Theoretical knowledge+professional ability
If you only pass the 1 exam in theoretical knowledge, professional ability and comprehensive evaluation, your grades can be kept at 1 year, and you can apply for make-up exams for unqualified subjects next year.
The contents of the third-level examination: professional ethics, theoretical knowledge and professional ability; They are all multiple-choice questions.
The examination materials are:
The new textbook is divided into three volumes, including Basic Knowledge of Financial Planners, Professional Competence of Assistant Financial Planners and Professional Competence of Financial Planners.
Among them, "Basic Knowledge of Financial Planners" is suitable for assistant financial planners (national vocational qualification level 3) and financial planners (national vocational qualification level 2), and it is a general teaching material that has passed the national financial planner examinations at all levels. The professional ability of assistant financial planner and financial planner are applicable to the national financial planner level 3 and level 2 exams respectively.
Where can I learn professional courses for financial planners? Thank you, handsome guys and beautiful women.
How do you say this?
I think we should consider it from a personal point of view, but from the whole environment, everyone says that they are the best, and this has no credibility.
Mainly from teachers, word of mouth, course quality, pass rate and other different dimensions to get the answer.
Where can I register as a financial planner in the school?
Financial planners have stopped taking the exam, and May this year is the last chance to make up the exam. If you want to learn, you can find some online courses. If you want to study, you can take the registered financial planner. Authoritative experts in the industry believe that "CIFP certificate is a globally recognized profession and highly recognized by international and domestic financial industries and Fortune 500 companies.
Ⅳ What courses do you need to take to become an excellent financial planner?
Depends on which grade you want to take the exam.
National professional qualification level-advanced financial courses such as the frontier of international financial market, the right to analyze current economic hotspots, equity investment and venture capital, the frontier of international taxation, offshore trust and offshore account, distribution and inheritance of complex family property, family equity management and innovative financial management;
The second-thirteenth courses of national vocational qualification include financial planning principles, macroeconomic analysis, investment planning, risk management and insurance planning, tax planning, cash planning, consumption expenditure planning, retirement planning, property distribution and inheritance planning, and comprehensive financial planning;
Three-eleven courses of national vocational qualifications such as financial planning principles, macroeconomic analysis, investment planning, risk management and insurance planning, cash planning, consumption expenditure planning, retirement pension planning, property distribution and inheritance planning;
Ⅳ What courses do you need to study and what textbooks do you use to obtain the certificate of personal financial planner?
For reference, you have to go to the bookstore to find the teaching materials yourself.
FP China Certified (Assistant) Financial Planner Course Arrangement
Module 1 Fundamentals of Financial Management
1, the meaning and concept of financial management 2, monetary time unit 3, the current situation and development trend of financial management market in China.
4, financial professionals should have the quality.
Module 2 Personal Finance Operation
1. Understanding Personal Finance II. Steps of personal financial planning. Personal financial management strategy
Module 3 Avoiding Personal Financial Risks
1, First Understanding of Personal Financial Risk 2, Misunderstanding of Personal Financial Risk 3, Ways to Avoid Financial Risk
Module 4 Sales of Financial Products
1, establishment of wealth management customer relationship 2, sales technology of financial wealth management products 3, sales strategy of financial wealth management products
4. Financial product sales management
Module 5 Bank Financing
1, bank financing foundation 2, bank financing content 3, bank financing risk 4, bank financing strategy 5, bank financing skills
Module 6 Securities Financing
1, securities financing foundation 2, securities financing content 3, securities financing risk 4, securities financing skills
Module 7 Financial Management of Securities Investment Funds
1. Basis of financial management of securities investment funds II. Contents of financial management of securities investment funds. Financial risk of securities investment funds
4. Securities investment and financial management strategy. Fund financial management skills
Module 8 Insurance Financing
1, insurance financing foundation 2, insurance financing content 3, insurance financing risk 4, insurance financing strategy
5. Insurance financial management skills
Module 9 Trust Financing
1. Basis of trust financing. The content of trust financing. Risks of trust financing. Trust financing strategy
Module 10 foreign exchange financing
1. foreign exchange financing basis. Contents of foreign exchange financing. Risks of foreign exchange financing. Foreign exchange financing strategy
5. Foreign exchange financial management skills
Module 1 1 Laws and regulations related to financial management
1, laws and regulations on financial management of commercial banks 2, laws and regulations on securities financing 3, laws and regulations on insurance financing
4. Trust financing laws and regulations. Laws and regulations on personal foreign exchange financing. individual income tax
Module 12 Tax Planning in Personal Finance
1. Understand tax planning. 2. Common methods of personal income tax planning in personal finance.
ⅵ What subjects do financial planners have?
If you take the exam, there will be two books: Basic Knowledge of Financial Planners and Professional Ability of Financial Planners.
