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Posts from the ‘Financial Certifications’ Category


Certified Bookkeeper (CB)

Program Title:  Certified Bookkeeper (CB)

Industry: Business / Bookkeeping / Financial

Description:  The Certified Bookkeeper (CB) Designation Program is a professional certification program for current and prospective bookkeeping and accounting professionals. The certification program gives a Bookkeeper a means of indicating his or her professional status and increase market value. The certification program is a product of the American Institute of Professional Bookkeepers (AIPB).

Quote From Website:  “Becoming a Certified Bookkeeper (CB) gives you the right to put CB after your name. CBs are to bookkeeping what CPAs are to accounting—the cream of the profession. A national surveyreveals that certification gave CBs “new knowledge,” “professional pride,” professional “respect” and an “enhanced self-image.” A large number of CBs got a new job or a promotion, or received raises. Freelancers used certification to attract new clients and to raise their rates.”

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Tags:  Certified Bookkeeping, CB Credentialing Program, CB Training, Certified Bookkeeping Training, Online Bookkeeping Training,Certification in Bookkeeping,  Bookkeeper Training, Bookkeeper Certification, American Institute of Professional Bookkeepers certifications, AIPB certification


Certified Bank Auditor (CBA)

Program Title:  Certified Bank Auditor (CBA)

Industry:  Business / Financial / Banking

Description:  Developed by the Bank Administration Institute (BAI), the Certified Bank Auditor (CBA) Program is a professional credentialing program for Bank Auditors allowing them to attain a credential that demonstrates their expertise and high degree of proficiency in their field.

Quote From Website:  “The Certified Bank Auditor Common Body of Knowledge defines the banking industry’s benchmark for core skills and critical issues that should be mastered by all bank auditors to succeed in their profession. A CBA credential signifies your credibility with regulators, peers and senior management.”

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Tags:  CBA Credentialing Program, Bank Auditor training, CBA training, Certfied Bank Auditor training, Online Bank Auditor training, Certified Banking Auditor, Online Bank Training, CBA Program, BAI certification programs


Automated Examination Specialist (AES)

Program Title: Automated Examination Specialist (AES)

Industry: Business / Financial / Valuation

Description:  The Society of Financial Examiners (SOFE) offers three financial designations through certification programs in the disciplines of insurance, banking and financial services, and financial institutions and credit unions.  The Automated Examination Specialists (AES) credentials is for those examiners who specialize in automated exams of insurance companies.

Quote From Website:  “To apply for and be eligible to hold the Automated Examination Specialist designation, an examiner must fulfill the following requirements:

  • Achievement of, at least, the status of Accredited Financial Examiner (AFE) with the Society of Financial Examiners, or; Completion, with a passing grade, of AFE1 and AFE2.
  • Completion, with a passing grade, of the CISA exam offered by the Information Systems Audit & Control Association (ISACA), the international organization for IT professionals. The CISA examination is given twice a year, in June and December. There are study textbooks that can be ordered through ISACA. Visit for further details.”  

In addition, there are several other qualification that are required, including working within the insurance industry and being a member of SOFE.

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Tags:  AES Credentialing Program, Automated Examination Specialist training, AES Training, Insurance Examiners training, Online Insurance Examination training, AES online training,  AES Program, Insurance Examiner Specialist training, Automated Examination Specialist


Accredited Valuation Analyst (AVA)

Program Title:  Accredited Valuation Analyst (AVA)

Industry: Business / Financial / Valuation

Description:  The Accredited Valuation Analyst (AVA) is a certification made available by the National Association of Certified Valuations Analysts (NACVA) for business professionals who perform business valuations for their clients. Tax, audit, and accounting services practitioners who wish to specialize in a consulting niche such as merger and acquisition, investment and financial analysis, investment banking, advisors or professors would benefit from this certification which would set them apart from others in their field.

Quote From Website:  “The National Association of Certified Valuation Analysts (NACVA) trains and certifies Accredited Valuation Analysts (AVA) to perform business valuations as a service to both the consulting community and the users of their services. Through training and rigorous testing, AVAs demonstrate they are qualified to provide capable and professionally executed valuation services. NACVA requires training as a prerequisite to certification to assure that practitioners have the knowledge and understanding necessary to perform competent services, and to assure a level of consistency and continuity in their work product. Users of valuation services benefit by having greater confidence that the service they receive is professional in quality, adheres to industry standards of practice, and meets a level of expertise the Association deems credible and worthy of one of its certified members. AVAs must hold a business degree from an accredited institution of higher education and demonstrate substantial business valuation experience, among other requirements.”

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Tags:  AVA Credentialing Program, Accredited Valuation Analyist, AVA training, Valuation training, Online Accredited Valuation Analysts training, Business Valuation training, AVA Program, NACVA certification, AVA certification, Valuation Analysis


Accredited Tax Preparer (ATP)

Program Title:  Accredited Tax Preparer (ATP)

Industry: Business / Financial / Taxation

Description:  The Accredited Tax Preparer (ATP) Program is a professional accreditation program for current tax practioners who have a thorough knowledge of the existing tax code and the preparation of individual tax returns allowing them to display a level of competency above and beyond what the IRA considers sufficient.

Quote From Website:  “The ATP is a leading national credential for tax practitioners who have a thorough knowledge of the existing tax code and the preparation of individual tax returns with an expertise in comprehensive 1040 issues including supporting schedules, self-employed returns, and ethics.  To become an Accredited Tax Preparer, you must pass the ATP examination which is offered twice a year at testing centers around the country. In addition, you must have three years of work experience in tax preparation, two of which may be satisfied through college credit. One year experience is considered a tax-season (January through April).”

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Tags:  ATP Credentialing Program, Accredited Tax Preparer Certification, ATP Training, Accredited Tax Preparer Training, Online Tax Preparer Training, Accredited in Tax, Tax Accreditation, ATP Program, Online ATP Program, Tax Accrediting Program


Certified Hedge Fund Professional (CHP)

Program Title: Certified Hedge Fund Professional (CHP)

Industry: Finance/Investing

Description:  A 100% online-based hedge fund training and certification program which uses required readings, video resources, and career coaching to provide the designation online. The program includes a hedge fund video training platform, career coaching, resume feedback, networking events, and it is hosted by the Hedge Fund Group.

Quote From Website: “The Certified Hedge Fund Professional (CHP) designation is a 100% online-based hedge fund training and certification program that can be completed in 6-12 months.  The CHP Program is the most popular and trusted certification program built exclusively by and for hedge fund professionals.”

Learn more about this professional certification program at

Tags: Certified Hedge Fund Professional, CHP, Hedge Fund Designation, Certified Hedge Fund Professional CHP, CHA Designation, hedge fund certification program, online hedge fund certification, certification in hedge funds