64 credential programs ladder toward this occupation. Median wage on completion: $101,350 · projected growth +5.7%. See full occupation profile →
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
Alabama State University
AL
Bachelor's Degree
BANKING AND FINANCE
University of Alabama in Huntsville
AL
Bachelor's Degree
Business - Financial Economics
Anderson University (SC)
Course
CTE Lab in Finance
Career and Technical Education, Alabama State Department of Education (ALSDE)
AL
Demonstrate expertise in a specific occupation within the Finance ClusterConduct investigative research on a selected topic related to finance using approved research methodology, interpret finDemonstrate higher order critical thinking and reasoning skills appropriate for a career in financeApply enhanced leadership and professional skills needed in a career in finance
Course
Career Pathway Project in Finance
Career and Technical Education, Alabama State Department of Education (ALSDE)
AL
Create a formal, narrative proposal that communicates a specific concept, creates a processConduct independent research related to the Finance career pathway projectWrite a detailed report on the chosen career pathway project, following established conventions for format, grammarProduce an original multimedia presentation based upon career pathway project research and resultsDesign and create a project portfolio that documents all components of the career pathway project
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 AML and Fraud Professional (CAFP)
American Bankers Association
Establish BSA/AML compliance procedures and internal controlsEstablish OFAC compliance procedures including sanctions screening and transaction blockingEstablish fraud compliance procedures in line with regulatory requirementsConduct AML, OFAC and fraud risk assessments using the three lines of defenceImplement Anti-Money Laundering Act requirements including beneficial ownership and whistleblower protectionsDevelop risk models and strategies for AML and fraud alert generation
Certification
Certified Enterprise Risk Professional (CERP)
American Bankers Association
Report risk identification, measurement and control activities to board and senior managementChampion risk appetite and risk culture across the organisationDirect risk information to appropriate board and management committeesEstablish and maintain enterprise risk management policies aligned to organisational goalsDefine and maintain ERM standards, guidelines and proceduresDevelop and maintain policy limits and risk appetite framework
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
Chartered Retirement Planning Counselor (CRPC)
College for Financial Planning
Maximize client experience during the retirement planning processApply investment principles and strategies for retirement portfoliosKnowledge of Social Security, military, and government retirement benefitsIdentify additional income sources to bridge retirement income gapsNavigate health care options in retirementManage the emotional and financial transition to retirement
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
Master's Degree
FINANCE
University of Alabama
Bachelor's Degree
FINANCE
University of North Alabama
AL
Bachelor's Degree
FINANCE
Jacksonville State University
AL
Bachelor's Degree
FINANCE
Alabama A&M University
Bachelor's Degree
FINANCE
University of Montevallo
AL
Bachelor's Degree
FINANCE
University of Alabama at Birmingham
AL
Bachelor's Degree
FINANCE
University of Alabama
Bachelor's Degree
FINANCE
Bethany College (WV)
Bachelor's Degree
FINANCE
Auburn University
AL
Bachelor's Degree
FINANCE
Auburn University at Montgomery
AL
Doctoral Research
FINANCE
University of Alabama
Bachelor's Degree
Finance
Auburn University
AL
Bachelor's Degree
Finance
Colorado Technical University-Colorado Springs
Bachelor's Degree
Finance
Alabama A&M University
AL
Bachelor's Degree
Finance
Jacksonville State University
AL
Short-Term Certificate
Finance
Taft University System
Bachelor's Degree
Finance
University of West Alabama
AL
Master's Degree
Finance
Auburn University
AL
Bachelor's Degree
Finance
Auburn University at Montgomery
AL
Bachelor's Degree
Finance
University of West Florida
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
Micro-Credential
Financial Engineering and Risk Management Part I
Columbia University
Master's Degree
Financial Technology
University of Colorado Denver
Course
Fundamentals of Financial Management
Career and Technical Education, Alabama State Department of Education (ALSDE)
AL
Analyze and interpret financial data pertaining to cost-benefit analysis of a business decisionExplain financial management as it relates to income, savings, and investment opportunitiesDescribe how a financial business benefits from the organizing management functionExplain how managers use financial informationEvaluate risk management options available to consumers and entrepreneurs for protection against financial lossAnalyze the risks, interest rate returns, and liquidity of various types of savings and investments
Course
Global Financial Markets
Career and Technical Education, Alabama State Department of Education (ALSDE)
AL
Research and present findings on cultural challenges and diversity issues that impact global business relationsGather and share information about the nature and scope of financial globalization since World War IIResearch and share information about the global financial settings in which businesses operateExplain concepts of global trade and investmentsExplain the importance of global financial marketsResearch and present information on the effects of world events on global financial markets
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
Micro-Credential
Introduction to Financial Markets
Indian School of Business
Master's Degree
M.B.A. in Accounting
Indiana University-Indianapolis
Master's Degree
M.S. in Financial Accounting
Indiana Wesleyan University-National & Global
Master's Degree
M.S. in Managerial Accounting
Indiana Wesleyan University-National & Global
Master's Degree
Managerial Accounting
Union College (KY)
Micro-Credential
Managing Cash Flow
Small Business Administration
Master's Degree
Master of Accounting and Financial Management
DeVry University-Illinois
Master's Degree
Master of Science in Finance
DeVry University-Illinois