International financial planners, also known as CFP, are divided into two-level certification systems. CFP is the highest level. If you want to take the CFP exam, you must first pass the AFP financial planner certification. CFP exam requires formal graduation before you can qualify for the exam. The examination qualification is valid for 4 years, and an additional examination opportunity can be given after the expiration. * * * There are five subjects: investment, welfare, insurance, taxation and integration. After passing all five courses, you can get the qualification certification and get the certificate of international financial planner.

China Financial Standards Committee implements two-level financial planner certification system, namely, financial planner (AFP) and international financial planner (CFP) certification system. AFP training is the first stage of CFP training.

According to the framework agreement between China Financial Management Standards Committee and International Financial Management Standards Committee, China Financial Management Standards Committee conducts the qualification certification of financial planners (AFP) and international financial planners (CFP).

According to the regulations of China Financial Management Standards Committee, both AFP and CFP must meet their education, examination, experience and moral standards (hereinafter referred to as "4E" standards) before they can obtain relevant qualification certification.