1, and has been engaged in this occupation for more than 6 years.

2, with advanced skills as the training goal of technical schools, technician colleges and vocational and technical colleges, the professional or related professional graduation certificate.

3. Have a college degree or above in this major or related major.

4. Have a college degree or above in other majors and engage in this occupation 1 year or more.

5. Have a college degree or above in other majors, have reached the required standard class hours through vocational three-level formal training, and have obtained a certificate of completion.

You can apply for the assistant of the national financial planner, as long as you meet the application conditions, you can apply for the exam, and you don't have to attend the training.

The national unified examination time for national financial planners is May and165438+1October each year.