| CFA (Chartered Financial Analyst) Level 1 | A CFA Level 1 exam is the first stage of the Chartered Financial Analyst program, focusing on foundational knowledge of investment analysis, including key concepts like ethical standards, quantitative methods, economics, financial statement analysis, and basic principles of asset classes like equities, fixed income, and derivatives. | Must have a bachelor’s degree (or equivalent) or your exam window must be within 23 months of your graduation month. | |
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| CFA (Chartered Financial Analyst) Level 2 | The CFA Level 2 exam is the second of three levels required to obtain the CFA designation. It focuses on applying and analyzing financial concepts learned in Level 1 to real-world investment scenarios. | Must have passed the CFA Level 1 exam and must have a bachelor’s degree or its equivalent. Final-year undergraduates may qualify if graduation is within 11 months of the exam window. | |
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| CFA Investment Foundations Program | A self-paced online course providing a comprehensive overview of the global investment industry, covering finance, ethics, investment roles, and terminology. Designed for supporting roles in financial services. | None | |
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| CFA Private Equity Certificate | Focuses on practical skills expected of analysts or associates in private equity firms. Includes financial modeling instruction and assignments developed with Finance Edge. | None | |
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| Securities Industry Essentials (SIE) | Multiple-choice exam assessing knowledge of the securities industry, covering products, market structure, and regulatory agencies. | Must be 18 | |
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| Financial Modeling and Valuation Analyst (FMVA) | Provides practical finance, accounting, and modeling skills to bridge the gap between theory and practice. | None | |
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| Chartered Market Technician (CMT) Level 1 | Globally recognized certification for professionals specializing in technical analysis of financial markets, covering market trends, price movements, and technical indicators. | Must pass all three levels of the exam, accumulate qualifying work experience, and apply for Professional Membership. | |
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| Professional Risk Manager (PRM) – For Students | Focuses on updated knowledge in risk management, including operational resilience, machine learning, and fintech. | Must be enrolled at a college pursuing a degree. | |
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| Certified International Investment Analyst (CIIA) | Global designation offered by ACIIA to financial professionals including analysts, portfolio managers, and advisors. | Students can apply to take the exams, but status requires fulfilling professional experience requirements. | |
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| Chartered Alternative Investment Analyst (CAIA) Level 1 | Designed for professionals managing or analyzing alternative investments such as hedge funds, real estate, and private equity. | Must be actively pursuing a bachelor’s degree. | |
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| Bloomberg Finance Fundamentals | Self-paced, interactive e-learning course introducing finance and investment concepts through real-life scenarios and career insights. | None | |
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| Bloomberg Market Concepts | Self-paced, interactive course exploring finance topics in depth. Provides credentials to enhance résumés and LinkedIn profiles. | None | |
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| Bloomberg Environmental Social Governance (ESG) | Self-paced, interactive course on implementing ESG strategies and preparing ESG reports through a case-based learning model. | None | |
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| FactSet Certifications | Offers four certificates of completion that deepen knowledge of FactSet products for investment professionals. | None | |
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| Series 63 | Licensing exam for individuals selling securities at the state level in the U.S. | Must be 18 | |
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| Series 65 | Qualification exam for individuals seeking to become investment adviser representatives. | Must be 18 | |
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| Series 66 | Combined exam for registration as both securities agents and investment adviser representatives. | Must have passed, or be in process of taking, the FINRA Series 7 exam. Sponsorship required for licensure. | |
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| Certified Treasury Professional (CTP) | Exam designed by the AFP to assess knowledge in corporate liquidity, capital management, and risk management. Recognized benchmark in treasury. | Must meet one of five eligibility categories (work experience, education, or teaching). Applications valid for 6 testing windows (≈ 3 years). | |
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| Global Credit Certification – FITCH | Professional qualification equipping individuals with skills in credit risk. Completion requires passing two exams. | None | |
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| Financial Planning and Analysis Professional (FPAP) | Certification focusing on desk-ready FP&A skills, applicable to current professionals and job seekers in FP&A roles. | None | |
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