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Kaplan Financial will help you master the fundamentals of providing comprehensive financial planning advice to individuals and families. Qualified Financial Advisor (QFA) is a highly regarded designation for financial planning and advisory services.
- Online delivery that offers convenience and flexibility
- Excellent support to help students focus on their goals
- Quick return on your investment
The Ideal Participant
QFA is ideal for persons supporting customer transactions and making recommendations about diverse financial services products. This includes:
- 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
This program comprises 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.
Master and Apply the Concepts
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
Why Enroll in QFA?
- Quickly earn the highly regarded QFA designation
- Achieve a quick return on investment
- Online delivery offers convenience and flexibility
- Benefit from leading content, faculty, and instructors
- Excellent support to help students focus on their goals
- Exempt out of the first part (FP101) of Kaplan University's course for the CFP® Certification Examination
QFA Will Help Your Organization:
- Raise the overall level of financial knowledge of your associates to better understand, anticipate, and service your clients' full range of financial needs
- Save time and money with a highly focused three-month program that quickly gets your associates ready to produce; and increase cross-selling and up-selling
Qualified Financial Advisor Online Course - $599
To register for Kaplan Financial's QFA online course click: Qualified Financial Advisor
Or call 1-888-694-3568 today!
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