Certificate 1, securities qualification certificate for financial college students. This is an entry certificate and a necessary certificate to enter the securities industry. * * * Test five subjects: foundation, transaction, issuance and underwriting, technical analysis and fund. 2. Introduction to CIIA Exam CIIA Exam is an advanced international certification qualification exam tailored by the American Association of Registered International Investment Analysts (ACIIA) for practitioners in the financial and investment fields. Those who have passed the CIIA exam can be awarded the CIIA title by the International Association of Certified Investment Analysts if they have more than three years of relevant working experience in financial analysis, asset management and/or investment. Since the official launch of the 2006 54 38+0 CIIA exam, more than 5,000 people around the world have taken the final exam, and more than 2,800 professionals have been awarded the title of CIIA. Driven by various regional and national/regional associations, CIIA will attract professionals' reference and expand its international influence; A broader global CIIA alliance will also be gradually formed. 3.CFA Overview CFA is the abbreviation of "CharteredFinancialAnalyst" (also known as "Chartered Financial Analyst"). It is a professional qualification title in the field of securities investment and management, initiated by the American Institute of Certified Financial Analysts (ICFA). 4. Sponsor Competency Examination I. Registration Method and Registration Conditions The registration of this examination is conducted by your institution through the Internet. All employees in the investment banking department of securities companies can take this exam. Two. Examination subjects and contents will be tested once a year after 2005. The examination subjects are the comprehensive examination of securities knowledge and the professional examination of investment banking. The examination time of each subject is 3 hours, the total score of each subject is 100, and the passing line is 60 points. Those who pass all the two subjects are deemed to have passed the examination. This grade is valid for one year. Three examination rooms in Beijing, Shanghai and Shenzhen. The actual passing line of the two exams in 2004 was that the total score of the two subjects reached 90 points. The exam is in the form of a closed-book computer exam, and the questions are objective. 5. The futures qualification certificate is the same as the securities qualification certificate, and it is also a necessary certificate for entry. You can apply for a high school degree or above, and take two courses, basics and regulations. Financial futures will be launched soon, and all futures talents should become hot. 6. The qualification examination for insurance intermediary practitioners is divided into: (1) The number of questions for the qualification examination for insurance agents is: 80 single questions, each question 1 minute; Judge 20 ways, each question 1 point; The full score of the test paper is 100, and the passing score is 60. From July 30th, 2006, the range of the electronic examination and written examination is adjusted as follows: the knowledge of insurance principles accounts for 25 points, and the range of the proposition is from chapter 1 to chapter 5 of the book "Basic Knowledge of Insurance". Property insurance knowledge accounts for 10, and the proposition scope is Chapter VI of the book "Insurance Basics". Personal insurance knowledge accounts for 20 points, and the proposition scope is Chapter 7 of the book "Basic Knowledge of Insurance". The provisions on the administration of insurance salesmen and the code of professional ethics and practice behavior account for 65,438+05 points, and the topics range from Chapter 8 and Chapter 9 of Collection of Relevant Laws and Regulations of Insurance Intermediaries and Basic Knowledge of Insurance. Other relevant laws and regulations account for 30 points, and the scope of the proposition is "Collection of relevant laws and regulations of insurance intermediaries", in which: "People's Republic of China (PRC) Insurance Law" accounts for 20 points (all questions are right or wrong). Provisions on the Administration of Insurance Agencies, General Principles of Civil Law of People's Republic of China (PRC), Law on the Protection of Consumers' Rights and Interests of People's Republic of China (PRC) and Law on Anti-Unfair Competition of People's Republic of China (PRC) * * account for 65,438+00 points. (2) The number of questions for the qualification examination of insurance brokers and insurance adjusters "Insurance Principles and Practice": 100 multiple-choice questions, with 0.5 points for each question and 50 points for * * *; 50 multiple-choice questions, 65438+ 0 points for each question, * * * 50 points; Full score 100, passing score 60. Scope of proposition: chapters 1 to 7 of the reference book "Insurance Principles and Practice" account for 40 points; Chapters 8 to 18 account for 60 points. Insurance Brokerage Practice: 100 Multiple choice questions, with 0.5 points for each question and * * * 50 points; 30 multiple-choice questions, 65438+ 0 points for each question, * * * 30 points; 2 case examples, each question 10, * * * 20 points; The full score of the test paper is 100, and the passing score is 60. Scope of proposition: the reference books for multiple-choice questions and multiple-choice questions are a compilation of insurance broker-related knowledge and insurance intermediary-related laws and regulations. The case questions refer to the propositions in Chapters 8 to 18 of Insurance Principles and Practice and Chapters 2, 5 to 8 and 13 of Insurance Brokerage Related Knowledge. The number of questions in Insurance Loss Practice: 100 Multiple choice questions, with 0.5 points for each question and 50 points for * * *; 30 multiple-choice questions, 65438+ 0 points for each question, * * * 30 points; 2 case examples, each question 10, * * * 20 points; The full score of the test paper is 100, and the passing score is 60. Proposition scope: Among multiple-choice questions and multiple-choice questions, chapters 1 to 4 of Insurance Assessment Knowledge and Regulations account for 30 points, and chapters 5 to 9 account for 50 points; The case questions refer to the propositions in Chapters 8 to 18 of Insurance Principles and Practice and Chapter 2 of Insurance Assessment Related Knowledge and Regulations. 