72 credential programs ladder toward this occupation. Median wage on completion: $161,700 · projected growth +14.8%. See full occupation profile →
Certification
ABA Accredited Business Accountant
Accreditation Council for Accountancy
$400 cost
Apply financial accounting principles to manage and report business financial dataDesign and maintain accounting records and chart of accounts for a businessApply the accounting cycle to analyze and report business transactionsDetermine the appropriate basis of accounting for consistent financial reportingRecognize and record revenue in compliance with accounting principlesPrepare adjusting and reversing journal entries to accurately report account balances
Bachelor's Degree
Accounting
Strayer University-New Jersey
Certification
Advanced Retirement Planning Certificate
The American College
$2,050 cost
Design comprehensive retirement income plans accounting for longevity risk, healthcare costs and evolving life stagesEvaluate psychological, physical and financial dimensions of aging in client decision-makingAssess and compare income-generating strategies using annuities, equities, fixed income and alternative investmentsIntegrate Social Security, tax planning and housing wealth into client-specific retirement income plansCommunicate complex retirement strategies with empathy, clarity and ethical consideration
Bachelor's Degree
B.A. in Finance
Anderson University (IN)
Bachelor's Degree
B.S. in Finance
Marian University (IN)
Bachelor's Degree
BANKING AND FINANCE
University of Alabama in Huntsville
AL
Bachelor's Degree
BANKING AND FINANCE
Alabama State University
AL
Bachelor's Degree
Business - Financial Economics
Anderson University (SC)
Course
Business Finance
Career and Technical Education, Alabama State Department of Education (ALSDE)
AL
Determine needed resources and avenues for funding new business ventures or expansionsInterpret inventory records to account for quantities, location, and cost of inventory for a given businessPerform manual and electronic financial functions for financial institutions and consumersAssess revenue and expenses to determine net income and net lossEvaluate accounting records to determine the financial status of a businessComplete balance sheets and income statements using accounting procedures
Certificate
Certificate in Investment Performance Measurement (CIPM®)
CFA Institute
$575 cost
Apply ethics and professional standards in investment performance contextsMeasure performance of securities, portfolios, and compositesIdentify sources of portfolio risk and return through attribution analysisEvaluate and appraise investment manager performance for skill versus luckPrepare portfolio performance presentations in compliance with GIPS standardsSelect investment managers to achieve client risk and return objectives
Certification
Certified Credit and Risk Analyst (CCRA)
National Association of Credit Management
Apply Accounting Principles and the Accounting Equation In Business ContextsAnalyze and Record Business Transactions Using Double Entry AccountingApply the Adjusting Process and Prepare Adjusted Trial BalancesComplete the Accounting Cycle Including Closing Entries and Financial StatementsApply Manual and Computerized Accounting Systems In Business OperationsManage Accounting for Merchandising Businesses Including Transactions and Adjustments
Certification
Certified Equipment Management Professional (CEMP)
American Society of Appraisers
Apply equipment appraisal principles and methodologies across valuation contextsApply sales comparison, cost, and income approaches to equipment valuationReview and evaluate machinery and equipment appraisal reports for accuracy and complianceManage fraud prevention and collateral value forecasting in loan and lease originationConduct annual impairment reviews and residual value analysis for portfolio managementManage lease termination negotiations including equipment inspections and documentation
Certification
Certified IRA Services Professional (CISP)
American Bankers Association
Establish and maintain IRA plans including disclosure statements and beneficiary designationsKnowledge of IRA reporting requirements and associated penaltiesKnowledge of IRA contribution eligibility, limits, deadlines and deductibilityApply excess contribution rules and penaltiesProcess IRA transfers, rollovers, conversions and recharacterizationsKnowledge of IRA distribution taxation, withholding rules and Required Minimum Distributions
