First of all, we must take the financial planner certificate, which is mainly divided into two types in our country. One is the Financial Planner (chfp) approved by the Ministry of Labor, which is divided into junior high school and senior high school. Need to have some work experience. Generally, those who work in the financial industry can take the intermediate exam directly, which is not difficult. The other is the national authorized financial planner (AFP), which is valuable, but very difficult to test, and the training fee and registration fee are very expensive. Financial planners in banks generally have to take this certificate.

How can I learn this course well? I'm taking the intermediate financial planner exam now. If you want to learn well, you must first like this industry and be interested. At the beginning, you should learn more about stocks, funds, insurance and other investments, which may be helpful for your future study. Help books and teaching materials can buy professional books. Financial management is mainly divided into eight major plans: insurance planning, cash planning, pension planning and children's education planning.

At present, the highest level in this industry is the domestic advanced AFP, which is quite powerful. Registration is once a year, but only a few cities have test sites. As far as I know, it seems that only Dalian has it in Northeast China. You can check it again. The future of financial planners is still very promising, and more and more attention will be paid to it with the development of economy. Now it is one of the industries with relatively high income and one of the occupations with relatively large talent gap. However, financial planners must understand all kinds of knowledge and facts about finance, macroeconomics and the world situation. To be knowledgeable and unsophisticated, they only need to focus on one or two financial planning, such as insurance and investment. At the beginning, I suggest you be a securities practitioner or an insurance agent. Knowing something specific will help you in the future. I hope you can go a long way on this road ~