What is the difference between a financial planner and a financial planner?

The difference between financial planner and financial planner:

(a) the certification unit is different:

1, the financial planner is a nationally recognized professional qualification certification;

2. The financial planner is certified by the Association.

(B) the degree of recognition and authority are different

1. The financial planner is a professional qualification certificate of financial management recognized by the state, and the financial planner is some certificates issued by some financial associations. In contrast, some financial certification certificates issued by our country are more authoritative.

2, the financial planner exam is relatively difficult, but it has great advantages, which is more suitable for some developed countries abroad and not suitable for our country. Therefore, if you want to work conveniently, you need to make a good analysis according to your own situation and where you want to work in the future.

Extended data:

The financial planner (AFP) follows the standard process of financial management:

1. Professionals who help customers achieve their life goals.

2, must be able to correctly analyze and evaluate the financial situation of customers.

3, and according to the customer's career stage and risk tolerance.

4. Tailor-made reasonable financial plan for customers.