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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500+ Subject Areas
700+ Content Creators
Mandatory Ethics Courses
250+ Compliance Packages
100+ Advanced Certification Programs
100+ Industry Conferences Access
Live, Audio, Video, E-Books
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
Access to Communities
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Exam Prep - EA, CMA, CPA (Coming Soon)
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Drew Stevens

4.5 / 5

Financial consultant (wealth accumulation)
Investment Planner.
Retirement income planning
Financial education and authorship

Over 38 years of Financial and Sales/Marketing expertise with investments, insurance, annuities, financial planning, analysis, and educating struggling clients to eliminate debt, increase liquidity, and maximize savings for retirement planning.