Financial planner, referred to as AFP, is the first level of the two-level certification system for international financial planners in China, awarded by the Gold Standard Committee. There are two courses, face-to-face and online, which are relatively expensive. At present, the average pass rate of AFP test in China is close to 75%.

The designated textbook for financial planners is compiled by the Financial Planner Standards Committee (FPCC) of China Financial Education Development Foundation and published by CITIC Publishing House:

(1) Principles of Financial Management (Volume I)

(2) Principles of Financial Management Volume II

(3) investment planning

(4) Personal risk management and insurance planning

(5) Employee benefits and retirement plans

(6) Personal taxation and estate planning

examination fee

The examination fee is 1. AFP Qualification Examination RMB 990 yuan.

2.2. Examination fee. CFP Qualification Examination 1980 yuan. These include:

Investment planning review fee 500 yuan RMB;

Employee benefits and retirement plan review fee 250 yuan;

Personal tax and estate planning examination fee 250 yuan;

The examination fee for personal risk management and insurance planning is 465,438 yuan +00 yuan;

The examination fee for comprehensive case analysis is RMB 570 yuan.

3.3. Examination fee. EFP Qualification Examination RMB 500 yuan.

If you are not a finance major, you should be prepared in advance. On the one hand, you don't know a lot of financial common sense, on the other hand, you have to learn again, which is quite expensive. It is recommended to review first and then apply for the exam.