University financial license

One of the titles of China. To obtain the title of "economist", you need to take the "Economic Professional and Technical Qualification Examination".

Economic professional and technical qualifications shall be subject to a unified national examination system, with unified organization, unified outline, unified examination questions and unified grading standards. The qualification examination is divided into two levels: the primary qualification of economic major and the intermediate qualification of economic major. Those who pass the examination will obtain the corresponding professional and technical qualifications, and the Ministry of Personnel will issue a certificate of conformity.

[Edit this paragraph] Related documents

1993 1 month, the Ministry of Personnel issued the Notice of the Ministry of Personnel on Printing and Distributing (Ren Zhifa [1993]1No.), and decided to implement the examination system for middle and junior professional and technical qualifications among economic professionals. The Ministry of Personnel and some professional departments are responsible for the examination work, and the daily work is the responsibility of the economic professional and technical qualification examination office located in the personnel examination center of the Ministry of Personnel. The specific examination work is entrusted to the personnel examination center of the Ministry of Personnel to organize and implement.

[Edit this paragraph] Examination items

Examination arrangement

The examination is held once a year, and the examination time is usually arranged at the beginning of 1 1. In principle, only examination rooms are set up in cities above prefecture level, and examination rooms can be set up in counties when necessary.

Examination subject setting

There are two subjects at the elementary and intermediate levels. Specifically:

Elementary: Basic knowledge of economy, professional knowledge and practice.

Intermediate: economic basic theory and related knowledge; Professional knowledge and practice

Note: Junior and intermediate "Professional Knowledge and Practice" subjects are divided into: business administration, agriculture, enterprise management, business marketing, taxation, materials, finance, finance, insurance, transportation (waterway, highway, railway), human resources, posts and telecommunications, real estate, travel agency, price management, hotel management, business administration, construction economy, etc. 18.

The examination papers in all subjects are objective questions, so answer them on the answer sheet.

Candidates can bring pens or ballpoint pens (black or blue), 2B pencils and erasers when taking the exam.

The exam is divided into two and a half days, and each subject takes two and a half hours.

Examination score management

Those who take the exam must pass all subjects within 1 exam year.

[Edit this paragraph] Application conditions

(1) All China citizens who abide by the law and have graduated from high school or above can sign up for the primary qualification examination for economic majors.

(2) Any citizen of China who abides by the law and meets one of the following conditions can sign up for the intermediate qualification examination for economic majors.

1. After graduation, the secondary specialized school has been engaged in professional work for ten years, and obtained the primary qualification of economic specialty (including the qualification of economic engineer who passed the national examination before the end of 1992 or the primary economic professional position evaluated and hired according to the unified national regulations before 1993).

2, after graduating from college, engaged in the professional work for 6 years.

3, after graduating from college, engaged in the professional work for 4 years.

4. After graduating from the second bachelor's degree or postgraduate class, he has been engaged in professional work for 2 years;

5. After obtaining a master's degree, engage in professional work 1 year.

6. Get a doctorate.

Those who are engaged in economic work after evaluation and engage in non-economic professional and technical positions can sign up for the intermediate qualification examination of economic majors in accordance with the provisions of the above 1, just like those with corresponding economic professional positions. ※.

[Edit this paragraph] Registration time and method

The registration time is generally before the middle of April each year (subject to the time announced by the local personnel examination department).

The applicant himself applies and goes through the registration formalities with the relevant certification materials to the local personnel examination management institution. The personnel of the CPC Central Committee, various departments, troops and directly affiliated units in the State Council shall sign up for the examination according to the principle of territoriality.

Two. Financial planner

1, certified by the national financial planner (CHFP)

Is a national financial planner certified by the Ministry of Labor and Social Security, with national qualifications. It is a real national authoritative financial planning title, which has been recognized by relevant organizations of UN Member States and China. Notarization abroad, effective judicature, high social recognition, full of localization, focusing on practical operation. It is the most authoritative financial planner certification officially recognized by China at present, and it is also officially recognized by most countries in the world. CHFP certification is the most authoritative financial consultant certification project in China at present, and the number of holders of CHFP has become a reference index to measure the degree of financial development in a region. For individuals, CHFP certification is the identity certification of financial experts, and it is also a powerful guarantee for obtaining high salary and higher vocational education. The secretariat of the professional committee of financial planners in charge of daily work is located in Beijing Oriental Wall Financial Consulting Co., Ltd., which is also the main technical support unit and authorized training unit of financial planners in the Ministry of Labor and Social Security, and the unified training and examination materials in China are also compiled and published by Beijing Oriental Wall. The official website is www.chfp.org.

2. International Financial Planner (AFP) certification

AFP certification is the first stage of training as CFP certification (international registered financial planner), and it can obtain "financial planner training qualification certification"; After completing AFP training, students can attend the second CFP training, that is, the advanced financial management course. After passing the final exam, students can obtain the training qualification certification of international financial planners and apply for CFP qualification examination. Although it is an internationally recognized qualification certification, China Financial Planners Standards Committee has not yet joined the international CFP (International Financial Planners) organization, so CFP certification cannot be carried out in China at present, and there is no official written certification.

3. International Financial Planner (CFP)

International financial planner, translated as "international financial planner" in Chinese, abbreviated as CFP.

