s)
8. Certified Sales Professional (CSP)
The Certified Sales Professional (CSP) program gives a thorough understanding of consultative selling. From business creation to improved time and territory management; goal-setting to prospecting, and everything in between, attendees return to the territory with a renewed enthusiasm for selling.
- More than two years of education or training after high school required? Yes
- More than two years of work experience required? Yes
- Oral or Written Exam Required? Yes
- Renewal Required? Every 3 year(s)
9. Chartered Financial Consultant (ChFC)
Since 1982, the Chartered Financial Consultant has remained the most extensive education available for professionals seeking a designation in financial planning. More than 41,000 individuals have attained this distinction, enabling them to effectively apply a comprehensive financial planning process to their clients' needs. The ChFC program includes all of the courses in our CFP® Certification Curriculum, and builds on that knowledge with advanced coverage of estate, retirement, and financial planning applications. ChFCs average 34 percent higher income than their peers without a designation*.
- More than two years of education or training after high school required? No
- More than two years of work experience required? No
- Oral or Written Exam Required? Yes
- Renewal Required? No
10. Chartered Global Management Accountant (CGMA)
The CGMA letters are worth having after your name. They stand for Chartered Global Management Accountant and they show employers that you mean business. The CGMA designation is the most widely held management accounting designation in the world. It boldly announces your commercial skills, strategic vision and transformational mindset. Employers, colleagues and stakeholders alike will recognize that you’ve got entrepreneurial and leadership acumen. That you’re in a pivotal position to analyze information, advise strategy and drive business success. And they’ll know all this just by looking at those four letters after your name.
- More than two years of education or training after high school required? No
- More than two years of work experience required? No
- Oral or Written Exam Required? No
- Renewal Required? No
11. Certified in Financial Management
- More than two years of education or training after high school required? Yes
- More than two years of work experience required? Yes
- Oral or Written Exam Required? Yes
- Renewal Required? Every 1 year(s)
12. Certified Investment Management Analyst (CIMA)
The CIMA offers an intense educational experience focusing on asset allocation, manager search and selection, investment policy and performance measurement.
- More than two years of education or training after high school required? Yes
- More than two years of work experience required? No
- Oral or Written Exam Required? Yes
- Renewal Required?
13. International Accredited Business Accountant (IABA)
ACAT seeks to ensure that all accredited individuals possess both the theoretical knowledge and the practical knowledge necessary to be successful practitioners. For that reason, candidates for accreditation must satisfy an experience requirement before becoming fully credentialed: three years of related work experience, up to two of which may be satisfied through college credit. Related work experience includes verifiable experience in accounting, financial services, or other field requiring a practical and theoretical knowledge of the subject matter covered on the ACAT Comprehensive Examination for the International Accredited Business Accountant. Those who pass the exam but who have not met the experience requirement may market themselves as having passed the ACAT Comprehensive Examination for International Accredited Business Accountant, but are not entitled to use the IABA designation.
- More than two years of education or training after high school required? No
- More than two years of work experience required? Yes
- Oral or Written Exam Required? Yes
- Renewal Required? No
14. Certified Economic Developer (CEcD)
Economic development organizations need professionals who possess the expertise to combat new challenges that emerge in a constantly changing industry. The CEcD designation represents demonstrated competency in economic development wilth a high degree of knowledge, significant skills and considerable experience in the field.
- More than two years of education or training after high school required? No
- More than two years of work experience required? Yes
- Oral or Written Exam Required? Yes
- Renewal Required? Every 3 year(s)
What is the best certification for a finance consultant?
The best finance consultant certification is Certified Professional, Life and Health Insurance Program (CPLHI). The Certified Professional, Life and Health Insurance Program (CPLHI) is awarded by the LOMA.
Here's a bit more background on how to obtain this finance consultant certification:
- To become a certified Certified Professional, Life and Health Insurance Program (CPLHI), you need to pass the exam.
