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QRA Education Program and Examination is for anyone who has a keen interest in getting a career head start in the retirement adviser space.

Applicants are required to satisfy the Education and Examination requirements to qualify for membership. QRA holders are required to satisfy continuing education requirements to continue their QRA membership.


Who are QRA Holders?

QRA holders are equipped with fundamental knowledge in retirement issues in Hong Kong and retirement-specific financial products. They are also equipped with relevant communication skills to explore clients’ retirement needs. By becoming a QRA holder, you are able to provide basic product-focused advice to both pre-retirement and retired Hong Kong clients.


Why Should You Become a QRA Holder?

  • Gain immediate recognition from employers, peers and customers.
  • Elevate your career prospects and your potential to get promoted.
  • Keep pace with the latest developments in retirement products and industry trends through continuing education.
  • Position yourself as a passionate retirement adviser to offer quality retirement advice.


Target Candidates

  • Current practitioners of the financial services industry
  • New-comers who are interested in starting a career in the retirement adviser space
  • Other professionals
Please click HERE to download the Qualified Retirement Adviser (QRA) Holder Application Form.