Coleman D. Ross

Professional Designations

 
My primary professional designation and license is as a Certified Public Accountant. As I became more industry-focused in my public accounting career, I began to attain other designations that were industry-specific and relevant to the insurance, banking, and financial services activities of my clients. Today I still continue to actively pursue professional designations, both as a personal challenge and as a way to continually update my knowledge in support of my role as an audit committee financial expert and independent director. The more than 30 designations that I have attained are presented below.

Principal Designations – Non-Insurance

	CPA – Certified Public Accountant 1967 – North Carolina State Board of CPA Examiners
	NACD Directorship Certified 2020 – National Association of Corporate Directors
	Board Leadership Fellow 2015 – National Association of Corporate Directors
	Audit Committee Financial Expert 2006 – U.S. Securities and Exchange Commission

Principal Insurance Designations

	CLU – Chartered Life Underwriter 1980 – The American College
	CPCU – Chartered Property Casualty Underwriter 1999 – The American Institute for CPCU
	FCII – Fellow of the Chartered Insurance Institute 2015 – The Chartered Insurance Institute
	HIA – Health Insurance Associate 2015 – America’s Health Insurance Plans

Other Insurance Designations

	FLMI – Fellow, Life Management Institute 1980 – Life Office Management Association
	ChFC – Chartered Financial Consultant 1992 – The American College
	ACII – Associate of the Chartered Insurance Institute 2005 – The Chartered Insurance Institute
	Chartered Insurance Practitioner 2005 – The Chartered Insurance Institute
	FHIAS – Fellow, Health Insurance Advanced Studies 2015 – America’s Health Insurance Plans
	ARe – Associate in Reinsurance 2004 – Insurance Institute of America
	AIAF – Associate in Insurance Accounting and Finance 1999 – Insurance Institute of America
	AIAF – Associate in Insurance Accounting and Finance 1999 – Life Office Management Association and Insurance Institute of America
	ARC – Associate in Regulation and Compliance 2009 – Insurance Institute of America
	AINS – Associate in General Insurance 2010 – Insurance Institute of America
	HCAFA – Health Care Anti-Fraud Associate 2015 – America’s Health Insurance Plans
	PHIAS – Professional, Health Insurance Advanced Studies 2015 – America’s Health Insurance Plans

Other Designations – Non-Insurance

	Governance Fellow 2012 – National Association of Corporate Directors
	Audit Committee Financial Expert 2009 – London Stock Exchange
	CIA – Certified Internal Auditor 2007 – The Institute of Internal Auditors
	CMA – Certified Management Accountant 2007 – Institute of Management Accountants
	CTP – Certified Treasury Professional 2008 – Association for Finance Professionals
	CGMA – Certified Global Management Accountant 2012 – Association of International Certified Professional Accountants
	CFM – Certified Financial Manager 2007 – Institute of Management Accountants
	CFSA – Certified Financial Services Auditor 2002 – The Institute of Internal Auditors
	CRMA – Certification in Risk Management Assurance 2014 – The Institute of Internal Auditors
	CAP – Chartered Advisor in Philanthropy 2006 – The American College
	CBA – Certified Bank Auditor 1982 – Bank Administration Institute
	PFS – Personal Financial Specialist 2006 – American Institute of Certified Public Accountants

For the examination, experience, ethics, and education requirements of each of above designations, as well as additional related ones that I have also attained, click on a designation above. To view the certificates, click here.