Frequently Asked Questions

Key Differences from Traditional Credentials:

Top 11 Reasons to Become TFA:

Requirements to Become TFA:

• Valid credentials: CFA, CFP, CPA, CA, Risk Manager, Accountant, tax planner, or similar
• OR at least five years experience in investment management
• Currently serving: At least ten customers
• Market vision: Provide your market predictions at least once every year

How Ranking Works:

• The closer your market predictions are to reality, the higher you score
• Number of clients you advise helps improve your score
• Client reviews and feedback matter
• No amount of money can improve your rankings

Factors for High Rating:

• Market predictions: Provide predictions for stocks, gold, oil regularly
• Prediction accuracy: The closer to real market movements, the higher your ranking
• Client base: Number of people you're advising
• Accessibility: How easily accessible you are to clients
• Client reviews: How your clients think of you
• Credential validation: We manually validate your credentials

Ranking Factors:

Market Prediction Guidelines:

• Provide market vision for stocks, gold, oil regularly
• Closer predictions to reality = higher ranking
• Quality predictions matter more than quantity

How Market Vision Works:

• Every TFA can enter their price targets for various assets
• Show clients how accurate your predictions were
• TFA who comes closest to actuals gets prize money (Amazon gift cards)
• Builds credibility with transparent track record

Benefits for Advisors:

• Client Trust: Demonstrate your forecasting ability
• Competitive Edge: Stand out with proven predictions
• Recognition: Monthly winners get highlighted
• Track Record: Build a public history of accuracy

Global Reach Benefits:

• International Exposure: Access to 10,000+ clients worldwide
• Marketing Support: Platform handles marketing and lead generation
• Efficiency Tools: CRM, scheduling, and client management included
• Only One Per Zip: Reduced competition in your area

Revenue Opportunities:

• Serve more clients with better tools
• Focus on advisory work while platform handles admin
• Build reputation through verified performance
• Access to high-quality leads from platform traffic

TFA Accreditation Benefits:

Platform Synergy:

Combined Value:

• Complete solution for all investment timeframes
• Empowers financial professionals with better tools
• Serves both active traders and long-term investors

Problems TFA Solves:

TFA Advantages:

• Verified advisors: Every advisor is vetted and verified
• No paid rankings: Merit-based visibility only
• Performance measurement: Real track record tracking
• Community platform: Non-profit, client-focused
• Hybrid approach: Human advisors with AI enhancement

Available Tools:

• Trading Planner: Organize and schedule your trades
• Live Portfolio: Real-time portfolio tracking
• Idea Zone: Collect and analyze investment ideas
• Performance Tracking: Monitor your returns over time

Features Include:

• Candlestick pattern analysis
• Insider trading insights
• Hedge fund activity tracking
• Correlation analysis
• Options strategies

Candlestick Analysis Features:

• Pattern Recognition: Automatic identification of key patterns
• Signal Strength: Reliability scoring for each pattern
• Historical Performance: Back-testing pattern success rates
• Real-time Alerts: Notifications when patterns form

Educational Resources:

• Pattern explanation guides
• Trading strategy tutorials
• Risk management techniques
• Market timing insights

Insider Tracking Tools:

• Real-time filings: SEC insider trading notifications
• Pattern analysis: Historical insider behavior patterns
• Volume analysis: Unusual trading volume before announcements
• Price alerts: Notifications at key insider price levels

Strategic Advantages:

• Early warning system for institutional moves
• Understanding of insider confidence levels
• Timing entry points based on insider activity
• Risk management using insider exit points

Smart Money Intelligence:

Strategies to Counter Smart Money:

• Early Detection: Spot institutional accumulation patterns
• Contrarian Signals: Identify when institutions are wrong
• Flow Analysis: Follow money flows before they become obvious
• Alternative Data: Use non-traditional information sources

Correlation Analysis Features:

• Real-time correlations: Dynamic relationship tracking
• Historical patterns: Long-term relationship analysis
• Sector relationships: Cross-industry connections
• Event correlation: How stocks move during specific events

Practical Applications:

• Pairs trading opportunities
• Portfolio diversification optimization
• Risk hedging strategies
• Market timing insights

Options Tools Available:

Strategy Categories:

• Bullish strategies: Calls, bull spreads, covered calls
• Bearish strategies: Puts, bear spreads, protective puts
• Neutral strategies: Straddles, strangles, iron condors
• Advanced strategies: Butterflies, ratios, synthetics

Security Measures:

Technical Details:

• Authentication: OAuth through Google/Facebook prevents password exposure
• Encryption: Military-grade security for data at rest and in transit
• SSL/HTTPS: Secure Socket Layers with RSA method encryption
• Access Control: Strict permission management
• No Third-party Access: Your data is never shared or sold

Privacy Commitment:

• We never ask for additional permissions to access your data
• No data mining or selling to third parties
• Complete control over your information
• Transparent security practices

Ranking Algorithm Factors:

What We DON'T Consider:

• Payment: No amount of money can improve rankings
• Marketing spend: Advertising doesn't affect position
• Firm size: Independent advisors compete equally
• Politics: Purely merit-based system

Transparency Promise:

• All ranking factors are publicly disclosed
• Regular audits of the ranking algorithm
• Community-driven, non-profit platform
• Real-time performance tracking