Is it easy for financial planners to take the exam? If the assistant financial planner is relatively simple compared with other financial planners, it is relatively simple compared with those who work in this field, but it is definitely more difficult for candidates who are not engaged in this field or related majors.
Whether the exam is good or not depends on the level of candidates' participation. Assistant financial planner is only the third level of professional qualification certification. At present, students can take the exam in the third year of high school, and a book has two volumes, but they are all multiple-choice questions, which is not difficult.
The certificate of financial planner is relatively easy to test. The content of the examination is basic knowledge+professional ability test, and the form of practical training+practical operation is adopted.
What review methods do financial planners have?
1, in the case of limited energy, spend time on key points, test sites and error-prone places. In fact, the questions I did wrong are still wrong, and the mistakes I turned over will still be made. If you want to improve your grades, you must correct your mistakes.
2. Review and prepare for the exam at least three times. Only time has passed, the knowledge points have been understood in place, and there is not much problem in passing the exam.
3. Learn to manage personal time and make rational use of fragmented time and overall time. Fragment time can be used to learn small knowledge points and review quickly, and the whole time can be used to review difficult test sites.
4. When applying for multi-subjects, you must review while learning. Otherwise, it is easy to forget, even if it is the same subject, how much can other subjects remember after reviewing the last chapter? Reviewing while learning is a time-saving review skill.
For full-time candidates, we should pay attention to coordinating the relationship between work and study. Focus on the key points, difficulties and test sites of each chapter. After all, time is pressing and there are many things to learn.
Further reading: Career development of financial planners Which financial planners have diversified development directions? It can serve financial institutions, such as commercial banks, insurance companies and third-party wealth management companies.
Professional financial planners help customers allocate assets or financial products from a neutral perspective. Moreover, more and more financial planners choose to enter formal third-party financial management companies or qualified professionals to practice independently. (Private financial advisor).
Private financial consultants can further increase their income by collecting consulting fees, making financial planning books, annual regular service fees, customer profit sharing, product commission and other means.