Qualified Financial Advisor
The Qualified Financial Advisor (QFA) is a highly regarded designation ideally suited to financial planning professionals
who aspire to attain the CFP® Certification but lack the bachelor's degree or experience requirements. It is also a logical
first step for new hires in the financial services industry, sales assistants, and producers in transition.
NOTE: The QFA is not a CFP® Board-Registered program, but successful completion of this program allows
a QFA designee exemption from the CFP® Exam Education 101 Course (FP101) Kaplan University offers to obtain
the required education to sit for the CFP® Certification Examination.
Why Enroll in QFA?
Depending on your financial services background, there are several reasons why you may want to enroll. You can:
- Quickly earn the highly regarded QFA designation
- Achieve a quick and valuable return on your training investment
- Enjoy the convenience and flexibility of an online course
- Benefit from leading content, faculty, and instructors
- Receive excellent support to help students focus on their goals
-
Obtain exemption from Kaplan University's first course (CFP® Exam Education 101 Course)
for the CFP® Certification Examination.
The Ideal Participant
The QFA designation is ideal for the following financial professionals:
- Financial planning professionals lacking the necessary bachelor’s degree and/or experience requirements to take the CFP® Certification Exam
- Persons supporting customer transactions and making recommendations about diverse financial services and products
- New hires not ready for the rigorous process of securing the CFP® Certification
- Experienced producers/financial planners that are transitioning from specific product sales into more general sales roles
- High-level platform personnel and sales assistants
Curriculum Overview
Kaplan Schweser has developed this entirely online course for the busy professional, delivering the concepts necessary to master the
fundamentals of providing comprehensive financial planning advice in a convenient and focused approach.
The QFA Program presents the fundamentals of financial planning with a concentration in wealth management. It encompasses 12 individual
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.
- 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
To achieve the QFA designation, the student must complete the entire program and successfully pass the exam in a 3-month period.
For More Information
Call our customer service team at 888-694-3568
My Cart (
