570 Lake Cook Road
Organization: Certified Financial Planner Board of Standards, Inc.
Requirements: Minimum 5 years of personal financial planning experience. Completion of CFP board registered program and certification exam.
Continuing Education: 30 hours every 2 years.
Organization: American Institute of CPA's
Requirements: CPA license and 75 hours of financial planning education. Minimum of 2 years of personal financial experience. Passing the certification exam.
Continuing Education: 120 hours every three years.
Organization: The American Institute of Certified Public Accountants
Requirements: Completion of accounting program at college/university. Completion of Uniform CPA Examination. Work experience in public accounting.
Organization: Institute of Business & Finance
Requirements: CFS course and completion of certification exam.
Continuing Education: 15 hours per year.
Requirements: Minimum 2 years of personal financial planning experience. Completion of certification exam.
Continuing Education: Must accrue a minimum of six hours of continuing education annually.