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Qualified Financial Advisor QFA Designation
ABTrainingCenter.com offers QFA designation training and certification courses for those individuals interested in earning the prestigious Qualified Financial Advisor designation.
The Qualified Financial Advisor (QFA) is a highly-regarded designation for those professionals who provide financial planning and advisory services to their clients. The QFA designation program is ideal for those professionals who may wish to attain the coveted CFP® designation, but may lack the bachelor’s degree or experience requirements, or the time/money to devote to becoming a CFP® certificant.
This course introduces you to the concepts and profession of personal financial planning, comprised of one online course with 13 lessons. Each lesson can be completed in approximately 8-12 hours and includes a corresponding online quiz with 8 multiple-choice questions, and an online final examination. The lessons are:
Lesson 1: Fundamental Considerations in the Wealth Management Process
Lesson 2: Time Value of Money Principles
Lesson 3: Measurement of Risk and Return
Lesson 4: Asset Allocation Process
Lesson 5: Investment Strategies
Lesson 6: Tax Implications and Strategies in the Financial Planning Process
Lesson 7: Credit and Lending
Lesson 8: Insurance Products in Wealth Management
Lesson 9: Education Funding
Lesson 10: Business Ownership and Planning
Lesson 11: Retirement Planning Considerations
Lesson 12: Equity Compensation
Lesson 13: Estate Planning
Additional Requirements for Qualified Financial Advisor Designation
There are no additional examination, experience, or education requirements to earn the Qualified Financial Advisor designation.
Continuing Education Requirements
Candidates are not required to complete any continuing education courses, nor pay an annual administration fee to main their designation.