1. One is the CFP/AFP exam organized and implemented by China Financial Management Standards Committee. The examination is conducted by China Financial Management Standards Committee, which adopts the practice of being a full member of most international CFP organizations, and implements a two-level financial planner certification system in China, namely, Assistant Financial Planner (AFP) and International Financial Planner? , hereinafter referred to as CFP) certification system. AFP training is the first stage of CFP training. After passing the final exam, students can get the Training Certificate for Financial Planners. After completing AFP training, students can attend the second CFP training, that is, the advanced financial management course. After passing the final exam, students can obtain the training certificate of international financial planners and apply for CFP qualification examination.
CFP is an internationally renowned financial planner exam, which is certified by the American International Financial Planner Standards Committee. The certificate issued by CFP belongs to the nature of NGO certificate. The content of the examination mainly examines the skills and level of the candidates, and has high requirements for all aspects of the applicants (including the conditions, fees, time, etc.). ). At present, there are no normalized test sites and training points in Fujian, and most of the applicants are directly designated by the unit to participate in the training and examination.
2. The other is the National Professional Qualification Examination for Financial Planners (ChFP), which is a socialized, public and localized examination organized and implemented by the Ministry of Labor and Social Security throughout the country, focusing on the characteristics of localization. The exam is taken twice a year, in May of the first half of the year and in June of the second half of the year 165438+ 10, which is conducted uniformly throughout the country. The Ministry of Labor and Social Security is the administrative department in charge of the national vocational qualification certificate management system. In 2003, financial planners were officially included in the national professional ceremony, and the revised National Professional Standard for Financial Planners was officially released in 2006, which indicated that financial planners had a unified national professional standard.
After the publication of the standards, the Professional Committee of Financial Planners of the National Vocational Skills Appraisal Committee was established. As a specialized agency to formulate and revise professional standards, the members of the Committee are mainly senior people from academia and financial industry. In the process of revising the standards, the Committee fully listened to the opinions of practitioners, which reflected the realistic and potential requirements of the financial industry for financial planners. In 2005, the Professional Committee of Financial Planners set up a secretariat, which is responsible for daily work. At present, it is located in Beijing Oriental Wall Financial Consulting Co., Ltd. ..
Students are generally very sad, and if they want to attend the training first, the training cost is also very high.
But the gold content is high!