CPATrainingCenter.com offers CPA exams, accounting degree training, CPE, and professional development for accountants and CPAs

Qualified Financial Advisor (QFA)

Qualified Financial Advisor (QFA) designationPerhaps you have considered pursuing a financial planning certification to assist your clients with their investments or other planning needs.

Then look no further, and consider the Qualified Financial Advisor (QFA) designation!

CPA Training Center provides the QFA training and certification course for those professionals who are interested in earning the prestigious Qualified Financial Advisor (QFA) designation.

The Qualified Financial Advisor (QFA) designation is ideal for those professionals who provide financial planning and advisory services to their clients and wish to expand their knowledge. The QFA program is the perfect alternative 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.

For those QFA designees who wish to pursue CFP® Certification later, successful completion of this program allows a QFA designee to exempt out of the first (FP101) of six modules of the Accelerated Certificate In Financial Planning program.


Curriculum

This course introduces candidates 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

CPATrainingCenter.com offers the online curriculum for earning the 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


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!




Continuing Education
CE courses to maintain your license or designation!
 Professional Development
Products & Services to help manage and grow your career!





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


Feature Items
The Dodd-Frank Regulatory Reform Bill: How Will It Affect You?
The Dodd-Frank Regulatory Reform Bill: How Will It Affect You?
Fundamentals Of Internal Auditing
Fundamentals Of Internal Auditing
Board Certified In Estate Planning (BCE)
Board Certified In Estate Planning (BCE)
Internal Audit School
Internal Audit School
QuickBooks Live & On-Demand Webinars
QuickBooks Live & On-Demand Webinars
CPA Exam Review
CPA Exam Review
Qualified Financial Advisor (QFA)
Qualified Financial Advisor (QFA)
Basic Individual Income Tax Preparation Course
Basic Individual Income Tax Preparation Course
Life Insurance Licensing
Life Insurance Licensing
IRA Success Kit
IRA Success Kit
Audio Review for the CFP® - MP3 Download for November 2009 Exam
Audio Review for the CFP® - MP3 Download for November 2009 Exam
Accredited Investment Fiduciary (AIF) Web-based Program
Accredited Investment Fiduciary (AIF) Web-based Program
1040 Training
1040 Training
How To Legally Handle Unclaimed Paychecks
How To Legally Handle Unclaimed Paychecks
Third Party Sick Pay: How Do You Report It, What’s Taxable, And What’s Not
Third Party Sick Pay: How Do You Report It, What’s Taxable, And What’s Not
Continuing Education
CPA CPE Accounting CPE  
Designations/Certifications
Enrolled Agent (EA)    
Licensing/Designations
Accounting Certifications Certified Management Accountant (CMA) Series 6 Exam Preparation
Accounting Degrees Certified Senior Advisor (CSA) Series 7 Exam Preparation
Accounting Schools Chartered Tax Professional (CTP) Series 24 Exam Preparation
Accredited Investment Fiduciary (AIF) CPA Exam Requirements Series 63 Exam Preparation
Professional Bookkeeper Certification CPA Exam Review Series 65 Exam Preparation
Certified Financial Planner (CFP) Forensic Certified Public Accountant (FCPA) Series 66 Exam Preparation
Certified Forensic Accountant Life and Health Insurance Licensing United States Tax Court Exam
Certified Internal Auditor (CIA) Qualified Financial Advisor (QFA)  
Certified Information Systems Auditor (CISA) Securities Licensing  
Professional Development
1040 Training Fraud Auditing Sarbanes Oxley Act Training
Accounting Training Internal Auditing Software
Book Store Payroll Training Speakers Bureau
Conferences & Events Peachtree Accounting Software Training Tax Preparer Requirements
CPA Marketing For Accountants PowerPoint Training Tax Preparer Training
CPA Training QuickBooks Training Sales Training
Forensic Accounting Training Courses QuickBooks Webinars