Can I go to a foreign company after taking the financial planner exam?

The role of the financial planner professional qualification certificate.

In the course of their work, the staff of employment agencies shall require job seekers to present their vocational qualification certificates for inspection and recommend employment for occupations that are subject to employment access as stipulated by the state; Employers should recruit and employ workers with certificates. The new labor force engaged in the employment access occupation must undergo vocational training and obtain a vocational qualification certificate before employment; The labor inspection agency shall investigate and punish the employer that recruits personnel who have not obtained the corresponding qualification certificate in accordance with the law and order it to make corrections; For those engaged in the management of employment access industries, the industrial and commercial departments must obtain professional qualification certificates before going through the formalities for opening a business. At the same time, the national vocational qualification certificate implements national and international multilateral mutual recognition, so it is also a valid certificate for overseas employment and foreign cooperation personnel to handle the notarization of skill level.

After passing the professional qualification certification and obtaining the qualification certificate, financial planners can engage in four aspects of work, one is to open a professional financial management company, the second is to become a professional financial planner trainer, and the third is to engage in financial services in financial institutions. The fourth is to engage in capital management and financial planning in enterprises.

It depends on whether the foreign company needs this position, and it also depends on how well you learn.

Certificates are secondary, competencies are primary.

If you take the test, you may not be able to go, and if you don't take the test, you may not be able to go. People want ability.

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.

If you enter an "insurance" company, you will indeed be a salesman who has just entered, but a salesman who has a professional "financial plan" is of course different from a salesman who has not undergone professional learning

It can be said that the initial grassroots work is a time to accumulate experience.

After being proficient in "home visits" and "customer reception", you may be promoted to "supervisor".

If you go to "Bank".

Foreign banks have a "business volume" every month, so many financial planners will choose to "visit" some powerful customers.

to increase your own business volume.

State-owned banks, although most of the "state-owned banks" do not have business volume requirements.

But there are some rules.

The accountants are almost all girls, but occasionally I see male accountants.

Accounting is indeed a profession that is more suitable for female students.

If you are engaged in the accounting profession, you should have a "financial planner" certificate, or other financial certificates, such as "** professional qualification certificate", "banking qualification certificate", "** professional qualification certificate".

It is said that the "financial planners" in the United States hold several financial certificates.

There is a chapter in the "Financial Planner" exam book called "Accounting".

There is also a chapter of "**"** and so on.

In fact, financial planners include many contents of traditional "bank", "**", "accounting" and "lawyer (economics)".

It is a new profession that includes many professions.

First of all, it depends on whether you will be engaged in related industries, and if you do related work, then holding a certificate is the trend of the future. The sooner you take the test, the better. The knowledge in the financial planner's textbook will help us manage our finances in the future, and it is good to learn more.

It's useful to find a job in finance, especially those who are ** analysts or something.

I still need a certificate.,If it's to learn financial knowledge or something.。。。 Hehehehehehe.

If you are a finance major, it should be easy to get a financial planner, unless you didn't study hard in college. Because the breadth and breadth of knowledge mastered by CFPs are not as wide as those of a university economics major.

The breadth and breadth of knowledge of second- and third-year students. If you've read its textbooks and training materials, you'll know that I'm right. To put it mildly, CFP is just a group of miscellaneous people who have learned a little bit of fur, and can only be blinded by laymen who don't know how to do it at all.

If you have time, you can try to take the CIIA Certified International Financial Analyst exam, which is an authentic financial planner, and CIIA is much more valuable than CFP. If you graduate from a regular university majoring in finance, you are too talented to take the financial planner exam, which is completely useless, and you use a knife to kill chickens.

I work in a bank, so I can share some of my thoughts with you.

First of all: I think the AFP exam is still very useful, whether you work in a bank or not, you can make a plan for yourself and your friends' financial situation after passing this exam.

Secondly: Now the people of our country pay more and more attention to the preservation and appreciation of their property, so it is a pity that professional bookkeepers are lacking, and if you pass the exam, it will definitely help you find employment.

However, 1. Domestic Financial Registered Financial Planners (AFPs) must undergo 108 hours of training from the Financial Planner Association. 2. Must have work experience, four years of bachelor's degree and three years of master's degree.

If you are a student in school, you may not be able to take the test.

