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Vocational training of financial planners
According to international practice, China Financial Management Standards Committee will select and authorize qualified educational institutions to train AFP qualified applicants through the principles of openness and fairness, and the educational institutions will issue AFP training certificates. Obtaining a training certificate is a prerequisite for taking the qualification examination. China Financial Management Standards Committee will regularly publish the list of authorized educational institutions.

Before China Financial Management Standards Committee officially authorized qualified educational institutions to train AFP, China Financial Management Standards Committee organized well-known experts and scholars in the field of financial management to undertake training tasks and issue training certificates.

The training methods provided by China Financial Management Standards Committee include centralized classes, weekend classes and distance training.

1, challenge identity

Applicants with an economics qualification degree recognized by AFP Economic Management or China Financial Management Standards Committee may apply for exemption from all training courses and directly take the qualification examination.

2. Credit evaluation

Applicants with AFP qualification certificate approved by China Financial Standardization Committee can apply for exemption from part or all of the training courses.