Brief introduction of AFP

Financial planner (AFP) is a professional who follows the six steps of financial management standard process and helps clients achieve their life goals. As a "financial planner", you must be able to correctly analyze and evaluate the financial situation of customers, and tailor a reasonable financial plan for customers according to their career stage and risk tolerance.

Declaration conditions

1. Engaged in financial management or work related to financial management in financial institutions, accounting firms, law firms and other institutions recognized by China Financial Management Standards Committee;

2. Master degree or above 1 year or above working experience, bachelor degree or above 2 years working experience, college degree or above 3 years working experience, college degree or above 7 years working experience.

subject of examination

Fundamentals of financial management (1) and financial management (2)

Examination mode

Closed coil and machine test.

Examination time

The exam lasts for 6 hours and is divided into morning and afternoon, with 90 questions for each course.

Examination place

Examination places: Beijing, Guangzhou, Shanghai, Chengdu, Shenyang, Wuhan, Hangzhou, Jinan, Nanjing, Xi and Fuzhou.

reference data

Baidu Encyclopedia:/item/%E9% 87% 91%E8% 9e% 8d% E7% 90% 86% E8% B4% A2% E5% B8% 88/572499? AFP & ampfromid = 10 18962 1 # 5