Financial Investor Qualification

It's preferred that you have FA certifications.

• Certified Financial Planner ® (CFP®)
• Chartered Financial Analyst (CFA®)
• Certified Management Accountant (CMA)
• Certified Fund Specialist (CFS)
• Chartered Financial Consultant (ChFC)

Working experiences in the industry help you choose better investment type and funds type.

We value your investment experiences more than certifications and working experiences.