Certificate name: International Financial Planner, translated as "International Financial Planner" in Chinese, abbreviated as CFP.

Organizer: 1985 originated in the United States and has now developed into a global financial planner certification body. CFP certificate is issued by International Financial Planning Association (IAFP). The China Association of Certified Financial Planners, registered in Hongkong by Zheng Huiwen and Liu Ji, organized training in China. At present, sinicization has not been completed. Mainly focus on the field of wealth management; Exams tend to be theoretical analysis. Examinations vary from country to country; At present, China has not been officially introduced, and AFP can only be obtained through AFP; The CFP certificate issued by China is in Chinese.

Training: It takes a long time and requires full-time unified training, and the cost is more than 50,000 yuan.

Validity of the certificate: Upon the expiration of the teaching period, after the students take the unified examination, those who pass the examination will receive the Qualification Certificate of China Senior Registered Financial Planner issued by china institute of certified financial planners, which has not been officially recognized.

Examination content: CFP certification includes training, professional examination, professional ethics assessment and other steps. Among them, the professional examination includes six modules: introduction to financial planning, investment planning, insurance planning, tax planning, retirement planning and employee welfare, and advanced financial planning. The exam covers a wide range, covering more than 100 subjects related to financial planning, tax planning and property planning, and is divided into Chinese and English exams.

Cost: 16600 RMB (including expert training fee, teaching materials, materials, examination and certification, comprehensive evaluation fee, etc.). ).

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Certification body: CFA is the abbreviation of chartered financial analyst, which is translated into "chartered financial analyst" or "registered financial analyst" in Chinese. Established and managed by American Investment Management and Research Association on 1963.

Courses mainly include: ethics and professional standards, quantitative analysis methods, macro and micro economics, accounting, corporate finance, world financial markets and investment tools, valuation and investment theory, fixed-income securities and their management, equity investment analysis, other investment tools analysis and portfolio management. Certification includes three levels, and the exam is held once a year in June. Only one level can be tested in a year, so it will take at least three years to complete all three levels. On this basis, you need to have three years of working experience in financial institutions or three years of AIMR membership experience to obtain CFA charter. At the same time, the test requires a high level of English for candidates, and all the tests are in English, which also involves a large number of individual capital. CFA exam has a large number of questions and a wide range of knowledge. According to statistics, each candidate needs at least 250 hours to prepare for each level of exams, and non-native English speakers need more preparation time.

Cost: 40,000 yuan (including expert training fee, teaching materials, materials, examination and certification, comprehensive evaluation fee, etc. )

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Certificate name: Certified Financial Planner, translated into Chinese as Certified Financial Planner, abbreviated as RFP.

Organizer: The RFP certificate is issued by the Association of China, Hong Kong and Registered Financial Planners (RFP-HK), and cooperates with many domestic universities to carry out the certification. It was introduced to Chinese mainland in 2004, and it is one of the most prestigious financial institutions in the world, with more than 60,000 members worldwide. It is the exclusive professional certification of corporate finance director, general manager, chairman and high-end professionals engaged in financial management, investment and financing, finance and so on. At present, Chinese exams are adopted in China, and Chinese and English textbooks are uniformly designated; Global unification of certificates. RFP certificate holders can also apply to become members of IFA if they attend more than two professional courses. In addition, the RFP certification project has been included in the talent shortage project in China, thus greatly enhancing the popularity and recognition of the RFP certificate in China.

Validity of the certificate: after the end of the teaching period, students who pass the unified examination will get the qualification certificate of financial planners issued by Hong Kong and the Association of Registered Financial Planners, and they will be recognized by evaluation in different places.

Examination content: RFP certification examination includes six parts: financial planning, investment planning, insurance planning, international financial management and taxation, financing planning and financial planning practice, focusing on the candidates' mastery of financial planning professional knowledge and operational skills.

Cost: about 20,000 RMB.

Armed Forces of the Philippines; Afp; Alpha fetoprotein; Certificate of financial planner

Name of certificate: China Financial Planners Standards Committee has decided to become a full member of most international CFP organizations, and to implement a two-level financial planner certification system in China, namely, Assistant Financial Planner (hereinafter referred to as AFP) and International Financial Planner? , hereinafter referred to as CFP) certification system.

Organizer: The International Financial Standards Committee signed an associate membership agreement with the China Foundation for Financial Education and Development (a non-profit organization), allowing the Association to conduct CFPTM qualification certification initiated by the Association in China through the China Financial Standards Council (FPSCC) as the sole manager of the organization. The Financial Standards Committee of China Financial Education Development Foundation was established, headed by Professor graduate department Liu Hongru, former vice president of China People's Bank, and the financial planner system and standards of the association were established and formulated.

Validity of the certificate: AFP training is the first stage of CFP training, and students can get the financial planner training certificate by passing the final exam; After completing AFP training, students can attend the second CFP training, that is, the advanced financial management course. After passing the final exam, students can obtain the training certificate of international financial planners and apply for CFP qualification examination. There is no official written certificate.

The course mainly involves mathematical model, western financial management, product development and so on. Moreover, the examination is difficult and the operability is not strong. It is understood that ICBC has started the training of financial planners and conducted professional training for its financial management backbone. Among them, Dongguan Branch sent 60 people to Guangzhou to take the exam, and only two people passed.

Training fee: 12000 RMB. (Fees include: expert training fees, teaching materials fees, materials fees, examination and certification fees)

FCHFP

Certificate name: FChFP, full name is Fellow, chartered financial practitioner and registered financial planner. It was specially developed by the Asia-Pacific Financial Services Association (AP FINSA) for employees in the Asia-Pacific region.

Organizer: an insurance organization originated in Malaysia, which has the same professional qualifications in eleven member countries and regions of Asia-Pacific Financial Services Association (APLIC) (including: Australia, New Zealand, China, China, Hong Kong, Japan, Taiwan Province Province of China, Philippine China, Singapore, Macau, China, Malaysia, Thailand and India).

Validity of the certificate: it is mainly promoted in the mainland, and the certificate is available in both Chinese and English.

Training fee: about 6.5438 yuan +0.2 million yuan.

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Certificate name: Chartered Wealth Manager, translated into Chinese as Chartered Wealth Manager, abbreviated as CWM.

Organizer: CWM certificate is issued by AAFM. Established in 1995, the institute specializes in investment planning, asset management, financial management, financial planning and certification. AAFM is the most popular certification body for financial practitioners in the United States, and currently has more than 50,000 members in 75 countries and regions around the world.

Certificate utility: CWM certificate has considerable authority in the banking industry. According to a survey, CWM certificate holders account for the highest proportion of Bank of America employees. In addition, the knowledge systems of CWM and CFP are interoperable, and CWM certificate holders can apply for CFP certificates after completing the required courses.

Application conditions: bachelor degree, working in finance and related fields for 2 years; Have a college degree and have worked in finance and related fields for 5 years. In addition, the above two types of personnel must also have strong listening, speaking, reading and writing skills.

Content: CWM certification is divided into two parts: case defense and closed book. Case defense mainly examines candidates' ability to solve practical problems in the process of wealth management and their ability to communicate directly with customers. Closed book includes two parts: the foundation of wealth management and the practice of wealth management. There are ***25 questions, all of which are multiple-choice questions. Bilingual in Chinese and English, used to assess candidates' mastery and calculation ability of wealth management professional knowledge.