In China, there are two certification systems, namely AFP (Assistant Financial Planner) and CFP (International Financial Planner). In other words, you must obtain AFP qualification before you can further participate in CFP qualification certification, which undoubtedly increases the gold content of CFP.

As a new personal financial management profession, the main responsibility of financial planner is to provide all-round professional financial management advice to individual customers, and design reasonable tax planning by constantly adjusting the investment portfolio composed of various financial products to meet their long-term life goals and financial management goals.