Is it only through training that I am eligible to take the International Financial Planner exam? 10

Those who have a Ph.D. degree in economic management or economics recognized by the Modern International Financial Management Standards (Shanghai)**** and can be exempted from all training courses with its approval can apply for the AFP qualification certification examination, otherwise they must pass the training to be eligible.

Conditions for taking the International Financial Planner exam:

According to the 2010 (July) International Financial Planner (CFP), Financial Planner (AFP) and Financial Management Manager (EFP) Qualification Examination Registration Guidelines, the current application conditions of AFP must meet one of the following two conditions:

1. A valid "Financial Planner (AFP) Training Certificate" issued by a training institution authorized by the Modern International Financial Management Standard (Shanghai) **** (including the training institution authorized by the Financial Management Standards Committee of the former China Financial Education Development Association) can apply for the AFP qualification certification examination;

2. Those who have a doctorate degree in economic management or economics recognized by the Modern International Financial Management Standard (Shanghai) ****, and can be exempted from all training courses with its approval, can apply for the AFP qualification certification examination.

AFP Financial Planner Application Process:

1) Obtain the "AFP Training Certificate".

The organizer of the AFP exam (China Financial Management Standards Board) stipulates that obtaining the "AFP Training Certificate" is a necessary prerequisite for taking the AFP certification exam. Every student who wants to get an AFP certification must get it first.

Obtain the "AFP Training Certificate" (only students with a specific doctoral degree can take the exam directly). The "AFP Training Certificate" is valid for 4 years, and you can take the AFP certification exam unlimited times within 4 years.

2) Take the AFP certification exam.

After obtaining the "AFP Training Certificate", you can apply for the AFP exam.

Obtaining the AFP training certificate is the first condition for the AFP qualification applicant to obtain the AFP qualification certification.

Yes, I have already taken the AFP, and if you don't take the AFP, you won't be allowed to register for the CFP. If you have a good foundation, it is enough for AFP to learn by yourself, and I have a colleague who is self-taught. If the foundation is not good, you can find a formal school for training, I am self-taught on the Internet and then applied for Bingwen for two days of face-to-face teaching, and it becomes very simple to listen to the teacher after self-study, good luck to you.

The National Financial Planner (CHFP) is a certificate certified by the state, and it is also the only professional qualification certificate certified by the ** financial planner.

The gold content of international financial planners is still very high, and the recognition is also very high, and it is used nationwide. So what kind of work can you do after getting this certificate? Generally, he works in a third-party financial institution, a financial specialist for high-net-worth customers such as trusts, bonds, etc., or a financial specialist in the insurance banking industry.

At present, RFP has become an important standard for talent training in many financial institutions around the world. Insurance companies such as Pacific Life Insurance, Taikang Life Insurance, and Taiping Life Insurance, as well as large domestic banks such as Industrial and Commercial Bank of China, Agricultural Bank of China, Bank of Communications, and China Construction Bank, all use RFP as a standard for talent cultivation and training. In addition, RFP is used as a measurement factor when recruiting, such as AIA, Ping An Life, Bank of East Asia, Shanghai Pudong Development Bank, etc.

Compared with the financial management certificates that are currently more popular in China, RFP pays more attention to the application of theory in reality and is more practical. At present, the RFP certificate has been included in the national financial and financial professional training project, and the implementation is one test and three certificates, that is, the Chinese and English certificates issued by the American Association and the certificate issued by the Financial Commission.

Applicants for financial planner qualifications must meet the following basic requirements:

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.

3. Obtain the "Financial Planner (AFP) Training Certificate" issued by the Financial Management Standards Committee of the China Financial Education Development Association, and apply for the AFP qualification examination;

4. Obtain the "International Financial Planner (CFP) Training Certificate" issued by the Financial Management Standards Committee of the China Financial Education Development Association, and apply for the CFP qualification examination;

5. Those who have a doctorate degree in economics or economics recognized by the Financial Management Standards Committee of the China Financial Education Development Association, and can be exempted from all training courses with the approval of the Standards Committee, can apply for the AFP qualification examination or CFP qualification examination.

AFP qualification applicants must obtain the "AFP Qualification Examination Certificate" and submit an application for qualification certification to the China Financial Management Standards Committee within 4 years, and the AFP qualification applicants must agree to and abide by the "Financial Planner Professional Ethics Code" and "Financial Planner Practice Guidelines" issued by the China Financial Management Standards Committee.

How do I register for the AFP exam?

First of all, if we want to participate in the AFP exam, we must first participate in the training of the authorized institution of the China Standards Committee, and only after obtaining the training certificate can we be eligible to register, the validity period of the training certificate is 4 years, that is, we must take the exam within this period, otherwise we need to retrain! Education and training are not for everyone, and a Ph.D. in economic management or economics can be exempted, which means that they can go directly to the exam without participating in the training!

What does the AFP exam take?

The content of the exam includes financial management principles I and II, mainly including economics, law, time value of money, real estate planning, children's education fund planning, credit and debt planning, family financial statement preparation and budgeting, comprehensive cases, etc., in addition to four major plans: investment planning, personal risk and insurance planning, personal tax planning and estate planning, employee benefits and retirement planning.

The format of the AFP exam is a unified test, a closed-book test, and a computer-based test, and all the questions are multiple-choice questions!

The AFP exam is divided into two exams in the morning and afternoon, which are 3 hours, from 9 to 12 o'clock in the morning, with 90 questions, and from 1:30 to 4:30 in the afternoon, with 90 questions.

Hope it helps.