The advisers at Melvin Financial Services currently hold the following qualifications/memberships:
Qualified Financial Adviser (QFA)
The QFA, issued by LIA and The Institute of Bankers, is the gold-standard professional designation in financial advice for those working in Irish banking and financial services.
Retirement Planning Adviser (RPA)
The RPA, issued by LIA, is one of the most advanced professional designations for pensions experts in Ireland.
Chartered Financial Analyst (CFA)
The CFA®, issued by the CFA Institute, is the highest distinction in the investment management profession globally.
Professional Certificate in Stockbroking
The Professional Certificate in Stockbroking, issued by The Institute of Banking, is the benchmark qualification for those working in stockbroking firms in Ireland.
Master’s Degree in Economics (MEconSc)
University College Dublin
Affiliate Member of The Institute and Faculty of Actuaries (IFoA)
The IFoA is the only chartered professional body dedicated to educating, developing and regulating actuaries based both in the UK and internationally.
Pension Trustee Practitioner (PTP)
The PTP designation, issued by the LIA, is awarded to those who have demonstrated the necessary qualifications and knowledge (expected to be) required under IORPS II to act as trustees of DC occupational pension schemes.