CMMSA APPROVED CREDENTIAL LIST

If you possess any of the approved credentials on the list below, you can fulfill one year's work experience. You can even acquire up to three credits if you hold several certifications from the listed group below:

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 Chartered Financial Analyst (CFA)

Certified Financial Planner (CFP)

Certified Public Accountant (CPA)

Certified Financial Manager (CFM)

Certified Financial Analyst (CFA)

Certified Treasury Professional (CTP)

Certified Investment Management Analyst (CIMA)

Certified International Investment Analyst (CIIA)

Certified Financial Risk Manager (FRM)

Certified Financial Services Auditor (CFSA)

Certified Investment Management Consultant (CIMC)

Certified Investment Management Specialist (CIMS)

Certified Fund Specialist (CFS)

Certified Financial Services Professional (CFSP)

Certified Financial Professional (CFP)

Certified International Wealth Manager (CIWM)

Certified Private Wealth Adviser (CPWA)

Certified Financial and Investment Analyst (CFIA)

Registered Financial Consultant (RFC)

Certified Retirement Financial Advisor (CRFA)

Certified Retirement Counselor (CRC)

Certified Personal Financial Counselor (CPFC)

Certified in Long-Term Care (CLTC)

Certified Financial Marketing Professional (CFMP)

Certified Financial Education Instructor (CFEI)

Chartered Retirement Planning

Chartered Retirement Plans Specialist (CRPS)

Chartered Financial Consultant (ChFC)

Chartered Financial Analyst (CFA) Level II

Chartered Investment Counselor (CIC)

Chartered Retirement Planning Counselor (CRPC)

Chartered Mutual Fund Counselor (CMFC)

Certified Retirement Services Professional (CRSP)

Certified Retirement Counselor Accredited (CRCA)

Certified Paralegal (CP)

Certified Fraud Examiner (CFE)


FINANCIAL CERTIFICATIONS

REAL ESTATE CERTIFICATIONS

Certified Commercial Investment Member (CCIM) 

Certified Property Manager (CPM)

Real Estate Cyberspace Society (RECS)

Society of Industrial and Office Realtors (SIOR)

Real Estate Negotiation Expert (RENE)

Certified Real Estate Brokerage Manager (CRB) 

Certified Real Estate Appraiser (CREA)

Real Estate Development Certified Professional (REDCP)

CompTIA A+ 

CompTIA Network+ 

CompTIA Security+ 

Microsoft Certified Solutions Expert (MCSE) 

Cisco Certified Network Professional (CCNP) 

Certified Information Systems Security Professional (CISSP) 

Project Management Professional (PMP) 

Certified Information Systems Auditor (CISA) 

Microsoft Certified Solutions Developer (MCSD) 

Certified Ethical Hacker (CEH)

Series 7 - General Securities Representative

Series 6 - Investment Company and Variable Contracts Products Representative

Series 63 - Uniform Securities Agent State Law Examination

Series 65 - Uniform Investment Adviser Law Examination

Series 66 - Uniform Combined State Law Examination

Series 24 - General Securities Principal

Series 79 - Investment Banking Representative

Series 82 - Private Securities Offerings Representative

Series 99 - Operations Professional

Series 55 - Equity Trader

LEED Certification

BREEAM Certification

Green Globes Certification

FSC Certification

EcoLabel Certification

FISP Certification

Green Seal Certification

ISCC Certification

RSPO Certification

Cradle to Cradle Certification

Renewable Energy Certificate (REC)

LEED Green Associate

GreenPower Certified

Energy Manager Certification

Wind Energy Technician Certification

Solar PV Installation Certification

Geothermal Installer Certification

Biomass Energy Technician Certification

Hydroelectric Systems Technician Certification

Small Wind Installer Certification

Geothermal Designer Certification

INFORMATION TECHNOLOGY CERTIFICATIONS

FINRA CERTIFICATIONS

SUSTAINABILITY CERTIFICATIONS

START YOUR JOURNEY TO THE DSFP CERTIFICATION

  • Register and prepare for the exam
  • Qualify for your educational requirements
  • Qualify for the work experience requirements
  • Get access to study resources and candidate materials
  • Register for your test day to take your exam in person
REGISTER
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