Optional · 1 of 3

Licences and designations that raise the ceiling

• CIM (Chartered Investment Manager)

  Path to becoming a portfolio manager who can trade for clients without asking each time.

• CFA (Chartered Financial Analyst)

  Three exams. Respected for research-heavy and institutional roles.

• CFP (Certified Financial Planner)

  Adds retirement, tax and estate planning to investment advice.

• Options and futures licences

  Extra courses to trade derivatives for clients.

• Insurance licence

  Lets you sell life insurance and segregated funds alongside investments.