Internationalization and high gold content certification of personal and family investment and financial management; One of the priority employment conditions of major banks; Known as the necessary certificate of wealth management account manager!
2. International certificate
The FPSB, headquartered in the United States, is issued in a unified way, and its member organizations cover 27 countries (regions).
It has a long history.
According to the experience standard of global financial management in recent 50 years, as of 20 19 12 3 1, the number of AFP holders in Chinese mainland has reached 19 9093.
4. Comprehensive financial management knowledge and practical ability training.
AFP certification training includes: financial management principles, investment planning, risk management and insurance planning, comprehensive family financial management, retirement planning, tax planning and comprehensive case analysis, with a total of 108 class hours.
5. Low threshold
The Chinese exam is moderately difficult, and you can get the certificate in 2 months at the earliest.
6. Promote sharp tools
A shortcut to enter banks, insurance, securities funds, wealth management institutions and promote core positions.
There is an AFP test on 202 1 almost every month and every week, so you can start preparing for the exam!
★★★★★ Certification body:
International Committee on Financial Management Standards
★★★★★★★ Number of holders:
By 2020, there will be more than 6,543,800 AFP holders in Chinese mainland.
★★★★ AFP adopts 4E certification standard:
Education: Attend graduation training.
Exam: Take the unified exam.
Experience: Work experience meets the requirements.
Ethics: abide by the professional ethics standards of the association.
★★★★★★ Suitable for the applicant:
Banks: junior financial managers, account managers, lobby managers, bank employees who want to transfer from other positions to financial positions ((branch presidents, presidents, directors, financial managers, lobby managers, tellers, interns, private banking department, personal gold retail department, etc.). ))
Insurance: insurance managers, wealth consultants and corporate executives.
Broker: account manager, senior account manager and elite account manager.
Others: related employees of independent wealth management companies and other institutions.
★★★★★★ Education/experience requirements:
College degree, engaged in financial management related industries and designated positions for more than 3 years.
Bachelor degree, at least 2 years working experience in financial management related industries and designated positions.
Master degree, 1 year or above, engaged in financial management related industries and designated positions.
College students can calculate part-time working hours when they apply for the exam.
★★★★ AFP inspection method/place/time/cost:
Examination methods: national unified examination and computer examination.
Examination questions: 180 questions, 90 questions in the morning and 90 questions in the afternoon.
Examination questions: objective multiple-choice questions, divided into conceptual questions and calculation questions.
Examination time: 9: 00 am-12: 00, and afternoon 13:30- 16:30.
Examination places: Beijing, Guangzhou, Shanghai, Chengdu, Shenyang, Wuhan, Hangzhou, Jinan, Nanjing and Xi 'an. (Top Ten Fixed Test Sites)
Exam time: There are more than 50 exams throughout the year, which can be taken almost every month. The number of seats is limited, so you need to reserve seats for the exam two months in advance.
Registration fee: 890 yuan/time.
Examination subjects: Fundamentals of Financial Management is divided into: Fundamentals of Financial Management (1) and Fundamentals of Financial Management (2).
The examination content (six aspects): financial management principles, investment planning, personal risk management and insurance planning, employee welfare and retirement planning, personal tax and inheritance planning, case analysis, etc.
★★★★ AFP video course syllabus includes:
Chapter 1: Principles of Financial Management
Chapter II: Investment Planning
Chapter III: Personal Risk Management and Insurance Planning
Chapter IV: Employee Benefits and Retirement Plan
Chapter 5: Personal taxation and estate planning.
Chapter six: Case analysis.
★★★★★★ Course setting of AFP in nail question bank:
Video of test sites: 270 test sites, lasting about 26 hours, covering all required test sites ~
Elite test sites: paper version and electronic version, 1 15 pages, with 2-3 test sites per page.
Official sample papers: provide 8 sets of official sample papers+full version of analysis.
Nail question bank exclusive paper real questions: about 1000+ channel, 263 pages, paper version to do questions, improve the memory of doing questions.
Pre-exam secret papers: 2 sets, 180/ set, and mobile phones and web pages can do questions anytime and anywhere.
Learning management: "one-on-one" service management for private education and small groups of students/lecturers.
Value-added services: assistance in graduation, registration for exams, continuing education and so on.