What is a financial certificate used for? What are the certificates in finance?

Depending on what you are going to be employed, I personally feel that this financial management is not good for employment, and you can make your own studio.

There are many financial certificates, and different certificates are the stepping stones to different jobs.

Qualification is a necessary certificate to enter the industry, and it is an important reference for entering the bank 2113 or non-bank financial institutions, listed companies, investment companies, large enterprise groups, financial and economic departments.

The China ** Industry Association exercises the management responsibility of obtaining the ** industry qualification and practicing 5261 certificate. Those who have passed the qualification examination of basic subjects and one professional subject organized by the association will obtain the qualification of practitioners.

The certificates in finance are:

1. Banking Qualification Examination.

China Banking Practitioner Qualification Certification" is abbreviated as CCBP (Certification of China Banking Professional). It is organized and implemented by the China Banking Practitioner Qualification Office.

2. Qualifications.

It is the ** Practitioner Qualification Examination.

Abbreviation. This certificate is a national qualification examination and a qualification certificate for certification by national financial institutions.

The Practitioner Qualification Examination is an entry exam for engaging in an industry.

3. The insurance qualification examination is the need to establish and improve the main body system of the insurance market. Second, it is necessary to standardize the transaction behavior of the insurance market and reduce the transaction cost of insurance products.

of needs. Third, it is necessary to establish a contingent of high-quality professional insurance practitioners. Insurance qualifications are divided into insurance brokerage practitioners, insurance adjusters, and insurance practitioners.

4. **Full name of the qualification certificate** practitioner qualification examination.

The certificate refers to the introductory examination of the nature of professional access, and it is also a national vocational qualification examination. The examination is supervised and guided by the China Securities Regulatory Commission, sponsored by the China ** Industry Association, and the examination work is undertaken by ATA Company.

5. Financial planner refers to a person who uses 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.

The certificates in finance are:

1. **Qualification certificate.

It is a necessary certificate to enter the ** industry. There are four subjects: Fundamentals, Trading, Issuance and Underwriting, and Investment Analysis.

Since July 2015, the examination subjects of the general qualification examination for practitioners in the industry will be adjusted from the original five subjects of basic knowledge of the market, trading, investment, investment analysis and issuance and underwriting to two subjects of basic laws and regulations of the market and basic knowledge of the financial market.

2. CFA, Chartered Financial Analyst.

CFA is an English language test, ** in the United States, and the test standard is implemented worldwide. This certificate is more suitable for people who are engaged in professional careers such as analysis, investment consultant, and investment manager, but the actual scope of application is actually very wide, which is also an advantage of CFA compared with the formal ones introduced later.

3. CPA, Certified Public Accountant.

The highest qualification in the domestic accounting industry, this certificate is very difficult, even more than CFA, of course, his advantage is the Chinese exam. Holders of certificates will have obvious comparative advantages when applying for the four major accounting firms, **, **, etc. The cost is low.

There are a total of six subjects, which can be taken separately and one subject can be passed.

4. CIIA, International Certified Investment Analyst.

This certificate is recognized by the China ** Industry Association and is organized by the China ** Industry Association. It is divided into two levels, and if you have passed the examination of all five subjects of ** professional qualification, then you can directly take the second level.

5. Practitioner qualification certificate.

The practitioner qualification examination is an entry examination for practitioner access (it is optimistic that it is an "entry" examination, which has nothing to do with the high salary), and it is a national practice qualification examination. The examination is sponsored by the China ** Industry Association, and the examination work is undertaken by ATA Company.

Financial certificates include Chartered Financial Analyst CFA, Financial Risk Manager FRM and International Financial Planner CFP.

1. Chartered Financial Analyst CFA

CFA certificate is already the industry's most stringent investment field in the field of gold and gold content of the first financial certificate, known as the world's first financial examination, CFA course was established in 1962, has a history of decades, every year for the domestic and foreign investment field to select outstanding CFA certificate holders.

2. Financial Risk Manager FRM

As a financial certificate with high gold content in the field of risk control, FRM has also been greatly favored, and it is also a good choice for those who do risk control in the financial industry to prepare for the FRM certificate.

3. CFP of International Financial Planner

In today's society, finance can be said to be closely related to people's lives, and people's financial awareness is generally rising.

Financial Certificate Difficulty:

No matter which financial certificate is taken, I believe it will not be smooth sailing, and candidates need to sum up their experience in the lessons, and the summed up experience is not only suitable for the present, but also applicable in the future work or examination. Whether it is in the exam or in the learning process, time is a more important limiting factor.

Especially for in-service personnel, once the goal of the certificate examination is determined, it is necessary to make new adjustments and deployments to their limited resources, and ensure that the study time for exam preparation is a more important factor to improve the pass rate of the exam and accelerate the learning progress. It is also necessary to deal with the contradiction between work and study, and try to avoid occupying one's study and rest time. <>

**, Banking, **, ** are collectively known as the four major qualifications of the financial industry in the industry, so what certificates do candidates need to prepare for if they want to enter the financial industry?

**Qualification certificate.

The qualification certificate is a necessary certificate to enter the industry. At present, the number of the industry is growing rapidly, the industry laws and regulations are becoming more and more perfect, the company, the first management company, the first management agency, the first sales agency, the investment consulting agency, the credit rating agency and the China Securities Regulatory Commission and other institutions engaged in the business are clearly required to have the first qualification certificate, and the number of company certificate holders also have certain requirements.

**Certificate of Qualifications.

The professional qualification certificate is a professional qualification certificate that practitioners must have. If you want to become a manager, or engage in other functional positions of the company, or enter other financial institutions recognized by the China Securities Regulatory Commission, such as private equity companies, commercial banks, companies, insurance institutions, investment consulting institutions, independent sales agencies, etc., you need to hold a professional qualification certificate.

**Qualification certificate.

If you plan to engage in daily operations such as trading, settlement, delivery, finance, and inspection in the future, or engage in customer development, entrusted execution, settlement, and compliance review in a brokerage company, or engage in investment analysis and consulting in other relevant institutions, you should consider obtaining a professional qualification certificate.

Banking License.

The banking qualification certificate is a stepping stone to work in the banking industry. This is only the minimum requirement, if you want to achieve a long-term development in the bank, you also need to take other certificates with higher gold content, such as AFP, CFP, etc. Moreover, the examination subjects of this qualification include personal finance, risk management, personal loans, corporate credit, and bank management, and candidates can choose the corresponding subjects according to their positions.