Stackable Credentials

Credentials for Securities, Commodities, and Financial Services Sales Agents

47 credential programs ladder toward this occupation. Median wage on completion: $78,140 · projected growth +3.3%. See full occupation profile →

Certificate

Accredited Financial Counselor

Western Kentucky University
Post-Baccalaureate Certificate

Applied Investments

Colorado State University-Fort Collins
Bachelor's Degree

B.A. in Financial Services

Bethel University (IN)
Bachelor's Degree

B.A. in Personal Financial Planning

Bradley University
Bachelor's Degree

B.S. in Financial Counseling and Planning

Purdue University-Main Campus
Bachelor's Degree

B.S. in Financial Planning

Florida State University
Bachelor's Degree

BS Personal Financial Planning

University of South Florida
Certification

Certified Financial Marketing Professional (CFMP)

American Bankers Association
Make data-driven marketing decisions using surveys, competitive analysis and market researchResearch client profiles to identify needs using CRM and segmentation dataProcure data from primary and secondary sources to assess the competitive environmentApply ROI methodologies to measure product sales outcomesEstablish digital metrics to determine results of marketing initiativesCollaborate with business lines to measure and increase sales
Bachelor's Degree

Certified Financial Planning

Georgetown College
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
Master's Degree

FAMILY AND COMMUNITY SERVICES

Oklahoma State University-Main Campus
Certificate

FAMILY FINANCIAL PLANNING

Oklahoma State University-Main Campus
Post-Baccalaureate Certificate

FAMILY FINANCIAL PLANNING

Oklahoma State University-Main Campus
Master's Degree

FAMILY FINANCIAL PLANNING

Oklahoma State University-Main Campus
Certificate

FAMILY FINANCIAL PLANNING

University of Maryland Eastern Shore
Certificate

FINANCIAL PLANNING

University of Central Oklahoma
Bachelor's Degree

FINANCIAL PLANNING

University of Charleston
Post-Master's Certificate

FINANCIAL PORTFOLIO MANAGEMENT

University of Oklahoma-Norman Campus
Certificate

Financial Literacy

Eastern Kentucky University
Certificate

Financial Market Analysis

Ocean County College
Long Certificate

Financial Planning

Western Kentucky University
Bachelor's Degree

Financial Planning

William Paterson University of New Jersey
Bachelor's Degree

Financial Planning

University of Arkansas Grantham
Master's Degree

Financial Planning

Seton Hall University
Certificate

Financial Planning

University of Kentucky
Bachelor's Degree

Financial Planning

Colorado Technical University-Colorado Springs
Bachelor's Degree

Financial Planning and Services

Coker University
Bachelor's Degree

Financial Services

University of North Florida
Associate's Degree

Financial Services

Berkeley College-Woodland Park
Certificate

Financial Services

Raritan Valley Community College
Bachelor's Degree

Financial Services

Berkeley College-Woodland Park
Post-Baccalaureate Certificate

INVESTMENTS

Johns Hopkins University
Post-Baccalaureate Certificate

Investment Management

William & Mary
Post-Baccalaureate Certificate

Investment Management

Murray State University
Certificate

Investment Securities

University of Arkansas-Fort Smith
Post-Baccalaureate Certificate

Investments & Private Wealth Management

Rutgers University-Camden
Master's Degree

M.A. in Financial Planning & Law

Regent University
Master's Degree

M.S. in Wealth Management

DePaul University
Certificate

MARKETING ESSENTIALS FOR BUSINESS SUCCESS

Oklahoma State University-Main Campus
Master's Degree

Master of Business Administration (MBA) - Personal Financial Planning Specialization

Indiana Wesleyan University-National & Global
Short-Term Certificate

On To JSU: Business Basics

Jacksonville State University
Bachelor's Degree

Personal Financial Management

Charleston Southern University
Certificate

Personal Financial Planning

Henderson State University
Certificate

Personal Financial Wellness

Arkansas State University
Post-Baccalaureate Certificate

Post-Baccalaureate Certificate in Land, Agriculture, and Alternative Investing

University of Illinois Urbana-Champaign
Certificate

SPORTS MARKETING

Connors State College
Post-Master's Certificate

WEALTH MANAGEMENT

University of Oklahoma-Norman Campus
← All credential pathwaysOccupation profile →