Banking Certifications / Designations

• AIF®, Accredited Investment Fiduciary
  The Accredited Investment Fiduciary professional designation is the first and only designation that demonstrates knowledge and competency in the area of fiduciary responsibility. Holders of the AIF® mark have successfully completed a specialized program on investment fiduciary standards and subsequently passed a comprehensive examination.
  
  
• AIB Bank Teller Certificate
  The AIB Bank Teller Certificate demonstrates a recipient’s understanding of critical technical skills required for the position. The curriculum covers practical knowledge and applied skills in banking, regulatory compliance for tellers, and customer service and sales.
  
  
• AIB Customer Service Representative Certificate
  The AIB Customer Service Representative Certificate program is awarded to frontline banking personnel (such as tellers, customer service and safe deposit clerks) who are primarily responsible for handling routine banking transactions.
  
  
• AIB Personal Banking Diploma
  Personal Bankers/Financial Services Representatives wishing to increase their banking knowledge and skills should consider pursuing the AIB Personal Banking Diploma.
  
  
• BCE, Certified Estate Planner
  Become Board Certified in Estate Planning when you attain the coveted BCE designation. Achieving certification demonstrates an advisor’s expertise and commitment to helping individuals plan for the passing of a loved one and the effective transfer of assets.
  
  
• CAS, Certified Annuity Specialist
  The Certified Annuity Specialist (CAS) designation demonstrates that a certificant has gained advanced training and competency in the subject of annuities. Certified Annuity Specialist (CAS) designees are recognized as experts in helping their clients utilize fixed-rate and variable products to meet their unique planning needs.
  
  
• CBT, Certified Bank Teller
  The Certified Bank Teller (CBT) designation is the benchmark of excellence for bank tellers. It is awarded to those banking professionals who meet the specified educational and practical experience criteria.
  
  
• CCTS, Certified Corporate Trust Specialist
  Acquire valuable skills through educational offerings leading to the CCTS designation. CCTS designees are financial services professionals who apply their expertise on the provision of corporate trust services.
  
  
• CCSR, Certified Customer Service Representative
  The Certified Customer Service Representative (CCSR) designation is applicable to financial services professionals who have completed the AIB Customer Service Representative Certificate and who function as customer service representatives.
  
  
• CFA, Chartered Financial Analyst
  The Chartered Financial Analyst (CFA) designation is the most highly-regarded designation for investment professionals in the industry. Recipients are required to meet stringent experience prerequisites, then pass three rigorous six-hour exams over at least three years, and abide by the CFA Institute’s Code of Ethics and Standards of Professional Conduct.
  
  
• CFMP, Certified Financial Marketing Professional
  For those financial services professionals who chiefly focus on marketing as their primary employment function, the Certified Financial Marketing Professional (CFMP) designation certifies their completion of rigorous education and experience requirements.
  
  
• CFP®, Certified Financial Planner
  The Certified Financial Planner (CFP) professional designation is the most highly-regarded financial planning designation in the industry. Recipients are required to meet stringent education and experience prerequisites, then complete six courses and successfully pass a rigorous comprehensive Board Examination.
  
  
• CFS, Certified Funds Specialist
  The Certified Funds Specialist (CFS) designation indicates that a certificant has received advanced training and expertise in mutual funds. Designees are able to evaluate and compare appropriate analytics of the funds when constructing a client’s portfolio.
  
  
• CFSSP, Certified Financial Services Security Professional
  The Certified Financial Services Security Professional (CFSSP) is designed for banking professionals whose chief responsibilities center upon the security and safety of a financial services organization's facilities, staff, systems, and/or customers.
  
  
• ChFC, Chartered Financial Consultant
  The Chartered Financial Consultant (ChFC) program provides financial planners and others in the financial services industry with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.
  
  
• CISP, Certified IRA Services Professional
  CISPs are recognized experts in IRA operational and technical experience. Certification signifies their completion of a comprehensive training program and having met practical experience criteria.
  
  
• CLBB, Certified Lender Business Banker
  Financial services professionals who have attained the Certified Lender Business Banker (CLBB) certification have received extensive training in the provision of credit and financial transaction services to businesses and/or corporations.
  
  
• CMP, Certified Mortgage Professional
  The Certified Mortgage Professional (CMP) designation signifies that a recipient has met qualifying achievements and accomplishments as a professional in the residential mortgage finance industry. Certification demonstrates a broad understanding of the industry and that the designee is a knowledgeable residential real estate mortgage lending professional.
  
  
• CPB, Certified Personal Banker
  The Certified Personal Banker (CPB) designation is the benchmark of excellence for personal bankers. It is awarded to those banking professionals who meet the specified educational and practical experience criteria.
  
  
• CRCM, Certified Regulatory Compliance Manager
  Financial services professionals who have attained the Certified Regulatory Compliance Manager (CRCM) certification have received extensive training in the application, implementation and maintenance of relevant federal and state regulatory requirements as they relate to a financial services organization's business.
  
  
• CRSP, Certified Retirement Services Professional
  The Certified Certified Retirement Services Professional (CRSP) designation is applicable to financial services professionals who assist clients with the appropriate structure and implementation of employee benefit and/or retirement plan services.
  
  
• CSOP, Certified Securities Operations Professional
  Financial services professionals who have attained the Certified Securities Operations Professional (CSOP) designation have received extensive training in the execution of processing operations related to all manner of securities.
  
  
• CTFA, Certified Trust and Financial Advisor
  A Trust and Financial Advisor (CTFA) awardee is focused specifically on the provision of fiduciary services related to trusts, estates, guardianships and individual asset management accounts. CTFA designees are consumers' best resource to ensure they are dealing with a professional skilled in the unique aspects of trusts and estate planning.
  
  
• CTS, Certified Tax Specialist
  The Certified Funds Specialist (CFS) designation indicates that a certificant has received advanced training and expertise in being able to provide strategies to help their clients reduce their taxable income.
  
  
• PPC, Professional Plan Consultant
  The Professional Plan Consultant (PPC) designation is awarded to those who successfully complete The 401k Service Training Program™. This designation, administered by Financial Service Standards, LLC, signifies a commitment to education and service excellence in the qualified plan industry.
  
  
• RIS, Retirement Income Specialist
  The Retirement Income Specialist (RIS) designation indicates that a certificant has received advanced training and expertise in providing strategies to help their clients plan for a comfortable retirement - chiefly how to maximize income while mitigating risk and taxes.
  
  

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