Equalifi Academy Certifications

Exam Registration Process

Step 1
Decide on a Equalifi Academy Certification

  • Verify whether Equalifi Certifications fits within your career goals.
  • Determine your preferred mode- Self-Study or Training Mode. For training mode, you can either become an Equalifi Member to access all our training programs or pay and register for the training program of the course/s of your choice.
  • Confirm your readiness: Do you have the time and commitment to earn an Equalifi designation/ certification?

Step 2
Apply for Your Exam

  • Determine when you want to take your exam.
  • Register for the exam anytime during the year.
  • Once registered, you will receive an exam link within 7 working days.
  • Appear for the exam on a remote proctored platform, anytime from anywhere within 1 year from the date of exam registration.

Step 3
Prepare for Your Exam

  • Start by studying the recommended books.
  • Access the free study resources and live/ recorded tutorials ( For Equalifi Members only)
  • Find a local Equalifi chapter and join a study group.
  • Take your learning to the next level with additional resources and Equalifi Knowledge Webinars

Step 4
Take the Exam

  • Evaluate your online exam testing requirements before you appear for the exam.
  • Exam duration is 2 hours.
  • Passing score is 50%, and your results are communicated within 30 working days.

Step 5
Earn Your Certification

  • Use the Equalifi designation/ certification letters after your name.
  • Receive your complimentary digital certificate.
  • Receive a digital badge and accept it to share on social media.
  • Have your name listed in the Equalifi Academy Certification Directory.

Premier Designations


Certified Alternative Investment Manager (AIM)

Certified Alternative Investment Manager (AIM)
Certified Credit Research Analyst (CCRA™)

Certified Credit Research Analyst (CCRA™)
Chartered Debt Advisor (CDA)

Chartered Debt Advisor (CDA)
Certified Investment Research Analyst (CIRA®)

Certified Investment Research Analyst (CIRA®)
Certificate In Investment Banking (CIIB)

Certificate In Investment Banking (CIIB)
Certified Private Banking Manager (CPBM®)

Certified Private Banking Manager (CPBM®)
Chartered Retirement Advisor (CRA)

Chartered Retirement Advisor (CRA)
Certificate In Treasury Management (CTM)

Certificate In Treasury Management (CTM)

Certifications


Certificate In Financial Modeling

Certificate In Financial Modeling
Certificate In Multi-Asset Investment

Certificate In Multi-Asset Investment
Certificate In Banking

Certificate In Banking
Certificate in Trust & Estate Planning

Certificate in Trust & Estate Planning
Certificate In Fixed-Income Investing

Certificate In Fixed-Income Investing
Certificate In Corporate Valuation

Certificate In Corporate Valuation
Certificate In Financial Planning

Certificate In Financial Planning
Certificate In Wealth Management

Certificate In Wealth Management
Certificate In Derivatives

Certificate In Derivatives
Certificate In Portfolio Management

Certificate In Portfolio Management
Certificate In Project Finance

Certificate In Project Finance
Certificate in Financial Markets

Certificate in Financial Markets
Certificate in Currency & Commodities

Certificate in Currency & Commodities
Certificate in ESG Investing

Certificate in ESG Investing
Certificate in Sustainability & Climate Risk

Certificate in Sustainability & Climate Risk
Certificate in Fintech

Certificate in Fintech
Certificate in Risk & Compliance

Certificate in Risk & Compliance
Certificate in Entrepreneurial Finance

Certificate in Entrepreneurial Finance
Certificate in Management Accounting

Certificate in Management Accounting
Certificate in Financial Analysis

Certificate in Financial Analysis
Certificate in Anti-Money Laundering

Certificate in Anti-Money Laundering

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