Cfp recruits employees with junior college degree or above in national education from basic units of financial institutions such as insurance companies, commercial banks, fund companies, securities companies, investment companies, futures companies and wealth management companies.
Application conditions: college students and graduate students; College graduates of related majors; Relevant employees of financial institutions.
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CFP type:
Typical CFP practitioners are men over 40 years old. In addition to CFP qualifications, more than half of the people hold securities, insurance or other two or more qualifications at the same time.
For example, if you consult an investment as an investment consultant, the remuneration you get must hold a federally recognized investment consultant qualification. As a business type, in actual business operations, life planning is accompanied by the promotion of wealth management products, or tax and accounting consulting.
Almost all FP business services are composed of more than two integrated services. Among the CFP practitioners surveyed, 265,438+0% are employed by financial institutions. 39% employees cooperate with large service companies while maintaining independence. The remaining 40% started their own businesses.
Typical CFP income includes two aspects: handling fee and commission. That is, by managing and using assets for customers, a certain percentage of fees are charged; And when selling a specific commodity, you get a certain handling fee from the owner of the commodity. These two kinds of income constitute the basic form of CFP compensation.
There are also CFP practitioners in the United States, and it is extremely rare to charge as a consultant. However, there are also cases where wages are paid by the hour. Generally, you can get about 120 USD per hour.
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