1. To register for the financial planner exam, you need to meet the following conditions:

1, high school education or above, at least 18 years old.

2. No bad credit record, not included in the national, provincial and municipal "blacklist".

3. Meet the basic physical conditions and pass the relevant physical examination.

2. The registration fee is as follows:

1. The first registration fee is 700 yuan, and the makeup registration fee is 500 yuan.

2. The payment method of registration fee is online payment, and cash payment is not supported.

The registration fee must be paid within the specified time. Those who fail to pay within the time limit will be disqualified.

Third, the characteristics and precautions of the financial planner exam:

1. The exam is in the form of computer, and the whole process is closed. Examination subjects include investment planning and financial planning.

2. Examination time 150 minutes, 90 minutes for each subject, and the remaining 30 minutes is the time for handing in papers.

3. The test scores are based on a percentage system, and 60 is divided into qualified scores.

4. The results will be announced within 5 working days after the end of the exam, and candidates can check in official website.

5. The test results are valid for 4 years, and candidates need to complete all the test subjects within the validity period.

Fourth,

FinancialPlanning refers to the use of scientific methods and specific procedures to make practical and operational financial plans for customers.

It mainly includes cash planning, consumption expenditure planning, education planning, risk management and insurance planning, tax planning, investment planning, retirement planning, property distribution and inheritance planning.

The purpose of financial planning is to enable customers to continuously improve their quality of life, even if they are old and weak or their income drops sharply, they can maintain the established standard of living. The goal of financial planning has two levels: financial security and financial freedom.

Financial planning is a comprehensive process of evaluating the financial needs of individuals or families in all aspects. It is a comprehensive financial service that professional financial personnel analyze customers' life and financial situation by defining their financial objectives, so as to help customers make feasible financial plans.

Financial planner is a profession that provides professional financial services to customers. To sign up for the financial planner exam, you need to meet certain conditions and pay the corresponding fees.

In the process of preparing for the exam, candidates need to fully grasp the content of the exam, pay attention to the accumulation of practical experience, and improve their professional quality and comprehensive ability. At the same time, candidates also need to pay attention to the examination time and arrangement, reasonably plan the review plan, and comprehensively improve the examination ability.