1. After obtaining the Training Certificate for Financial Planners issued by the training institution authorized by the International Financial Standards Committee (FPSBChina), you can register for the AFP certification examination;

2. After obtaining the training certificate of international financial planner issued by the training institution authorized by FPSBChina, you can sign up for CFP certification examination;

3. Applicants who have a doctorate in economic management or economics recognized by FPSBChina and are exempted from all training courses with FPSBChina's approval can directly register for the CFP or AFP certification examination;

CFP certification system is a two-level certification, and AFP certification is the first level of CFP certification. Candidates must pass the AFP certification exam before taking the CFP exam.

Gold content of international financial planners:

The certificate of international financial planner contains a lot of gold. CFP series qualification certification system consists of education, examination, experience and morality, namely "4E" certification standard.

Education As a certification applicant, you must complete the core financial management courses specified by FPSB and the localization related courses specified by member countries or regions, and master the theoretical and practical knowledge of financial management planning. These courses cover a wide range of contents, mainly including financial management principles, investment planning, insurance planning, employee welfare, retirement planning, tax planning and so on.