| Energy Risk Professional | Global Association of Risk Professionals |
| Certified Funds Specialist | Institute of Business & Finance |
| Chartered Market Technician - Level I | Market Technicians Association |
| Series 65, Uniform Investment Adviser Law Examination | North American Securities Administrators Association |
| Certified Chartered Wealth Manager | American Academy of Financial Management |
| Fellow, Life Management Institute | LOMA |
| Chartered Market Technician - Level III | Market Technicians Association |
| Certified Financial Planner | Financial Planning Standards Board Ltd |
| Certified Renewable Energy Professional | Association of Energy Engineers |
| Series 63, Uniform Securities Agent State Law Examination | North American Securities Administrators Association |
| Series 66, Uniform Combined State Law Examination | North American Securities Administrators Association |
| Chartered Financial Analyst | CFA Institute |
| Chartered Market Technician - Level II | Market Technicians Association |
| Master Financial Planner | American Academy of Financial Management |
| Registered Financial Specialist | American Academy of Financial Management |
| Associate, Customer Service | LOMA |
| Certified Demand-Side Manager | Association of Energy Engineers |
| Certified Pension Consultant | American Society of Pension Professionals and Actuaries |
| Certified Securities Operations Professional | American Bankers Association |
| Certification in Long Term Care | Corporation for Long Term Care Certification |
| Certified Investment Management Analyst | Investments and Wealth Institute |