Professional skills: cash financial planning, investment financial planning, retirement financial planning, insurance financial planning, tax planning, real estate planning, children's education planning, inheritance planning, financial planning process.
Upgrading courses: securities investment strategy, real estate investment strategy, futures/options/stock index futures, company listing planning. Professional level: Assistant Financial Planner (national vocational qualification level III), Financial Planner (national vocational qualification level II) and Senior Financial Planner (national vocational qualification level I). Note: At present, the examination grades are Grade III and Grade II. Registration conditions: Assistant Financial Planner (National Vocational Qualification Level 3) (meeting one of the following conditions) (1) College degree or above (studying). (2) Persons who have been engaged in this occupation for more than 6 years. Financial planner (national vocational qualification level II) (one who meets one of the following conditions) (1) has been engaged in this professional work 13 years or more. (2) Having been engaged in this occupation for more than 4 years continuously after obtaining the third-class vocational qualification certificate of this occupation. (3) after obtaining a bachelor's degree certificate in this major or related majors. (4) Having worked in this occupation for more than 2 years after obtaining a master's degree or above.