1, assistant financial planner (national vocational qualification level 3) (anyone who meets one of the following conditions can apply)

(1) has a college degree and has been engaged in this profession for more than 4 years before applying.

(2) Obtaining a bachelor's degree in a related major and having been engaged in this occupation for more than 3 years before applying.

(3) Obtained a master's degree in related major, and worked in this occupation for more than 1 year before application.

2. Financial planner (national vocational qualification level 2) (anyone who meets one of the following conditions can apply)

(1) has a college degree or a bachelor degree, and has worked as a financial planner for more than 5 years after obtaining the professional qualification certificate of financial planner.

(2) Having a master's degree in non-financial major, having obtained the professional qualification certificate of financial planner, having been engaged in financial planner for more than 3 years continuously, and having achieved certain work results (including research results, award-winning results, papers and works, etc.). ).

(3) Have a master's degree or above in finance or a doctorate in other specialties, have been engaged in financial planning for more than 2 years after obtaining the professional qualification certificate of financial planning, and have certain work achievements (including research achievements, award-winning achievements, papers and works, etc.). ).

You can ask some training institutions. Doctor Da Training Group has a good reputation, and the website has a free consultation hotline.