Qualified Financial Advisor (QFA)

As a banking professional, perhaps you have considered earning a financial planning designation to help your clients identify/achieve their financial goals?

The Qualified Financial Advisor (QFA) designation may be just what you have been seeking!

BankTrainingCenter.com offers the online QFA training program for those individuals interested in earning the prestigious Qualified Financial Advisor designation.

The Qualified Financial Advisor (QFA) designation is an advanced certification program for those professionals who need to provide financial planning and advisory services to their clients. The QFA program is ideally suited for professionals who otherwise would like to attain the coveted CFP� designation, but may lack the experience requirements, education, or the time/money to devote to becoming a CFP� certificant.

QFA designees who wish to pursue CFP� Certification later may exempt out of the first (FP101) of six modules of the Accelerated Certificate In Financial Planning program.

Curriculum

The QFA program 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

Additional Requirements

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.

Recommended Courses & Available Training Options

Bank Training Center offers the online training program to help you earn the Qualified Financial Advisor (QFA) designation.

Simply select the recommended course listed below, or search under "Licensing/Designations" in the search box thereafter for "QFA - Qualified Financial Advisor".

Recommended Online Training Courses

Qualified Financial Advisor (QFA)

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Designations/Certifications
Accredited Investment Fiduciary (AIF�)	Certified Income Specialist (CIS)	CFP Review Course
Certified Annuity Specialist (CAS)	Certified IRA Services Professional (CISP)	Chartered Advisor for Senior Living (CASL)
Certified Bank Teller (CBT)	Certified Lender Business Banker (CLBB)	Chartered Financial Analyst (CFA)
Certified Corporate Trust Specialist (CCTS)	Certified Personal Banker (CPB)	Chartered Financial Consultant (ChFC)
Certified Customer Service Representative (CCSR)	Certified Retirement Services Professional (CRSP)	Financial Risk Manager (FRM)
Certified Estate and Trust Specialist (CES)	Certified Securities Operations Professional (CSOP)	Professional Plan Consultant (PPC)
Certified Financial Marketing Professional (CFMP)	Certified Senior Advisor (CSA)	Qualified Financial Advisor (QFA)
Certified Financial Planner (CFP)	Certified Tax Specialist (CTS)	Steps to Achieve CFP� Certification
Certified Financial Services Security Professional (CFSSP)	Certified Trust and Financial Advisor (CTFA)
Certified Funds Specialist (CFS)	CFP Courses for Certification
Licensing
Insurance Licensing	Series 24 Exam Prep	Series 51 Exam Prep
Securities Licensing	Series 26 Exam Prep	Series 53 Exam Prep
Series 3 Exam Prep	Series 27 Exam Prep	Series 55 Exam Prep
Series 4 Exam Prep	Series 28 Exam Prep	Series 62 Exam Prep
Series 6 Exam Prep	Series 30 Exam Prep	Series 63 Exam Prep
Series 7 Exam Prep	Series 31 Exam Prep	Series 65 Exam Prep
Series 9 Exam Prep	Series 32 Exam Prep	Series 66 Exam Prep
Series 10 Exam Prep	Series 37 Exam Prep
Series 11 Exam Prep	Series 38 Exam Prep
Professional Development
Bank Compliance Training And Education	Banking Certifications / Designations	Mortgage Broker Training
Bank Fraud Prevention	Continuing Education Courses	Mortgage Loan Processor Training
Bank Management	Estate Planning	Trusts and Estates Training
Bank Teller Training	Loan Officer Training