Registration conditions for financial planners

National financial planner (professional qualification level 2) has one of the following conditions:

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

2. Having been engaged in this occupation for more than 5 years continuously after obtaining the third-class occupation qualification certificate of this occupation.

3. After obtaining the third-level vocational qualification certificate of this occupation, he has been engaged in this occupation for more than 4 years continuously, and has reached the required standard hours after the second-level formal training of this occupation, and has obtained the certificate of completion.

4. Having worked in this profession for more than 5 years after obtaining the undergraduate diploma of this major or related major.

5. Have a bachelor's degree in this major or related major, and have been engaged in this occupation for more than 4 years after obtaining the third-class vocational qualification certificate.

6. Have a bachelor's degree certificate in this major or related major, have been engaged in this occupation for more than 3 years after obtaining the third-level vocational qualification certificate, have reached the required standard hours after the second-level formal training of this occupation, and have obtained a certificate of completion.

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

Extended data:

Chfp is divided into three grades, namely, assistant financial planner (national vocational qualification level 3), financial planner (national vocational qualification level 2) and senior financial planner (national vocational qualification level 1).

Starting from 2065438+01May, the national financial planner's Grade II and III examinations were changed to computer tests;

The contents of the third-level examination: professional ethics, theoretical knowledge and professional ability; They are all objective questions.

The assessment contents of the second-level examination: professional ethics, theoretical knowledge, professional ability and comprehensive evaluation (case analysis); They are all objective questions.

Financial planners also need to conduct a comprehensive audit. Those who have scored 60 points or above in theoretical knowledge examination, professional ability assessment and comprehensive evaluation are qualified and can obtain the second-class certificate of national professional qualification of financial planners.

Baidu encyclopedia-financial planner