Cfp qualification certification

Is the gold content of AFP qualification certification high?

AFP is a qualification exam. I didn't want to make a mountain out of a molehill at first, but in order to have a grounded understanding of the children's shoes to be tested later, it's actually quite difficult to learn this AFP exam by myself. Even if AFP graduates, it is estimated that it will take half a year to get the certificate! This may be the necessity of training. You can't spare the time and energy to do this, and it's too late when you need it!

CFP has a two-level authentication system between China and Japan, with AFP first and CFP second. It is recommended to prepare for the exam for 2 weeks, and the accurate review time should be about 15 hours.

The AFP exam is divided into morning and afternoon, and each exam lasts for 3 hours, and 90 multiple-choice questions need to be done, with an average of 2 minutes/question. (Really more tired than the college entrance examination. I'm going to eat at noon and have a rest for 2 hours. Time is tight. )

When you encounter questions that you can't do in the exam, you must make a choice and mark them first. You must not imagine that there is still time to go back and analyze the problems you can't do.

Morning test center: theoretical knowledge (CFP theory+economy+law) 40%, time value calculation of money 60%.

Afternoon test center: theoretical knowledge (insurance theory+investment theory) 40%, premium and tax calculation 50%, venture capital calculation 10%.

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Applicants for CFP certification and AFP certification need to declare relevant professional experience, and the professional experience declared by the applicant is verified by qualified professionals.

CFP qualification experience requires that CFP qualification applicants must meet the following full-time work experience or equivalent * * * work experience:

Full-time working experience or equivalent working experience.

If the applicant has a master's degree, he must have 2 years or more full-time working experience.

If the applicant has a bachelor's degree, he must have 3 years or more full-time working experience.

If the applicant is a college graduate, he/she must have 5 years or more full-time working experience.

2000 hours of work experience is equivalent to one year of full-time work experience.

Applicants for AFP qualification certification must meet the following full-time work experience or equivalent * * * work experience:

If the applicant has a master's degree, he must have full-time working experience of 1 year or above.

If the applicant has a bachelor's degree, he must have 2 years or more full-time working experience.

If the applicant is a college graduate, he/she must have 3 years or more full-time working experience.

2000 hours of work experience is equivalent to one year of full-time work experience.

"3" How to print the CFP qualification examination admission ticket

The first method is to go directly to CFA official website, find the entrance of CFA admission ticket and start printing. First, click CFA Institute official website to print the login window, then enter the account password when registering and logging in, select my CFA in the navigation bar, click: exam admission ticket available on important dates, then click: access your exam admission ticket, and click "I agree" at the bottom of the page to print the admission ticket online. The second method is relatively simple. Every year when the CFA admission ticket is printed, CFA Association will send an email to remind candidates who have signed up for the exam. If you receive an email, you can directly click the link in the email to enter the print page of CFA admission ticket.

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International recognition: reference certificates for financial skilled immigrants from Australia, Canada and the United States; Reference for financial talent evaluation: Hong Kong Excellent Talent Program Reference Certificate, First-tier cities in Beijing, Guangzhou and Shenzhen Reference Certificate for financial talent evaluation, and CFP financial talent subsidies in various provinces are increasing; Recruitment requirements for financial executives: necessary certificates for financial management positions such as banking, insurance and securities;

What qualifications does "Wu" have?

CFP (International Financial Planner) is mainly engaged in the field of financial management, such as banking and insurance. CFP (International Financial Planner) is highly recognized in the industry, so many people who want to sign up for international financial planners are worried about whether there are any qualifications for international financial planners to sign up.

Registration qualification of international financial planner

What needs to be known here is that the registration conditions and application conditions of international financial planners are different. If you just sign up for study, you only need to pass AFP certification. However, if you want to apply, you need more than 2 years of financial management experience.

Or an applicant who has a doctorate in economic management or economics recognized by FPSB in China and is exempted from all training courses with the approval of FPSB in China, can directly register for the CFP qualification examination.

What is the role of an international financial planner?

1. High recognition in the industry.

2. Improve your gold content

Step 3 increase your competitiveness

Generally speaking, international financial planners only need to take the AFP exam to register for study, but they still need certain conditions to take the exam. The certificate of international financial planner plays a very important role. In today's fierce competition in the financial industry, certificates that can improve their own gold content are particularly important.

The difference between Lu and AFP qualification examination

Only by passing the AFP exam can you take the CFP exam.

AFP is a financial planner, unique to China, but not internationally. The AFP exam is only 1, which is divided into morning and afternoon exams, and the lottery is the college entrance examination. The self-study difficulty index is 3 stars.

CFP is an international financial planner and the highest level CFP series exam. The CFP exam is divided into five subjects, namely, insurance, welfare, taxation, investment and cases. The self-study difficulty index is 5 stars!

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After passing the CFP exam, the certification will take about 2 months.

I. Application conditions

Meet one of the following conditions, you can sign up for the financial planner qualification examination.

1. Obtain the training certificate of financial planner (AFP) issued by the training institution authorized by the Financial Regulation Committee of China Financial Education Development Foundation, and you can apply for the AFP qualification examination;

2. After obtaining the CFP Training Certificate issued by the training institution authorized by the Financial Management Standardization Committee of China Financial Education Development Foundation, you can apply for the CFP qualification examination;

3. You can apply for the EFP qualification examination by obtaining the Certificate of Financial Manager Training issued by the training institution authorized by the Financial Management Standardization Committee of China Financial Education Development Foundation;

4. Persons who have a doctorate in economic management or economics recognized by the Financial Management Standards Committee of China Financial Education Development Foundation and are exempted from all training courses with the approval of the Standards Committee may apply for AFP qualification examination or CFP qualification examination.

Second, the examination subjects and scope

AFP Qualification Examination Subject: Foundation of Financial Management

CFP qualification examination subjects: divided into four professional subjects and one comprehensive subject. Professional subjects are investment planning, employee welfare and retirement planning, personal tax and inheritance planning, personal risk management and insurance planning, and comprehensive subjects are comprehensive case analysis.

Special note: you can choose any subject to apply for CFP qualification examination.

EFP Qualification Examination Subject: Financial Management

What are the qualifications for CFP certification?

Applicants who have obtained AFP qualification certification and reached the "4E" standard recognized by the international CFP qualification certification organization can obtain CFP qualification certification after certification. The "4E" standard of CFP qualification certification refers to obtaining the CFP qualification training certificate issued by an educational institution authorized by FPSB China, passing the CFP qualification examination organized by FPSB China, reaching the professional experience standard formulated by FPSB China and the professional ethics standard formulated by FPSB China.

What is the subject of CFP qualification examination?

CFP exam is divided into four professional subjects and one comprehensive subject. Professional subjects are investment planning, employee welfare and retirement planning, personal tax and inheritance planning, personal risk management and insurance planning, and comprehensive subjects are comprehensive case analysis.

"Picking up" the Entry Conditions of CFP Qualification Examination

Meet one of the following conditions, you can sign up for the financial manager qualification examination. (1) You can apply for the CFP qualification examination after obtaining the valid CFP training certificate issued by the training institution authorized by the Standards Committee;