Finance Organizations and Certifications

Professional Organizations and Certifications in Finance

There are numerous professional organizations and certifications in finance. The choice of depends on your career goals and interests. Most organizations have career services, continuing education, and other professional information. This list highlights some of the organizations and certifications available, but this list is not exhaustive.

Professional Organizations Affiliated with UT Dallas
Organizations Certification(s) Offered
Chartered Financial Analyst (CFA®) Institute CFA ® Chartered Financial Analyst
CIPM ® Certificate in Investment Performance Measurement
Global Association of Risk Professionals (GARP) FRM ® Financial Risk Manager
ERP ® Energy Risk Professional
Certified Commercial Investment Member Institute (CCIM®) CCIM ® Certified Commercial Investment Member
Certified Financial Planner (CFP ®) CFP ® Certified Financial Planner (CFP ®)

The Finance programs at UT Dallas are recognized as an Affiliated University by CFA® Institute, the organization that confers the prestigious Chartered Financial Analyst® designation.

The Real Estate programs at UT Dallas are a recognized alliance university with the CCIM® Institute.

The master’s level finance programs at UT Dallas have an academic partnership with GARP®, and their FRM certification program.

Valuation
Organizations Focus or Certification(s) Offered
Association for Corporate Growth Resources and publications focused on middle-market.
Association for Financial Professionals CTP: Certified Treasury Professional
FP&A: Certified Corporate Financial Planning and Analysis Professional
Corporate Finance Institute CBCA: Commercial Banking and Credit Analyst
FMVA: Financial Modeling and Valuation Analyst
Finance, Credit and International Business Association CICP: Certified International Credit Professional
ICCE: International Certified Credit Executive
Financial Management Association Resources and publications covering many finance areas.
National Association of Certified Valuators and Analysts CVA: Certified Valuation Analyst
National Association of Credit Management CCE: Certified Credit Executive
CCRA: Certified Credit and Risk Analyst
The Alliance of Merger & Acquisition Advisors CM&AA: Certified Merger & Acquisition Advisor
Investments
Organizations Certification(s) Offered
CAIA Association CAIA: Chartered Alternative Investment Analyst
Association of Certified International Investment Analysts CIIA: Certified International Investment Analyst
CMT Association CMT ®: Chartered Market Technician
Corporate Finance Institute CMSA ®: Capital Markets and Securities Analyst
FINRA SIE ®: Securities Industry Essentials Exam
Investments & Wealth Institute CIMA: Certified Investment Management Analyst
Real Estate
Organizations Certification(s) Offered
Institute of Real Estate Management ARM ®: Accredited Residential Manager
Consulting/Advising
Organizations Certification(s) Offered
American Bankers Association CTFA: Certified Trust and Financial Advisor
CRCM: Certified Regulatory Compliance Manager
Certified Financial Planner (CFP ®) CFP ® : Certified Financial Planner (CFP ®)
Institute of Business & Finance CFS: Certified Fund Specialist
International Association of Registered Financial Consultants RFC ®: Registered Financial Consultant
Fintech
Organizations Certification(s) Offered
The University of Texas at Dallas Certificate in Financial Data Science
Certificate in Quantitative Finance CQF:Certificate in Quantitative Finance
Risk Management and Insurance
Organizations Certification(s) Offered
American Property and Casualty Insurance Association Resources and publications
Claims and Litigation Management Alliance Resources and publications
Enterprise Risk Management Academy ERMCP ™: Enterprise Risk Management Certified Professional
Risk Management Society RIMS-CRMP: RIMS Certified Risk Management Professional
Risk Management Association CRC: Credit Risk Certification
The Institutes CPCU®: Chartered Property Casualty Underwriter
The National Alliance for Insurance Education and Research CIC: Certified Insurance Counselor
CRM: Certified Risk Manager
Other Professional Organizations with Finance Specializations
Organizations Certification(s) Offered
The American Institute of CPAs PFS: Personal Financial Specialist
Institute of Management Accountants CMA ®: Certified Management Accountant
Association of Government Accountants CGFM: Certified Government Financial Manager
Healthcare Financial Management Association CHFP: Certified Healthcare Financial Professional
Government Organizations
Organizations Focus
The Federal Reserve Oversees the U.S. commercial banking sector and provides information on the economy
Deposit Trust and Clearing Corporation (DTCC) Provides clearing and settlement services to financial markets
Federal Deposit Insurance Corporation (FDIC) Provides insurance on deposits to guarantee the safety of funds kept by depositors at banks
The Federal National Mortgage Association (Fannie Mae) Government-sponsored enterprise that makes mortgages available to low- and moderate-income borrowers
Financial Industry Regulatory Authority (FINRA) Supervision and oversight of U.S. broker-dealers
Federal Home Loan Mortgage Corporation (Freddie Mac) Purchases, guarantees, and securitizes mortgages to form mortgage-backed securities
National Credit Union Administration (NCUA) Regulator for all federal and any federally insured state credit unions
The Consumer Financial Protection Bureau (CFPB) Oversees all finance-related products and services provided to consumers
The Office of the Comptroller of the Currency (OCC) Supervises and regulates banks to ensure the soundness of the U.S. banking system
U.S. Department of the Treasury Manages Federal finances by collecting taxes, paying bills, and managing government accounts
U.S. Securities and Exchange Commission (SEC) Enforces the federal securities laws and regulates the securities industry

What would you like to learn about finance careers?

Bachelor’s, Master’s or PhD in Finance?

Bachelor’s Degree Program

Build the skills to do rigorous analysis of financial information through various courses in managerial economics and financial analysis. These skills are in high demand across the corporate world and prized in government and not-for-profit sectors.

BS in Finance

Master’s Degree Programs

Find the finance graduate degree that matches your interests. See a brief summary of each degree or click a program below for more information.

MS in Finance MS in Finance Technology and Analytics MS in Energy Management

PhD Concentration in Finance

Develop strong research skills that are especially relevant for students interested in an academic career. Research seminars are held weekly, and each year the finance area sponsors a speaker series to bring researchers from other universities to UT Dallas.

PhD in Management Science, Finance Concentration