| Associate in Insurance Accounting and Finance | The Institutes |
| Certified IRA Services Professional | American Bankers Association |
| Qualified Plan Financial Consultant | National Association of Plan Advisors |
| Qualified 401(k) Administrator | American Society of Pension Professionals and Actuaries |
| Master Financial Planner | American Academy of Financial Management |
| Certified Management Accountant | The Association of Accountants and Financial Professionals in Business |
| Personal Financial Specialist | American Institute of Certified Public Accountants |
| Certified Divorce Financial Analyst | Institute for Divorce Financial Analysts |
| Certified Retirement Counselor | International Foundation for Retirement Education |
| Accredited Estate Planner | National Association of Estate Planners & Councils |
| Certified Trust and Fiduciary Advisor | American Bankers Association |
| Certified Financial Planner | Certified Financial Planner Board of Standards, Inc. |
| Chartered Market Technician - Level II | Market Technicians Association |
| Associate, Secure Retirement Institute | LOMA |
| Chartered Alternative Investment Analyst Level II | CAIA Association |
| Certified Annuity Specialist | Institute of Business & Finance |
| Certified Social Security and Medicare Specialist | Institute of Business & Finance |
| Certified Investment Management Analyst | Investment and Wealth Institute |
| Certified Financial Planner | Financial Planning Standards Board Ltd |
| Accredited Retirement Plan Consultant | Society of Professional Asset Managers and Record Keepers |
| Chartered Trust and Estate Planner | American Academy of Financial Management |
| Registered Financial Planner | Registered Financial Planners Institute |
| Certified Estate and Trust Specialist | Institute of Business & Finance |
| Chartered Property Casualty Underwriter | The Institutes |
| Certification in Long Term Care | Corporation for Long Term Care Certification |
| Registered Financial Associate | International Association of Registered Financial Consultants |
| Certified Funds Specialist | Institute of Business & Finance |
| Accredited Tax Preparer | Accreditation Council for Accountancy and Taxation |
| Accredited Tax Advisor | Accreditation Council for Accountancy and Taxation |
| Accredited Retirement Advisor | Accreditation Council for Accountancy and Taxation |
| Certified in Financial Forensics | American Institute of Certified Public Accountants |
| Accredited Retirement Plan Specialist | Society of Professional Asset Managers and Record Keepers |
| Master of Financial Technical Analysis | The International Federation of Technical Analysts Inc. |
| Certified Financial Technician | The International Federation of Technical Analysts Inc. |
| Chartered Financial Analyst | CFA Institute |
| Certified Chartered Portfolio Manager | American Academy of Financial Management |
| Certified Chartered Wealth Manager | American Academy of Financial Management |
| Registered Financial Specialist | American Academy of Financial Management |
| Retirement Plans Associate | International Foundation of Employee Benefit Plans |
| Certified Personal and Family Finance Educator | American Association of Family and Consumer Sciences |
| Fellow, Life Management Institute | LOMA |
| Associate, Life Management Institute | LOMA |
| Certified Financial Examiner - Financial Analyst | Society of Financial Examiners |
| Certified Income Specialist | Institute of Business & Finance |
| Financial Information Associate | Software & Information Industry Association |
| Certified Credit Union Financial Counseling | Credit Union National Association |
| Chartered Market Technician - Level III | Market Technicians Association |
| Fellow, Secure Retirement Institute | LOMA |
| Certified Estate Specialist | National Auctioneers Association |
| Certified Insolvency and Restructuring Advisor | Association of Insolvency and Restructuring Advisors |
| Chartered Market Technician - Level I | Market Technicians Association |
| Certified Senior Advisor | Society of Certified Senior Advisors |
| Certified Pension Consultant | American Society of Pension Professionals and Actuaries |
