The Chfp certificate must be obtained through the examination, and the certification examination is a national unified examination, which is conducted twice a year, in the middle of May and 10 respectively, and the examination place is designated by the labor and social security departments in various regions.

To apply for a financial planner (national vocational qualification level 1), one of the following conditions must be met; And hold the relevant work experience certificate issued by the unit (need to affix the personnel seal of the unit).

(1) Having been engaged in the professional work continuously 19 years or more.

(2) Having been engaged in this occupation for more than 4 years after obtaining the qualification certificate of this occupation secondary occupation.

(three) after obtaining the secondary vocational qualification certificate of this occupation, he has been engaged in this occupation for more than 3 years continuously, and has reached the standard hours stipulated in the formal training at the first level of this occupation, and has obtained the certificate of completion.

Training materials

The Ministry of Labor and Social Security and the Professional Committee of Financial Planners of the National Professional Skills Appraisal Committee stipulate that the national unified textbook for the national financial planner examination is the National Financial Planner Professional Qualification Training Course, which is divided into three volumes, including Basic Knowledge of Financial Planners, Professional Ability of Assistant Financial Planners and Professional Ability of Financial Planners.

Basic knowledge of financial planner, professional ability of assistant financial planner, professional ability of financial planner and professional ability of senior financial planner >; Suitable for senior financial planner (national vocational qualification level 1) exam.

Basic knowledge of financial planner, professional ability of assistant financial planner and professional ability of financial planner are applicable to the examination of financial planner (national vocational qualification level II), while basic knowledge of financial planner and professional ability of assistant financial planner are applicable to the examination of assistant financial planner (national vocational qualification level III).

Reference to the above content: Baidu Encyclopedia-Financial planner