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Becoming TFA

How you I become TFA ?

  • You have valid credentials - CFA, CFP, similar or atleast 5 years experience in investment management
  • You are serving atleast 10 customers
  • You provide your market vision atleast once every year

How can I become Highly Rated TFA - There is only one Highly Rated TFA per zip code?

TFA to put their market vision regarding stocks, gold, oil as many times as they want

The more closer your vision would be to real life, the higher you score

Even if you are not best at forecasting, the number of clients you are advising would help your score move up


How your clients think of you


No amount of money you pay to us can improve your rankings

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