What certificate is afp?

Afp is a financial planner, and this certificate was cancelled in the State Council on 2014165438+1October 24th. China Financial Standards Committee implements two-level financial planner certification system, namely, financial planner (afp) and international financial planner (cfp) certification system. Afp training is the first stage of cfp training.

To apply for a financial planner, you need to meet one of the following conditions:

1. A valid Training Certificate for Financial Planners (afp) issued by a training institution authorized by Modern International Financial Management Standards (Shanghai) Co., Ltd. (including the training institution authorized by the Financial Management Standards Committee of the former China Financial Education Development Foundation) can apply for taking the afp qualification examination.

2. Those who have a doctorate in economic management or economics recognized by Modern International Financial Standards (Shanghai) Co., Ltd. and are exempted from all training courses with their approval may apply for taking the afp qualification examination.

The financial planner's examination subjects are Financial Management Foundation (1) and Financial Management Foundation (2). The examination contents include financial management principles, investment planning, personal risk management and insurance planning, employee welfare and retirement planning, personal tax and inheritance planning, case analysis and so on.