After 1 and the State Council Decree No.73, the professional qualification certificate of national financial planner, as the only recognized financial personnel qualification certificate issued by the state, is the development trend.

2. In the face of the financial crisis, after the investment of the majority of high-end customers was damaged, the voice about whether the financial practitioners of financial institutions such as banks, insurance and securities hold certificates and whether they hold the professional qualification certificate of national financial planners is getting louder and louder. In China, only those who have the professional qualification of national financial planner (other certificates are not national professional qualification certificates) can legally engage in financial management;

3. The latest curriculum system of national financial planners (third edition) has two characteristics: localization and practicality. At the same time, fully referring to international advanced experience and emphasizing practicality and service can quickly improve the professional ability of employees in financial institutions;

4, financial institutions focus on promoting national certification, low cost, conducive to comprehensive promotion, to achieve full certification;

5. National financial planner certification provides weekend face-to-face lectures, online classes, evening classes, pre-test remedial classes, and customized internal training classes.

6. Various courses have effectively solved the contradiction between work and study and greatly reduced the training cost of financial institutions;

7. The national financial planner is the national certification of financial practitioners in financial institutions. At present, the number of domestic holders has exceeded 1.5 million.