Career Details

Certified Income Specialist

Description

The CIS designation program at IBF is an intermediate-to-advanced course on investment concepts, cash reserves, FDIC coverage, utilities, preferreds, bonds, and other income-oriented options that are of concern to your clientele.

Certifying Organization

Institute of Business & Finance

Details

If significant education or training is needed? Yes

If significant work experience is needed? Yes

Is an exam required? Yes

How many years until certification must be renewed? Unknown year(s)

Certification can be renewed with Continuing Education Units? Unknown

Certification can be renewed with re-examination? Unknown

Certification can be renewed with Continuing Professional Development? Unknown

Certification can be renewed in multiple ways? Unknown

Certificates

Certificate name

Accredited Tax Preparer

Certifying Organization

Accreditation Council for Accountancy and Taxation

Type

A - Core

Certificate name

Certified Fraud Examiner

Certifying Organization

Association of Certified Fraud Examiners

Type

A - Core

Certificate name

Accredited Tax Advisor

Certifying Organization

Accreditation Council for Accountancy and Taxation

Type

A - Core

Related Careers

Accountants and Auditors

Median Annual Income

$81,064

Projected Job Growth

+6 %

Career Cluster(s)

Financial Services

Most Common Education Level

Bachelor's degree

Examine, analyze, and interpret accounting records to prepare financial statements, give advice, or audit and evaluate statements prepared by others. Install or advise on systems of recording costs or other financial and budgetary data.

ConventionalEnterprisingInvestigative

Budget Analysts

Median Annual Income

$85,156

Projected Job Growth

+4 %

Career Cluster(s)

Public Service & Safety

Most Common Education Level

Bachelor's degree

Examine budget estimates for completeness, accuracy, and conformance with procedures and regulations. Analyze budgeting and accounting reports.

ConventionalEnterprisingInvestigative

Financial Examiners

Median Annual Income

$82,368

Projected Job Growth

+21 %

Career Cluster(s)

Financial Services

Most Common Education Level

Bachelor's degree

Enforce or ensure compliance with laws and regulations governing financial and securities institutions and financial and real estate transactions. May examine, verify, or authenticate records.

ConventionalEnterprisingInvestigative

Tax Preparers

Median Annual Income

$60,378

Projected Job Growth

+4 %

Career Cluster(s)

Financial Services

Most Common Education Level

High school diploma or equivalent

Prepare tax returns for individuals or small businesses.

ConventionalEnterprising

Bill and Account Collectors

Median Annual Income

$45,910

Projected Job Growth

-10 %

Career Cluster(s)

Financial Services

Most Common Education Level

High school diploma or equivalent

Locate and notify customers of delinquent accounts by mail, telephone, or personal visit to solicit payment. Duties include receiving payment and posting amount to customer's account, preparing statements to credit department if customer fails to respond, initiating repossession proceedings or service disconnection, and keeping records of collection and status of accounts.

ConventionalEnterprisingSocial

Billing and Posting Clerks

Median Annual Income

$47,135

Projected Job Growth

+1 %

Career Cluster(s)

Financial Services

Most Common Education Level

High school diploma or equivalent

Compile, compute, and record billing, accounting, statistical, and other numerical data for billing purposes. Prepare billing invoices for services rendered or for delivery or shipment of goods.

Conventional

Bookkeeping, Accounting, and Auditing Clerks

Median Annual Income

$46,579

Projected Job Growth

-5 %

Career Cluster(s)

Financial Services

Most Common Education Level

Some college, no degree

Compute, classify, and record numerical data to keep financial records complete. Perform any combination of routine calculating, posting, and verifying duties to obtain primary financial data for use in maintaining accounting records. May also check the accuracy of figures, calculations, and postings pertaining to business transactions recorded by other workers.

ConventionalEnterprising

Payroll and Timekeeping Clerks

Median Annual Income

$52,406

Projected Job Growth

-15 %

Career Cluster(s)

Management & Entrepreneurship

Most Common Education Level

High school diploma or equivalent

Compile and record employee time and payroll data. May compute employees' time worked, production, and commission. May compute and post wages and deductions, or prepare paychecks.

ConventionalEnterprising

Credit Authorizers, Checkers, and Clerks

Median Annual Income

$58,285

Projected Job Growth

-5 %

Career Cluster(s)

Financial Services

Most Common Education Level

High school diploma or equivalent

Authorize credit charges against customers' accounts. Investigate history and credit standing of individuals or business establishments applying for credit. May interview applicants to obtain personal and financial data, determine credit worthiness, process applications, and notify customers of acceptance or rejection of credit.

ConventionalEnterprisingSocial

Eligibility Interviewers, Government Programs

Median Annual Income

$50,171

Projected Job Growth

+3 %

Career Cluster(s)

Public Service & Safety

Most Common Education Level

High school diploma or equivalent

Determine eligibility of persons applying to receive assistance from government programs and agency resources, such as welfare, unemployment benefits, social security, and public housing.

ConventionalSocialEnterprising

Accountants and Auditors

Median Annual Income

Projected Job Growth

+6 %

Career Cluster(s)

Financial Services

Most Common Education Level

Bachelor's degree

ConventionalEnterprisingInvestigative

Financial and Investment Analysts

Median Annual Income

Projected Job Growth

+10 %

Career Cluster(s)

Financial Services

Most Common Education Level

Bachelor's degree

Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.

ConventionalEnterprisingInvestigative

Personal Financial Advisors

Median Annual Income

Projected Job Growth

+17 %

Career Cluster(s)

Financial Services

Most Common Education Level

Bachelor's degree

Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives. May also buy and sell financial assets for clients.

EnterprisingConventionalSocial

Tax Examiners and Collectors, and Revenue Agents

Median Annual Income

Projected Job Growth

+2 %

Career Cluster(s)

Public Service & Safety

Most Common Education Level

Bachelor's degree

Determine tax liability or collect taxes from individuals or business firms according to prescribed laws and regulations.

ConventionalEnterprising

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