Optional · 1 of 3

Credentials that change your pay

• CFP (Certified Financial Planner)

  The standard mark for financial planning. Degree, coursework, exam, 6,000 hours and an ethics check.

• CFA (Chartered Financial Analyst)

  Three hard exams, aimed at people who pick investments rather than advise families.

• CPA (Certified Public Accountant)

  Tax knowledge is the single most useful thing a wealthy client wants from you.

• Insurance licenses

  State issued, quick to get, and needed if you want to advise on life insurance or annuities.