Financial Advisor

berry87

Registered User
Messages
26
Hey,

Just wondering what qualifications/licenses are needed to offer financial advice.

Is the QFA a requirement or a recommendation? Can you limit the advice you offer based on the QFA exams you have passed? Are there any equivalent qualifications and would a relevant masters suffice?

What is the quickest you can feasibly complete all the exams?

What would you need to register as with the regulator?

Would any of this change if you were offering general financial advice, but not investment advice?
 
hi qfa is a requirement you need to sit all 6 exams quickest you could do it is a year there exams 3 times a year jan may & sept. You can sit about two atva time log onto www.lia.ie for more info. Qfa covers life pensions loans inestments regulations and financial planning does not have to bejust for investments. Acii exams are well thought and internationally recognized see www.iii.ie hope that helps
 
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