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Financial Advisors

  • 25-01-2009 5:39pm
    #1
    gerry87
    Registered Users, Registered Users 2 Posts: 872 ✭✭✭


    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?


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