What do I need to learn to become a financial planner?

A financial planner is a professional who provides comprehensive financial planning to clients.

According to the National Professional Standards for Financial Planners formulated by the Ministry of Human Resources and Social Security of the People's Republic of China (formerly the Ministry of Labor and Social Security), financial planners refer to those who use the principles, techniques and methods of financial planning to provide comprehensive financial consulting services for the financial goals of individuals, families, small and medium-sized enterprises and institutions.

Financial planning requires a full range of services, so financial planners are required to have a comprehensive grasp of various financial instruments and related laws and regulations, to provide customers with tailor-made and practical financial solutions, and at the same time to meet the long-term and changing financial needs of customers in the continuous revision of the plan.

Financial planners have always been one of the most sought-after certifications, and there are three main employment trends for financial planners: one is to open a professional wealth management company to provide financial services to customers as a third party; the second is to become a professional financial knowledge trainer; The third is to engage in financial services in financial institutions (such as banks, insurance companies, etc.). Whether you pass the financial planner exam or not mainly depends on your level of the exam.

How many subjects do financial planners need to take? With the increasing demand for financial planner positions in China, more and more friends want to know about financial planners or want to engage in the financial planner industry.

Although there is such a good employment trend for financial planners, the latest notice from the Ministry of Human Resources and Social Security in April 2018 shows that the last make-up examination for CHFP financial planners will be held on May 19, 2018 (that is, the make-up examination for candidates who did not pass in 2017), and the CHFP will no longer be a nationally certified examination from 2018, and the "practice qualification" will be obtained, rather than a professional qualification, and the institution that stamps it is not the Ministry of Human Resources and Social Security.

Categories: Business Banking >> Personal Finance.

Analysis: Certified Financial Planner:

Those who have been qualified as financial planners for more than two years.

After graduating with a bachelor's degree for three years, he has been engaged in related work.

After graduating from junior college for five years, he has been engaged in related work.

Personnel with excellent performance are approved.

Anyone who meets one of the above conditions can apply for the Certified Financial Planner Qualification Certified Financial Planner

Undergraduate year engaged in related work.

Engaged in related work for two years of junior college.

Graduate students with relevant professional qualifications.

Outstanding performance personnel are approved.

Anyone who meets one of the above conditions can apply for the Financial Planner Qualification Certified Assistant Financial Planner.

Have been engaged in financial management and finance for at least 4 years.

After graduating from a secondary college in financial management, finance and related majors, he has been engaged in financial management and finance for 2 years.

Obtain a college diploma or above in financial management, finance and related majors.

Those who have obtained qualifications for junior financial management, finance and related professional and technical positions.

Examination method: The Certified Financial Planner Qualification Certification Examination is divided into basic knowledge and skill assessment basic knowledge assessment in a closed-book manner, in the morning: the comprehensive test is 3 hours and the skill assessment is open-book, and in the afternoon: the planning report is 3 hours.

Pre-examination training: Huishen declares the training of the corresponding level of designated teaching materials according to the existing conditions of the individual.

Appraisal and declaration: After pre-examination training, the training institution shall be responsible for declaring the candidates' information to the labor department and organizing them to participate in the national unified examination and appraisal.

Financial Planner Application Process:

First, register in the vocational skills appraisal center or ** institution of the provincial and labor and social security departments: second, the registration conditions will be reviewed by the provincial vocational skills appraisal center: third, after the review is passed, pay the examination fee, and receive the admission ticket after paying the fee

Fourth, to participate in the national unified examination, the examination room is organized and arranged by the provincial vocational appraisal center: after the end of the fifth examination, the examination results will be notified within three months to four months and the certificate will be issued (those who fail to pass can participate in the make-up examination).

Materials required for the Financial Planner Exam:

1. **: 4 sheets of 2 inches and 1 inch (must be the same version of the color on a blue background).

2. Copies of ID card: 2 copies, the personal information on the copy must be clear, and the front and back of the ID card must be copied on the same A4 paper to be valid. Try not to show marks on the ID card (for example: this copy is only for registration training or the re-registration is invalid).

3. Copy of academic certificate: 1 copy, the school seal, **, and personal information on the copy must be clear; Foreign academic qualifications must have a copy of the academic qualifications and the certificate of the notary office, if not notarized, the consequences of the later impact on the application for the examination will be borne by the students.

4. Certificate: 1 copy, the certificate must include a complete time period and clearly reflect the relevant work experience of the reported project, and the time of issuing the certificate cannot include the words Zhongde Star, your company, training institutions, schools, etc.

5. National Vocational Qualification Certificate of the Ministry of Labor: It must be copied on the ** page, personal information and two pages of the transcript page to be valid; Note that the issuance time of the qualification certificate must be within the requirements of the application conditions to be valid.

There are trainings in various regions of Shanghuayang**.

1. Application requirements for financial planners.

1) Application requirements for assistant financial planners.

Those who meet one of the following conditions).

1.Continuously engaged in the profession for more than 6 years.

2.Diploma from a technical school, a technician college or a vocational college with advanced skills as the training goal.

3.Have a college degree or above in this major or related majors.

4.Have a college degree certificate or above in other majors, and have been engaged in this profession for more than 1 year.

5.Have a college degree certificate or above in other majors, and have reached the required standard number of hours of formal training as an assistant financial planner of the profession, and obtained a certificate of completion.

2) Requirements for applying for the financial planner.

Those who meet one of the following conditions).

1.More than 13 years of continuous work in this profession.

2.After obtaining the professional qualification certificate of assistant financial planner of this profession, he has been engaged in this profession for more than 5 years.

3.After obtaining the professional qualification certificate of assistant financial planner of this profession, he has been engaged in this profession for more than 4 years, and has reached the prescribed standard number of hours of formal training of this professional financial planner, and obtained a certificate of completion.

4.Have a bachelor's degree or above in this major or related majors, and have been engaged in this profession for more than 5 years.

5.Have a bachelor's degree or above in this major or related majors, and have been engaged in this profession for more than 4 years after obtaining the professional qualification certificate of assistant financial planner of this profession.

6.Have a bachelor's degree or above in this major or related majors, and have been engaged in this profession for more than 3 years after obtaining the professional qualification certificate of assistant financial planner, and have reached the prescribed standard number of hours of formal training for this professional financial planner, and obtained a certificate of completion.

7.After obtaining a master's degree or above, he has been engaged in this profession for more than 2 years.

3) Requirements for senior financial planners.

Those who meet one of the following conditions).

1.More than 19 years of continuous work in this profession.

2.After obtaining the professional qualification certificate of financial planner, he has been engaged in this profession for more than 4 years.

3.After obtaining the professional qualification certificate of the professional financial planner, he has been engaged in the professional work for more than 3 years, and has reached the prescribed standard number of hours of formal training for the senior financial planner of the profession, and obtained the certificate of completion.

2. Financial planner certificate inquiry.

1. The certificate can be queried on the National Financial Planner (CHFP) examination website.

2. Issuing Authority: Ministry of Human Resources and Social Security of the People's Republic of China.

4. Handling of certificate loss: Since the Ministry of Human Resources and Social Security does not accept the replacement of individual certificates, the person who has lost the certificate can submit the following materials to the corresponding training institution for the replacement of the lost certificate, as follows: The person who has lost the certificate shall submit the application information document to explain the reason for the loss.

If the training institution is found to be true after investigation, it shall provide the corresponding supporting materials and submit it to the Ministry of Human Resources and Social Security. If the re-application is successful, the cost of production will be charged: RMB 4.