What are the requirements for a financial planner to take the exam?

The certificates that financial planners need to take are ** professional qualification certificate, ** professional qualification certificate, CFP, CFA, financial planner qualification certificate, etc. The certificate of financial planner has the highest gold content of AFP, and after having AFP, I will take the CFP exam.

On the one hand, you can reflect your professionalism when communicating with customers, and on the other hand, you can also let customers have a certain degree of trust in themselves when contacting customers. Looking at the current financial certificate market, certificates emerge in an endless stream, and it is not easy to find a certificate that is useful to you among so many certificates, so you must choose carefully. However, there are still high-value certificates that are worth taking.

A qualified financial planner must hold a financial planner certificate.

1. Financial planner, that is, financial advisor

It is a professional who provides comprehensive financial planning to clients. 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.

Second, the quality and ability requirements of financial planners. There are a few specific qualities and abilities required of a financial planner:

1. Rich knowledge of finance, investment, economics and law. A financial planner should be:"All-round + specialist"This means that financial planners should systematically master economic, financial, investment, and legal knowledge, and be experts in some aspects, such as insurance, and have specialties in other aspects.

2. Good character and professional ethics. The client is a financial planner"Food and clothing parents"Financial planners should serve the interests of their clients and always think about them, rather than simply selling products to clients. In addition, it is also important to keep the client's personal confidentiality, and the financial planning process involves a lot of client privacy, as the client's personal financial advisor, you should keep it confidential.

3. Relative independence. Financial planners working in banks, **, and insurance companies have more or less the purpose of promoting products while making financial plans for customers, which is an objective problem. But the promotion of the product should be based on the interests of the customer, not be"Money for the sake of pitching"。

There will be a lot of them in society in the future"Independent wealth management company"These wealth management companies are more independent and are not attached to certain financial institutions, they are from the perspective of customers, to help customers choose investment products and achieve their financial goals.

3. To be a good financial planner, you can start from the following aspects:

First, grasp the fundamentals of financial management and learn to be able to express it in a language that customers understand. Many relationship managers are learning about financial literacy, but this is not enough, the key is to "speak up" in words that the customer understands. Usually the customer is absent-minded, so it should be expressed in a way that they are interested in, and the customer is not a financier, so the language of expression should be easy to understand.

Secondly, to provide customers with sufficient professional knowledge popularization. In many cases, it is impossible to communicate with customers because customers do not understand the financial products introduced by financial planners, so there is a cognitive gap between customers and financial planners. So when financial planners share their daily circle of friends, they should share the popular science knowledge of investment with customers.

Third, when the market fluctuates, perhaps what customers want most is to keep abreast of market trends, so it is also the best way to serve users by sharing the latest news and information with the morning report of beta financial planner or financial breakfast every day.

We'd love to answer that question for you.

There are a lot of certificates that financial planners need to obtain. The first is the national certified accounting engineer, the second is the national certified tax engineer, and the other is the national certified financial planner.

Financial planners need to take the exam for property analyst, financial certificate, etc.

There are many certificates that need to be obtained, first of all, the national certified accounting engineer, followed by the national certified tax engineer, and the other is the national certified financial planner. Certificates like these must be taken in order for you to be a qualified financial planner.

What kind of Zheng does a financial planner need to take first, he needs to have a financial planner certificate. At the very least, there should be a national certified accounting engineer. National Registered Tax Engineer and National Certified Financial Planner, these certificates are relatively difficult to examine, and only after these certificates are examined can you be regarded as a qualified financial planner.

Financial planners need to take the financial planner certificate. The first is the national certified accounting engineer, followed by the national registered tax engineer, and the other is the national registered financial planner, these certificates must be passed to be a qualified financial planner.

If you want to take a standard financial planner, you must have at least a lot of documents, especially the documents in your family, you must meet this standard to be able to take the financial planner exam, and you must have a bachelor's degree or above, so that you can get the certificate.

Only those who have passed the "Banking Laws, Regulations and Comprehensive Capabilities" (Basic) and the "Personal Finance" under the "Professional Practice of the Banking Industry" can be qualified for wealth management sales, which should be regarded as the foundation of the foundation.

**Certificate of Qualifications. Passing this exam will give you an understanding of trading, analysis, etc. **Certificate of Qualifications.

Understand and master the relevant knowledge of the first transaction, and have the first sales qualification. Insurance Qualification Certificate. Master insurance-related knowledge and be qualified to sell insurance.

The registration conditions for the financial planner qualification certificate are as follows:

1. Engage in financial management or financial management-related work in financial institutions, accounting firms, law firms and other institutions recognized by the China Financial Management Standards Committee;

2. Master's degree or above with more than 1 year of work experience, bachelor's degree with more than 2 years of work experience, college degree with more than 3 years of work experience, college degree or below with more than 7 years of work experience.

2. Application process.

1. Candidates must arrive at the designated examination room 45 minutes before the start of the test with their admission ticket and valid ID card issued by Modern International Financial Management Standards (Shanghai)****, and accept the unified photo arranged by the invigilator one by one. After taking your seat, place the admission ticket and ID card on the left side of the exam table in case the invigilator can check it at any time. Candidates who do not have an admission ticket and ID will not be allowed to enter the venue.

3. After the test starts, the system will automatically time the time, and the time of late candidates will not be postponed. Candidates who arrive more than 30 minutes late will not be allowed to enter the test. Candidates who fail to log in and confirm on the test machine more than 30 minutes after the start of the test will be deemed to be absent from the test, and the test system will no longer accept the registration of the admission ticket number.

4. Candidates are only allowed to bring valid ID documents, admission tickets and financial calculators designated by the Examination Committee of the Bidding Committee to enter the examination room. Ordinary calculators are not allowed in the testing room. At the same time, the system provides an electronic calculator for ordinary calculation, and does not have the professional calculation function of a financial calculator.

Candidates can choose to use the mouse or numeric keypad to perform the calculations.

<> application requirements are:

1. Continuously engaged in the profession for 6 years;

2. College degree or above in finance;

3. College degree or above in non-financial related majors, engaged in finance-related work for 1 year.

The job description of a financial planner includes:

1. Provide professional financial products and services according to the needs of customers;

3. Regularly receive professional financial management business counseling and lectures;

4. Follow-up service for insured customers;

5. Set up and manage the team.

Certificate Levels Financial Planner Beginner, Intermediate, Advanced.

Financial planners can take the AFP Financial Planner and CFP International Financial Planner certificates.

AFP Financial Planner is a professional who formulates comprehensive financial planning plans for Zen clients, and to become a qualified AFP licensee, it is necessary to meet the four standards of Hongchen education, examination, experience and ethics.

AFP CFP Candidates:

1) College students: want to systematically learn financial knowledge and hope to enter the financial field in the future;

2) Practitioners of financial institutions: hope to have a high gold content certificate, establish a professional image, improve service quality, and gain customer trust;

3) Economists and accountants: practitioners from various industries who are interested in financial planning and intend to become all-round financial planning consultants. Chi Fan.

Generally speaking, as long as you prepare for the exam carefully, it is relatively easy to obtain the certificate smoothly, so if you have the need to take the financial certificate, it is recommended that you can take the AFP certificate as a reference.