Applicants who have obtained AFP qualification certification and reached the "4E" standard recognized by the international CFP qualification certification organization can obtain CFP qualification certification after certification. The "4E" standard of CFP qualification certification refers to obtaining the CFP qualification training certificate issued by an educational institution authorized by FPSB China, passing the CFP qualification examination organized by FPSB China, reaching the professional experience standard formulated by FPSB China and the professional ethics standard formulated by FPSB China.
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2. I want to ask the students who have passed CFP, how long does it take to get the certificate through the exam? What are the application conditions?
After passing the CFP exam, the certification will take about 2 months.
I. Application conditions
Meet one of the following conditions, you can sign up for the financial planner qualification examination.
1. Obtain the training certificate of financial planner (AFP) issued by the training institution authorized by the Financial Regulation Committee of China Financial Education Development Foundation, and you can apply for the AFP qualification examination;
2. After obtaining the CFP Training Certificate issued by the training institution authorized by the Financial Management Standardization Committee of China Financial Education Development Foundation, you can apply for the CFP qualification examination;
3. You can apply for the EFP qualification examination by obtaining the Certificate of Financial Manager Training issued by the training institution authorized by the Financial Management Standardization Committee of China Financial Education Development Foundation;
4. Persons who have a doctorate in economic management or economics recognized by the Financial Management Standards Committee of China Financial Education Development Foundation and are exempted from all training courses with the approval of the Standards Committee may apply for AFP qualification examination or CFP qualification examination.
Second, the examination subjects and scope
AFP Qualification Examination Subject: Foundation of Financial Management
CFP qualification examination subjects: divided into four professional subjects and one comprehensive subject. Professional subjects are investment planning, employee welfare and retirement planning, personal tax and inheritance planning, personal risk management and insurance planning, and comprehensive subjects are comprehensive case analysis.
Special note: you can choose any subject to apply for CFP qualification examination.
EFP Qualification Examination Subject: Financial Management
3.cfp exam registration conditions
Yes, you must take the AFP test first.
4. What are the requirements for applying for CFP?
Anyone who meets one of the following conditions can register:
1, college students and graduate students;
2. College graduates in related majors;
3. Relevant employees of financial institutions. College degree or above in national education sequence, employees in grass-roots units of financial institutions such as insurance companies, commercial banks, fund companies, securities companies, investment companies, futures companies and wealth management companies.
CFP qualification certificate is recognized as the authoritative grade certificate of financial management industry in the United States and even the world. CFP qualification is widely awarded to professionals in the field of financial management, including financial managers, fund managers, chief financial officers, investment consultants, investment bankers and financial consultants. Before 2009, CFP qualification certificate was certified by Financial Management Standards Committee of China Financial Education Development Foundation.
(4)cfp conditional extended reading
International Financial Planner (CFP) is the most authoritative personal financial professional qualification in the field of global financial services. It is sponsored by the International Association of Financial Planners (IAFP), and its talent training direction is financial planners who manage customers.
According to the customer's asset status and risk preference, provide comprehensive financial advice including all aspects of the customer's life, find the most suitable financial management method, and ensure the preservation and appreciation of his assets.
At present, China has set up a financial planner standards committee and introduced CFP-related examinations and standards to China. It adopts two-level authentication system, namely, financial planner (AFP) and international financial planner (CFP), which is more in line with the local characteristics of China.
Gold content of certificate: CFP certificate is one of the authoritative financial advisor certification projects in the world at present. For individuals, CFP certificate is the identification of financial experts, and it is also a powerful guarantee for obtaining high salary and higher vocational education.
5. What qualifications does 5.CFP have?
CFP (International Financial Planner) is mainly engaged in the field of financial management, such as banking and insurance. CFP (International Financial Planner) is highly recognized in the industry, so many people who want to sign up for international financial planners are worried about whether there are any qualifications for international financial planners to sign up.
Registration qualification of international financial planner
What needs to be known here is that the registration conditions and application conditions of international financial planners are different. If you just sign up for study, you only need to pass AFP certification. However, if you want to apply, you need more than 2 years of financial management experience.
Or applicants who have a doctorate in economic management or economics recognized by FPSB China and can be exempted from all training courses with the approval of FPSB China, can directly register for CFP qualification examination.
What is the role of an international financial planner?
1. High recognition in the industry.
2. Improve your gold content
Step 3 increase your competitiveness
Generally speaking, international financial planners only need to take the AFP exam to register for study, but they still need certain conditions to take the exam. The certificate of international financial planner plays a very important role. In today's fierce competition in the financial industry, certificates that can improve their own gold content are particularly important.
6. What are the requirements for applying for CFP?
CFP (International Financial Planner) is a higher-level qualification certification system of CFP. CFP qualification certificate is recognized as the authoritative grade certificate of financial management industry in the United States and even the world.
Applicants for AFP qualification must meet the following basic conditions:
1. Engaged in financial management or work related to financial management in financial institutions, accounting firms, law firms and other institutions recognized by China Financial Management Standards Committee;
2. Master degree or above 1 year or above working experience, bachelor degree or above 2 years working experience, college degree or above 3 years working experience, college degree or above 7 years working experience.
