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financial planner (Financial Planner) is to provide customers with comprehensive financial planning professionals. In accordance with the Human Resources of the People Republic of China and Ministry of Social Security (formerly the Labor and Social Security Department) to develop “financial planners national occupational standards, financial planners the principles, techniques and methods of use of financial planning for individuals, families and small and medium enterprises, the financial goals of the organization, providing comprehensive financial advisory services personnel. Financial planning requirement to provide a full range of services, thus requiring financial planners to fully grasp the various financial instruments and related laws and regulations, to provide customers with tailored, practical financial solutions, while constantly revised program meet customers long-term, ever-changing financial needs.
examination subjects the new requirements of the 2011 exam
Financial Planning (Financial Planning) refers to the use of scientific methods and specific procedures for customers to develop practical, with a certain aspects of the the operability chfp badge or a combination of financial package, including cash planning, consumer expenditure planning, education planning, risk management and insurance planning, tax planning, investment planning, retirement planning, distribution of property and inheritance planning. The purpose of financial planning is to enable customers to continuously improve the quality of life, even the frail or reduction in income, but also to maintain the living standards of their own set. The goal of financial planning at two levels: financial security and financial freedom. Financial planning is a comprehensive process to assess personal or family financial needs, it is by professional money managers through a clear customer financial goals, analyze the client life, financial situation, to help customers develop a viable financial solutions to a comprehensive financial services.
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employment agency, national vocational qualification of Certificate Level Financial Planner is divided into three levels, namely, the Assistant Financial Planner (National Vocational Qualification Level 3), financial planning division (two national vocational qualifications), senior financial planner (national vocational qualification level). National human resources and Social Security has to carry out the Assistant Financial Planner (National Vocational Qualification Level 3) and financial planners (national vocational qualifications 2) a unified national certification, senior financial planner (national vocational qualification level) pilot certification job. National Human Resources and Social Security has been commissioned by the Beijing Municipal Occupational Skill Testing Center to national exclusive pilot certification, participation in the East Waldorf auspices of the textbooks drafting training and related work. 2, the financial planner examination time National Vocational Qualification Certificate must pass an examination to obtain the certification exam for the unified national examinations, the examination twice each year, in mid-May and mid-November, respectively, the test sites by the regional labor and social security departments to specify . Financial Planner exam in the second half of 2011, Time: November 20. 3, subjects assistant financial planner national examination subjects: theoretical knowledge, practical operation of the knowledge of two. Financial planners, national examination subjects: theoretical knowledge, knowledge of the practical operation of the comprehensive review three. Financial planner exam questions (for reference only, subject to the actual test): exam questions (for reference only, the actual test date) [4]
financial planner certification of national vocational qualifications authority sexual
certificate security credentials of financial planners sample: the national financial planning division of two certificates [6] National Human Resources and Social Security Ministry issued two national financial planner certificate, printed on a vocational qualification of the People Republic of China certificate “and the national emblem logo. National Financial Planner Certificate III in [7] National Human and Social Security issued by the national financial planners three certificate printed on the certificate the words of the professional qualification of the People Republic of China and National Emblem logo. The certificate Yan Yin Description: (in the case of Beijing Yan Yin) national financial planner certificate 4 accreditation bodies: the State Human Resources and Social Security Ministry (red chapter), Human Resources and Social Security Training and Employment Department occupational skills identification of special seal (red chapter), the Beijing Human Resources and Social Security Bureau Occupational Skill Testing special seal (photo the straddle steel seal), Human Resources and Social Security Occupational Skill Testing Center vocational skills, identification of special seal (red chapter). The word anti-counterfeit labels: the People Republic of China national human resources and Social Security, the national exam unified proposition accreditation (Photo straddle paste India) in 2011 examination of the new requirements
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Financial Planner (Financial Planner) is to provide customers with comprehensive financial planning professionals. Refers to the principles, techniques and methods of use of financial planning, financial goals for individuals, families and small and medium-sized enterprises, institutions, providing comprehensive financial advisory services personnel.
