Top Financial Certifications to Know Before You Hire a Financial Advisor or Coach

Before you hire a financial professional, it’s important to consider their qualifications to ensure they have the right education and experience for your individual circumstances.

What Is A Financial Certification?

A financial certification is a professional designation administered and awarded by a credentialing organization to individuals who meet certain prerequisites, complete required coursework, pass examinations and agree to uphold ethical standards.

What Are The Best Financial Certifications?

The simple answer is there’s not a single best financial certification as each has its own merits. Depending upon your individual circumstances and financial situation, certain professional designations will be more relevant to your unique financial planning needs.

Financial Certifications List

Accredited Asset Management Specialist (AAMS)

Administered by the College for Financial Planning, the AAMS provides them with the extensive knowledge they need to assess and recommend a variety of investment opportunities.

Financial Certifications List

Accredited Financial Counselor (AFC)

An Accredited Financial Counselor (AFC) is a financial professional who teaches their clients sound financial principles so they can achieve their short and long-term financial goals. 

Financial Certifications List

Accredited Investment Fiduciary (AIF)

They offer recommendations based on each client’s unique goals rather than prioritizing commissions, kickbacks and referral fees that solely benefit them. 

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