1, registration conditions: meet one of the following conditions: continuous work in this profession for more than 6 years; Have a diploma in this major or related major in a technical school, technician college or vocational and technical college with the training goal of advanced skills; College degree or above in this major or related major; College degree or above in other majors, and engaged in this occupation 1 year or above; Have a college degree or above in other majors, have reached the required standard hours after three-level formal training in this major, and have obtained a certificate of completion.

2. Cost standard: 280 yuan.

3. Financial planner refers to the person who provides comprehensive financial consulting services for individuals, families, small and medium-sized enterprises and institutions by using the principles, techniques and methods of financial planning. Financial planning requires providing all-round services.