1. Education requirements: Bachelor degree or above, not limited to finance, accounting and economics. Applicants with advanced management degrees such as MBA can gain a higher admission advantage.
2. Work experience: Financial planners need to have certain work experience and good comprehensive quality and professional ethics. Before applying, you should have at least three years of relevant work experience.
3. Professional qualification: Financial planners need to pass the National Professional Qualification Examination (CFP) certification, and they can only obtain the qualification certificate after passing the examinations of English and comprehensive ability. At the same time, in the course of your career, you need to continue to take the relevant qualification examinations and exams in order to maintain continuous learning.
4. Executing agency: The financial planner certification is carried out by China Securities Industry Association (CSIA), and the applicant shall issue an application within the specified time and apply to the relevant certification department.
5. Financial knowledge: Financial planners need to have solid financial knowledge and professional skills, and can provide comprehensive and intimate financial consulting services to customers.
If you want to be a financial planner, you need to have a certain degree and work experience, have professional qualification certification, and have rich financial knowledge and professional ability. At the same time, we need to constantly learn and update our knowledge to provide customers with high-quality, efficient and appropriate financial planning services.
Meet the following conditions, strengthen the qualification of financial planners:
1, industry experience: CCFP (China Financial Planner) certification not only pays attention to professional qualifications, but also personal experience accumulation. Therefore, having securities experience, financial background, fund registration qualifications and other related experience will make you more competitive.
2. Professional qualification: If you have a professional certificate in mathematics, statistics or accounting or other financial arrangements, you can strengthen the qualification of a financial planner.
3. Word of mouth and contacts: A successful financial planner will be recognized and praised by customers, colleagues and peers. It is also successful to introduce more new customers through word-of-mouth storage, especially in the financial industry.
Being a financial planner requires not only rich financial theoretical knowledge and practical experience, but also certain professional qualification certification, as well as a full understanding of asset allocation, risk control and other related knowledge. In addition, the accumulation of relevant professional certificates, word of mouth and contacts can also make applicants more competitive.
Matters needing attention in financial planner examination
1, study and preparation time: the financial planner exam usually takes a long time to prepare. In the case of planning a good study plan, you need to make full use of your spare time to study and prepare for the exam.
2. In-depth understanding of the content of the exam: The financial planner exam covers finance, investment, tax planning, retirement planning, insurance and other aspects of knowledge. And require candidates to have a comprehensive and in-depth understanding of the examination content.
3. Abide by the examination regulations: the financial planner exam has certain examination regulations. For example, candidates should register with the local financial department and pay relevant fees, abide by the examination schedule, do not carry communication equipment illegally, and observe the discipline of the examination room during the examination. Candidates need to read carefully and abide by the relevant regulations.
4. Conduct mock exams and training: Before the formal exam, candidates need to conduct mock exams and training, at least once or twice, to understand the difficulty and type of the exam in advance, find out the weak links, and strengthen review.
5. Pay attention to the physical and mental state: the financial planner has a long examination time and requires candidates to have good psychological quality and high physical quality. They must pay attention to mental and physical rest and preparation, and keep a good attitude.