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Member Qualifications
- CPA or existing Investment Advisor minimum, PFS or CFP preferred
- Must have, or be willing to get your Series 65 license (the investment advisor law license). A PFS, ChFC, CFA, or CFP designation can often substitute for the Series 65 license.
If you would like more information or would like to join the CPA Investment Network, please click Request Information and we will contact you.
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