To apply for the qualification of financial planner, you must meet the following basic requirements: \ x0d \ x0d \ 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; \x0d\2。 Master degree or above, 65,438+0 years working experience, bachelor degree or above, 2 years working experience, college degree or above, 3 years working experience, and college degree or above, 7 years working experience \x0d\3. Obtain the Training Certificate of Financial Planner (AFP) issued by the Financial Management Standardization Committee of China Financial Education Development Foundation, and you can apply for the AFP qualification examination; \x0d\4。 Obtain the training certificate of international financial planner (CFP) issued by the Financial Management Standard Committee of China Financial Education Development Foundation, and you can apply for CFP qualification examination; \x0d\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. \ x0d \ Applicants for AFP qualification must complete their application for qualification certification within 4 years after obtaining the AFP qualification examination certificate and submitting it to China Financial Management Standards Committee. AFP qualified applicants must agree to and abide by the Code of Professional Ethics for Financial Planners and the Operational Guidelines for Financial Planners issued by China Financial Management Standards Committee.