Qualified Financial Advisor (QFA)

• 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: Insurance Products in Wealth Management
  
• Lesson 8: Education Funding
  
• Lesson 9: Business Ownership and Planning
  
• Lesson 10: Retirement Planning Considerations
  
• Lesson 11: Equity Compensation
  
• Lesson 12: Estate Planning Consideration

Find Self-Study, Online, Or Classroom Courses In Your Area Licensing Earn your License quickly and easily! Designations/Certifications Improve your knowledge and industry standing! - Select Subject - Insurance - Adjusters Insurance - Life & Health Insurance - Property & Casualty Insurance - Title Insurance - Variable Annuity Series 10 Series 11 Series 24 Series 26 Series 27/28 Series 3 Series 30 Series 31 Series 32 Series 37/38 Series 4 Series 51 Series 53 Series 55 Series 56 Series 6 Series 62 Series 63 Series 65 Series 66 Series 7 Series 79 Series 82 Series 9 Series 99 - Select State - Alabama Alaska Arizona Arkansas California Colorado Connecticut DC Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming Alberta British Columbia Manitoba New Brunswick Newfoundland and Labrador Northwest Territories Nova Scotia Nunavut Ontario Prince Edward Island Quebec Saskatchewan Yukon Puerto Rico - Select Subject - AAI - Accredited Advisor in Insurance AFSB - Associate in Fidelity and Surety Bonding AIAF - Associate in Insurance Accounting and Finance AIC - Associate in Claims AIF - Accredited Investment Fiduciary® AIFA - Accredited Investment Fiduciary Analyst® AIS - Associate in Insurance Services AIT - Associate in Information Technology AMIM - Associate in Marine Insurance Management APA - Associate in Premium Auditing API - Associate in Personal Insurance ARC - Associate in Regulation and Compliance ARe - Associate in Reinsurance ARM - Associate in Risk Management ASLI - Associate in Surplus Lines Insurance AU - Associate in Commercial Underwriting CAIA - Chartered Alternative Investment Analyst CAS - Certified Annuity Specialist CASL - Chartered Advisor in Senior Living CCPS - Certified College Planning Specialist Certified HR Administrator CES - Certified Estate and Trust Specialist for Financial Advisors CFA - Chartered Financial Analyst CFDS - Certified Financial Divorce Specialist CFP - Certified Financial Planner CFS - Certified Funds Specialist ChFC - Chartered Financial Consultant CIC - Certified Insurance Counselor CIS - Certified Income Specialist CLU - Chartered Life Underwriter CMPS - Certified Mortgage Planning Specialist CPCU - Chartered Property Casualty Underwriter CSA - Certified Senior Advisor CTS - Certified Tax Specialist Estate Planning/Trusts FRM - Financial Risk Manager INS - Certificate In General Insurance PPC - Professional Plan Consultant PTC - Property Technical Certification QFA - Qualified Financial Advisor REBC - Registered Employee Benefits Consultant RHU - Registered Health Underwriter WCS - Workers' Compensation Specialist - Select State - Alabama Alaska Arizona Arkansas California Colorado Connecticut DC Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming Alberta British Columbia Manitoba New Brunswick Newfoundland and Labrador Northwest Territories Nova Scotia Nunavut Ontario Prince Edward Island Quebec Saskatchewan Yukon Puerto Rico Continuing Education CE courses to maintain your license or designation! Professional Development Products & Services to help manage and grow your career! - Select Subject - CASL - Chartered Advisor in Senior Living CBC CCSR CFMP CFP - Certified Financial Planner CIMA (CIMC) CLBB CLU - Chartered Life Underwriter Compliance / Legal CPB CPCU - Chartered Property Casualty Underwriter CPE CRCM Estate Planning/Trusts Ethics FINRA Licensing (Firm Element) Flood Forms & Reporting Insurance - Adjusters Insurance - Life & Health Insurance - Long Term Care Insurance - Property & Casualty Investments NAPFA PACE PHR/SPHR Re-Certification REBC - Registered Employee Benefits Consultant RHU - Registered Health Underwriter Securities Wealth Management - Select State - Alabama Alaska Arizona Arkansas California Colorado Connecticut DC Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming Alberta British Columbia Manitoba New Brunswick Newfoundland and Labrador Northwest Territories Nova Scotia Nunavut Ontario Prince Edward Island Quebec Saskatchewan Yukon Puerto Rico - Select Subject - 1031 Exchanges Accounting / Finance Accounting Standards ADA Affirmative Action / EEO Annuities Arbitration/Dispute Res/Mediation Auditing Auto Insurance Banking Business Skills Cafeteria Plans Captive Insurance Case Management Certified HR Administrator Claims Coaching COBRA Cold Calling College Financial Planning Compensation Compliance / Legal Computer Skills Customer Service Disability/Leave Mgt. Discrim/Harassment/Diversity Employee Benefits ERISA Estate Planning/Trusts Ethics Fiduciary Financial Planning Financial Statements FLSA FMLA Forms & Reporting Health Care HIPAA Hiring & Recruiting HR Admin/Management HR Compliance HSA/HRA I-9 Training Insurance Interpersonal Skills Investigations Investments IRA Leadership Life Insurance Long Term Care Management Microsoft Training Mortgages/Lending Options/Futures Payroll Peachtree Accounting Personal Development Personal Skills Personnel Forms/Policies Practice Management Property/Casualty Prospecting QuickBooks Training Referrals Retirement Plans Reverse Mortgages Risk Management Sales & Marketing Sales Training Senior Planning Social Media Software Training Strategic Thinking/Planning Tax Planning Underwriting Wealth Management Workers Compensation Writing Skills - Select State - Alabama Alaska Arizona Arkansas California Colorado Connecticut DC Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming Alberta British Columbia Manitoba New Brunswick Newfoundland and Labrador Northwest Territories Nova Scotia Nunavut Ontario Prince Edward Island Quebec Saskatchewan Yukon Puerto Rico Need training or resources in other areas? Try our other Training Center sites: HR, Acct., Banking, Insurance, Fin. Svcs., Real Estate, Mortgage, HealthCare, Safety, Sales, IT