Comparing Titles

There are a lot of titles and credentials in finance and wealth management. We list them in alphabetical order below.

Certified Public Accountant (CPA)

A CPA is a person who has completed the rigerous Uniform Certified Public Accountant Examination and met the additional work and eductation requirements in her state. CPAs tend to be associated with taxes, audits, and accountings.

Advisors & Investors regards three most prestigious financial certifications as #1 CFA, #2 CPA, and #3 CFP.

Charted Financial Analyst (CFA)

A CFA charterholder is a person who has completed the CFA Institute's three intensive examinations and worked at least three years in the investment industry. They are best known for investment analysis.

Advisors & Investors regards three most prestigious financial certifications as #1 CFA, #2 CPA, and #3 CFP.

Certified Financial Planner (CFP)

CFP designates that someone has passed the CFP exam and met the CFP's educational requirements. They are typically financial advisors or planners.

Advisors & Investors regards three most prestigious financial certifications as #1 CFA, #2 CPA, and #3 CFP.