Finance & Accounting Excellence

Prestigious Financial Certifications

Accelerate your career in investment banking, corporate accounting, and financial planning with verified exam preparation for the world’s most respected designations.

Investment & Financial Analysis

  • CFA Level I (Chartered Financial Analyst)
  • CFA Level II
  • CFA Level III
  • FRM Part I (Financial Risk Manager)
  • FRM Part II
  • CAIA Level I (Alternative Investments)
  • CAIA Level II
  • FMVA (Financial Modeling Valuation)
  • BMC (Business & Commercial Banking)
  • ESG Investing Certificate (CFA Inst.)
  • Investment Foundations Certificate
  • Claritas Investment Certificate
  • Behavioral Finance Certificate
  • Private Wealth Management Cert
  • Technical Market Analyst (CMT I/II/III)

Accounting, Audit & Taxation

  • Uniform CPA Examination (AICPA/NASBA)
  • CMA (Certified Management Accountant)
  • CGMA (Chartered Global Mgmt Accountant)
  • CIA (Certified Internal Auditor)
  • CISA (Certified Info Systems Auditor)
  • CRMA (Certification in Risk Mgmt)
  • QIAL (Qualification in Internal Audit)
  • Enrolled Agent (EA) – IRS
  • Annual Filing Season Participant
  • Accredited Business Accountant (ABA)
  • Accredited Tax Preparer (ATP)
  • Accredited Tax Advisor (ATA)
  • Personal Financial Specialist (PFS)
  • ABV (Accredited in Business Valuation)
  • CFF (Certified in Financial Forensics)
  • CITP (Info Tech Credentialed)
  • ACCA (Association Chartered Certified)
  • CIMA (Chartered Inst Mgmt Accountants)
  • ICAS / ICAEW ACA
  • CPA Australia / CA ANZ

Securities, Banking & Insurance

  • SIE (Securities Industry Essentials)
  • Series 7 (General Securities Rep)
  • Series 63 (Uniform State Law)
  • Series 65 (Investment Adviser Rep)
  • Series 66 (Combined State/Federal)
  • Series 24 (General Securities Principal)
  • Series 9/10 (General Sales Supervisor)
  • Series 53 (Municipal Securities Principal)
  • Series 79 (Inv Banking Representative)
  • Series 82 (Private Securities Rep)
  • Series 86/87 (Research Analyst)
  • Series 99 (Operations Professional)
  • CFP (Certified Financial Planner)
  • ChFC (Chartered Financial Consultant)
  • CLU (Chartered Life Underwriter)
  • FLMI (Fellow Life Mgmt Institute)
  • ALMI (Associate Life Mgmt)
  • LOMA 280/290/291
  • State Insurance Producer Licenses
  • Real Estate Salesperson/Broker
  • Appraiser Trainee / Licensed/Certified