What is a planner!
The national financial planner (CHFP) certification is a national qualification certification issued by the Ministry of Labor and Social Security. It is a real national authoritative financial planning title. It has been recognized by United Nations Member States and relevant organizations in China. It has the advantages of foreign notarization, effective judicature, high social recognition, rich localization and strong practical operation. It is the most authoritative financial planner certification officially recognized by China at present, and it is also officially recognized by most countries in the world. CHFP certification is the most authoritative financial consultant certification project in China at present, and the number of holders of CHFP has become a reference index to measure the degree of financial development in a region. For individuals, CHFP certification is the identity certification of financial experts, and it is also a powerful guarantee for obtaining high salary and higher vocational education. The secretariat of the professional committee of financial planners in charge of daily work is located in Beijing Oriental Wall Financial Consulting Co., Ltd., which is also the main technical support unit and authorized training unit of financial planners in the Ministry of Labor and Social Security, and the unified training and examination materials in China are also compiled and published by Beijing Oriental Wall. 2. International Financial Planner (AFP) Certification AFP certification is the first stage of training as CFP certification (International Registered Financial Planner), and it can obtain the "Financial Planner Training Qualification Certification"; After completing AFP training, students can attend the second CFP training, that is, the advanced financial management course. After passing the final exam, students can obtain the training qualification certification of international financial planners and apply for CFP qualification examination. Although it is an internationally recognized qualification certification, China Financial Planners Standards Committee has not yet joined the international CFP (International Financial Planners) organization, so CFP certification cannot be carried out in China at present, and there is no official written certification. 3. Certified name of international financial planner (CFP), translated as "CFP" in Chinese. China Association of Certified Financial Planners registered in Hongkong organizes training. Those who pass the examination will be certified as a senior registered financial planner in China by china institute of certified financial planners, but it has not been officially recognized yet.