Verifying advisers

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.

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Published on October 26, 2007 at 12:18 am  Leave a Comment  

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