What are the requirements for financial planners?

First, the financial planner's application conditions

(1) What are the application conditions for an assistant financial planner?

(One of the following circumstances)

1. Have been engaged in this occupation for more than 6 years continuously.

2. Have a diploma of this major or related major in a technical school, technician college or vocational and technical college with advanced skills as the training goal.

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) What are the application conditions for financial planners?

(One of the following circumstances)

1. Continuously engaged in this occupation 13 years or more.

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 obtained the certificate of completion after receiving the standard hours of training prescribed by the professional financial planner.

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) What are the application conditions for a senior financial planner?

(One of the following circumstances)

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 more than 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 to reach the required standard hours, and has obtained the certificate of completion.

Second, the financial planner certificate query

1. For certificate inquiry, please click on the qualification certificate of the National Financial Planner (ChFP) examination online.

2. Issuer: Ministry of Human Resources and Social Security, People's Republic of China.

3. Issuance time: within two months after the results are announced.

4. Handling of lost certificates: As Ministry of Human Resources and Social Security does not accept the replacement of personal certificates, those who lose certificates can submit the following materials to the corresponding training institutions to apply for a replacement certificate, as follows: Those who lose certificates should submit application documents to explain the reasons for their loss. If the investigation is true, the training institution will provide relevant supporting materials and submit them to Ministry of Human Resources and Social Security. If the replacement is successful, the cost will be charged: RMB 4 yuan.

Extended data:

Financial planner refers to a person who provides comprehensive financial consulting services for individuals, families, small and medium-sized enterprises and institutions by using the principles, techniques and methods of financial planning. Financial planning requires providing all-round services.

Therefore, financial planners are required to master all kinds of financial instruments and relevant laws and regulations, provide customers with tailor-made and feasible financial plans, and meet customers' long-term and ever-changing financial needs in the continuous revision of the plans.

References:

Financial planner Baidu encyclopedia