Training fee: 13980 yuan. Examination Registration Fee: Investment Planning: 450 yuan. Employee welfare and retirement planning: 225 yuan. Personal tax and estate planning: 225 yuan. Personal risk management and insurance planning: 370 yuan. Comprehensive case analysis: 5 10 yuan. Certification fee: 700 yuan.
CFP exam refers to the registered financial planner exam. International financial planner is one of the internationally authoritative and highly recognized professional qualifications in the financial industry. Organized by the International Association of Financial Planners, the exam is a globally recognized professional standard for financial management.
CFP exam mainly tests candidates' knowledge and skills in financial management, including financial management foundation, investment planning, employee welfare and retirement planning, personal tax and inheritance planning, personal risk management and insurance planning, and comprehensive case analysis.
Three mountains of CFP exam:
The first mountain is the foundation of financial management. This module mainly tests candidates' basic knowledge of financial management, including financial markets, investment tools, risk management, accounting and finance. The examination of this module is difficult, which requires candidates to have a solid basic knowledge and a comprehensive knowledge system.
The second mountain is investment planning. This module mainly tests candidates' investment planning and asset allocation ability, including investment strategy, asset allocation, investment tool selection and evaluation. The examination of this module is also difficult, which requires candidates to have high investment analysis and asset allocation ability.
The third mountain is personal risk management and insurance planning. This module mainly tests candidates' personal risk management ability, including knowledge of risk identification, evaluation and control, as well as knowledge of insurance planning and insurance product selection and evaluation. The examination of this module is also difficult, which requires candidates to have high risk management and insurance planning ability.
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