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Banking Certifications / Designations


Earn A Certification Or Designation!

Considering the pursuit of a financial planning designation, such as the CFP or ChFC, to accelerate your career in the banking industry? Looked over one too many times for that promotion – maybe the CFS or FRM will solidify your chances the next time? Perhaps you’d like to distance yourself from others in the industry by earning the QFA or CES certification? We can help!

Bank Training Center provides numerous courses to help you earn a particular banking certification or designation. Following is a list of common banking-related designations that can help improve your performance and income!

To take that next step, simply click on one of these certifications, or select the designation and your state from the “Designations/Certifications" section of the search box below.
  • 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.

  • CAS®, Certified Annuity Specialist®
    The CAS designation demonstrates the advisor’s expertise and commitment to helping individuals work towards their retirement goals with annuities as a suitable option. CAS is fully accredited and is the oldest designation in the annuity industry. It is the only such designation recognized by dozens of Fortune 500 companies.

  • CCPS, Certified College Planning Specialist
    The CCPS certification program was designed to provide designees with the knowledge and resources necessary to implement college advisory services in their practice. The CCPS certification is a symbol of knowledge, expertise, and professionalism that will surely differentiate you from other financial advisors.

  • CES™, Certified Estate and Trust Specialist for Financial Advisors™
    The CES designation demonstrates the advisor’s expertise and commitment to helping individuals plan for the passing of a loved one and their effective transfer of wealth - chiefly how to maximize passing one’s wealth onto a spouse and future generations while mitigating estate taxes.

  • CFDS, Certified Financial Divorce Specialist
    The Certified Financial Divorce Specialist (CFDS) designation is the undisputed professional credential for persons who typically assist either spouse of a divorcing couple to understand their options better and the decisions surrounding their financial scenarios.

  • 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.

  • CIS™, Certified Income Specialist™
    The Certified Income Specialist (CIS) 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.

  • CSA, Certified Senior Advisor
    The CSA designation signifies that designees have acquired broad-based knowledge of the health, social and financial issues that are important to the majority of seniors, and recognize how the dynamics of these factors work in seniors' lives.

  • 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.

  • CASL, Chartered Advisor for Senior Living
    The CASL designation provides advisors with the comprehensive skills to address the main concerns of the senior demographic, covering such items as financial, health, psychological and sociological issues.

  • CAIA®, Chartered Alternative Investment Analyst®
    The CAIA® designation is recognized globally as the benchmark for analysis, application, and standards of practice in the alternative investment arena. The Chartered Alternative Investment Analyst® program's diverse curriculum appeals to investment advisors, consultants and analysts, fund managers and administrators, accountants, lawyers, academics, and compliance and back office personnel.

  • 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.

  • 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.

  • FRM, Financial Risk Manager
    Financial risk management uses financial instruments to manage exposure to risk, particularly credit risk and market risk. As a specialization of risk management, financial risk management focuses on when and how to hedge using financial instruments to manage costly exposures to risk.

  • 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.

  • QFA, Qualified Financial Advisor
    The QFA designation is ideal for those professionals who may wish to attain the coveted CFP® designation, but may lack the bachelor’s degree, experience requirements, or the time/money to devote to becoming a CFP®.

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