Certifications for Personal Financial Advisors
55 certifications are listed for Personal Financial Advisors (O*NET 13-2052.00) in the U.S. Department of Labor's CareerOneStop Certification Finder. 7 of them are flagged in demand — CareerOneStop derives that from its analysis of national job-posting data. 49 are tied directly to this occupation; the other 6 are related.
The order is CareerOneStop's, not ours: in demand first, then NCCA- and ANAB-accredited, then the rest. Downloaded July 2026. Records marked confidential or withdrawn at source are not published here. Listing is not endorsement, and this page is not advice about which credential to pursue.
- Certified Financial Planner(CFP)In demandNCCA accreditedMilitary occupational specialty
- Certified in Financial Forensics(CFF)In demand
- Certified Insolvency and Restructuring Advisor(CIRA)In demand
- Certified Trust and Fiduciary Advisor(CTFA)In demandMilitary occupational specialty
- Chartered Financial Analyst(CFA)In demand
- Chartered Property Casualty Underwriter(CPCU)In demand
- Certified Investment Management Analyst(CIMA)In demandANAB (ANSI) accreditedMilitary occupational specialty
- Certified Retirement Counselor(CRC)NCCA accreditedMilitary occupational specialty
- Certified Senior Advisor(CSA)NCCA accreditedANAB (ANSI) accreditedMilitary occupational specialty
- Certified Financial FiduciaryANAB (ANSI) accredited
- Retirement Management Advisor(RMA)ANAB (ANSI) accredited
- Accredited Retirement Advisor(ARA)Military occupational specialty
- Certified Divorce Financial Analyst(CDFA)Military occupational specialty
- Certified IRA Services Professional(CISP)Military occupational specialty
- Registered Financial Associate(RFA)Military occupational specialty
- Accredited Tax Advisor(ATA)Military occupational specialty
- Accredited Tax Preparer(ATP)Military occupational specialty
- Accredited Estate Planner(AEP)
- Accredited Retirement Plan Consultant(ARPC)
- Accredited Retirement Plan Specialist(ARPS)
- Associate in Insurance Accounting and Finance(AIAF)
- Associate, Life Management Institute(ALMI)
- Associate, Secure Retirement Institute(ASRI)
- Certification in Long Term Care(CLTC)
- Certified Annuity Specialist(CAS)
- Certified Chartered Portfolio Manager(CPM)
- Certified Chartered Wealth Manager
- Certified Credit Union Financial Counseling(FiCEP)
- Certified Estate and Trust Specialist
- Certified Financial Technician(CFTe)
- Certified Funds Specialist(CFS)
- Certified Income Specialist(CIS)
- Certified Management Accountant(CMA)
- Certified Pension Consultant(CPC)
- Certified Personal and Family Finance Educator(CPFFE)
- Certified Social Security and Medicare Specialist(CSSMS)
- Chartered Alternative Investment Analyst Level II
- Chartered Market Technician - Level I(CMT)
- Chartered Market Technician - Level II
- Chartered Market Technician - Level III(CMT)
- Chartered Trust and Estate Planner(CTEP)
- Credentialed Financial Advisor
- Financial Information Associate(FIA)
- Master Financial Planner(MFP)
- Master of Financial Technical Analysis(MFTA)
- Personal Financial Specialist(PFS)
- Qualified 401(k) Administrator(QKA)
- Qualified Plan Financial Consultant(QPFC)
- Registered Financial Specialist(RFS)
- Registered Social Security Analyst(RSSA)
- Retirement Plans Associate(RPA)
- Stukent Personal Finance
- Certified Estate Specialist(CES)
- Certified Financial Examiner - Financial Analyst(CFE-FA)
- Fellow, Life Management Institute(FLMI)
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Certification data from CareerOneStop, sponsored by the U.S. Department of Labor, Employment and Training Administration (DOLETA) and the Minnesota Department of Employment & Economic Development (DEED).
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