Has our Professionals Met State and Education Requirements?

Our professionals act as advisors to individuals and businesses on a wide range of finance, tax, and accounting related matters.

To qualify for certification and a state license, an individual generally must:

  • Have a college degree or its equivalent
  • Pass the rigorous uniform Examination
  • Meet certain experience or postgraduate study requirements
  • Meet annual continuing education requirements
  • Adhere to certain ethical standards and codes of professional conduct established by governmental bodies and peer organizations