Is it true that the country cancels AFP (what financial planner certificate)? Is it necessary to take this certificate?

AFP /CFP "cancellation" is a misunderstanding! The certificate has not been cancelled, but the training institution that advocates the cancellation of the certificate is the national financial planner certificate ChFP (another financial planner certificate, which is more recognized by insurance companies)!

Why did you cancel the rumor?

2014165438+124 October, the State Council issued the "Document No.50", announcing the second batch of 67 items to cancel the professional qualification license and recognition. These include financial planners and international financial planners.

The real intention of the document is that the state cancels the authority to issue and manage certificates of the China Financial Education Development Foundation of the People's Bank of China, and does not interfere with the behavior after certificates are issued and managed by the society. It is not to cancel and deny the professional level and validity of AFP/CFP certificate. After that, the study of AFP/CFP certificate will be a complete market behavior, and people can choose whether to obtain the certificate according to their career planning.

After the document was issued, the number of students who obtained AFP/CFP certificates did not decrease, but the number of applicants increased with the increase of market demand.

The official explanation of the details of the document:

The State Council made it clear in the original text that the financial planners with government background and international financial planners awarded by China Financial Education Development Foundation were cancelled. It is not an AFP/CFP certificate issued by the international non-profit organization FPSB (International Financial Standards Committee). The purpose of the State Council document is to simplify administration and decentralize power, and to revoke the government-led industry access certification, so all the certifications revoked in this paper are those with government background.

The AFP/CFP certificate is issued by FPSB (International Financial Standards Committee), an international non-profit organization headquartered in the United States. FPSB has branches in 26 countries and regions around the world, and its branch in Chinese mainland independently operates the training, examination and certification of AFP/CFP certificates. The AFP /CFP certificate is not certified by the government, so it has nothing to do with the State Council's documents.

After the State Council issued the document, many people had misunderstandings at that time. FPSB published a clarification article on its website and reported the situation. Report statement: This post has nothing to do with the AFP and CFP certification projects of FPSB in the world (including Chinese mainland, China, Hongkong, China and Taiwan Province Province, China). FPSB (International Financial Standards Committee) suggested that if the Chinese translation of AFP and CFP certification coincides with the Decision, FPSB can only use the official names of AFP and CFP, or refer to the Chinese translation of FPSB member organizations in China, Hongkong and Taiwan Province Province, China.

AFP/CFP certificate is still the professional qualification certificate of financial planner with the highest recognition from banks and other financial institutions.

At present, major banks in China, including China, agriculture, industry and construction, still regard AFP and CFP certification as one of the projects to guide and encourage employees to learn, and reimburse students for tuition fees. Banks such as Minsheng, Xingye, China Merchants and Huaxia even explicitly require employees in relevant positions to hold AFP certificates. CFP is still an important reference for recruitment, promotion, job transfer and regularization in this industry. It is still the most popular certification in the industry.

Conclusion: As long as your work unit recognizes the certificate and has corresponding reimbursement and encouragement policies, you don't need to care whether you need this question.