I want to be a financial planner. What do I need?

I. Professional Name: Financial Planner

2. Occupation definition: a professional who provides comprehensive financial consulting services for individuals, families, small and medium-sized enterprises and institutions by using the principles, techniques and methods of financial planning.

Three. Occupation grade: There are two grade standards for this occupation, namely, financial planner (national vocational qualification grade II) and senior financial planner (national vocational qualification grade I).

Four. Applicant: financial professionals, such as bank employees, securities analysts, insurance agents, corporate accountants, financial asset appraisers, and people who are engaged in or are preparing to engage in this profession.

Verb (abbreviation of verb) application conditions:

-Financial planner (with one of the following conditions)

1. Obtain a master's degree in related major, have been engaged in this profession for more than 1 year, have reached the standard hours after formal training of financial planners, and obtain a certificate of completion.

2. Obtain a bachelor's degree in related majors, have been engaged in this profession for more than 3 years, and have reached the standard hours after formal training of financial planners, and obtained a certificate of completion.

3. Have a college degree, have been engaged in this profession for more than 4 years, have reached the standard hours after formal training of financial planners, and have obtained a certificate of completion.

Examination and certification of intransitive verbs: financial planners are included in the unified examination items approved by the Ministry of Labor and Social Security, which are divided into two forms: theoretical knowledge examination and professional ability examination.

Theoretical knowledge test and professional ability test time is 90 minutes; Comprehensive evaluation time is not less than 30 minutes. Among them, theoretical knowledge: 8: 30am-10, skill assessment:10: 30am-12, and the comprehensive assessment time will be conducted after passing the theoretical and skill examination. If all modules pass the exam, (if they fail to pass the next free training), they will be awarded the Professional Qualification Certificate of People's Republic of China (PRC) Financial Planner issued by the Ministry of Labor and Social Security. This certificate is used all over the country and does not need annual inspection. It is a qualification certificate for job hunting and employment.

Compulsory courses for senior financial planners: basic knowledge of financial planning, financial planning requirements, investment planning, insurance planning, tax planning and advanced financial planning practice.

Required courses for financial planners: basic knowledge of financial planning, financial planning requirements, investment planning and insurance planning.