Investment Banking Tutorials
- Investment Banking Free Course
- Investment Banking Basics
- What is Investment Banking? (Overview of what do they actually do!)
- Investment Banking Functions
- Investment Banking vs Commercial Banking
- Equity Research in an Investment Bank
- What is Asset Management Company AMC
- Sales and Trading in Investment Banking
- Private Placement, IPO and FPO in Investment Banking
- Investment Banking – Underwriters and Market Makers
- Investment Banking – Mergers and Acquisitions
- Investment Banking – Restructuring and Reorganisation
- Investment Banking Roles and Responsibilities
- Market Makers
- Propreitary Trading
- Deal Origination (Sourcing)
- Initial Public Offering (IPO)
- Top 4 Must Know Investment Banking Charts (Free Download Template included)
- Pitch Book | Guide to Investment Banking Pitch Book (Examples)
- What is LBO?
- Leverage buyout Lbo Analysis
- LBO Financing
- Trading Floor
- Market Order vs Limit Order
- Bid vs Ask
- Industry vs Sector
- Merchant Bank
- Best Investment Banking Books
- Nasdaq vs Dow Jones
- Nasdaq vs Nyse
- Differences Between NSE and BSE
- Investment Banking Careers
- Investment Banking Interview Questions (with Answers)
- How to get into Investment Banking?
- Investment Banking Analyst
- Investment Banking Job Description
- Investment Banking Division (IBD)
- Investment Banking Associate Salary
- Analyst vs Associate
- Investment Banking Job For Graduates (Engineers) | Top 8 Tips
- How to get an Investment Banking Internship?
- Top 10 Finance Certifications Programs
- Investment Banking Lifestyle
- Investment Banking Exit Opportunities
- Investment Banking Case Studies
- Top 10 Best Finance courses (with Online Certification)
- Investor Relation Job Description
- Financial Analyst Job Description
- Investment Banking vs Equity Research
- Investment Banking vs Asset Management
- Commercial Banking vs Merchant Banking
- Investment Banking vs Corporate Banking
- Portfolio Management vs Investment Banking
- Investment Banking vs Hedge Fund Manager
- Investment Banking vs Investment Management
- Investment Banking vs Private Equity
- Careers in Trading
- Investment Banking Firms
- Top Bulge Bracket Investment Banks
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- Investment Banking in Dubai
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- Top Banks
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- Mergers and Acquisitions
- What is Mergers and Acquisitions?
- Mergers vs Acquisitions
- Synergy in M&A
- Successful Mergers and Acquisitions
- Financing Acquisitions
- Acquisition Premium (Takeover)
- Statutory Merger
- Joint Venture
- White Knight
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- Poison Pills
- Killer Bees Defense Strategy
- Show Stopper in M&A
- What is Amalgamation?
- Spin off vs Split Off
- Forward Integration
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- Horizontal vs Vertical Integration
- What is Divesting / Divestiture?
- Bootstrap Effect
- PAC MAN Defense
- Flip-In Poison Pill
- Flip-Over Poison Pill
- Tender Offer
- Friendly Takeover
- Amalgamation vs Merger
- Lobster Trap Defense
- Asset Purchase vs Stock Purchase
- Greenshoe Option
- Dawn Raid Takeovers
- Crown Jewels Defense
- Best Mergers and Acquisitions Books
- What is Asset Restructuring?
Finance Certifications Programs
Over the years careers in Finance have become increasingly competitive, driving up the level of expectations on part of employers. Individuals with the better skill set, academics and relevant credentials for a specific role have a distinct advantage over others. Those with higher technical skills or holding a certification in a specialized area of knowledge can enjoy much better career prospects in the modern financial industry.
Finance certifications program will help you earn better job-prospects, increase your ability to earn, provide you with more specialized knowledge, and open a plethora of opportunities in front of you. Pick the right ones and you won’t need to look back again in your career.
Without any ado, let’s look at the top finance certifications program (in no particular order)
List of the top 10 finance certifications program
- CFA – Chartered Financial Analyst
- CPA – Certified Public Accountant
- FRM – Financial Risk Manager
- CFP – Certified Financial Planner
- CIMA – Charted Institute of Management Accountants
- ACCA – Association of Chartered Certified Accountants
- CAIA – Chartered Alternative Investment Analyst
- ChFC – Chartered Financial Consultant
- CMA – Certified Management Accountant
- CMFC – Chartered Mutual Fund Counsellor
#1 – CFA – Chartered Financial Analyst
This is one of the best finance certifications program you should pursue if you’re looking to master financial management and investment. Finance certifications alone is enough to catapult your career to the next level. It has three levels that you need to clear and you also need to have 4 years of full-time, relevant experience to get certified. The course is very rigorous and you need to study hard to clear it. The pass rate is lower than any other finance certifications – overall, the pass rate of CFA is less than 20%.
Career / Roles – For availing jobs in asset management, private equity, equity research, investment banking, you should do CFA finance certifications. If you want to make a career in the world of investment and if you have the option of only one finance certification, CFA would be the only one you should choose.
#2 – CPA – Certified Public Accountant
If you love accounting (more than finance), this is a certification that is the best of the best. It is authorized by the AICPA (American Institute of Certified Public Accountant). This finacne certification is specifically designed for accountants and tax consultants. CPA certification requires 150 hours of intensive study. And then you need to clear a tough exam. Along with that, you need to get a CPA license. The cost of the study is around $3000. And if you prepare well, you can clear the exam. The pass rate for first time attempt has been around 50%.
Career / Roles – If you want a career in accounting, this finance certifications program will definitely help. The only demerit of this finance certifications is its narrow focus on corporate finance.
