What's the use of taking an rfp financial planner exam? Who is suitable for the exam?

The certificate of rfp financial planner has been widely recognized internationally, and it has been officially listed in the national financial talents training program. So what's the use of taking an rfp financial planner exam? Who is suitable for the exam? This article will have a detailed introduction, let's take a look!

What is the use of rfp financial planner?

Obtaining the rfp financial planner certificate can have the following advantages:

1. Being a financial planner means that you have excellent professional knowledge and ability. Obtaining rfp certification shows that you are a qualified national financial planner and can gain the trust of customers.

2. Obtaining rfp certificate can enhance your professional competitiveness and bring you broader career development prospects. Can be engaged in a variety of employment directions, such as trust and investment companies, securities companies, insurance companies, finance companies, financial leasing companies and securities and other financial institutions.

3. Obtaining rfp certificate can make you stand out in the job search process and create more job opportunities for you. You can use your professional knowledge to help customers solve financial problems and achieve their life goals.

Being a financial consultant can create greater value for the enterprise. It is also very helpful for self-financing in the future.

5.rfp financial planner is an internationally recognized professional international financial planner, and has been officially included in the national financial professional training program. Rfp has become an important standard for talent training in many financial institutions.

6. Many enterprises, such as China Ping An Life Insurance Company of China Insurance Company and Bank of East Asia, take inquiry as an important measure.

7. Many large domestic banks regard rfp as the standard of talent training, including China Industrial and Commercial Bank, China Agricultural Bank, Bank of Communications and China Construction Bank.

Who is the rfp financial planner suitable for?

The following groups are suitable for obtaining rfp certificates:

1, professional accountant

2. Legal professionals

3. Bank loan officer

4. Real estate agents

5. Insurance intermediary

6. Bankers

7. Securities and stockbrokers

8. Investment consultant

9. Financial advisory bodies

10, other professionals working in similar fields.

What does rfp financial planner study?

Rfp is comprehensive in learning content and pays attention to practical operation. Including basic financial planning, insurance and retirement planning, investment planning, tax and estate planning, advanced financial planning.