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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 Certified Pension Consultant (CPC) credential is conferred by American Society of Pension Professionals & Actuaries (ASPPA) to benefits professionals working in plan administration, pension actuarial administration, insurance, and financial planning. CPCs work alongside employers to formulate, implement, administer and maintain qualified retirement plans.

The Certified Financial PlannerTM (CFP®) and certification marks are financial planning credentials awarded by Certified Financial Planner Board of Standards Inc. (CFP Board) to individuals who meet education, examination, experience and ethics requirements.

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.

Individuals who hold the Master Planner Advanced Studies (MPAS®) designation have completed a Master of Science degree with a major in personal financial planning or financial analysis. The program consists of 36-43 semester credits and delves deeply into personal financial planning or investment-related content using research-based coursework and real-world case studies. Graduates of the program are required to demonstrate critical thinking skills and complex problem-solving techniques. 

The Accredited Asset Management Specialist (AAMS) Credentialing Program is a credentialing program for those working or wanting to work in the field of financial planning. The Accredited Asset Management Specialist Program allows individuals to attain a credential that will enable them better understand 401k plans and retirement planning.

The Qualified 401(k) Administrator (QKA) credential is offered for retirement plan professionals who work primarily with 401(k) plans. Applicants for the QKA credentials are from various professional disciplines. They typically assist employers and consultants with the recordkeeping, non-discrimination testing and the administrative aspects of 401(k) and related defined contribution plans.

The Qualified Pension Administrator (QPA) credential was created by ASPPA to recognize professionals who are qualified to perform the technical and administrative functions of qualified plan administration. QPA's assist employers, actuaries, and consultants in performing functions such as determination of eligibility benefits, computation of benefits, plan recordkeeping, trust accounting and disclosure, and compliance requirements.