Two levels are waiting for you to challenge
Financial planners include two levels: national vocational qualification level 2 and national vocational qualification level 1. Your efforts determine your height!
The elite of the financial industry
Bankers, securities analysts, insurance agents, corporate accountants, financial assets evaluation experts and other financial industry elites, as well as all friends who are enthusiastic about financial management, welcome to join!
Apply for qualification
Financial planners need 1 year master's experience, 3 years undergraduate experience and 4 years junior college experience, receive formal training and obtain a certificate of completion. In addition to the above conditions, senior financial planners also need to master more advanced financial knowledge and skills.
Examinations and certificates
Financial planner is a national unified examination project, including theoretical knowledge and professional ability examination. Pass all of them, and you can get the Professional Qualification Certificate of People's Republic of China (PRC) Financial Planner issued by the Ministry of Labor and Social Security, which is universal in China and hard currency for job hunting!
Course arrangement
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.