1. Banking Qualification Examination "China Banking Practitioner Qualification Certification" is referred to as CCBP (China Banking Professional Certification). Organized and implemented by the China Banking Practitioners Qualification Certification Office.

2. Securities qualification is the abbreviation of qualification examination for securities practitioners. This certificate is a national qualification examination and a qualification certificate for national financial institutions. The qualification examination for securities practitioners is an introductory examination for engaging in the securities industry.

3. insurance qualifications examination is the need to establish and improve the main body system of insurance market. Secondly, it is necessary to standardize the trading behavior in the insurance market and reduce the transaction cost of insurance commodities. Third, it is the need to establish a team of high-quality professional insurance practitioners. Insurance qualifications is divided into insurance brokers, insurance assessors and insurance agents.

4. The full name of the qualification certificate of futures practitioners is the qualification examination certificate of futures practitioners, which refers to the entry examination of the entry nature of futures practitioners and is also the national vocational qualification examination. The examination is supervised and guided by China Securities Regulatory Commission, sponsored by China Futures Association and specifically undertaken by ATA Company.

5. Financial planner refers to the person who provides comprehensive financial consulting services for individuals, families, small and medium-sized enterprises and institutions by using the principles, techniques and methods of financial planning. Financial planning requires providing all-round services.