The financial planner exam is one of the important exams in the financial industry, and it is an opportunity not to be missed for those who want to engage in the financial industry. This paper will reveal the registration conditions of the financial planner exam to help you better understand this exam.

Application conditions for third-level financial planners

The conditions for applying for a three-level financial planner are relatively simple, and only college degree or above is required. Students at school need to provide "School Certificate".

Application requirements for second-level financial planners

The application conditions for the second-level financial planner are relatively high, requiring a college degree or above and having more than seven years of experience in the financial industry.

Registration materials

When registering, you need to bring the original and photocopy of graduation certificate (students need the school certificate issued by the school), the original and photocopy of identity certificate (you can bring the household registration certificate if your ID card is lost), the registration fee is about 340 yuan, 6 2-inch photos and 2 1 inch photos.

Register website

There are two choices for the registration place: 1. Vocational skill appraisal institute of local labor and social security bureau; 2. Private training schools. It should be noted that some provincial labor bureaus do not accept individual registration and can only register through private schools.

suggestion

If you are a novice in the insurance industry, you can try to apply for the third-level assistant financial planner exam first. Its registration requirements are very simple, as long as you have a college degree or above.