Recruit people with junior college degree or above in national education sequence, and employees of basic units of financial institutions such as insurance companies and commercial banks, fund companies, securities companies, investment companies, futures companies and wealth management companies. Application conditions (anyone who meets any of the following conditions can apply) 1, college students and graduate students; 2. College graduates in related majors; 3. The training goal of relevant employees in financial institutions is to cultivate high-quality, versatile financial personnel with basic knowledge and practical skills in financial management, grasp the trends of national economic and financial policies, be familiar with the operation of various financial markets and the basic principles of personal financial management, and be able to use modern financial tools to provide financial investment and financial services for individuals. In view of personal and family financial management goals, we provide comprehensive financial consulting services, fully grasp all kinds of financial instruments and relevant laws and regulations, and provide customers with tailor-made and feasible financial solutions to meet their long-term and ever-changing financial needs. Compulsory courses of core courses: modern family financial planning, how to invest in financial management, tax planning, financial consulting and marketing elective courses: modern family financial planning, insurance financial planning, examination and certification, AFP financial planner certification must be obtained through the examination, and the national unified examination is implemented. After taking part in the study and completing the required credits and passing the examination, FPSB will issue an international certificate and an AFP financial planner qualification certificate. Holders can use AFP trademark in wealth management business. The AFP qualification training course is Principles of Financial Management, 108 class hours. The content mainly includes the following modules: module content, financial management foundation, financial management and CFP qualification certification system, professional ethics standards and practical operation norms of financial planners, financial management and economics, financial management and legal functions and supervision of financial institutions 13.5 hours basic skills of financial management, family financial statement preparation and financial diagnosis analysis, customer's value orientation and behavior characteristics, monetary time value and financial management tools and their applications/ Kloc-0/6.5 hours family comprehensive financial management residential planning and real estate investment credit and debt management education fund planning special activities financial planning 6 5438+02 hours investment planning environmental investment theory and market effectiveness bond market and bond investment stock market and stock investment derivative financial products and foreign exchange investment asset allocation and performance evaluation 24 hours risk management and insurance planning risk and basic principles of risk management insurance life insurance accident, Property and liability insurance 12 hour retirement planning and employee benefits retirement planning principles employee benefits and wages social security unit benefits 6 hours tax planning and inheritance planning income tax overview tax planning 6 hours financial management comprehensive financial planning principles and EXCEL case demonstration financial planning software case demonstration financial management case making financial management. Case release 18 hours, total 108 hours. As a "financial planner", you must be able to correctly analyze and evaluate the financial situation of customers, and tailor a reasonable financial plan for customers according to their career stage and risk tolerance. Generally speaking, governments all over the world have not formulated corresponding management standards for "financial planners", but supervised them according to the services provided by various financial consultants. For example, wealth managers who engage in securities brokerage or securities consulting services while providing wealth management services are classified as securities brokers or investment consultants. His services are supervised by the securities regulatory authorities, and violations are subject to corresponding legal sanctions. In order to ensure the service quality of financial planners and maintain the market order, the international practical experience is to set up a self-discipline, non-profit and non-governmental professional qualification certification institution, and improve the credibility of the industry by certifying and managing financial planners who have reached a certain professional level and moral standard.
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. 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 and Development Foundation (Standards Committee). Since 2009, the CFP qualification has been certified by FPSB China after the Standards Committee was transformed into China Expert Committee of International Financial Management Standards Committee and Modern International Financial Management Standards (Shanghai) Co., Ltd. (also known as FPSB China). CFP qualification has been included in FPSB international certification system.
The acceleration of world economic integration and the vigorous development of global financial management market have brought a great demand for financial management practitioners, especially wealth management and capital market operation professionals. There is a shortage of senior financial talents in China, and there is a huge gap between supply and demand of financial planners. Obtaining CFP certificate means getting unparalleled high salary and decent work nature!
On the premise of internationalization and localization, the goal of china institute of certified financial planners is to establish and improve the professional ethics, professional requirements and professional methods of registered financial planners on the basis of the "4E" standard of the United States, so as to improve the public recognition of china institute of certified financial planners members in the world. CFP qualification, as a professional member of financial management, has become a passport to carry out financial management business in Greater China. In the financial industry, the number of CFP holders is one of the important standards to measure the financial service level of institutions.