- Lucky you - certification doesn't require more than two years of work experience.
- No renewal for certification, if you earn it once it is valid all time.
What are some of the most in-demand certifications for finance consultants?
The most in-demand finance consultant certification is Chartered Financial Analyst based on all active job postings. Having this finance consultant certification will give you access to more finance consultant jobs with higher salaries.
What certifications can impact a finance consultant career and salary?
The Certified Management Accountant certification will help you to secure a chief finance officer position, which will increase your pay and career trajectory. A chief finance officer's average salary is $136,080 whereas finance consultants make an average salary of $77,551.
The most common combination of finance consultant certifications include: Certified Professional, Life and Health Insurance Program (CPLHI), Certified Management Accountant (CMA), and Chartered Financial Analyst (CFA).
Online courses for finance consultants to earn certifications
1. Financial Analysis for Management Consultants & Analysts
A practical guide with case studies and examples of financial analyses done during consulting projects...
2. How to Read Financial Statements: Build Financial Literacy.
Read financial statements and speak the language of business without the drudgery of a traditional accounting course...
3. Financial Modeling for Business Analysts and Consultants
Learn Financial Modeling in Excel that will allow you to participate in due diligence, strategy or turn around projects...
4. Financial Statement Analysis
Learn how to make understanding financial statements your superpower!...
5. Complete Financial Modeling for Project Finance in Excel
Learn Financial Modeling for Project Finance and Infrastructure Valuation ( DCF and IRR )...
6. Finance & Accounting for Management Consultants and Analysts
A practical guide that will help you understand financial statements & do financial analyses during consulting projects...
7. Accounting & Financial Statement Analysis: Complete Training
Accounting & Financial Ratio Analysis made easy. Learn important accounting skills that will get your foot in the door!...
8. Financial Statements: Balance Sheet, Income Stmt, Cash Flow
How To Quickly Read & Understand The Big 3 Financial Statements: Balance Sheet, Income Statement, Cash Flow Statement...
9. Audit - Financial Statement
Master the Art of Auditing Financial Statements: In-Depth Analysis, Techniques, and Real-World Case Studies...
10. Financial Accounting-Adjusting Entries & Financial Statement
Master Adjusting Entries & Financial Statements: A Comprehensive Guide for Accurate Accounting and Reporting...
11. Value Investing: The Complete Financial Statement Analysis
Value Investing Mastery - How to Perform Financial Statement Analysis & Financial Ratio Analysis to Find Great Stocks...
12. Financial Planning Coaching Certification Holistic Coaching
Financial Planning Coaching Practitioner Course Graduates Prepared Professionals in Holistic Financial Planning Coaching...
13. The Advanced Real Estate Financial Modeling Bootcamp
The Complete Guide To Advanced Real Estate Financial Modeling For Real Estate Investment Professionals...
14. Financial Analysis and Financial Modeling using MS Excel
Perform financial analysis & financial modeling using Microsoft excel. For people who want to become a Financial Analyst...
15. Personal Finance: Financial Security Thinking & Principles
How to secure your financial future the fun & easy way! Personal Finance: Financial Security Thinking & Principles...
16. Financial Statement Analysis - Master the Financial Stmts!
Gain a comprehensive knowledge of the 3 financial statements and how to make them tell you a story...
17. Investment Banking: The Complete Financial Ratio Analysis
Investment Banking For Investors & Financial Analysts - How to Perform Financial Statement Analysis & Company Valuation...
18. Financial Accounting: The Complete Introductory Crash Course
Learn the Basics of Financial Accounting: Financial Statements, Debits and Credits, The Accounting Cycle and More!...
19. Financial Statements Analysis for absolute beginners
Understand Financial Statements and Analyze Financial Statements for Business and Financial Analysis...
20. Financial Statement Analysis - Ratio Analysis
Master the Art of Financial Statement Analysis: Unlocking Insights through Vertical, Horizontal, and Ratio Analysis...