Certified Retirement Specialist
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Certified Retirement Specialist refers to the knowledge and capability involved in planning and coordinating retirement related financial strategies for individuals or groups. It is used to assess retirement needs, evaluate income sources,...
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Browse the most common related skills to this skill, based on the last 5 months of job postings data.
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Certified Financial Planner (CFP) is a professional certification awarded to financial planners who successfully complete the requirements of the Certified Financial Planner Board of Standards. It signifies that the individual has met rigorous ethical, educational, and professional standards, and has the necessary skills and knowledge to provide comprehensive financial planning advice to clients. CFPs work with clients to develop strategies for managing their money, including investments, retirement planning, and insurance.
The FINRA Series 63 certification is a test that securities professionals in the United States must pass in order to become licensed to sell securities in a particular state. It covers state law and regulations regarding securities sales and transactions, and is often taken in conjunction with other securities industry exams such as the Series 7 or Series 65. Passing the Series 63 exam is required to obtain state securities licenses in many states.
Individual Investment Strategy refers to the planned approach used to select, allocate, and manage personal or client assets according to defined financial goals, risk tolerance, and time horizon. It involves evaluating available investment options, balancing expected return and risk, and adjusting holdings as circumstances or market conditions change. In work settings, this skill is applied to support investment planning, portfolio decisions, and ongoing financial review.
Life Underwriter Training Council Fellow (LUTCF) refers to a professional training designation in life insurance and financial services that covers policy concepts, client needs assessment, and ethical advisory practices. It is used to support the preparation and presentation of life insurance solutions, explain coverage features, and assist with basic risk management and estate protection discussions. The skill reflects applied knowledge of insurance products, client communication, and compliance oriented service in insurance and financial advisory settings.
The Variable Annuity License is a certification required for individuals who sell variable annuities, which are insurance products that provide investors with the opportunity to invest in a mix of stocks, bonds, and other investments. This license ensures that the individual has the knowledge and training to sell these products and understand the associated risks and fees.
Lightcast Skills Taxonomy
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Are you a nonprofit pursuing a public good? Lightcast Skills APIs are freely available to you because we believe in using data for good and creating a labor market that works for everyone. Through the shared language of skills, we can enable a world where every worker and every job can find their best fits as efficiently and easily as possible.
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About
Certified Retirement Specialist refers to the knowledge and capability involved in planning and coordinating retirement related financial strategies for individuals or groups. It is used to assess retirement needs, evaluate income sources,...
Related Skills
Browse the most common related skills to this skill, based on the last 5 months of job postings data.
How does Lightcast design a skill?Certified Financial Planner (CFP) is a professional certification awarded to financial planners who successfully complete the requirements of the Certified Financial Planner Board of Standards. It signifies that the individual has met rigorous ethical, educational, and professional standards, and has the necessary skills and knowledge to provide comprehensive financial planning advice to clients. CFPs work with clients to develop strategies for managing their money, including investments, retirement planning, and insurance.
The FINRA Series 63 certification is a test that securities professionals in the United States must pass in order to become licensed to sell securities in a particular state. It covers state law and regulations regarding securities sales and transactions, and is often taken in conjunction with other securities industry exams such as the Series 7 or Series 65. Passing the Series 63 exam is required to obtain state securities licenses in many states.
Individual Investment Strategy refers to the planned approach used to select, allocate, and manage personal or client assets according to defined financial goals, risk tolerance, and time horizon. It involves evaluating available investment options, balancing expected return and risk, and adjusting holdings as circumstances or market conditions change. In work settings, this skill is applied to support investment planning, portfolio decisions, and ongoing financial review.
Life Underwriter Training Council Fellow (LUTCF) refers to a professional training designation in life insurance and financial services that covers policy concepts, client needs assessment, and ethical advisory practices. It is used to support the preparation and presentation of life insurance solutions, explain coverage features, and assist with basic risk management and estate protection discussions. The skill reflects applied knowledge of insurance products, client communication, and compliance oriented service in insurance and financial advisory settings.
The Variable Annuity License is a certification required for individuals who sell variable annuities, which are insurance products that provide investors with the opportunity to invest in a mix of stocks, bonds, and other investments. This license ensures that the individual has the knowledge and training to sell these products and understand the associated risks and fees.
Lightcast Skills Taxonomy
Looking for a specific skill? Search our library. Explore 35,000+ skills that we've collected from hundreds of millions of job postings, resumes, and online profiles.
The Lightcast Skills Taxonomy delivers clarity by allowing everyone to speak the same language. Use our APIs to articulate your skills needs, and leave the details to us: our dedicated team of taxonomists and engineers cleans, checks, and updates each entry so that you always have the most accurate and up-to-date picture of the labor market.
Are you a nonprofit pursuing a public good? Lightcast Skills APIs are freely available to you because we believe in using data for good and creating a labor market that works for everyone. Through the shared language of skills, we can enable a world where every worker and every job can find their best fits as efficiently and easily as possible.
Browse Skill Categories
Lightcast Skills Resources
Building AI Takes More Than AI Skills
Expanded Alumni Data for a Changing Higher Education Landscape
Tracking the Agentic AI Explosion in Jobs
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This skill is part of the Lightcast Skills Taxonomy, a library of over 35,000 job related skills. It is the standard used by higher education institutions, public sector organizations and Fortune 500 companies around the globe.