Important Disclosures

Some ASB employees maintain professional designations or licenses issued by third-party organizations. The general criteria for those professional designations are as follows:

CHARTERED FINANCIAL ANALYST (CFA)
Issuing Organization:  CFA Institute Must meet one of the following requirements:
Be in the final year of a bachelor’s degree program; or
Have four years of professional work experience; or
Have combined of professional and university experience that totals at least four years.

Education Requirements:  
Self-study program (250 hours of study for each of the three levels);
Pass all three exams; and
Four years of professional work experience in the investment decision-making process.

Examination Type: 
Three six-hour course exams

Required Continuing Education Requirements: 
None

Accredited By: 
None

CERTIFIED PUBLIC ACCOUNTANT (“CPA”)
Issuing Organization:  The board of accountancy for the state, district or country in which the CPA practices issues the license.

Required Prerequisites:  
Education/Examination/Experience:  
The requirements, which are set by each state board of accountancy, including: completing a program of study in accounting at a college or university, passing the Uniform CPA Exam, and obtaining a specific amount of professional work experience in public accounting (the required amount and type of experience varies according to licensing jurisdiction).

Required Continuing Education: 
The board of accountancy for the state, district or country in which the CPA practices will set the continuing education requirements for that jurisdiction.