In order to build a platform for training high-end financial talents in China, the Institute of Finance of the State Council Development Research Center, china enterprise confederation and STALLA REVIEW jointly established the chinese registered financial analysts Training Project Executive Office and launched the "chinese registered financial analysts Training Project" nationwide.

Chartered financial analyst, also translated as registered financial analyst, CFA for short. CFA is the most authoritative professional qualification in the field of securities investment and management. CFA certificate is issued by CFA Association, which is one of the most famous professional groups in the world investment industry.

The Certified Financial Analyst Program was established by the American Institute of Certified Financial Analysts on 1963. Certified financial analyst is the highest standard in the field of financial analysis, which not only measures the professional ability of financial analysts, but also represents their integrity.

2. Financial planner

Is to provide customers with comprehensive financial planning professionals. According to the National Professional Standard for Financial Planners formulated by People's Republic of China (PRC) and Ministry of Human Resources and Social Security (the former Ministry of Labor and Social Security), a financial planner refers to a person who provides comprehensive financial consulting services for individuals, families, small and medium-sized enterprises and institutions by using the principles, techniques and methods of financial planning.

Financial planning requires providing all-round services, so financial planners are required to master all kinds of financial tools and relevant laws and regulations, provide tailor-made and feasible financial plans for customers, and meet customers' long-term and ever-changing financial needs in the process of constantly revising the plans.

3. Financial Risk Manager (FRM)

It is the top authoritative international qualification certification in the field of financial risk management, established by GARP. GARP helps risk groups make more informed risk decisions by "creating a culture of risk awareness". ?

For FRM certification, GARP organizes proposition, examination and certification, emphasizes the introduction of necessary knowledge system of risk management analysis and decision-making, and adopts English examination. FRM is the national vocational qualification certificate of China approved by Ministry of Human Resources and Social Security, and it is headed by the Vocational Skills Appraisal Institute.

4. Actuaries

Actuaries are professionals who use actuarial methods and techniques to solve economic problems. Actuaries are called "golden collars". Actuarial education in China is in a blank state for a long time. It was not until 1987 that the Central University of Finance and Economics established actuarial cooperation projects with the Canadian University of Waterloo (the first actuarial science in North America) and the Actuarial Society of North America that actuarial education was systematically introduced into China.

"Chinese actuary" qualification examination is divided into two categories: quasi-actuary and actuary. There are nine compulsory courses in the quasi-actuary examination, and candidates will be qualified as quasi-actuaries after passing all nine courses.

Some actuaries have 10 courses in their examination plans. Candidates who have obtained the qualification of quasi-actuary can only obtain the Certificate of Qualified Actuary Examination if they pass five actuarial courses and meet the relevant actuarial professional training requirements.

5. Registered international investment analyst

It is one of the most internationally influential professional qualifications in the field of global investment analysis and is managed by the Association of Registered International Investment Analysts.

The Institute of Certified International Investment Analysts was established in June 2000. Its main purpose is to establish an international professional title evaluation plan, carry out the international level examination for investment analysts, and issue the qualification of CIIA. At present, analyst associations in nearly 30 countries and regions, including China, are members.

Baidu Encyclopedia-Certified Financial Analyst

Baidu encyclopedia-financial planner

Baidu Encyclopedia-Financial Risk Manager

Baidu encyclopedia-insurance actuary

Baidu Encyclopedia-Certified International Investment Analyst