::: 香港財務策劃師學會 - INSTITUTE OF FINANCIAL PLANNERS OF HONG KONG :::

Home > >

About QRA Education Program and Examination

About QRA Education Program and Examination
Becoming a QRA Holder

Becoming a QRA Holder
QRA Education Program

QRA Education Program
QRA Examination

QRA Examination
QRA Membership Renewal

QRA Membership Renewal
Examination Pass Rates

Examination Pass Rates
Programme Fee

Programme Fee
Enquiries

Enquiries

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. Please note that applications must be made within 6 months after the release of the examination results. 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.