AFP:AFP is a financial planner, a professional who follows the six steps of the standard financial management process and helps customers achieve their life goals. 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.
CFP: This is a higher-level 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.
The difference between the two:
1. The domestic demand for AFP with basic financial management skills and sense of urgency far exceeds that of CFP with higher professional quality and ability.
2. There are obvious differences between AFP and CFP, which can ensure the difference between AFP and CFP.
3. When approving the implementation of two-level certification system in China, international organizations clearly pointed out that there should be a certain gap between AFP and CFP holders.
4. In countries with multi-level certification system, the ratio of AFP to CFP holders is about 10: 1.
Extended data:
CCBP is the abbreviation of "China Banking Professional Certification". Establishing the qualification certification system for banking practitioners is the basic requirement of knowledge, technology and ability to engage in banking professional posts according to law. The qualification certification system of Chinese banking practitioners consists of four basic links, namely, qualification standards, examination system, qualification examination and continuing education.
According to the Administrative Measures for Qualification Examination Certificates of Banking Practitioners in China, passing the examination of "Banking Laws, Regulations and Comprehensive Ability" is a necessary prerequisite for obtaining professional certificates.
The qualification examination is divided into banking laws and regulations and comprehensive ability (that is, the original "public foundation") and banking professional practice. Among them, banking professional practice consists of five professional categories: personal finance, risk management, corporate credit, personal loan and bank management.
Test questions: all are objective questions, including multiple-choice questions, multiple-choice questions and judgment questions. Among them, there are 90 multiple-choice questions, 40 multiple-choice questions and 15 true or false questions.
Reference: Baidu Encyclopedia Bank Qualification Certificate