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With China rapid economic development in the past 30 years , the middle class and the rich and powerful class is rapidly formed, and a considerable part of the radical investment and wealth rapid accumulation phase gradually to a conservative investment, financial security and the development of comprehensive financial direction, and thus able to provide objective, comprehensive financial services, financial planner requirements rapid growth. McKinsey survey data indicate that the personal finance market in China in 2006 will grow to $ 57 billion, professional financial management will become one of the most potential for development of financial business. And the needs of financial services bullish contrast, significantly less than the number of China financial planners. The size of the domestic financial market is far more than 100 billion yuan, a mature financial market, to achieve at least every three families with a professional financial planner, such a calculation, financial planner career 20 million gap, only in Beijing there is a gap of more than 30,000. In China, only less than 10% of the wealth of consumers has been the professional management in the United States the proportion was 58%. Financial planners can serve financial institutions, such as commercial banks, insurance companies, independent practice, the identity of the third party to provide customers with financial services. In 1997, the financial planner average annual salary of $ 110,000, the equivalent of the middle managers of large companies. Difference is that many of them only work 600 hours per year. In 2001, the U.S. President and other positions, including jobs evaluation rankings, financial planner ranked first. Then the new job salary? It is understood that the financial planners in the United States the average annual income is $ 110,000, Financial Planners of Hong Kong last year, the highest income of more than 200 million Hong Kong dollars, the National Financial Planning Committee of Experts on the Secretary-General Liu Yanbin, the annual salary of the domestic financial planner “should be 100 000 to one million yuan. ” Reference to China macroeconomic situation, it is not difficult to foresee the financial planner will become a the Jinling career following the lawyers, certified public accountants, the domestic has a broad development prospect. examination materials
examination materials
began in May 2011, the national financial planning division two, three exam was changed to the examination on the computer; three exam identification of content: professional ethics, theoretical knowledge professional competence; are multiple-choice questions. Two exam identification: professional ethics, theoretical knowledge, professional competence assessment (case studies); are multiple-choice questions. Examination: the new requirements of the 2011 examination, three (basic knowledge, professional skills, assessment) exam: financial planner two: mid-May 2010, financial planners in mid-November, three: May 2010 mid- results announced in mid-November: certification within two months after the examination:
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With China rapid economic development in the past 30 years, the middle class and the rich and powerful class is formed quickly and quite quickly from the radical investment and wealth accumulation stage gradually to a conservative investment, financial security and the development of comprehensive financial direction, and thus able to provide objective, comprehensive financial services to the requirements of the financial planner rapid growth. McKinsey survey data indicate that the personal finance market in China in 2006 will grow to $ 57 billion, professional financial management will become one of the most potential for development of financial business. And the needs of financial services bullish contrast, significantly less than the number of China financial planners. The size of the domestic financial market is far more than 100 billion yuan, a mature financial market, to achieve at least every three families with a professional financial planner, such a calculation, financial planner career 20 million gap, only in Beijing there is a gap of more than 30,000. In China, only less than 10% of the wealth of consumers has been the professional management in the United States the proportion was 58%. Financial planners can serve financial institutions, such as commercial banks, insurance companies, independent practice, the identity of the third party to provide customers with financial services. In 1997, the financial planner average annual salary of $ 110,000, the equivalent of the middle managers of large companies. Difference is that many of them only work 600 hours per year. In 2001, the U.S. President and other positions, including jobs evaluation rankings, financial planner ranked first. Then the new job salary? It is understood that the financial planners in the United States the average annual income is $ 110,000, Financial Planners of Hong Kong last year, the highest income of more than 200 million Hong Kong dollars, the National Financial Planning Committee of Experts on the Secretary-General Liu Yanbin, the annual salary of the domestic financial planner “should be 100 000 to one million yuan. ” Reference to China macroeconomic situation, it is not difficult to foresee the financial planner will become a the Jinling career following the lawyers, certified public accountants, the domestic has a broad development prospect. Personal financial planning is the most important task of financial planning. Personal financial planning is a long process, an effort to achieve lifetime financial security, autonomy, freedom and ease the process;, financial planning is a comprehensive service for customers, it is clear individual customers by professional money managers financial goals, analyze the customer life, financial situation, to help customers develop a viable financial solutions to a comprehensive financial services. It is not limited to a single financial product, but a variety of financial goals for clients at different stages of financial service innovation, is a comprehensive, multi-level, personalized service. The specific content of the personal financial planning including cash planning, consumer expenditure planning, education planning, risk management and insurance planning, tax planning, investment planning, retirement planning, distribution of property and inheritance planning eight. Specializing in financial planning business practitioners known as financial planners. Financial planners faithfully and objectively for the long-term customer service, many families tend to enjoy the status of quasi-family members. Is generally believed that financial planning originated in the 1930s, the U.S. insurance industry, the end of World War II, economic recovery and social wealth accumulation of personal financial planning into a take-off stage. The development of the U.S. and global personal financial planning industry, the professional certification of financial planners in the United States played a key role in promoting the financial planning business gradually developed into an independent financial services industry, and professional practice guidelines in an objective, fair technical staff – financial planners. Their main business is no longer gets a commission from the sale of financial products and services, but to help clients achieve their life and financial goals, professional consulting, and financial advice to implement a standardized process of personal financial services in order to prevent clients interests have been infringed .
