CFP qualification certification has been cancelled. For details, please refer to the "Decision of the State Council on Canceling and Adjusting a Group of Administrative Approval Items and Other Matters" issued by the State Council on November 24, 2014, Guofa [2014] No. 50, canceling the qualification license and recognition of financial planners and international financial planners . Even if it is useful, it cannot be tested.

CFP Qualification Certification

International Financial Planner CFP? Qualification Certification, the global standard of excellence in financial planning. Adhere to the important concept of "customer-oriented behavior".

In 1969, some professionals in the American financial consulting industry founded the first financial planning professional association, the International Association of Financial Planning (IAFP). After more than 10 years of hard work, in 1985, the College for Financial Planning and the CFP Institute (ICFP) jointly established the International CFP Standards and Practices Committee (IBCFP). In 1994, IBCFP was renamed the famous CFP Board of Standards.

The CFP qualification certification system, which originated in the United States, began its internationalization process around 1990. Australia, Japan, Canada and other countries have signed CFP trademark international licensing agreements with the U.S. CFP Standards Committee. These agreements allow the only local authorized organization to follow the model of the U.S. CFP Standards Committee and meet strict requirements such as Education, Examination, Experience and Ethics (i.e., the "4E" standards) Local financial planners issue CFP? qualification certificates. The total number of CFP? certificate holders worldwide has exceeded 130,000.

The International Financial Planning Standards Board (China) (in English, FPSB China, referred to as the Standards Committee) is the only financial planning standards board (Financial Planning Standards Board, referred to as FPSB) authorized to conduct international financial services in mainland China. Organization for financial planner CFP? certification and CFP? trademark management.

CFP qualification certification is hailed as the highest honor in the international financial management industry by the Wall Street Journal. The CFP trademarks are: CFP?, CERTIFIED FINANCIAL PLANNER?