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What certificate should a financial planner take?
CFP certificate is one of the certificates with high reputation and international vision in the field of financial planners. It covers financial professional knowledge, family comprehensive financial management, investment planning, risk management and insurance planning, employee welfare and retirement planning, personal income tax and its optimization, comprehensive financial management cases and many other fields. Holding CFP certificate can show your professional ability, increase the trust of customers and provide broader career development opportunities.
CFA Chartered Financial Analyst Certificate:
CFA certificate is one of the highly recognized certificates in the international financial field. The certificate emphasizes knowledge and skills in investment analysis, asset pricing and portfolio management. Holding CFA certificate can show your professional ability in securities analysis and investment management, and provide more opportunities for investment banking, fund management, asset management and other occupations. However, the certificate is difficult to test, which is called the "college entrance examination" in the financial sector.
AFP financial planner certificate:
AFP certificate is a professional financial certificate widely held by practitioners in the field of wealth management, which is favored by banks, insurance, finance and taxation, securities, trusts, internet finance, funds and third-party wealth management institutions. At the same time, AFP certificate is also the primary certification of international financial planners.
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