Hello, the qualification of financial planner is certified by Modern International Financial Management Standards (Shanghai) Co., Ltd., and it will be certified in batches every year. Details.

1. A valid financial planner (AFP) training certificate issued by a training institution authorized by Modern International Financial Management Standards (Shanghai) Co., Ltd. (including the training institution authorized by the Financial Management Standards Committee of the former China Financial Education Development Foundation) can apply for taking the AFP qualification examination; 2. Those who have a doctorate in economic management or economics recognized by Modern International Financial Standards (Shanghai) Co., Ltd. and are exempted from all training courses with their approval may apply for taking the AFP qualification examination.