China Association of Certified Financial Planners registered in Hongkong organizes training. Those who pass the examination will get the qualification certification of China Senior Certified Financial Planner issued by china institute of certified financial planners, but it has not been officially recognized yet.

4. Certified Financial Planner (RFP)

The name of the certification is registered financial planner, which is translated into Chinese as registered financial planner and abbreviated as RFP. Sponsored by China Hong Kong Association of Certified Financial Planners (RFP-HK), it cooperated with domestic universities to carry out certification. The financial planner qualification certificate issued by the Hong Kong Association of Certified Financial Planners has not been officially recognized.

5. Chartered Financial Analyst

Certified financial analyst CFA for short. It is the professional qualification certification of financial investment practitioners recognized by the American Investment Management Research Association (AIMR). Certification includes three levels, and the exam is held once a year in June. Only one level can be tested in a year, so it will take at least three years to complete all three levels. On this basis, you need to have three years of working experience in financial institutions or three years of AIMR membership experience to obtain CFA charter. At the same time, the test requires a high level of English for candidates, and all the tests are in English, which also involves a large number of individual capital. CFA exam has a large number of questions and a wide range of knowledge. According to statistics, each candidate needs at least 250 hours to prepare for each level of exams, and non-native English speakers need more preparation time.

In addition, those who can't attend the training due to time or residence and can't obtain the ChFP certificate of national financial planner can also participate in the www.chfp.org distance education and training website.

The national professional qualification of financial planner is divided into three grades, one is senior financial planner (at present, the country has not carried out examination certification), the other is intermediate financial planner, and the third is assistant financial planner.

The assistant financial planner belongs to the national financial planner.

References:

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The national professional qualification of financial planner is divided into three grades, one is senior financial planner, the other is intermediate financial planner and the third is assistant financial planner.

Who enter oneself for an examination of the national vocational level 3, as long as one of the following conditions:

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

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

College degree or above in this major or related major.

College degree or above in other majors, engaged in this occupation 1 year or above.

Have a college degree or above in other majors, have reached the required standard hours after three-level formal training in this major, and have obtained a certificate of completion.

Who apply for the national vocational qualification level 2, as long as one of the following conditions:

Continuously engaged in this occupation 13 years or more.

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

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.

Obtain a bachelor's degree certificate in this major or related major, and have been engaged in this occupation for more than 5 years.

Have a bachelor's degree certificate 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.

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

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

Where to apply for the national vocational qualification grade, as long as one of the following conditions is met:

Continuously engaged in this occupation 19 years or more.

Having obtained the secondary vocational qualification certificate of this occupation, he has been engaged in this occupation for more than 4 years continuously.

After obtaining the secondary vocational qualification certificate of this occupation, he has been engaged in this occupation for more than 3 years continuously, and has reached the standard hours stipulated in the formal training of this occupation level, and obtained the certificate of completion.

Three. Certified Public Accountant

Introduction to examination

Certified Public Accountant (CPA) is a qualification examination in China. Since 199 1, the national unified examination system for certified public accountants has been held once a year since 1993, and it has been held 14 times so far, with more than1100000 people passing the general examination. China needs about 350,000 certified public accountants. Anyone with a college degree or above, or with an intermediate or above technical title in accounting or related major, can take the national unified examination for certified public accountants.

Note: It provides convenience for overseas professionals to take the China CPA examination, and provides an important mechanism for attracting industry professionals to join the CPA team in China and improving the overall service ability of China CPA. At present, the China CPA Examination has set up a test area in Europe for the first time. This test area is the first overseas test area set up by China CPA outside China for overseas candidates. The first examination will be held from 26th to 28th October, 2007/KLOC-0, and the examination center will be located in Brussels, Belgium. The examination syllabus adopts the "2006 National Unified Examination Syllabus for Certified Public Accountants" issued by the CPA Examination Committee of the Ministry of Finance of China.

Since 199 1, China has successfully held 16 CPA examinations. By the end of 2007, nearly 65,438+400,000 candidates had passed all subjects.

registration requirement

China citizens who meet one of the following conditions can sign up for the exam:

1, college degree or above;

2. Accounting or related majors (related majors refer to auditing, statistics and economics. The same below) intermediate or above professional and technical titles.

Exemption condition

Persons with senior technical titles in accounting or related majors (including those with the titles of associate professor and associate researcher in accounting or related majors in schools and scientific research units) may apply for exemption from a certain specialty. Applicants should fill in the Application Form for Exemption from the National Unified Examination for Certified Public Accountants in 2005, and submit the certificate of senior professional and technical titles to the office of the Certified Public Accountant Examination Committee of the provincial finance department in their place of registration (hereinafter referred to as the office of the local examination Committee), which can be exempted from the examination after being examined and confirmed by the local examination Committee and relevant departments and reported to the National Examination Committee of the Ministry of Finance (hereinafter referred to as the National Examination Committee) for approval.

subject of examination

The examination subjects are accounting, auditing, financial cost management, economic law and tax law.

The scope of the examination is determined in the examination outline issued by the National Examination Committee.

Examination time

The examination methods are closed book and written test. Objective questions are answered by filling in the answer sheet; Subjective questions are answered in writing.

The examination is usually held on the second or third weekend of September every year, and the accounting examination time is 2 10 minutes; Audit and financial cost management examination time 180 minutes each; The examination time of economic law and tax law is 150 minutes each.