What does cfp certificate mean?
Cfp certificate is a certificate required by international financial planners, registered financial planners or registered financial planners. Cfp certificate application conditions: 1, college students and graduate students; 2. College graduates in related majors; 3. Relevant employees of financial institutions. 4. Investment planning; 5. Risk management and insurance planning; 6. Retirement plans and employee benefits; 7. Tax planning and estate planning; 8. Comprehensive financial management.
legal ground
Article 5 of the Regulations on Vocational Qualification Certificates follows the principles of voluntary registration, self-care, objectivity and fairness. All People's Republic of China (PRC) citizens and persons of other nationalities who are allowed to work in China can apply for corresponding professional qualifications in accordance with relevant national policies and procedures.
What does cfp certificate mean?
Certified financial planner certification is one of the most authoritative financial advisor certification programs in the world.
Certificate name: CertifiedFinancialPlanner, translated as "registered financial planner" in Chinese, abbreviated as CFP.
Validity of the certificate: CFP certificate is the most authoritative financial consultant certification project in the world at present, and the number of CFP holders has become a reference index to measure the developed degree of the financial industry in a country or region. 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. In the United States, the average annual salary of CFP holders is as high as $65,438 +0 1 0,000.
Professional trademarks: registered financial planners who have obtained CFP business marks are more likely to establish personal brands. CFP applicants must promise to abide by the CFP professional ethics and the exhibition process of the Financial Planner's Practice Manual, and promise to provide services to customers fairly, diligently and honestly, so as to meet customer needs objectively.
What is CFP?
CFP is the abbreviation of CertifiedFinancialPlanner, "International Financial Planner".
CFP is a higher level of CFP qualification certification system. 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.
Extended data:
CFP * * * exam has five subjects, including four specialized courses and a comprehensive case. The four specialized courses are advanced financial planning, advanced insurance planning, advanced employee welfare and retirement planning, advanced personal tax and estate planning. Candidates should pay attention to the following points when applying for the exam:
1, you must pass the four professional courses of investment, taxation, welfare and insurance before you can apply for the comprehensive case exam;
2. There are no order and subject restrictions for the registration of the four professional courses, and you can apply for it at will;
3. 2-3 days before the deadline for deleting the registration, candidates will generally delete the registration because of insufficient preparation. In the meantime, you can always pay attention to the registration website!
Baidu encyclopedia -—cfp
Full name of cfp Pei Bei
The full name of Cfp Pei Bei is "International Financial Planner".
CFP is the abbreviation of CertifiedFinancialPlanner, "International Financial Planner".
CFP is a higher level of CFP qualification certification system. 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.
What are the conditions for international financial planners to take the exam?
Meet one of the following conditions, you can sign up for the financial planner qualification examination.
1. You can apply for the AFP qualification examination after obtaining the financial planner training certificate issued by the training institution authorized by the Financial Regulation Committee of China Financial Education Development Foundation.
2. Obtain the Training Certificate for International Financial Planners issued by the training institution authorized by the Financial Management Regulation Committee of China Financial Education Development Foundation, and you can apply for CFP qualification examination.
3. After obtaining the Training Certificate for Financial Managers issued by the training institution authorized by the Financial Management Standardization Committee of China Financial Education Development Foundation, you can apply for the EFP qualification examination.
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.
CFP series qualification certification system consists of education, examination, professional experience and professional ethics, that is, "4E" certification standard.
Education As a certification applicant, you must complete the core financial management courses specified by FPSB and the localization related courses specified by member countries or regions, and master the theoretical and practical knowledge of financial management planning. These courses cover a wide range of contents, mainly including financial management principles, investment planning, insurance planning, employee welfare, retirement planning, tax planning and so on.
Examination applicants must pass the comprehensive CFP series certification examination to examine their practical application ability of financial management-related knowledge. CFP examination not only examines the theoretical knowledge that candidates have learned in the education and training stage, but also examines their ability to solve complex problems in real life by using the financial management knowledge they have mastered.
CFP series certification exams cover all aspects of financial planning, including financial planning principles, investment planning, insurance planning, employee welfare, retirement planning and tax planning.
Work experience The work experience declared by the applicant shall be verified by qualified professionals. Modern International Financial Management Standards Co., Ltd. requires applicants to have financial management or relevant experience in the following institutions: financial institutions, accounting firms, law firms and other institutions recognized by Modern International Financial Management Standards Co., Ltd.
Professional Ethics As the last step of certification, the applicant must promise to abide by the Code of Professional Ethics and Responsibility of Financial Planners and the Code of Financial Practice.
Financial planners must reveal all investigations and lawsuits related to their professional and business behaviors, and promise to provide services to customers fairly, diligently and honestly, so as to meet customer needs objectively. The financial planner must explain the salary payment method to the client in writing and reveal the conflict of interest.