Stackable Credentials

Credentials for Securities, Commodities, and Financial Services Sales Agents

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

Bachelor's Degree

B.A. in Financial Services

Bethel University (IN)
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
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
Bachelor's Degree

Financial Planning

Colorado Technical University-Colorado Springs
Associate's Degree

Financial Services

Berkeley College-Woodland Park
Bachelor's Degree

Financial Services

Berkeley College-Woodland Park
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
AL
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