1, financial planner level 3 certificate examination subjects:
Theoretical knowledge+professional ability
2, financial planner level 2 certificate examination subjects:
Theoretical knowledge+professional ability+comprehensive evaluation
From 20 1 1, the national financial planner's level 2 and level 3 examinations were changed to computer-based examinations, and all of them adopted the 100 scoring system. Those who have scored 60 points or above in all subjects are qualified, and can obtain the professional qualification certificate of national financial planner issued by People's Republic of China (PRC) and the Ministry of Labor and Social Security.
If you only pass the 1 exam in theoretical knowledge, professional ability and comprehensive evaluation, your grades can be kept at 1 year, and you can apply for make-up exams for unqualified subjects next year.
The contents of the third-level examination: professional ethics, theoretical knowledge and professional ability; They are all multiple-choice questions.
The assessment contents of the second-level examination: professional ethics, theoretical knowledge, professional ability and comprehensive evaluation (case analysis); They are all multiple-choice questions.
The examination materials are:
The new textbook is divided into three volumes, including Basic Knowledge of Financial Planners, Professional Competence of Assistant Financial Planners and Professional Competence of Financial Planners.
Among them, "Basic Knowledge of Financial Planners" is suitable for assistant financial planners (national vocational qualification level 3) and financial planners (national vocational qualification level 2), and it is a general teaching material that has passed the national financial planner examinations at all levels. The professional ability of assistant financial planner and financial planner are applicable to the national financial planner level 3 and level 2 exams respectively.