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What kind of certificate does a financial planner need to obtain?
1, chfp is divided into three grades.

2. Assistant financial planner (national vocational qualification level 3), financial planner (national vocational qualification level 2) and senior financial planner (national vocational qualification level 1).

3. 1. Financial planner of commercial bank

.2. Financial planner of insurance company

3. Financial planner of securities company

4. Financial planner of the fund company

5. Financial planner of trust company

6. Financial planner of professional investment consulting company.

7. Financial planner and international financial planner certification system (CFP)