More than two years of working experience in the financial industry, bachelor degree

According to the framework agreement between the China Financial Management Standards Committee and the International Financial Management Standards Committee, currently, the China Financial Management Standards Committee only The qualification certification of Financial Planner (AFP) will be carried out. From 2006, the qualification certification of International Financial Planner (CFP) will be carried out.

CFPTM Qualification Certification Teaching and Examination Syllabus (2009)

According to the international financial planner (CFP) qualification certification standards, in accordance with the "Financial Financial Planner Professional Ethics Standards", "Financial Financial Planner" Practicing Code of Practice" and "2008 China Financial Planning Work Analysis and Survey Report", and based on the 2008 teaching and examination syllabus and market changes in recent years, under the supervision and supervision of the International Financial Planning Standards Board China Advisory Panel (FPSB China Advisory Panel) Under the guidance, Modern International Financial Standards (Shanghai) Co., Ltd. (FPSB China) revised the 2009 CFP qualification certification teaching and examination syllabus. The teaching and examination syllabus for the 2009 International Financial Planner (CFP) qualification certification is divided into the following five parts, covering the basic knowledge points of the financial planning teaching system and the scope of the qualification examination.

Remarks: C1-CFP understanding, C2-CFP understanding, C3-CFP mastering.