165438+1October 22nd, the International Financial Planning Standards Committee (FPSB), commonly known as the international CFP organization, issued a statement on its official website (www.fpsb.org) about its authorization in China and the use of CFP trademark in China. This statement has been authorized by his lawyer in China.
The Financial Planning Standards Committee (FPSB) is a member of CFPTM, CFPCM,
International financial planner and the owner of the ownership and use right of CFP trademark in countries and regions outside the United States, and is responsible for supervising and managing the internationally recognized certification of CFPTM. In order to ensure the consistency of global CFPTM certification standards and effectively manage local certification, the International Financial Standards Committee selects a non-profit organization in each member country or region to sign an exclusive cooperation agreement.
China Financial Education Development Foundation (CFDFE) is a non-profit organization headquartered in Beijing. China Financial Planning Standards Committee (FPSCC), as the executor of its financial education, is the only partner of International Financial Standards Committee (FPSB) in China, and the only institution authorized to carry out CFP certification in China, manage CFP, international financial planners and use trademarks in China. FPSB has never authorized any other institution except China Financial Standards Committee (FPSCC) to carry out CFP certification or issue CFP certificates in China.
The statement pointed out that the International Financial Management Standards Board (FPSB) has never had any contact or business dealings with the so-called China Association of Certified Financial Planners (CICFP) and its principals, and has never authorized this institution to set up internationally certified CFP projects in Chinese mainland and Hongkong.
The statement stressed: According to Article 35 of the Regulations on the Registration and Administration of Social Organizations in People's Republic of China (PRC), "those who engage in preparatory activities for social organizations without approval, or engage in activities in the name of social organizations without registration, and those who continue to engage in activities in the name of social organizations after their registration is revoked, shall be banned by the registration administration organ and their illegal property shall be confiscated; If the case constitutes a crime, criminal responsibility shall be investigated according to law; If it does not constitute a crime, it shall be given administrative penalties for public security according to law. " At present, there is no evidence that china institute of certified financial planners is a legal institution. International Financial Management Standards Committee (FPSB) and China Financial Management Standards Committee (FPSCC) will take any necessary measures to protect it.
The interests of FPSB and FPSCC in China, and protect the interests of the public who serve CFP or want to receive CFP services.
The statement reminds all sectors of society that those who want to know about CFP qualification can visit www.fpscc.cn, the official website of China Financial Management Standards Committee (FPSCC), which is the only institution authorized by FPSB to issue CFP qualification certificates in China. You can also visit the official website of www.fpsb.org International Financial Standards Committee (FPSB) to learn about the CFP certified member organizations of FPSB in various countries and regions around the world. It should be emphasized that when visiting related web pages, you should identify the signs of FPSCC and FPSB.
China Financial Planning Standards Committee (FPSCC,
Www.fpscc.cn), as the sole manager of CFPTM certification in China, is exclusively authorized to organize CFP qualification examination, manage CFP qualification certification and strengthen the implementation and promotion of CFP brand in China. Responsible for issuing CFP certificates in China, localizing CFP certification standards in China market, examining and approving CFP education and training institutions, supervising the examination management of CFP certification, ensuring the legal use of CFP trademarks in China in China, formulating professional quality, professional ethics and practice ability standards for CFP practitioners in China, and being responsible for implementation and promotion.
Timothy Kochis, chairman of South FPSB, said: "China occupies a pivotal position in the global economy. FPSB strives to find a suitable partner in China, and * * * has established a financial management major based on public interests and centered on CFP principles and standards. China Financial Management Standards Committee (FPSCC) has proved to us and the society that it is the partner we are looking for, and we very much welcome FPSCC to join FPSB as the twentieth member. "
Liu Hongru, director of FPSCC, said: "China Financial Standards Committee (FPSCC) is authorized by FPSB to manage the qualification certification of the world-famous CFP in China. By introducing internationally recognized CFP certification standards, FPSCC will improve the professional quality and technical level of employees in China's financial services industry and enhance public confidence in the professional advice provided by employees in China's financial management industry. "
Noel Mayer, CEO of FPSB, said: "The agreement we signed with China Financial Management Standards Committee (FPSCC) is exclusive and unique, and no other institution has the right to use the CFP trademark or carry out CFP qualification certification in China."
FPSB and FPSCC hired financial experts from the United States, Canada, Taiwan Province Province and Hongkong to set up an international advisory committee.
(IAP), to help and guide FPSCC to introduce CFP certification system in China.
Applicants must have relevant work experience required by FPSB and FPSCC, take the designated training and examination, and meet the specified professional ethics standards before they have the right to use the CFP trademark in China. All qualified CFP employees must complete professional continuing education courses to maintain high professional quality and strictly abide by professional ethics and practice standards. In order to support employees to obtain CFP certification, FPSCC has established a training, examination and certification system for registered financial planners (AFP), and issued AFP certificates to employees who have reached CFP certification standards to a certain extent. When conditions are ripe, the Municipal Education Commission will examine and approve other education and training institutions to provide CFP qualification training.
The FPSB is managed by a board of directors composed of nine members, and the board of directors is responsible for the FPSB International Conference. FPSB International Conference is an advisory body of FPSB, which consists of 17 member organizations and 3 associate member organizations, and manages CFP certification in different countries and regions on behalf of FPSB. The countries and regions where FPSB non-profit members have been or will be authorized to provide CFP certification include: Australia, Austria, Belgium, Bermuda, Brazil, Canada, China, Taiwan Province Province of China, France, Germany, China SAR, India, Japan, Malaysia, New Zealand, South Korea, Singapore, South Africa, Switzerland and the United Kingdom.
FPSB manages, develops and operates CFP certification and training and other related projects, and establishes, maintains and promotes international professional standards of financial management through member organizations in the above countries and regions, so as to benefit the international community and protect the public interests. CFP trademark, an internationally certified financial planner, embodies FPSB's efforts to pursue Excellence for many years and represents the highest professional level in the financial industry.
For more information, please visit www.fpsb.org.
China Financial Management Standards Committee (FPSCC) is the only organization authorized by FPSB to provide CFP qualification certification in China, which is responsible for establishing, maintaining and popularizing the CFP qualification certification system, and making it a professional standard for the financial management industry in China. The mission of FPSCC is to improve the professional quality and integrity of financial practitioners in China, so that consumers in China can recognize and benefit from financial management to the greatest extent.
CFP certification in China is divided into two levels: financial planner (AFP) and international financial planner (CFP). At present, more than 2,000 financial management elites from various financial institutions have participated in the training. China Financial Management Standards Committee organized two national financial planners.
(AFP) Examination, it is expected that the first batch of CFP licenses will be issued in China in mid-2006.