Certification
Certified Lease & Finance Professional (CLFP)
Equipment Leasing and Finance Association
Knowledge of the History and Evolution of Equipment Finance and LeasingKnowledge of Industry Participants Sectors and Competition in Equipment FinanceKnowledge of Equipment Finance and Leasing Products and Their BenefitsKnowledge of Leasing Law UCC and Legal Entities in Equipment FinanceApply Financial Tax and Accounting Principles in Equipment Finance and LeasingDevelop and Execute Sales and Marketing Strategies in Equipment Finance
Certification
Certified Merger & Acquisition Advisor (CM&AA)
Alliance of Merger & Acquisition Advisors
$2,150 cost
Knowledge of private capital markets and current trends in middle market M&AIdentify transaction opportunities with middle market companiesNavigate the M&A sales process from deal origination to transaction completionApply growth by acquisition strategy in buy-side transactionsKnowledge of financing strategies for acquisitions and exits including mezzanine financingApply business valuation approaches including cost, income and market methods
Certification
Certified Regulatory Compliance Manager (CRCM)
American Bankers Association
Act as compliance subject matter expert on projects and committeesEvaluate new and changed products, services and processes for compliance risk and impactProvide compliance support to internal and external parties including review of marketing communicationsDevelop and deliver compliance training to applicable partiesConduct vendor due diligence from a compliance perspectiveDesign and maintain a comprehensive compliance risk assessment programme
Certification
Certified Residential Mortgage Banker (CMB)
Mortgage Bankers Association
$550 cost
Knowledge of mortgage origination and underwriting processesManage loan administration in residential mortgage lendingManage residential marketing and investor relationsApply financial management and strategy in mortgage bankingKnowledge of real estate law and regulationsKnowledge of comprehensive residential mortgage industry issues
Certification
Certified Scheduling Technician (CST)
Association for the Advancement of Cost Engineering
Develop construction project schedules by defining scope, creating a work breakdown structure, establishing schedule specifications, and incorporating stakeholder inputCreate and document baseline schedules that reflect the contractor's intended work plan, identify the critical path, and establish the foundation for progress measurementDefine and apply activity relationships, durations, constraints, calendars, and milestones to build a functional Critical Path Method schedule modelTrack and report schedule progress by collecting field data, updating activity status, and applying scheduling software to perform schedule calculationsAnalyze schedule variances and trends by comparing updated schedules against the baseline to identify deviations and support corrective action developmentManage schedule changes by incorporating scope changes, suspensions, delays, and disruptions into the schedule model and documenting their impacts
Certification
Certified Strategic Account Management (CSAM)
Strategic Account Management Association
$9,700 cost
Apply Foundational SAM Skills and Competencies To Drive Superior Customer ResultsManage the Strategic Account Management Process Including Co-Discovery Fit Planning and Value DeliveryDevelop and Execute Strategic Account Plans To Drive Customer-Specific Value CreationLead and Influence Strategic Account Relationships With Customers and Internal TeamsBuild and Demonstrate Credible Account Leadership and Strategic Influence In Strategic AccountsCo-Create and Quantify Mutual Value With Customers and Internal Teams
Micro-Credential
Corporate Finance Essentials
IESE Business School
Doctoral Research
D.B.A. in Finance
Anderson University (IN)
Micro-Credential
Diploma in Financial Accounting
Alison
Bachelor's Degree
ECONOMICS AND FINANCE
University of South Alabama
AL
Certificate
Estate Planning and Taxation Certificate
The American College
$2,050 cost
Knowledge of gift, estate and generation-skipping transfer tax law and computation processesKnowledge of income tax concepts, calculations and research methodsMaximise charitable transfers to facilitate business succession planning objectivesKnowledge of family limited partnerships and limited liability companiesApply discounting techniques to sales and gifts of business interests
