Can fresh graduates majoring in marketing take the exam as an assistant financial planner?

You can't apply for the exam, you have to meet the following conditions to apply for the exam, and the requirements for working years are very strict, fresh graduates must be engaged in the financial industry for more than one year to register.

The content of the exam is very complicated, and it is very difficult if you have not taken the exam in your major or from this industry, or it is not easy to take the exam in your major or from this industry.

For the third weekend of each month, you can register for training two and a half months in advance, and you can register at the local Vocational Skills Appraisal Center or Labor and Employment Training Center of the local Labor and Social Security Bureau.

Financial Planner.

1. Application conditions.

Assistant Financial Planner (one of the following).

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

2) After obtaining the college degree certificate, he has been engaged in this profession for more than 3 years.

3) After obtaining a bachelor's degree certificate, he has been engaged in this profession for more than 1 year.

4) Have a master's degree or above.

Financial Planner (one of the following).

1) Continuously engaged in the profession for more than 13 years.

2) After obtaining a bachelor's degree certificate, he has been engaged in this profession for more than 5 years.

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

2. Training costs.

Assistant Financial Planner: 1,800 yuan (including training fees, teaching materials, appraisal fees, etc., the above fees do not include financial calculator fees.) ）

Financial planner: 3,600 yuan (including training fees, teaching materials, appraisal fees, comprehensive evaluation fees, etc., the above fees do not include financial calculator fees.) )

Yes, as long as you have a bachelor's degree certificate, and students with a bachelor's degree or above, you can apply for the assistant financial planner exam.

I passed the exam in my freshman year!! Upstairs, this certificate has nothing to do with academic qualifications! I'm also a marketing outfit.

You can take the test. It's not hard to be an assistant. You can search online for eligibility.

However, are you taking the Chinese or international CFP exam? CFP English is used internationally. How to say this, you need sales ability, and it is generally used by insurance.

Financial Planner is actually a good name for the foreign insurance industry, China has just developed, and it has been very popular recently, but the national conditions are different. In fact, I don't think it's useful to go to the bank, the key is a written exam and interview at the bank, if you are an undergraduate. Or you can look at the banking exam, or you have a relationship.

Fundamentally, the requirements for applying for the assistant financial planner are that the applicant must obtain a college degree certificate or above, so undergraduates cannot apply for the assistant financial planner examination.

Qualifications: Assistant Financial Planner (one of the following conditions).

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

2) Have a diploma of this major or related major from a technical school, technician college and vocational and technical college with advanced skills as the training goal.

3) Have a college degree or above in the 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 reach the required standard number of hours of formal training by the professional assistant financial planner, and obtain a certificate of completion.

You can take the test, depending on which industry you want to engage in, general banks, ** companies, insurance companies, certified public accountants, lawyers, these industries are useful, where are you? If you are in Henan, you can go to the Labor and Employment Training Center, which is in Zhengzhou.

Assistant financial planner 1,000 yuan.

Note: 1The above fees include registration fees, training fees, textbook fees, and certification fees.

2.Units collectively sign up for training, and the cost is negotiated separately.

3.Training Exam Recommended (Voluntary Purchase) Casio Financial Calculator FC---200V, Factory Price.

4.If you apply for the Assistant Financial Planner (CHFP) exam, you only need to pay an application fee of 50 yuan and a textbook of 30 yuan if you study on your own. After passing the exam, pay a certification fee of 500 yuan.

Submit at the time of registration:1Original and photocopy of ID card, student card, graduation certificate, degree certificate and professional title qualification certificate;

2.Recently, there are two one-inch and two-inch blue background with the same version of bareheaded** four.

First go to the ** qualification exam. ** Register with industry associations.

The development needs of our unit, recruiting financial planners, and being an account manager in the early stage.

If you have any questions or concerns, please send an email to.