His exam is divided into two phases, one in May and the other in 10, both of which are midterm exams.
Divided into basic knowledge and professional skills.
He has almost everything involved in finance and economics, such as insurance, finance, securities, legal economy and so on! Wide coverage and rapid development!
With the development of China's financial services industry, financial institutions continue to introduce product innovation and service innovation. Personal finance has become the main strategy for financial institutions to compete. In the process of financial institutions changing from "product-centered" to "customer-centered" consulting service mode, their personal financial business ability will determine the market competitiveness of financial institutions. Therefore, banks, securities companies, insurance companies, investment companies and other financial institutions urgently need professional personal financial planners and professional financial training for their employees. Financial planner (CFP) is an authoritative financial planning title. In foreign countries, only those who have obtained CFP qualification can engage in personal finance business. For example, how to avoid taxes, manage money and allocate assets reasonably.
At present, "financial planner" has been included in the national professional ceremony, and "National Professional Standards for Financial Planners" has also been officially released. In order to meet the needs of the financial service industry, the training conforms to the new concept of international financial development and the national conditions of China; Personal financial professionals who are proficient in financial theory and marketing practice. A pre-test training course for financial planners is now specially set up to recruit students for the whole province.
First, training objectives
Bank personal business manager, training manager, customer manager, financial specialist; Investment consultant and account manager of securities companies; Training managers, marketing managers, sales managers and senior salesmen of insurance companies; Sales managers and customer service personnel of fund companies; Professionals of investment intermediary companies, consulting companies and brokerage companies; Other professionals who provide financial advice, such as certified public accountants and lawyers.
Second, the purpose of the course
The national vocational qualification course for financial planners is based on the national vocational standards of the Ministry of Labor and Social Security. Through the systematic study and training of financial management tools and financial planning practice, students can master the basic skills of financial management and have the ability to independently tailor a lifelong financial planning report, carry out financial management services and personal financial marketing.
Third, the identification method
It is divided into theoretical knowledge test and professional ability test. Theoretical knowledge test adopts closed-book written test; Vocational ability assessment adopts closed-book simulated written test. Both the theoretical knowledge test and the professional ability test adopt a percentage system, and those who score above 60 are qualified.
Four. warranty of title
Those who pass the examination can obtain the national vocational qualification certificate of "People's Republic of China (PRC) Financial Planner" at the corresponding level.
Verb (abbreviation of verb) charging standard
Financial planner (level 3): 650 yuan.
(Grade II): 1580
Requirements for registration of intransitive verbs
Fill in the Examination and Approval Form for National Vocational Qualification Appraisal when registering, and submit the following documents at the same time:
1, 2 copies of ID card.
2. Two copies of academic certificate.
4. Three small two-inch bareheaded photos.