QFAs are those who are
Chartered Accountants (CAs),
Chartered Financial Analysts (CFAs),
Certified Financial Planners (CFPs),
Chartered Wealth Managers (CWMs),
Registered Investment Advisors (RIAs), etc.,
with the necessary educational qualifications, certifications, and experience that highlight the skill set of financial planning.
Solving problems that have been existing in the personal
finance industry for way too long.
A customer set seeking QFAs, bridging the need gap that exists in personal finances
Networking opportunities with a community of Qualified Financial Advisors (QFAs)
Operations made easy for advisors through automated data consolidation and analytics
Algo assisted research and recommendations make it faster to provide advice