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Investments and advisory services offered through CBIZ Financial Solutions,
Inc., Member FINRA, SIPC and SEC Registered Investment Adviser, dba CBIZ
Retirement Plan Advisory Services. CBIZ Financial Solutions, Inc. is a
subsidiary of CBIZ, Inc. (NYSE Listed: CBZ)
Chartered Financial Analyst (CFA): offered by the CFA Institute
– The CFA Program is a graduate-level program that
combines a broad-based curriculum of investment principles with professional and ethical conduct requirements. The
CFA Program is one of the most widely known and respected investment credentials.
Enrolled Actuary (EA) –
An Enrolled Actuary is an actuary who has satisfied the standards and qualifications as set
forth in the regulations of the Joint Board of the Department of Treasury & Department of Labor for the Enrollment of
Actuaries and who has been approved by the Joint Board to perform actuarial services required under the Employee
Retirement Income Security Act of 1974 (ERISA).
Fellow of the Conference of Consulting Actuaries (FCA) -
This fellowship is offered by the Conference of Consulting
Actuaries. The candidate must be working either as an actuarial consultant, a government actuary, and Enrolled
Actuary, an insurance actuary, or a teacher of actuarial sciences.
Fellow of the Society of Actuaries (FSA) –
A Fellow of the Society of Actuaries has achieved the highest level of
designation in the Society of Actuaries and has demonstrated a thorough knowledge of the business environments
within which financial decisions concerning pensions, life insurance, health insurance, and investments are made
including the application of mathematical concepts and other techniques to the various areas of actuarial practice.
Member of the American Academy of Actuaries (MAAA) –
A Member of the American Academy of Actuaries is a part of
the elite community of professionals who have shaped public policy at the state, federal, and international levels.
Membership acknowledges that application of the highest level of professionalism and actuarial principles to help
address vital issues in relation to risk and financial security.
Member, Society of Pension Actuaries (MSPA) –
The Member, Society of Pension Actuaries (MSPA)
program was
created for individuals providing defined benefit or actuarial consulting who are currently Enrolled Actuaries in good
standing.
Qualified 401(k) Administrator (QKA): offered by the American Society of Pension Professionals & Actuaries (ASPPA)
–
credentialed members are retirement plan professionals who work primarily with 401(k) plans. They typically assist
employers and consultants with the recordkeeping, non-discrimination testing and the administrative aspects of 401(k)
and related defined contribution plans. Members must acquire 40 hours of continuing professional education credits
in a two-year-cycle as well as renew your ASPPA Membership annually to retain credentials.
Qualified Pension Administrator (QPA): offered by the American Society of Pension Professionals & Actuaries (ASPPA)
– credentialed members are professionals who are qualified to perform the technical and administrative functions of
qualified plan administration. QPAs assist employers, actuaries, and consultants in performing functions such as
determination of eligibility benefits, computation of benefits, plan recordkeeping, trust accounting and disclosure, and
compliance requirements. Members must acquire 40 hours of Continuing Professional Education (CPE) credits in a
two-year-cycle as well as renew your ASPPA Membership annually to retain credentials.
Tax-Exempt & Governmental Plan Consultant (TGPC)
– credentialed members are retirement plan professionals who
specialize in the 403(b) and 457 marketplaces as well as other plans maintained by governmental and tax-exempt
entities. They typically assist employers and consultants with the regulatory, recordkeeping and administrative aspects
of both ERISA and non-ERISA arrangements. Members must acquire 40 hours of continuing professional education
credits in a two-year-cycle as well as renew their ASPPA Membership annually to retain credentials.
Securities & State Insurance Licenses
Series 3
– National Commodity Futures Examination
Series 6
– Investment Company Products/Variable Contracts Representative Examination
Series 7
– General Securities Representative Examination
Series 63
– Uniform Securities State Law Examination
Additional Series Licenses held, including: 4, 8, 24, 26, 53, 65
Life Variable Annuities Accident & Health Insurance License (Ohio)
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