7. National Professional Qualification Certificate of Financial Planner (CFP) Course Background: Financial Planner (CFP) is an authoritative financial planning title. In the United States, obtaining CFP certification means that you can easily earn more than 10 million dollars a year. This English abbreviation CFP has the meaning of golden collar, which translates into Chinese as "financial planner". In 2003, "financial planner" was included in the national professional ceremony. Since then, financial planner has quickly become one of the most concerned and popular new professions in China's financial field. In 2004, the national professional standards for financial planners were officially released. In April 2005, the national unified examination (pilot) and vocational qualification certification began. This year, the country is in the stage of pilot training, examination and certification. After passing the examination, you can get the first batch of "Professional Qualification Certificate of People's Republic of China (PRC) Financial Planner" issued by the Ministry of Labor and Social Security. Some authoritative experts predict that the gap of financial planners in China is 200,000; In 2008, China's personal financial market is expected to grow to more than $57 billion, with an annual growth rate of 10%-20%. In the next five years to 10, financial planners will become one of the most attractive occupations in China, and the annual salary of domestic financial planners should be between100000 yuan and100000 yuan. The enrollment registration of registered financial planners is hereby notified as follows: 1. Examination introduction 1. Career Definition Financial Planner (CFP) is a professional who provides comprehensive financial consulting services for individuals, families, small and medium-sized enterprises and institutions by using the principles, techniques and methods of financial planning. 2. Applicants who are engaged in financial planning and want to engage in financial planning-related work include five groups: (1) financial practitioners: the certificate of financial planner is the most important qualification and ability certificate for employees in banking, securities, insurance, funds, bonds, taxation, guarantee, investment, financial consulting and other industries, and it is also an important qualification certificate for employees in related enterprises to recruit, promote and enter foreign-funded financial institutions; (2) enterprise financial personnel: through training and certification, improve the comprehensive financial management ability of enterprise financial management personnel, and provide financial and talent protection for enterprise financial management activities and capital operation; (3) Strength investors: Through comprehensive and systematic comprehensive financial professional training, you can effectively master the knowledge, skills and professional tools of financial planning, help you stay ahead in the investment field, and double your income; (4) family financial manager: master the knowledge of maintaining and increasing the value of personal assets through learning; (5) College students: students of this major or related majors who are interested in the career of financial planner. 3. Examination Level This occupation is divided into assistant financial planner (national vocational qualification level 3), financial planner (national vocational qualification level 2) and senior financial planner (national vocational qualification level 1) according to national vocational standards. 4. Those who pass the examination shall be awarded the corresponding vocational qualification certificates by the Ministry of Labor and Social Security, and the unified number registration management shall be implemented. It can be found in China Vocational Qualification Examination Network () and Hubei Vocational Skills Appraisal Guidance Center official website (hb.osta.org.cn). It is a legally binding document for relevant personnel to apply for a job, hold a post, be promoted, go abroad, etc. , and can be recorded in the file, the national general. Students who participate in Chaoyang education and training can also be distributed by Chaoyang Education Group. Senior technicians can enjoy the treatment of senior engineers (central government website). Suggestions on further strengthening the work of high-skilled talents (website of the Ministry of Labor) 5. The application materials (1) shall be filled in the People's Republic of China (PRC) Vocational Qualification Appraisal Declaration Form in duplicate; (2) 4 one-inch color photos and 2 two-inch color photos; (3) Two copies of academic certificate and ID card; (4) Candidates for financial planners and senior financial planners must prepare a work summary of more than 1500 words and a work-related paper of about 3,000 words. Tips for downloading the sample format of the national vocational qualification application form: the above 1-3 items must be submitted 15 days before the exam, and the fourth item must be submitted 10 days after the exam. Second, the application conditions 1, assistant financial planner (one of the following conditions is enough) (1) have been engaged in this profession for more than 6 years, and have received formal training and obtained a certificate of completion. (2) Technical schools, technician colleges and vocational and technical colleges that aim at training advanced skills graduated from this major or related majors, and obtained graduation (completion) certificates after formal training. (3) have a college degree or above in this major or related major, and have received formal training to obtain a graduation (completion) certificate. (4) Have a college degree or above in other majors, have been engaged in this occupation for more than 1 year, and have obtained a graduation certificate after formal training. 2. Financial planner (one of the following conditions is enough) (1) has been engaged in this profession for more than 13 years. (2) After obtaining the professional qualification certificate of assistant financial planner, he has been engaged in his own work for more than 3 years and obtained the graduation (completion) certificate after formal training. (3) those who have obtained a bachelor's degree certificate in this major or related majors, have been engaged in this occupation for more than 5 years, and have obtained a graduation (completion) certificate after formal training. (4) Those who have a master's degree (including equivalent academic qualifications), have been engaged in this occupation for three years, and have obtained a graduation (completion) certificate after formal training. (5) Those who have a doctoral degree (including equivalent education), received formal training and obtained a graduation (completion) certificate. 3. Senior financial planner (one of the following conditions is enough) (1) who has been engaged in his own work for more than 3 years after obtaining the professional qualification certificate of financial planner, and has received formal training and obtained the graduation (completion) certificate. (2) Those who have a bachelor's degree, have been engaged in this occupation for more than 1 1 year, and have obtained a graduation (completion) certificate after formal training. (3) Those who have a master's degree (including equivalent education), have been engaged in this major for more than 7 years, and have received formal training and obtained a diploma; (4) Those who have a doctoral degree (including equivalent education), have been engaged in this major for more than 5 years, and have received formal training and obtained a diploma.