With a bachelor's degree or intermediate title, engaged in this occupation 13 years or more. The registration fee for national financial planners varies from province to province. Taking Hebei Province as an example, there are three subjects in the Hebei Senior Financial Planner Examination, and the fees for each subject are different. Theoretical knowledge 50/ person, professional skills 350/ person (computer test), comprehensive evaluation 360, a * * *.

Financial planners fully grasp all kinds of financial instruments and relevant laws and regulations, provide tailor-made and practical financial plans for customer service, and constantly revise them to meet customers' long-term and ever-changing financial needs.

Matters needing attention in applying for financial planner

It should be noted that most registered reference personnel have their own lives and work, which requires good planning. Make sure you have enough time to study every day, preferably a relatively complete period of time. You can draw up a study plan before studying, and study according to the plan will be less confusing and more conducive to mastering knowledge. You can also sign up for the financial planner training of Zhonglian Online School and let the teacher take you to study.

In the initial stage of review, first read the textbooks extensively, sort out the main points of each chapter, form their own logical context, and then familiarize and update them one by one according to their own review situation; After learning new knowledge every day, it is best to review the content of the day and deepen your memory; Summarize the examination questions over the years and the basic knowledge and professional knowledge of financial planners, and be familiar with the teaching materials systematically.

The above contents refer to Baidu Encyclopedia-Financial Planner.