Where to take the exam

The examination acceptance agency for financial planner is the "Occupational Skills Appraisal Center" of the "Labor Bureau". Private schools can also register as agents. However, the private schools finally handed over the "application materials" to the "Labor Bureau".

Application requirements

The third-level assistant financial planner is:

①College degree or above (school students will be issued a "Certificate of School Enrollment" by the school

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②Have ID card (those without ID card will not be allowed to take the exam)

③Other conditions, such as no major crime, support of the national constitution, etc...

Application requirements

Level 2 financial planners are:

①College degree or above

②Have ID card (those without ID card will not be allowed to take the exam)

< p>③Proof of working in the financial industry for more than seven years (financial industry refers to banks, securities, insurance, futures, accounting, finance and other companies)

④Other conditions, such as no major crimes, support of the national constitution, etc. …

What to bring when applying

If you want to apply for the National Level 3 Assistant Financial Planner (CHFP) exam, you need to bring the following items

① 6 2-inch photos , 2 1-inch photos (without hats)

②Original and 2 copies of academic certificates (undergraduate students should bring "Certificate of School Enrollment")

③Original and copy of identity certificates 2 (if the identity certificate is lost, bring the "Proof of Household Registration")

④The registration fee is about 340 yuan (bring as much as possible) (excluding training fees)

⑤The book fee is 60 yuan One book, two books are required for Level 3, and you can get a discount of 30 to 10% off if you buy it in the bookstore

Explanation of fees

The registration fee for the "Occupational Skills Appraisal Center" of the Labor Bureau is relatively low, only 340 It costs about 1,600 yuan to 5,000 yuan, but there is no training.

The general fee is about 1,600 yuan to 5,000 yuan, usually taught by university teachers.

(Harbin fee is 1,600 yuan, Beijing fee is 1,600 yuan. 8,000 yuan, the fee in Shanghai is more than 5,000, the fee is different due to regional reasons, the graduation certificate is the same)

Training hours

It is said that the Labor Bureau has regulations that if you have worked in the "financial industry" for seven years , you don’t need to participate in training. Generally, college students, even if they major in “investment and financial management”, must participate in at least 120 hours of training.