In the fifth batch of 53 professional standards published by the Ministry of Labor and Social Security, financial planners are listed as newly recognized occupations. For more information, please go to Henan Labor and Employment Training Center for consultation.

It is understood that the national professional standards for financial planners divide financial planners into two levels, namely financial planners and senior financial planners.

Financial planners must master nine basic knowledge, namely economics, consumption expenditure, insurance, investment, money and finance, industrial investment, taxation, financial accounting and related laws and regulations.