The content probably includes:
The first module: basic courses: macroeconomic situation analysis, financial planning overview and basic concepts of management, investment and financial management;
The second module: core course: investment planning: the basic concept of investment and financial management, the objectives and principles of investment and financial management, the measurement and report of personal financial management, and the investment in stocks, bonds, funds, trusts, foreign exchange, objects, collections and education; Taxation and heritage management: individual tax planning, small and medium-sized enterprise tax planning, heritage management; Personal risk management: risk and personal risk tolerance, personal risk management and welfare system; Insurance planning: insurance planning, tax planning, insurance contract analysis;
The third module: practical course: financial planning requirements: the establishment of customer relationship, the collection of customer information and the understanding of customer goals, the analysis of customer basic situation, the formulation, writing, implementation and monitoring of financial planning scheme, and the selection of investment and financial laws and regulations; Banking/insurance financing tool application, securities, futures, real estate investment application, venture capital planning; Examination time and question type:
As a national unified examination major, the examination time is the third Saturday or Sunday in May each year, 165438+ 10. Relatively difficult, so I still have to work harder at ordinary times. Work hard! !
What courses do financial planners take?
Financial planner will soon become another golden collar career with broad development prospects in China after lawyers and certified public accountants. CFP is an internationally recognized qualification examination and certification. China AFP and CFP certification are the only Chinese mainland certification recognized by the international CFP, and also the only localized international financial certification at present.
In 200 1 America's "Job Evaluation" ranking, financial planners ranked first, including the presidency. Forbes magazine once listed the top ten highest-paid occupations in the 20th century, and financial planners ranked second. 1997 The average annual salary of financial planners in the United States was $65,438 +0 1 10,000, which was equivalent to the middle managers of large companies. In 2005, the highest income of financial planners in Hong Kong reached over HK$ 2 million. The annual salary of financial planners in China "should be between 6.5438+10,000 yuan and 6.5438+10,000 yuan".
At present, China's middle class continues to expand and residents' wealth accumulation has increased substantially, and it has entered the era of wealth management, which puts forward an urgent demand for comprehensive financial management services. At the same time, the global and China financial industries are entering the era of mixed operation, and financial customers urgently need comprehensive financial planning services integrating banking, insurance, securities, funds, trust, investment, pension, taxation, accounting, law, real estate, education, property accumulation and inheritance. In China, less than 65,438+00% of consumers' wealth has been professionally managed, while in the United States, the proportion has reached 58%.
Financial planners have a wide range of high-paying employment channels, with as many as 300 thousand financial employees in the United States. In recent years, the professional qualification certification of financial planners in China has been increasingly favored by financial institutions and professionals in the society, and has become one of the important qualification certificates to highlight the identity of financial professionals. Financial planners can not only serve financial institutions, such as commercial banks, insurance companies, securities companies, fund management companies, trust companies, financial companies and financial departments. , you can also practice independently and provide financial services to customers as a third party.
ⅷ Excuse me, is the financial planner teaching course in Global Network School good?
The teacher is more experienced and has a lot of exam skills to teach you. You should be serious.
What is the specific content of the financial planner course? What direction can it develop?
Financial planners are included in the unified examination items approved by the Ministry of Labor and Social Security, which are divided into two forms: theoretical knowledge examination and professional ability examination.
Theoretical knowledge test and professional ability test time is 90 minutes; Comprehensive evaluation time is not less than 30 minutes.
Among them, theoretical knowledge: 8: 30am-10, skill assessment:10: 30am-12, and the comprehensive assessment time will be conducted after passing the theoretical and skill examination. If all modules pass the examination, and if they fail to pass the next free training, they will be awarded the professional qualification certificate of People's Republic of China (PRC) (PRC) financial planner issued by the Ministry of Labor and Social Security. This certificate is used all over the country and does not need annual inspection. It is a qualification certificate for job hunting and employment.
Compulsory courses for senior financial planners: basic knowledge of financial planning, financial planning requirements, investment planning, insurance planning, tax planning and advanced financial planning practice.
Required courses for financial planners: basic knowledge of financial planning, financial planning requirements, investment planning and insurance planning.
ⅹ What courses are there for the economic planner?
Economic professional and technical qualification examination is a national unified examination organized by the Ministry of Personnel. The examination is divided into two levels: intermediate and elementary. Each level of examination is divided into two subjects: professional knowledge and economic foundation: intermediate level: economic basic theory and related knowledge; Professional knowledge and practice
Note: Junior and intermediate Professional Knowledge and Practice are divided into business administration, agriculture, enterprise management, business marketing, taxation, materials, finance, finance, insurance, transportation (waterways, highways, railways), human resources, posts and telecommunications, real estate, travel agencies, price management, hotel management, business administration, construction economy, etc.1