- Corporate Finance: Certified Managerial Accountant, Certified Treasure Professional, Certified Public Accountant, Certified Internal Auditor
- Investment: Chartered Financial Analyst, CERTIFIED FINANCIAL PLANNER™. Passing an exam administered by the National Association of Securities Dealers is normally a prerequisite for being licensed by the state. Before a broker-dealer or investment adviser can work with investors, they must pass the Series 6, 7 and 66 (or 63 and 65) exams.
- Risk Management: Chartered Life Underwriter, Chartered Property Casualty Underwriter, Chartered Financial Consultant, CERTIFIED FINANCIAL PLANNER™