The AFP training *** 108 class mainly includes the following modules:
L financial management and CFP certification system
★ The purpose, content and significance of financial management
The Development Course and Idea of CFP University System
U financial planner's practice process and standards
Code of Ethics and Professional Conduct for Financial Planners
Responsibility and discipline of financial planners
L basic financial skills
U family financial statements and financial budget
★ Customer value orientation and behavior characteristics
U financial tools: calculators and spreadsheet applications
L financial environment
Basic economics
U. Functions and supervision of financial institutions
Financial management and law
L family financial integration
Residential and real estate investment planning
U credit and debt management
U education fund planning
U financial planning for special activities
L investment planning
The time value of money is related to interest rate.
Portfolio Theory and Asset Pricing Model
Analysis of Money Market and Bond Investment
U stock investment analysis
U investment analysis of foreign exchange and derivative financial products
Efficiency market hypothesis
U *** Mutual Fund Investment Analysis
U portfolio asset allocation practice
U investment performance evaluation and portfolio adjustment strategy
L risk management and insurance planning
U risk and risk management
Basic principles of insurance
Insurance demand analysis and policy planning
U life insurance product concept
The concept of property insurance products
The concept of investment insurance products
Employee benefits and retirement plan
Wages and employee income
U social welfare and wage deduction
U enterprise welfare and wage deduction
Retirement planning principles
L tax planning and estate planning
U income tax basis
U overview of personal tax planning
U overview of estate planning
L Case demonstration and discussion of comprehensive financial planning
U case analysis guidance
U case study
Applicants for AFP qualification may apply to China Financial Management Standards Committee to take the AFP qualification examination after completing the training, passing the final examination and obtaining the AFP training certificate issued by an authorized educational institution.
There are three ways for AFP applicants to meet the certification standards in training.
Vocational training
According to international practice, China Financial Management Standards Committee will select and authorize qualified educational institutions to train AFP qualified applicants through the principles of openness and fairness, and the educational institutions will issue AFP training certificates. Obtaining a training certificate is a prerequisite for taking the qualification examination. China Financial Management Standards Committee will regularly publish the list of authorized educational institutions.
Before China Financial Management Standards Committee officially authorized qualified educational institutions to train AFP, China Financial Management Standards Committee organized well-known experts and scholars in the field of financial management to undertake training tasks and issue training certificates.
At present, the training methods provided by China Financial Management Standards Committee include centralized classes and weekend classes. According to the plan, by the end of 2005, popular distance training will be available soon.
Step 2 challenge your identity
Applicants with an economics qualification degree recognized by AFP Economic Management or China Financial Management Standards Committee may apply for exemption from all training courses and directly take the qualification examination.
3. Credit evaluation
Applicants with AFP qualification certificate approved by China Financial Standardization Committee can apply for exemption from part or all of the training courses.
Applicants for AFP qualification must meet the following basic conditions:
1. Engaged in financial management or work related to financial management in financial institutions, accounting firms, law firms and other institutions recognized by China Financial Management Standards Committee;
2. Master degree or above 1 year or above working experience, bachelor degree or above 2 years working experience, college degree or above 3 years working experience, college degree or above 7 years working experience.
Having passed the AFP qualification examination organized by China Financial Management Standards Committee and obtained the AFP qualification examination certificate issued by China Financial Management Standards Committee is the second condition for AFP qualification applicants.
The AFP qualification examination is held three times a year, on the last Saturday of March, the first Saturday of July and the last Saturday of 1 1. The AFP qualification examination is a comprehensive examination, which is divided into two sections, 3 hours in the morning and 3 hours in the afternoon, counting 6 hours.
Applicants for AFP qualification must complete their application for qualification certification with China Financial Management Standards Committee within 4 years after obtaining the AFP qualification examination certificate.
Meeting the work experience standards formulated by China Financial Management Standards Committee is the third condition for AFP applicants to obtain AFP qualification.
Applicants for AFP qualification must have financial management or related financial management experience in the following institutions:
L financial institutions
L accounting firm
Law firm
Other institutions recognized by China Financial Management Standards Committee.
The time requirements for AFP qualified applicants' work experience are:
L Master's degree or above requires more than 65,438+0 years of full-time work experience, or equivalent part-time work experience (2000 hours of part-time work is equivalent to 65,438+0 years of full-time work in terms of time conversion).
L Bachelor degree holders must have at least 2 years of full-time work experience, or equivalent to 2 years of part-time work experience (2000 hours of part-time work is equivalent to 1 year of full-time work in conversion of time).
L Those with college education or above must have more than 3 years (including 3 years) full-time work experience, or equivalent to 3 years of part-time work experience (2000 hours of part-time work, converted into 1 year full-time work).
L College degree or below, with the special permission of China Financial Management Standards Committee, can also apply for AFP qualification, provided that they have more than 7 years of full-time work experience or 7 years of part-time work experience (converted into 2,000 hours of part-time work time, equivalent to 1 year).
L The calculation period of working years is valid for 10 years before the date of applying for certification.
Applicants for AFP qualification must submit work experience certificates signed by the applicant's superior supervisor or professionals who have obtained AFP or CFP certificates, including organization, time and professional performance. China Financial Management Standards Committee has the final decision on the validity of the applicant's work experience.