The qualification certification of AFP financial planner must meet the "4E" standards of education, examination, experience and ethics.

1, experience (experience) meets AFP certificate certification conditions.

After passing the AFP exam, the first certification of AFP certificate is required, and the applicant needs to have a certain number of years of relevant experience in the financial industry.

Three years of junior college, two years of undergraduate course, postgraduate 1 year.

2, education (degree) financial network graduation training registration conditions

To take the AFP exam, you need to graduate from the wealth management network first. The registration conditions of wealth management network are relatively simple, and college education or above can be registered.

3. The exam passed the AFP exam organized by the Gold Standard Committee.

4. Professional Ethics (Ethics) Sign an electronic professional ethics commitment letter.

Applicants for AFP qualification must agree with and abide by the Code of Professional Ethics for Financial Planners and the Operation Guide for Financial Planners issued by the Financial Management Standards Committee of China Financial Education Development Foundation.

Sample of AFP certificate and learning flow chart: