| About the Sponsor ACPE is wholly owned by John B. Burke, MS, CFP®, who is a financial advisor with Raymond James Financial Services, Inc., Member FINRA/SIPC, in Iselin, NJ. Through ACPE, Mr. Burke has been sponsoring CPE courses for accountants since 1988. The seminars are given by speakers who are CPAs, tax attorneys, accounting professors, or revenue agents (state or federal). Mr. Burke may distribute materials at the seminars to promote his financial service business. Raymond James is not affiliated with ACPE. | | | About John B. Burke, MS, CFP® | | | | John Burke owns and manages the Iselin, NJ branch of Raymond James Financial Services, Inc., Member FINRA/SIPC. He has practiced as a financial advisor for over 25 years and recently had his research published in the July 2010 issue of the Journal of Financial Planning. During his long career, he has helped thousands of clients with financial planning and investment management. He was initially hired by Merrill Lynch in December 1983 as a financial advisor and completed Merrill Lynch’s Donald Regan program for financial planning. He has achieved the President’s Club at Smith Barney six times, the President’s Club at Morgan Stanley twice, and the Leader’s Council* at Raymond James twice. *Leader's Council membership is based mainly on assets under management, education, credentials and fiscal year production. Re-qualification is required annually. John completed his undergraduate degree in finance at Lehigh University, Lehigh, Pennsylvania. He received the designation of Certified Financial Planner (CFP®) from the College for Financial Planning in 1992, and also earned his masters degree in financial planning from the same institution in 2003. Outside interests include owning the Academy for Continuing Professional Education, which provides continuing education classes for accountants in central New Jersey. John has been actively involved with the Episcopal Church in Westfield, New Jersey, where he has served as treasurer. For many years he was a Big Brother with the Big Brother/Big Sister charity, and has a passion for children’s interests. He has been involved with the organization Children’s International for over 25 years.
| | | | Credit Hour Requirements - NJ | | |  For triennial license renewal, each accountant is required to complete, during the preceding triennial period, 120 hours of continuing professional education. This should include at least 24 credit hours in auditing, review and compilation for persons who are engaged in the practice of public accounting or are involved with the attest function in issuing audit, review or compilation reports. All accountants shall complete at least 72 credit hours of the required 120 credit hours in business law, computer science, economics, finance, management advisory services, mathematics/statistics, SEC practice, taxation, and professional ethics. Each accountant is also required to complete 4 credit hours in a law and ethics course. The remaining 48 credit hours may include courses that concentrate on practice management areas, such as organizational structure, human resource management and other administrative matters. Courses that relate to a licensee’s personal skills such as speaking, leadership, and managing people or organizations shall also be included in this category. Courses that relate to the development of a licensee’s practice or the marketing of services shall not be accepted towards satisfaction of continuing professional education requirements.
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