Optional · 1 of 3

Credentials that open doors

• CFP (Certified Financial Planner)

  The standard. Required or preferred by most employers for senior roles.

• CIM (Chartered Investment Manager)

  Lets you manage portfolios directly, not just recommend funds.

• CLU (Chartered Life Underwriter)

  For insurance-heavy and estate-planning practices.

• CPA (Chartered Professional Accountant)

  Planners who also do tax are rare and in demand.