The Vocational Skills Appraisal Bureau of the Ministry of Labor and Social Security is the actual registration department of financial planners. Many local vocational skill appraisal administrations require candidates to take exams in training institutions.

There are two reasons:

First, there are few people who register separately, and it is difficult to organize exams.

Second, the test questions are difficult, the content is too professional, and it is necessary to test the use and operation of the financial calculator, so the pass rate without training is very low.

Graduate students can generally apply for a certificate of study.

You can go to the local municipal labor and social security bureau's vocational skill appraisal institute or the labor and employment training center. Take the exam on the third weekend of May every year, 165438+ 10, and register for training two and a half months in advance. The following is the official brochure.

Financial planner

I. Registration conditions

Assistant financial planner (one of the following conditions is enough)

(1) Engaged in this occupation for more than 6 years.

(2) Having worked in this occupation for more than 3 years after obtaining a college degree.

(3) Having been engaged in this occupation for more than 1 year after obtaining the undergraduate diploma.

(4) Master degree or above.

Financial planner (one of the following conditions is enough)

(1) Have been engaged in this occupation continuously for more than 3 years1.

(2) Engaged in this occupation for more than 5 years after obtaining the bachelor's degree certificate.

(three) after obtaining a master's degree or above, engaged in this occupation for more than 2 years.

Second, training costs.

Assistant financial planner: 1800 yuan (including training fees, teaching materials fees, appraisal fees, etc. ). The above fees do not include financial calculator fees. )

Financial planner: 3,600 yuan (including training fee, textbook fee, appraisal fee, comprehensive evaluation fee, etc.). ), and the above fees do not include financial calculator fees. )

Generally, exams are arranged for their own units or local universities.

The issuing authority is Ministry of Human Resources and Social Security.

You can check the certificate number on the website of Ministry of Human Resources and Social Security Vocational Skills Appraisal Institute. For specific results, you can check with the local Vocational Skills Appraisal Institute of the Labor and Social Security Bureau or the Labor and Employment Training Center.