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Certifications

Corporate Finance: 
Certified Managerial AccountantCertified Treasure ProfessionalCertified Public AccountantCertified Internal Auditor


Investment:
 
Chartered Financial AnalystCERTIFIED FINANCIAL PLANNER™. Passing an exam administered by the National Association of Securities Dealers is normally a prerequisite for being licensed by the state. Before a broker-dealer or investment adviser can work with investors, they must pass the Series 6, 7 and 66 (or 63 and 65) exams.


Risk Management: 
Chartered Life UnderwriterChartered Property Casualty UnderwriterChartered Financial ConsultantCERTIFIED FINANCIAL PLANNER™

 


CPA Certification

Under Wisconsin state law, any individual who practices public accounting, including auditing financial accounting records and preparing of accounting reports which are made public, must be licensed as a Certified Public Accountant (CPA). In Wisconsin, to sit for the exam the candidate must have 120 semester hours of education and an accounting concentration.

The CPA exam has four sections:

  • Auditing and Attestation (AUD)
  • Business Environment and Concepts (BEC)
  • Financial Accounting and Reporting (FAR)
  • Regulation (REG)

Wisconsin also has a three-year practice requirement which must be met before a certificate is granted. This experience must include 1 1/2 years at a level where an individual is responsible for independent decisions. To be licensed in the State of Wisconsin, 150 semester credits are also required.