Assistant Financial Planner (National Vocational Qualification Level 3)

Financial planner (national vocational qualification level 2)

Senior financial planner (national vocational qualification level 1)

Note: At present, the national examination level is Grade 3 or 2.

Declaration conditions

(1) Assistant Financial Planner (Level 3) (who meets one of the following conditions)

1, and has been engaged in this occupation for more than 6 years.

2, with advanced skills as the training goal of technical schools, technician colleges and vocational and technical colleges, the professional or related professional graduation certificate.

3. Have a college degree or above in this major or related major.

4. Have a college degree or above in other majors and engage in this occupation 1 year or more.

5. Have a college degree or above in other majors, have been trained by the professional assistant financial planner to reach the required standard hours, and have obtained a certificate of completion.

(2) Financial planner (Grade II) (one who meets one of the following conditions)

1, and has been engaged in this occupation continuously for more than 13 years.

2. After obtaining the professional qualification certificate of the professional assistant financial planner, he has been engaged in the professional work for more than 5 years.

3. After obtaining the professional qualification certificate of the professional assistant financial planner, he has been engaged in the professional work for more than 4 years continuously, and has been trained by the professional financial planner for standard hours, and obtained the certificate of completion.

4. Have a bachelor degree or above in this major or related major, and have been engaged in this occupation for more than 5 years.

5. Have a bachelor's degree or above in this major or related major, and have been engaged in this major for more than 4 years after obtaining the professional qualification certificate of the professional assistant financial planner.

6. Have a bachelor's degree or above in this major or related major, have been engaged in this major for more than 3 years after obtaining the professional qualification certificate of this professional assistant financial planner, have been trained by this professional financial planner to reach the required standard hours, and have obtained the certificate of completion.

7. After obtaining a master's degree or above, he has been engaged in this occupation for more than 2 years.

(3) Senior Financial Planner (Grade I) (one who meets one of the following conditions)

1, continuously engaged in this occupation 19 years or more.

2. After obtaining the professional qualification certificate of the professional financial planner, he has been engaged in the professional work for 4 years.

3. After obtaining the professional qualification certificate of the professional financial planner, he has been engaged in the professional work for more than 3 years, and has been trained by the professional senior financial planner for standard hours, and obtained the certificate of completion.

Where the school is good depends on where it is.

I know something about Ningbo. The Ziggy Vocational Training School in Haishu District is quite good. In the old Xinhua Bookstore 10 floor.

Have a look sometime.