Background Information on Professional Certification in Financea
Certification Sponsoring Organization Year Certification First Awarded Approx. Cumulative Number Awarded Contact Information
Telephone  Internetb
Corporate Finance 
Certified in Financial Management (CFM) Institute of Certified Management Accountants & Financial Management Association Int'l 1996 1,628 (800) 638-4427 imanet.org
Credit Analysis          
Credit Business Associate (CBA) National Association of Credit Management 1947 1811 (410) 740-5560 nacm.org/certication. shtml
Credit Business Fellow (CBF) National Association of Credit Management 1947 621 (410) 740-5560 nacm.org/certication. shtml
Certified Credit Executive (CCE) National Association of Credit Management 1974 964 (410) 740-5560 nacm.org/certication. shtml
Insurance 
Chartered Life Underwriter (CLU) The American College 1928 85000 (888) 263-7265 amercol.edu/pages/ curriculum/Designations/
Fellow, Life Mgmt. Institute (FLMI) Life Office Management Association 1932 55000 (800) 887-3723 loma.org/f;micour.htm
Chartered Ppty. Cas. Underwriter (CPCU) American Institute for CPCU & Insurance Institute of America 1943 26505c (800) 644- 2101 aicpcu.org/
Certified Insurance Counselor (CIC) National Alliance for Insurance Education & Research 1969 24300 (800) 633-2165 scic.com
Registered Health Underwriter (RHU) The American College 1979 6500 (888) 263-7265 amercol.edu/pages/ curriculum/Designations/
Certified Risk Manager (CRM) National Alliance for Insurance Education & Research 1997 145 (800) 633-2165 scic.com
 Investment Analysis and Management 
Chartered Financial Analyst (CFA) Association for Investment Management and Research 1963 31500 (800) 247-8132 cfainstitute.org
Chartered Market Technician (CMT) Market Technicians Association 1988 150 (212) 912-0995 mta-usa.org
Personal Finance 
Certified Financial Planner (CFP) Board of Standards and Practices for Certified Financial Planners 1972 35000d (303) 830-7500 cfp-board.org
Chartered Financial Consultant (ChFC) The American College 1982 32000 (888) 263-7265 amercol.edu/pages/ curriculum/Designations/
Public Finance 
Certified Gov't Financial Mgr. (CGFM) Association of Gov't Accountants 1994 13290 (800) 242-7211 agacgtm.org/cgfm/index. htm
Certified Public Finance Officer (CPFO) Gov't Finance Officers Association 2001 (exp.) 0 (312) 977-9700 gfoa.org/educ/certific.htm
Treasury Management           
Certified Cash Manager (CCM) Association for Finance Professionals 1986 12789 (301) 907-2862 tma-net.org/certific
Valuation
Accredited Senior Appraiser (ASA) American Society of Appraisers 1952 2895 (800) 272-8258 appraisers.org
Certified Business Appraiser (CBA) Institute of Business Appraisers 1978 273 (954) 584-1144 instbusapp.org/accred.html
Certified Valuation Analyst (CVA) National Association of CVAs 1991 3000 (801) 486- 0600 nacva.com
Other          
Certified Fund Specialist (CFS) Institute of Business and Finance 1990 3000 (800) 848- 2029 millennianet.com/icfs
a Information as of May 2000.

b All Internet addresses above are preceded by http://www.

c Since 1985.  Totals from before that time are unavailable.

d Approximate number of certifications held on May 1, 2000. Cumulative total is unavailable.

e ASAs typically start out as Accredited Members, a designation that has all the requirements of ASA except a professional experience requirement of only two years.