Brian Devers, CPA/PFS, CFP® – Financial Planner Education: Liberty University, BS, Accounting Credentials: Certified Public Accountant (CPA)Personal Financial Specialist (PFS)CERTIFIED FINANCIAL PLANNERTM professional Life Experience: Brian has been serving small business owners and individuals as a ...
Chartered financial analyst: CFAs specialize in investment analysis and portfolio management. While CFPs typically help individual clients with their financial planning, CFAs often serve as financial advisors for corporations. Certified public accountant: CPAs are a bit more distinct from some of the ...
This requirement can be bypassed, however, if they already hold specific professional designations, such as a certified public accountant (CPA), chartered financial analyst (CFA), a master’s of business administration (MBA) degree, and others. 2. Pass the exam CFPs must pass an exam that ...
Certified Public Accountant (CPA) - inactive license acceptable Licensed attorney - inactive license acceptable Chartered Financial Analyst® (CFA®) Doctor of Business Administration Chartered Financial Consultant (ChFC) Ph.D. in business or economics Chartered Life Underwriter (CLU) Request...
Advisor CertificationsCERTIFIED FINANCIAL PLANNER™ ProfessionalMaster of Business Administration (MBA)Chartered Financial Consultant (ChFC)Chartered Financial Analyst (CFA)Certified Public Accountant (CPA)Enrolled Agent (EA)Accredited Investment Fiduciary (AIF)Chartered Retirement Planning Counselor (CRPC)Retirem...
Certified Public Accountant (CPA) – inactive license acceptable Licensed attorney – inactive license acceptable Chartered Financial Analyst® (CFA®) Doctor of Business Administration Chartered Financial Consultant (ChFC) Ph.D. in Business or Economics ...
Boyd is a former Certified Public Accountant (CPA) and the author of several of the popular "For Dummies" books published by John Wiley & Sons including 'CPA Exam for Dummies' and 'Cost Accounting for Dummies'. Ken has gained a wealth of business experience through his previous employment ...
Comprehensive FinancialLife Planning.>>> Jim Druffner, certified public accountant and certified financial planner, and his staff have been providing quality accounting, tax and related professional services to Park City businesses and individuals since 1988. We can help you successfully navigate through...
Much of this second requirement is typically waived if the candidate holds certain accepted financial designations, such as achartered financial analyst(CFA) orcertified public accountant(CPA) designation, or has a higher degree in bus...
Some coursework is typically waived if the candidate holds other financial designations, such as achartered financial analyst(CFA) orcertified public accountant(CPA) designation, or has a higher degree in business, such as amaster of business administration(MBA).5 Candidates must have at least thre...