Chartered Financial Analyst (CFA)

The Chartered Financial Analyst (CFA) designation is awarded by the global CFA Institute. Requirements. Future CFAs enroll during the last year of a bachelor’s degree program or as graduated bachelor’s …

Certified Financial Planner (CFP®)

Certified Financial Planners (CFPs) work for independent financial planning firms and large financial organizations. Financial planners assist both individuals and businesses. For Financial Industry Regulatory Authority (FINRA) Series 7 and …

CPA Exam: Tackle BEC Next

Chris Ferro CPA adds thoughts to how to approach, study for, and pass the AICPA exam. Discipline, patience, and dedication to the task will help you achieve the goal of …

Chartered Financial Analyst (CFA)

The Chartered Financial Analyst (CFA) designation is awarded by the global CFA Institute. Requirements. Future CFAs enroll during the last year of a bachelor’s degree program or as graduated bachelor’s …

Plan Your Financial Services Practice

Adding a few letters to your business card can be remarkably rewarding in multiple ways. Determine the best certification by reviewing your career goals. Whether your objectives include gaining more …

At Long Last: Passing the CPA Exam

Hopefully you received all passing scores. If you didn’t, don’t panic! You have 18 months to successfully pass all four sections and most likely only six months or less have …

Pass the CPA Exam: Time Management

Question: Do you have any advice that I might otherwise have overlooked? Joe: There are two keys to success on the CPA Exam. The first is to invest an adequate …