100+ Qualifications

CPA (US)
Certified Public Accountants (CPA-US)
EA
Enrolled Agents (EA)
AFSP
Annual Filing Season Program (AFSP)
CIA
Certified Internal Auditors (CIA)
SHRM
SHRM Professionals
CRTP
California Registered Tax Preparers (CRTP)
CMA
Certified Management Accountants (CMA)
CPP
Certified Payroll Professional (CPP)
HRCI
Human Resource Certification Institute (HRCI)
CPA/ABV
Accredited in Business Valuation (ABV)
CPA/PFS
Personal Financial Specialist (PFS)
CGMA
Chartered Global Management Accountants (CGMA)
CFA
Chartered Financial Analyst (CFA)
CFP® (US)
Certified Financial Planner (CFP-US)
CFE
Certified Fraud Examiner (CFE)
DE LPA
Delaware Licensed Public Accountant (DE-LPA)
CGFM
Certified Government Financial Manager (CGFM)
ChFC
Chartered Financial Consultant (ChFC)
ORTP
Oregon Registered Tax Preparers (ORTP)
CPA/CITP
Certified Information Technology Professionals (CITP)
CISA
Certified Information Systems Auditor (CISA)
IAP
Internal Audit Practitioner (IAP)
CISM
Certified Information Security Manager (CISM)
CRISC
Certified in Risk and Information System Control (CRISC)
ERPA
Enrolled Retirement Plan Agent (ERPA)
CWS
Certified Wealth Strategist (CWS)
TEP
Trust and Estate Practitioners (TEP)
CFIRS
Certified Fiduciary and Investment Risk Specialist (CFIRS)
RICP
Retirement Income Certified Professional (RICP)
CRMA
Certification in Risk Management Assurance (CRMA)
CIMA
Certified Investment Management Analyst (CIMA)
FPC
Fundamental Payroll Certification (FPC)
CDFA
Certified Divorce Financial Analyst (CDFA)
PMP
Project Management Professional (PMP)
CPA/CFF
Certified Financial Forensics (CFF)
CICA
Certified Internal Controls Auditor (CICA)
CPWA
Certified Private Wealth Advisor (CPWA)
CVA
Certified Valuation Analyst (CVA)
FSCP
Financial Services Certified Professional (FSCP)
MAFF
Master Analyst In Financial Forensics (MAFF)
CTP
Certified Treasury Professional (CTP)
QIAL
Qualification in Internal Audit Leadership (QIAL)
FRM
Financial Risk Manager (FRM)
IA LPA
Iowa Licensed Public Accountant (IA-LPA)
Maryland Tax Preparer
Maryland Tax Preparer (MRTP)
CGAP
Certified Government Auditing Professional (CGAP)
ME LPA
Maine Licensed Public Accountant (ME-LPA)
CCS
Certified Controls Specialist (CCS)
CAP
Chartered Advisor in Philanthropy (CAP)
CLU
Chartered Life Underwriter (CLU)
RMA
Retirement Management Advisor (RMA)
CSA
Certified Senior Advisor (CSA)
CASL
Chartered Advisor in Senior Living (CASL)
ChSNC
Chartered Special Needs Consultant (ChSNC)
CBA/MCBA
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
FPAC
Certified FP&A Professional (FP&A)
CLF
Chartered Leadership Fellow (CLF)

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Mandatory Ethics Courses
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Insights - CPE Approved News Articles
Audio Based Courses
Compliance Tracking and Report
Mobile App Access (iOS and Android)
Podcasts with Industry Leaders
Trending Course and Latest Updates
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Daven Sharma

4.5 / 5

DAVEN SHARMA is a recognized Educator, Author, Speaker, and CEO of Abundance Advisers, a Bay Area financial planning and wealth management firm.

“Our proprietary system 7-Steps to Financial Abundance is a holistic approach to financial planning. We first understand our clients’ goals and timeline and then build customized solutions around them. It is not about getting the highest rate of return; it is about attaining those lifetime financial goals,” Daven says.

Daven earned his BS in Accounting from the University of Delhi, India. After migrating to United States in 1985, he earned CPA and CFP® designations. In 2016, he founded Academy of Financial Planning, a non-profit organization devoted to providing free financial education to all, as he believes that everyone deserves an opportunity to be financially independent.

Daven lives in Dublin, CA and enjoys reading and travel in addition to spending time with his family and a rescued puppy Lilah.