home-background.png

Designation Description

The Chartered Financial Analyst (CFA) designation is a professional certification issued by the CFA Institute to qualified financial analysts who: (i) have a bachelor’s degree and four years of qualified investment work experience [full time, but not necessarily investment related]; (ii) complete a self-study program (250 hours of study for each of the three levels); (iii) successfully complete a series of three six-hour exams; and (iv) pledge to adhere to the CFA Institute Code of Ethics and Standards of Professional Conduct.

The Chartered Alternative Investment Analyst Association® (CAIA) is an independent, not-for-profit global organization committed to education and professionalism in the field of alternative investments. Founded in 2002, the CAIA Association is the sponsoring body for the CAIA designation. Recognized globally, the designation certifies one's mastery of the concepts, tools and practices essential for understanding alternative investments and promotes adherence to high standards of professional conduct.

The Certified Public Accountant (CPA) license is a certified public accountant who is licensed by a state board of accountancy. Ohio’s CPA designation is issued to qualified accountants who: (i) have passed 150 semester hours of education or earned a graduate degree; (ii) successfully complete the CPA examination; (iii) successful completion of professional standards and responsibilities course; (iv) gain one year of relevant work experience.

The Investment Adviser Certified Compliance Professional (IACCP) designation is issued by National Regulatory Services (NRS) an organization that provides financial compliance and registration products and services. To qualified compliance professional who: (i) complete a total of twenty education courses; (ii) successfully complete the certifying IACCP Examination; and (iii) have two years of work experience.