The role of a financial planner:

1.Financial planners have diversified development directions. It can serve financial institutions, such as commercial banks, insurance companies, third-party wealth management companies, etc.

2.Professional financial planners are from a neutral point of view to help customers allocate assets or wealth management products. More and more financial planners are choosing to join formal third-party wealth management companies or professionals with qualifications to practice independently. (Private Financial Advisor).

3.Private financial advisors can further increase their income by charging consulting fees, financial plan preparation fees, annual regular service fees, customer profit sharing, and product commissions.

A financial planner is 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, 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.

I heard that the work is just entered and is a salesman].

If you enter an "insurance" company, you will indeed be a salesman who has just entered, but a salesman who has a professional "financial plan" is of course different from a salesman who has not undergone professional learning

It can be said that the initial grassroots work is a time to accumulate experience.

After being proficient in "home visits" and "customer reception", you may be promoted to "supervisor".

If you go to "Bank".

Foreign banks have a "business volume" every month, so many financial planners will choose to "visit" some powerful customers.

to increase your own business volume.

State-owned banks, although most of the "state-owned banks" do not have business volume requirements.

But there are some rules.

Are all accountants girls?].

The accountants are almost all girls, but occasionally I see male accountants.

Accounting is indeed a profession that is more suitable for female students.

If you are engaged in the accounting profession, you should have a "financial planner" certificate, or other financial certificates, such as "** professional qualification certificate", "banking qualification certificate", "** professional qualification certificate".

It is said that the "financial planners" in the United States hold several financial certificates.

There is a chapter in the "Financial Planner" exam book called "Accounting".

There is also a chapter of "**"** and so on.

In fact, financial planners include many contents of traditional "bank", "**", "accounting" and "lawyer (economics)".

It is a new profession that includes many professions.

It is useful, there are a lot of financial management businesses in the financial industry now, and a lot of new businesses are launched every year, so it is very useful to take the test.

The content of the exam is relatively detailed. If training, the teacher is also the focus. The pass rate of non-economic majors is relatively low.

It is better to prepare more than a month in advance. The questions are all objective, and the score of each question is one point. The amount of questions is relatively large.

Read the book several times, combined with past past questions. For numerical memory, some topics are compulsory every year.

It's not difficult, but it's not easy.

Let's put it this way, as long as you read, remember, and understand carefully, I believe that it will not be easy.

It is better to classify and then summarize yourself to deepen your memory. Also, there are a lot of calculation questions in the subject of professional ability, so pay attention!

Some of the content of the exam is indeed more detailed.

Go to your local Ministry of Human Resources and Social Security and ask, they are in charge of this and should be able to give you a detailed answer.

Every year in May and the third weekend of November, the national unified examination, one month before the exam, you can register through the local training or reporting agency, and each province has 1-2 test centers.

Very useful.

At present, the concept of financial planning has gradually become known in the financial industry, especially in insurance companies and commercial banks, many of which have set up special personal finance studios or financial management departments to provide customers with corresponding financial services.

With the development of society and the improvement of people's income level, the demand for providing personalized financial services has become increasingly prominent. At present, most of the people who enjoy private services are above the middle class, however, according to the latest data on the Internet, many ordinary consumers have gradually become the service group of private financial advisors. At present, private financial advisors are mainly distributed in financial institutions, mainly for the promotion of their own financial products, which has certain limitations, but due to the increasing demand of customers, private financial advisers are required to cross-institutional and cross-industry tailor-made design for customers to meet their own financial management models.

The "butler" service of private financial advisors will become a major trend in the development of private financial advisors in the future. At the same time, it is also necessary to have a third-party private wealth management service institution independent of financial institutions to provide comprehensive services across institutions, industries and fields.

In view of the strong demand for financial planners and the lack of national standards for financial planners, the National Vocational Appraisal Center organized relevant professional financial planners to formulate the National Professional Standards for Financial Planners according to China's national conditions, which came into effect on January 23, 2003, thus formally identifying financial planning as a profession. In August 2005, the National Vocational Appraisal Center commissioned Beijing Oriental Wall Financial Consulting **** and the School of Finance of Chinese University to hold the first pilot training course for financial planners in Beijing. The trainees then took the National Financial Planner Pilot Appraisal Examination held by the National Vocational Appraisal Center, and those who passed all the examination subjects were awarded the National Vocational Qualification Certificate for Financial Planners.

Hope it helps.