Chartered Financial Consultant. Awarded by The American College, this designation is based on the completion of eight distance-learning courses offered by the College. Candidates qualify sequentially through separate post-course examinations. Courses, five of which are approved by the CFP Board as preparation for the CFP license, include financial planning, investments, estate planning, tax and retirement planning. Awarded by The American College, this designation is based on the completion of eight distance-learning courses offered by the College.
Candidates qualify sequentially through separate post-course examinations.
Course work emphasizes use and application of life insurance and may encompass life, disability and long-term care insurance, employee group benefits, pensions, and financial, estate, and retirement planning. Certified Public Accountant. Awarded by the 54 U.S. state and territorial boards of accountancy upon the successful completion of four separately scored examinations covering auditing, business law, accounting and reporting on business enterprises, and accounting practices for taxation, managerial, government and nonprofit organizations. CPAs must meet individual state standards for continuing professional education every two years. Practice may include personal financial planning process, personal income tax planning, risk management planning, investment planning, and retirement planning.