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FAQ

FAQ

FREQUENTLY ASKED QUESTIONS

Financial degrees are earned by studying, and they are essential.

TFA is earned by how good a financial advisor is in real life. They are 100% free supported by a 501c(3) non-profit. There is no cost to an advisor, and their information is never sold to anyone. TFA is a simple system that brings out trusted advisors to the top. We support and provide multiple tools for the success of independent financial advisors to stand on the same ground as compared to financial advisors from well-known firms.

The key idea is, if a financial advisor is useful in helping clients portfolio grow, we will raise the visibility of that financial advisor to everyone — This ensures the Financial advisor can focus on their real work while we take care of things like appointment scheduling, marketing, CRM, Reviews management, etc.

You can make predictions about markets, ex S&P500, Gold for the next 3,6,12 months and show to your clients how good you were

Most importantly, We help you find the client’s actual risk profile as we cater to traders and investors.

Top 11 reasons to become TFA:

  1. Be certified to help over 10,000+ growing clients worldwide improve their financial future
  2. An extensive suite of artificial intelligence tools help you improve client portfolios
  3. Know your clients' True Risk Profile', so you can recommend the best solution
  4. Zoom ahead of the competition:Only one trusted financial advisor per zip code gets highlighted on the website
  5. Make predictions and show clients how good was a TFA in predicting markets
  6. Weekly analytics of financial markets and their future direction
  7. Free marketing:System raise awareness about TFA in the community via various channels
  8. TFA would be on the world #1 website. Search in Google or Bing "Trusted Financial Advisor" - The site is always on top
  9. Trusted reviews – validate both client and advisor to ensure there are no fake reviews
  10. Clients come to various sites owned/partnered by TINO IQ app/websites daily - Highest client engagement
  11. TFA would get own trusted link like https://www.trustedfinancialadvisor.org/TFA/name

TFA accreditation:

  1. Allows you to display TFA materials that lets customers and potential customers know they can do business with you confidently
  2. Provides customers with reliability reports that identifies you as an Accredited Business and confirms the good reputation you've earned
  3. Alerts you to scams and frauds targeting your business and provides you with information on suppliers and charities
  4. Helps resolve outstanding disputes so your business can avoid costly litigation and retain customers
  5. Raises business practices in your industry so your business can compete fairly and honestly

Trusted Financial Advisor was created to solve these problems:


Problem #1: How much confidence can I have in recommendations from a financial advisor?

Problem #2: Financial advisors don't like to disclose their past performance

Problem #3: Does your financial advisor have the right credential to help you?

Problem #4: Can they help in both short term and long-term investments?

Problem #5: Am I stuck with one advisor, OR can I seek multiple advisors' feedback?

  1. We verify every advisor so that you are always working with a trusted advisor
  2. Some sites charge fees to improve rankings - WE DO NOT DO THAT. Advisors cannot pay to improve their rankings
  3. Every advisor is measured based on their performance. "No fake reviews"
  4. Website for a community – "Not profit"
  5. Hybrid advisors - We empower "Human Financial Advisors" to become smarter than "Robots of the future"

How you I become TFA ?

  • You have valid credentials - CFA, CFP, CPA, CA, Risk Manager, Accountant, tax planner, similar or at least five years experience in investment management
  • You are serving at least ten customers
  • You provide your market vision at least once every year
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 the best at forecasting, the number of clients you are advising will help your score move up

How your clients think of you

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

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

Increasing your ranking depends on multiple factors like below :

  1. How many people are you advising ?
  2. How easily are you accessible to your clients ?
  3. How do your clients think of you ?
  4. We validate your credentials manually
  5. How well can you predict the markets
  • TFA can provide their market vision regarding stocks, gold, oil
  • The closer their prediction is to real life, the higher your ranking
  • We use google/facebook to authenticate users. This way we do not have to keep your passwords on our server. We do not ask for any additional permissions to access your data
  • We encrypt all data to military-grade security.
  • Only you have access to your data.
  • We authenticate you using Google or Facebook. This ensures that we never have access to your password.
  • Our server use SSL (Secure Socket Layers) and public key infrastructure that uses the RSA method of encryption and authentication via security certificates. It helps to establish a secure connection between the client and the server through the secure protocol HTTPS.

Best Advisor

Both TINO IQ and TFA (Trusted Financial Advisor) helps investors/traders in preserving and growing their capital
  • TINO IQ focusses on short term trading ideas - 1 to 2 weeks
  • Trusted Financial Advisor focuses on long term. In addition, it also empowers financial professionals to help their clients
Every TFA can enter their price target You can show clients how good were your predictions TFA who comes closest to actuals for the month get's a prize money in form of amazon gift cards