CFP (International Financial Planner) is a higher-level qualification certification system of CFP. CFP qualification certificate is recognized as the authoritative grade certificate of financial management industry in the United States and even the world.

Applicants for AFP qualification must meet the following basic conditions:

1. Engaged in financial management or work related to financial management in financial institutions, accounting firms, law firms and other institutions recognized by China Financial Management Standards Committee;

2. Master degree or above 1 year or above working experience, bachelor degree or above 2 years working experience, college degree or above 3 years working experience, college degree or above 7 years working experience.

3. Obtain the Training Certificate for Financial Planners (AFP) issued by the Financial Standards Committee of China Financial Education Development Foundation, and you can apply for the AFP qualification examination;

4. Obtain the CFP Training Certificate issued by the Financial Management Standardization Committee of China Financial Education Development Foundation, and you can apply for the CFP qualification examination;

5. Persons who have a doctorate in economic management or economics recognized by the Financial Management Standards Committee of China Financial Education Development Foundation and are exempted from all training courses with the approval of the Standards Committee may apply for AFP qualification examination or CFP qualification examination.

Applicants for AFP qualification must complete the application for qualification certification within 4 years after obtaining the AFP qualification examination certificate, and agree to and abide by the Professional Ethics Code for Financial Planners and the Operating Guide for Financial Planners issued by the Financial Planners Standardization Committee of China.