Qualified Financial Advisor (QFA)

Professional Designation

The benchmark professional designation in financial advice

The QFA designation is relevant to anyone who hopes to follow a career in financial advice, financial services or wealth management. The QFA designation allows individuals to become accredited in all eight categories of retail financial products under the Central Bank’s Minimum Competency Code. By holding the designation, you enhance your career prospects for attaining a role in retail financial services, i.e. banking, life-assurance companies, credit unions or brokers. It is also the first step towards a career as a financial advisor or financial planner. Holding the designation is an important step on the pathway to becoming a Certified Financial Planner ©.

Programmes

Programmes

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Top questions on becoming a Qualified Financial Adviser (QFA)

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Regulatory Insights Session - Interview with Martin Moloney, IOSCO Secre...

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30% Club Executive Education Scholarships Announced

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Celebrating prize winners in IOB’s funds programmes

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Latest insights and events

Stay up to date with our latest insights

View all insights
View all events

News

Top questions on becoming a Qualified Financial Adviser (QFA)

News

Regulatory Insights Session - Interview with Martin Moloney, IOSCO Secre...

News

30% Club Executive Education Scholarships Announced

News

Celebrating prize winners in IOB’s funds programmes

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