Recommended Readings for CPA Financial Certification
#3 – FRM – Financial Risk Manager
If you want to become a risk analyst in an organization or want to make your mark in risk management, this is the ideal certification for you. You can also help clients that want to make prudent investment decisions. This certification doesn’t cost much – it costs around $1500 and you can complete FRM-I and FRM-II in a year (but it’s not that easy). FRM is administered by GARP (The Global Association of Risk Professionals). The pass rate of FRM is around 50%, but every year the percentage changes.
Career / Roles – FRM is one of the finance certifications program that’s niche and only target a specific market. The only con of this finance certification is that the subject material won’t be applicable for all kinds of finance professionals until they’re interested in risk analysis and management.
#4 – CFP – Certified Financial Planner
If you want to hire a financial planner or want to be one, you should look out for CFP certification. CFP is not only about just finance, it’s also about understanding one critical element of business and that is client-relationship. To pass the CFP, you need to clear a 7-hour test. If you want to pass CFP, you need to study at least 1000 hours. The only con of this certification is that it is too narrow in focus. However, after passing this exam, you can be part of wealth management, retail banking, and private banking careers. This finance certification program is top-notch and it also costs less, only around $2000. The overall pass rate for CFP was 64% in the year 2017.
Career / Roles – If you want to be part of wealth management, retail banking, and private banking careers
#5 – CIMA
CIMA (Chartered Institute of Management Accountants, UK) is for those who are looking for comprehensive knowledge in management accounting. In fact, it widens the scope of accounting by aligning its curriculum with strategic and risk management which is very useful from a business management point of view.
It is a comprehensive 4-tier certification program divided into certificate and professionals levels. One can earn CIMA Certificate in Business Accounting by completing the basic level and qualify for professional level studies which are further divided into three learning pillars including enterprise, performance and financial knowledge areas. Each of these pillars is further sub-divided into operational, management and strategic levels, resulting in a total of nine knowledge areas covered as part of professional studies.
On completing the strategic level, 3-year work experienced verified by CIMA Institute would help earn the designation of CIMA Member.
Career / Roles – This finance certification program can help build a career in advanced management accounting including career roles of Management Accountant, Financial Analyst, Finance Manager and Internal Audit Manager among others.
- CIMA Qualification | A Complete Beginner’s Guide
- CIMA Exam Dates
- CIMA vs CFA – How Are They Different?
- CMA vs CIMA – What Should be Your Choice?
#6 – ACCA
The association of chartered certified accountants is a very competent and a leading accounting global body their qualification gives you recognition as an employee who has the ability in all aspects of the business. The term Chartered Certified Accountant is protected legally as anyone who claims to be a chartered certified accountant has to be a member of ACCA.
- Exams: ACCA consists of in total 14 written examinations in English, along with a business experience that is relevant enough. 4 exams can be taken up in each part which normally takes about 2 to 3 years to clear; however maximum time given to clear ACCA is 10 years.
- ACCA exam dates: These exams are held twice a year that is in June and in December.
- Eligibility: registering in different countries has different eligibility criteria’s for this course also the candidate needs to have relevant experience to have this finance certification.
Career / Roles – Banker, Consultant, Auditor, taxation and law professionals.
#7 – CAIA – Chartered Alternative Investment Analyst
If you’re particularly interested in hedge funds or asset management, this is the ideal finance certification program for you. By doing this certification, you would be able to catapult your career toward hedge fund or asset management industries. The chief subjects that are covered under this finance certification are private equity, hedge funds, ethics, risk management, asset allocation, and structured products. The fees of the certification are geared toward a higher range, i.e. around $3000. The certification is divided into two levels. The pass rate of this certification is quite high, around 70%. CAIA certification would take around 12 to 18 months to complete. Since it’s focused on very niche subjects, the scope of the certification is also limited.
Career / Roles – hedge fund or asset management industries
- Accounting vs Financial Management Differences
- Chartered Alternative Investment Analyst Exam Guide
- CFA vs CAIA – Which is Better?
- FRM vs CAIA – Which Finance Career to Choose?
- CIPM vs CAIA
#8 – ChFC – Chartered Financial Consultant
If you’re somehow unable to go for CFP certification, you can go for ChFC certification. This certification is a great alternative because it not only covers everything you will learn in CFP, it will also help you specialize. For example, the CFP certification will teach you how to be a financial planner in a generic sense. ChFC certification will help you specialize in financial planning e.g. financial planning for small businesses or financial planning for divorce. This is though not very popular finance certifications, but it is one of the game-changer in financial planning. It is administered by the American College of Financial Services. If you want to specialize in financial planning, you need to study four months under this certification and clear the exam.
Career / Roles – Financial Planner, Wealth Management
#9 – CMA – Certified Management Accountant
If you want to get into management accounting, you won’t get any better certification than this. This is one of the most sought-after finance certifications & accounting. After passing out from CMA, you will get more opportunities on the corporate side. Finance certifications program are authorized by Institute of Management Accountants (IMA). The whole course is divided into two parts. And as a whole, you need to sit for 11 financial competency tests. In simple words, this certification will give you a strategic advantage in the field of management and accounting. As per the study, a CMA earns 47% more in the US than any other professional. If a lucrative career and financial gains seem like a good idea, you should go for CMA certification.
Career / Roles – Management Accountant, Accounting
#10 – CMFC – Chartered Mutual Fund Counsellor
If you want to multiply your money, you would like to invest in mutual funds. And for that, you need someone who is specialized in mutual funds. If your mutual fund advisor has done CMFC certification, then be assured that you’re in good hands. Or else, if you want to do a finance certification program in a mutual fund, look no further than chartered mutual fund counselor certification. This is a short course of 10 weeks. And you need to pass the exam after the course. This course is administered by the College for Financial Planning. This course includes the project work regarding mutual fund industry and related to other products of investment.
Career/ Roles – Wealth management, Mutual Fund Advisor