Course
Event Planning and Management
Career and Technical Education, Alabama State Department of Education (ALSDE)
AL
Participate in a Career and Technical Student Organization (CTSO) to increase knowledge and skills and to enhance leaderDiscuss and demonstrate ways to value diversityExplain the goals of the event planning processIdentify the steps in creating the vision, purpose, and goals for a proposed eventExplain the purpose and value of identifying the intended audience for a variety of eventsEstablish overall event timelines with deadlines clearly indicated
Bachelor's Degree
FINANCE
University of Alabama
Bachelor's Degree
FINANCE
Auburn University
AL
Bachelor's Degree
FINANCE
Alabama A&M University
Master's Degree
FINANCE
University of Alabama
Bachelor's Degree
FINANCE
Auburn University at Montgomery
AL
Doctoral Research
FINANCE
University of Alabama
Bachelor's Degree
FINANCE
Bethany College (WV)
Bachelor's Degree
FINANCE
University of North Alabama
AL
Bachelor's Degree
FINANCE
University of Montevallo
AL
Bachelor's Degree
FINANCE
University of Alabama at Birmingham
AL
Bachelor's Degree
FINANCE
Jacksonville State University
AL
Bachelor's Degree
Finance
Jacksonville State University
AL
Bachelor's Degree
Finance
Auburn University
AL
Bachelor's Degree
Finance
University of West Alabama
AL
Bachelor's Degree
Finance
University of West Florida
Master's Degree
Finance
Auburn University
AL
Bachelor's Degree
Finance
Auburn University at Montgomery
AL
Short-Term Certificate
Finance
Taft University System
Bachelor's Degree
Finance
Colorado Technical University-Colorado Springs
Bachelor's Degree
Finance
Alabama A&M University
AL
Bachelor's Degree
Finance (BSBA)
University of Alabama in Huntsville
AL
Master's Degree
Finance and Risk Management
University of Colorado Denver
Master's Degree
Finance — MS
Auburn University
AL
Bachelor's Degree
Finance, BS
University of Alabama at Birmingham
AL
Bachelor's Degree
Finance, BS
University of Alabama
AL
Post-Baccalaureate Certificate
Financial Management
Berkeley College-Woodland Park
Master's Degree
Financial Technology
University of Colorado Denver
Post-Baccalaureate Certificate
Gov't Financial Manager
Auburn University at Montgomery
AL
Post-Baccalaureate Certificate
Graduate Certificate In Accounting
DeVry University-Illinois
Post-Baccalaureate Certificate
Graduate Certificate In CPA Preparation
DeVry University-Illinois
Post-Baccalaureate Certificate
Graduate Certificate in Public Finance
Indiana University-Indianapolis
Course
Hospitality Management and Marketing
Career and Technical Education, Alabama State Department of Education (ALSDE)
AL
Develop a marketing plan and sales promotion tool for hospitality and tourismGather and share information concerning effective strategies for reaching various niche markets in the hospitalityDemonstrate management skills needed to succeed in hospitality and tourismResearch and share information regarding the importance of cost-effective operations in the hospitalityDescribe the necessity for strong customer service skillsIdentify and describe the essential functions of human resources in the hospitality and tourism industry
Course
Human Resource Management
Career and Technical Education, Alabama State Department of Education (ALSDE)
AL
Discuss and demonstrate ways to value diversity. toIdentify and explain the traditional functions of human resourcesExplain current issues and trends that influence human resource managementDescribe the process of developing a mission statement and vision for an organizationResearch and report on ways different leadership styles impact the performance, engagement, and morale of teamsDescribe effective methods of recruiting candidates externally and internally
Course
Information Management
Career and Technical Education, Alabama State Department of Education (ALSDE)
AL
Participate in a Career and Technical Student Organization (CTSO) to increase knowledge and skills and to enhance leaderDiscuss and demonstrate ways to value diversityDistinguish between data management and information managementDescribe Information Technology (IT)Describe Information Systems (IS), including components and their maturityDescribe different kinds of Information Management organizations
Micro-Credential
Introduction to Financial Markets
Indian School of Business