3. Obtain the Training Certificate for Financial Planners (AFP) issued by the Financial Standards Committee of China Financial Education Development Foundation, and you can apply for the AFP qualification examination;
4. Obtain the CFP Training Certificate issued by the Financial Management Standardization Committee of China Financial Education Development Foundation, and you can apply for the CFP qualification examination;
5. Persons who have a doctorate in economic management or economics recognized by the Financial Management Standards Committee of China Financial Education Development Foundation and are exempted from all training courses with the approval of the Standards Committee may apply for AFP qualification examination or CFP qualification examination.
Applicants for AFP qualification must complete the application for qualification certification within 4 years after obtaining the AFP qualification examination certificate, and agree to and abide by the Professional Ethics Code for Financial Planners and the Operating Guide for Financial Planners issued by the Financial Planners Standardization Committee of China.
Reference source: //ke. /view/30567
7. The difference between 7.AFP and CFP, as well as the conditions, registration time and examination time.
AFP is called Associate Financial Planner in Chinese and CFP is called International Financial Planner in Chinese. The banking financial management department recognizes this certificate. If you want to develop in this direction, AFP is the most basic certificate.
AFP and CFP are issued by the International Financial Management Standards Committee (FPSB) and are internationally recognized authoritative certificates in the financial management industry. At present, China has set up a financial planner standard committee to introduce CFP-related examinations and standards to China. It adopts two-level authentication system, and AFP is the premise of CFP. You must pass the AFP exam and get the AFP certificate before you can take the CFP training and exam. The exam is in Chinese.
AFP (financial planner) takes the exam once a week on average, and CFP (international financial planner) takes the exam once a month on average, and the exam time is unlimited.
To sum up:
1, test difficulty: CFA is an all-English test, and CFA is lower than AFP in terms of pass rate.
2. Examination time: CFA level 1 twice a year, level 2 and level 3 once a year; AFP is once a week, and there are many opportunities for AFP in terms of time flexibility.
When choosing which certificate to take, you should first make clear your future career plan, and then make a decision.
1.AFP Registration Conditions-Education
College degree, working for more than 3 years. Bachelor degree, working for more than 2 years. College degree or below does not meet the registration requirements.
2.AFP registration conditions-working conditions
/kloc-within 0/0 years, you must be engaged in relevant positions in the financial industry, with a college degree and relevant work experience of more than 3 years. Bachelor degree, at least 2 years relevant working experience. Master, relevant working experience 1 year. If you are dissatisfied with your work experience, you can take the exam first, keep your grades for 4 years, and then apply for certification after you are satisfied with your work experience.
3.AFP registration conditions-examination conditions
The organizer of AFP examination (China Financial Management Standards Committee) stipulates that obtaining AFP training certificate is a necessary prerequisite for taking AFP certification examination. Every student who wants to obtain afp certification must first obtain an AFP training certificate (only students with a specific doctoral degree can take the exam directly after obtaining an application for exemption training). The afp Training Certificate is valid for 4 years, and you can take the AFP certification examination within 4 years.
AFP preparation suggestion: it is recommended to use the nail question bank APP for preparation.
For more relevant exam information, you can pay attention to the nail question bank.
8. What are the conditions for 8.CFP certification?
Applicants who meet the above 4E criteria can apply for qualification certification to China Financial Management Standards Committee and submit relevant supporting documents. The Standards Committee conducts qualification certification according to the Measures for Qualification Certification of Financial Planners, and issues qualification certificates such as financial planner (AFP), international financial planner (CFP) or financial manager to qualified applicants.
The qualification certificate is valid for two years, and the holder must abide by the Interim Measures for the Administration of Continuing Education of Financial Planners and meet the requirements of continuing education and professional ethics before continuing to retain his qualification.
At present, the number of people certified by AFP/CFP is * * * 42 14, including AFP 3725 and CFP 489.
9. What does 9.CFP mean? What is the use of CFP qualification certificate?
CFP (International Financial Planner) is an international financial planner, registered financial planner or registered financial planner. A suitable financial planner is a professional who follows the six steps of the standard financial management process and helps customers achieve their life goals. In addition, cfp is also the abbreviation of the State Council Press Office China Photography Publishing House.
The CFP certificate in the United States has a high gold content, and the international financial planner is praised by the Wall Street Journal as the highest glory of the international financial community, which is already very high.
(9)cfp conditional extended reading
1, prerequisite
Everyone must first know that CFP is an advanced certificate of AFP. If you want to take the CFP exam, you must get AFP first. After obtaining AFP certification, you can take the CFP exam within 4 years.
2. Examination subjects
There are five subjects in CFP certificate examination, namely investment planning, employee welfare and retirement planning, personal tax and inheritance planning, risk management and insurance planning, and comprehensive case analysis.
3. Test scores
Test results are generally announced 2 weeks after the test.
4. Working years
There must be a certain number of working years (at least two years and at most five years) to meet the professional ethics standards issued by the Committee.
10. What are the requirements for applying for CFP cross-border certification?
Hello, only those who meet the following conditions can apply for CFP cross-border certification:
(1) Qualification applicants must hold CFP qualification certificates specially issued by other FPSB member organizations;
(2) Participate in the differential education organized by the training institution designated by the International Financial Standards Committee (China) (English FPSB China);
(3) Pass the cross-border certification examination organized by the International Financial Standards Committee (China).
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