Format: Online Training Course |
The following provides course information, as well as pricing, author, and educational credit information for the course you selected.
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Title: |
Description:
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Master the fundamentals of providing comprehensive financial planning advice to individuals and families.
The Qualified Financial Advisor (QFA) designation is highly-regarded for those professionals who seek to provide financial planning and advisory services to their clients.
Also, the successful completion of this course allows a QFA certificant to exempt out of the first part (FP101) of the Accelerated Certificate In Financial Planning program for the CFP® Certification Examination!
Curriculum Overview
This course introduces you to the concepts and profession of personal financial planning, comprised of one online course with 12 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: 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
The Ideal Participant
The QFA course is ideal for the following financial professionals:- Agents or Advisors who wish to pursue the CFP designation and want to try one module prior to making the full 6-module commitment
- Persons supporting customer transactions and making recommendations about diverse financial services products
- New hires not ready for the rigorous process of securing the CFP® certification
- Experienced producers/financial planners who are transitioning from product sales into more consultative planning roles
- High-level platform personnel and sales assistants
The program is designed for the busy professional, allowing one to study from the home, office, or on the road - plan your study schedule around your needs!
If you would like to learn more about the QFA designation or further requirements, click here.
Registration
After registering for the program, you will receive an email within 24 hours that includes your online access instructions. The entire course is presented in an online curriculum; there are no other textbooks or manuals that candidates are required to purchase. Your tuition includes:- 24-7 Online access to all required QFA study materials (no additional purchases required)
- Easy playback to go back and refresh topics studied earlier
- Access to study support team via email
- Repeats/’Do Overs’ of the course until a passing grade is achieved
You have 6 months online access from the date of purchase to complete the course and successfully pass the exam. Don’t delay, enroll today! |
| About The Provider: |
Kaplan Schweser is a leading global provider of financial education solutions to professionals around the world, helping candidates leverage their careers by preparing them for CPA, CFA®, FRM®, CAIA®, CFP® Certification, ChFC®, CLU®, CASL®, and CPCU® exams as well as Securities Licensing, Insurance Prelicensing, and Continuing Education requirements.
Kaplan Schweser is a division of Kaplan Professional, a leading international education services provider and a subsidiary of The Washington Post Company.
Kaplan Schweser provides:
Extensive Knowledge
Kaplan Schweser's high-quality materials are considered the gold standard and are used by dozens of top universities.
Expert Instructors
Kaplan Schweser educators have more than 400 combined years of financial planning, training, and consulting experience.
Flexibility
Our self-study and instructional methods are customizable to fit your particular learning style and schedule.
Structure
Kaplan Schweser's products are designed to provide a logical and well-planned approach to the study process.
Advanced Technology
Our innovative technology provides convenient access to live instruction, efficient online study tools, and the opportunity to interact with other students. |
| Price: |
$599.00 |
| More Info: |
Contact Us For More Information |
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