Following on from our Bangkok Post article on qualified financial advisers, published in October 2007, this page will provide a quick resource that enables expats to verify the professional exam conferred qualifications of anyone purporting to be giving financial advice.
It is widely accepted that the most vigorously exam tested professional financial advisers are those who have qualified in Australia, Britain, Canada and the United States.
We will also be listing professional bodies of other countries whose financial planning qualifications are of an equivalent level.
UK
Chartered Insurance Institute: www.cii.co.uk
Irish Republic
The QFA Board.
Membership of the QFA (Qualified Financial Adviser) Board can be verified directly at their website.
Australia
Financial Planning Association of Australia: www.fpa.asn.au
Canada
Financial Planners Standards Association: www.cfp-ca.org
US
Certified Financial Planner Board of Standards: www.cfp.net
Singapore
Financial Planning Association of Singapore: website
Membership can be verified directly at their website
Hong Kong
- Institute of Financial Planners of Hong Kong: website
Verify membership directly at their website
- Society of Registered Financial Planners: website
New Zealand
Institute of Financial Advisers: website
South Africa
Financial Services Board: website
Check back with us for updates.
