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.

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You’ll find that many financial advisors, coaches and counselors have chosen to earn top financial certifications to demonstrate their knowledge and dedication to helping their clients achieve their financial goals.

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We prepared the list of financial certifications here with a brief description of each, plus links to in-depth articles if you want to learn more about a particular designation.

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Certified Investment Management Analyst (CIMA)

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Issued by the Investments and Wealth Institute, it focuses on topics such as risk measurement, asset allocation, due diligence, and investment policy.

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A Certified Kingdom Advisor (CKA) offers financial services with a Christian perspective to help clients plan their finances in accordance with Christian values.

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CKAs are specifically trained to apply biblical wisdom and abide by the Kingdom Advisors Code of Ethics. Clients who work with a CKA can gain a deep understanding of what God hopes they’ll accomplish.

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A Certified Money Coach (CMC) pairs “psychological principles, universal spiritual beliefs, and practical financial guidance” to support their clients. Their ultimate goal is to help people from all walks of life change their relationship with money.

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CPFCs are highly trained to coach clients on a one-on-one basis. They know how to help them create budgets, get out of debt, and set financial goals.

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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.

You’ll find that many financial advisors, coaches and counselors have chosen to earn top financial certifications to demonstrate their knowledge and dedication to helping their clients achieve their financial goals.

We prepared the list of financial certifications here with a brief description of each, plus links to in-depth articles if you want to learn more about a particular designation.

Certified Investment Management Analyst (CIMA)

The Certified Investment Management Analyst (CIMA) is for financial professionals who would like to stand out as advanced investment consultants.

Issued by the Investments and Wealth Institute, it focuses on topics such as risk measurement, asset allocation, due diligence, and investment policy.

A Certified Kingdom Advisor (CKA) offers financial services with a Christian perspective to help clients plan their finances in accordance with Christian values.

Certified Kingdom Advisor (CKA)

CKAs are specifically trained to apply biblical wisdom and abide by the Kingdom Advisors Code of Ethics. Clients who work with a CKA can gain a deep understanding of what God hopes they’ll accomplish.

A Certified Money Coach (CMC) pairs “psychological principles, universal spiritual beliefs, and practical financial guidance” to support their clients. Their ultimate goal is to help people from all walks of life change their relationship with money.

Certified Money Coach (CMC)

CPFCs are highly trained to coach clients on a one-on-one basis. They know how to help them create budgets, get out of debt, and set financial goals.

Certified Personal Finance Consultant (CPFC)

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