Career Details
Description
Applicable to financial services professionals whose primary function and expertise focus on the provision of fiduciary services related to trusts, estates, guardianships and individual asset management accounts.
Details
Certificates
Certificate name
Certified Financial PlannerCertifying Organization
Certified Financial Planner Board of Standards, Inc.
Type
B - Advanced
Certificate name
Certified Pension ConsultantCertifying Organization
American Society of Pension Professionals and Actuaries
Type
A - Core
Certificate name
Certified Funds SpecialistCertifying Organization
Institute of Business & Finance
Type
C - Specialty
Related Careers
Your One Stop Shop For All Career Resources
Whether you are exploring new career paths, building your resume, or preparing for your next opportunity, our tools, templates, and guidance are designed to help you navigate your career journey with clarity and confidence.
Copyright © 2025 My Career Shop. All rights reserved.