Certifications
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Certified Financial Planner
The premier credential for financial planners. Covers comprehensive planning across investments, insurance, tax, retirement, and estate.
Certified Public Accountant — 2024 CPA Evolution Format
Three Core sections (AUD, FAR, REG) plus one Discipline of your choice (BAR, ISC, or TCP). Each section is a separate 4-hour exam. Passing score: 75 on a 0–99 scale.
IRS Special Enrollment Examination
The highest credential awarded by the IRS. Authorizes unlimited practice rights before the IRS for all tax matters.
Chartered Financial Analyst — Level I
The most respected investment credential globally. Tests knowledge of ethics, analysis, and portfolio theory across all asset classes.
Chartered Financial Analyst — Level II
Deep application of investment valuation and analysis. Vignette-based exam requiring synthesis across asset classes.
Chartered Financial Analyst — Level III
Portfolio management capstone. Combines essay and item-set questions across private wealth and institutional mandates.
Uniform Investment Adviser Law Examination
Required for investment adviser representatives. No firm sponsorship needed. Gateway to fee-based advisory.
Uniform Combined State Law Examination
Combines Series 63 + 65 into one exam. Paired with Series 7 for full broker-adviser dual registration.
General Securities Representative
The gateway license for registered representatives. Required to sell virtually all securities products.
Securities Industry Essentials
Entry point to the securities industry. Required before any FINRA principal exam. No sponsoring firm needed.
Florida Real Estate Salesperson License
Required to sell real estate in Florida. One of the largest and most active real estate markets in the nation.
Illinois Real Estate Broker License
Illinois entry-level real estate license (called Broker in IL). Covers state-specific agency law and disclosure requirements.
Massachusetts Real Estate Salesperson License
Required to sell real estate in Massachusetts. Covers MA-specific homestead law, P&S agreements, and board regulations.
National Real Estate Salesperson — Universal Principles
Master the national portion tested in all state real estate exams. Covers property law, agency, contracts, finance, and fair housing.
New York Real Estate Salesperson License
Required to sell real estate in New York. Covers NY DOS licensing, buyer representation, and NYC co-op/condo market.
Tennessee Affiliate Broker License
Tennessee's entry-level real estate license. Covers TREC regulations, agency, and national real estate principles.
Texas Real Estate Salesperson License
Entry-level Texas real estate license. Covers TREC rules, Texas contracts, and one of the nation's largest markets.
Washington State Real Estate Broker (Entry-Level)
Washington's entry-level real estate license. In WA, "Broker" is the entry-level designation. Covers WA DOL licensing, RCW 18.86 agency law, and the 2024 NAR settlement buyer agreement requirements.
Armed Services Vocational Aptitude Battery
Required for military enlistment. AFQT score determines eligibility; subtest scores determine job qualifications.
Graduate Record Examination (GRE General)
Required for most graduate and many MBA programs. Tests verbal reasoning, quantitative reasoning, and analytical writing.
Digital SAT (dSAT 2024+)
Ace the digital SAT with adaptive practice and AI-powered explanations. Target any score from 1200 to 1600+.