Qualifications Assessment for Financial Advisers

One recent passport-sized colour photograph is required. The photograph must be no more than six months old and of good quality (self-taken photographs are not acceptable). The photograph needs to be certified, signed and dated by the applicant. 

As proof of your identity, we require your passport biopage showing your name, photo and date of birth. If you do not have a passport, you will need to provide your full Birth Certificate.

If applicable, evidence of name change must be provided to address any naming inconsistencies in the documents submitted. This is to support your identity.

If your documents are not in English, you must submit copies of the original documents as well as the English translations made by a registered translation service.

The qualification award certificate is the official document confirming the completion of an awarded course of study. If you have not yet received your qualification award certificate, a provisional award certificate issued by the awarding body or an official statement of completion issued by the Registrar's department of the awarding institution will be accepted.

Please read notes about additional requirements for qualifications obtained from specific regions of the world below, to determine if they apply to your circumstances.

Provide us with your complete academic transcript. Transcripts are the official records from the institution outlining the courses / units of study as well as the final grades achieved as part of your academic qualification. If you attended a college affiliated to the awarding institution, the academic transcripts must be issued by the awarding institution authorised to award the qualification.

If you have any forms of professional registration, please provide evidence for the assessment. The evidence must show the country of registration, name of registration board, type of registration, registration number and expiry date.

Find the assessment fee below. 

Applicants with European qualifications should supply Diploma Supplements if available. Generally, these are only issued by educational institutions from countries participating in the Bologna Process.

Please supply evidence of passing the Professional Regulation Commission's Licensure Examinations if applicable. 

Most qualifications awarded by University Colleges and Institutes in Lebanon require evidence of approval by the Equivalence Committee of the Ministry of Education and Higher Education. Please supply this evidence confirming equivalency to a qualification awarded by a Lebanese university.

Qualifications that have been awarded by educational institutions in China must be verified by the Qualification Verification service at VETASSESS. You can read more about the Chinese Qualifications Verification process at here.