1. Obtain the Training Certificate for Financial Planners (AFP) issued by the Financial Management Standardization Committee of China Financial Education Development Foundation, and you can apply for the AFP qualification examination; ?
2. 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; ?
3. 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.
AFP certification standard
China Financial Standards Committee implements two-level financial planner certification system, namely, financial planner (AFP) and international financial planner (CFP) certification system.
According to the framework agreement between China Financial Management Standards Committee and International Financial Management Standards Committee, China Financial Management Standards Committee conducts the qualification certification of financial planners (AFP) and international financial planners (CFP).
According to the regulations of China Financial Management Standards Committee, both AFP and CFP must meet the standards of education, examination, professional experience and ethics before they can obtain relevant qualification certification.
Refer to the above content: Baidu Encyclopedia -afp exam