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Introduction Members who have completed the Professional Diploma in Financial Advice (previously known as the QFA® Diploma) are invited to apply for the QFA designation. Members retain the QFA designation by complying with the ongoing Continuing Professional Development (CPD) requirements.
The QFA designation (qualification and attaching CPD programme) meets the Minimum Competency Requirements (MCR), specified by the Financial Regulator, for advising on and selling five categories of retail financial products:
- Savings, Investments and Pension Products
- Housing Loans and Associated Insurances
- Consumer Credit and Associated Insurances
- Shares and Bonds and Other Investment Instruments
- Life Assurance Protection Policies
and for certain other specified activities. QFAs who complete the Professional Certificate in General Insurance for QFAs (Bridge Exam) are also eligible to advise on/sell General Insurance Policies.
QFA designates:
- are entitled to use the designatory letters 'QFA' (Qualified Financial Adviser) after their name
- are listed (name and company name) on the QFA Online Register (see www.qfaboard.ie/qfa_register.asp)
- will receive a parchment and pin which confirms their right to use the designation
For further information in relation to QFA CPD guidelines, events, recording and returning CPD hours and FAQs please click on the appropriate links on the left hand side.
The QFA board website can be accessed at www.qfaonline.com/
The QFA Online Register can be accessed at www.qfaboard.ie/qfa_register.asp
For information on the Professional Diploma in Financial Advice (previously known as the QFA® Diploma) please click here Professional Diploma in Financial Advice/QFA Diploma
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