Reference website: www.chfpedu.com

Let me briefly introduce what I know:

In the financial industry, you have to be prepared. A certificate can't change fate. Finance is inseparable from marketing. Even if you talk about technology, how can you cash in your ability without money? On the other hand, how can you exercise your skills without money?

Financial planner is a new industry all over the world. For example, western European countries began in the late 1980s and early 1990s.

Asia started late, for example, Taiwan Province Province and Hongkong didn't really realize this industry until the new millennium.

To be called a financial planner, you must have the ability of financial planning and know all the industries and elements involved in financial management like the back of your hand.

Be able to draw inferences from all problems encountered and predict all potential risks at any time.

Of course, the most important thing is that the asset allocation plan can achieve the ideal goals of customers.

To put it simply, financial planner is a high-level industry, and its employees should be elites.

Generally speaking, if you are looking for a financial planner and you want him to help you plan your asset allocation, you must first trust him completely, right?

So, what makes him worthy of your trust? Of course, it is his professional knowledge, ability, experience and professional ethics.

What would you do if a young man in his early twenties claimed to be a financial planner and asked you to follow his advice?

What I said above is, don't pay too much attention to this kind of qualification examination, it won't be as effective as we thought.

Will not directly become a stepping stone to our lives.

However, it should be added that it is not completely useless to apply for an assistant financial planner.

At least, you can learn a whole set of theoretical knowledge.

Financial planning is a new industry. Under the background of rapid economic development,

Its development prospect in China is limitless.

Through this systematic study (if you really want to take the exam, you must be fully prepared)

It is of great guiding significance for your future work.

You can clearly make a plan for your career development.

You can have a general understanding of the past, present and future of this market.

So as to roughly confirm your future development direction (or you may find yourself suitable for this line step by step)

My friend's answer before is reasonable.

A financial planner must be knowledgeable and able to draw inferences from others.

But not really. You just need to have a general understanding of many industries.

In other words, you only need to know how participants play, such as stocks, such as funds, such as futures.

Then you have to have your own strengths, specialize in one subject and stand out from the crowd. That's your real value.

So, I mean, this kind of certificate is worth a test, but don't have too realistic expectations.

In addition, it is often some rich people who really need financial planners.

Learning how to deal with them also needs to be considered.

In other words, if you are lofty, you may not be suitable for this industry.

All the above are personal experiences and opinions.

Specific exam details can be searched on Baidu.

There is also a special examination website, you can go and see it yourself.

It should be reminded that at present, the certificates issued by the Ministry of Labor and the Ministry of Social Security are valid in China.

Remember to confirm before entering the exam, don't be fooled.