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Undergraduate Degree
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Current Credentials (CFP, CPA, etc.)
AAMS
Accredited Pension Representative (APR)
AIF
Any FINRA License (Series 4/6/7/9/10/24/63/65/66)
Any State License (Life, Health, etc)
CEBS
Certified Benefits Consultant (CBC)
CFA
CFP
ChFC
CIMA
CLU
CPA
JD
MBA
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