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national financial planning division two certificates [6] two national financial planner certificate issued by the National Human Resources and Social Security, People Republic of vocational qualification certificate “and National Emblem logo printed. National Financial Planner Certificate III [7]
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Financial Planner National Vocational Qualifications certification made
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certificate inquiries, queries in the national financial planners (ChFP) test network clicks qualifications. Authority: the certificate of the People Republic of China Human Resources and Social Security Ministry issued: Announcement of the results within two months after the certificate is lost processing: Human Resources and Social Security will not be considered personal certificates retroactive, so the certificate is lost the following materials submitted to the appropriate training institutions, the certificate must be submitted and, as follows: a lost certificate submitted to the application data instruments, indicating loss of reason. Training institutions substantiated by the investigation, and provide supporting information submitted to the Ministry of Labor and Social Security Ministry. Go through successfully, paying any fee: four yuan.
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the practical work of the financial planning, financial security and financial freedom goals in the cash plan, consumer spending planning, education planning, risk management and insurance planning, tax planning, investment planning, retirement planning, distribution of property and inheritance planning eight specific plan, which reflects the focus performance of the following eight areas: (1) the necessary asset liquidity. Personal cash holdings in order to meet the needs of the daily expenses, and prevention of emergency needs, the speculative needs. Individuals to ensure there are sufficient funds to pay for the cost of planned and unplanned, financial planners in the cash plan is necessary to ensure the mobility of clients funds, but also consider the cash cost of ownership, short-term needs are available through cash planning cash on hand to meet expected cash expenditures through a variety of savings to live short-term investment tools to meet. (2) a reasonable consumer spending. The primary purpose of personal financial goals is not an individual to maximize the value, but to make personal financial position is sound and reasonable. In real life, reduce personal expenses than seeking high return on investment is sometimes easier to achieve financial goals. Consumption expenditure planning, personal consumption expenditures are reasonable, so that household income and expenditure structure roughly in balance. (3) educational expectations. Education for the life of the changing times, people are getting higher and higher level of education requirements. Plus the cost of education continues to rise, the proportion of expenditure on education is becoming more and more. Customers need for early planning for education expenses, a reasonable financial plan to ensure the future ability to reasonably pay for themselves and their children education expenses, to fully meet the educational expectations of the individual (family). (4) a comprehensive risk protection. In life, the risk is everywhere, and financial planners through risk management and insurance planning to do the appropriate financial arrangements, the losses caused by the accident to a minimum, enabling customers to better avoid risks, to protect life. Reasonable tax arrangements. The tax is everyone legal obligations, but taxpayers often want to minimize their tax burden. To achieve this goal, financial planners through prior planning and arrangements of the main tax operating, investing, financial and other economic activities to take full advantage of the tax law to provide preferential and differential treatment, appropriate to reduce or delay the tax burden expenditures. (6) the accumulation of wealth. Personal wealth increase by reducing expenditures relative to achieve, but the absolute increase in personal wealth will eventually have to increase revenue. Salary class limited income, and investment to the characteristics of the initiative to strive for higher returns, the rapid accumulation of personal wealth depends mainly on investments. Financial goals, personal investment and risk bearing capacity, financial planners can determine the effective investment programs so that more and more investment to bring the individual or family income, and gradually become the main source of income of individuals or families, and ultimately achieve the level of financial freedom. 7 old age. Old people, the ability of its income must decline, it is necessary to financial planning, reaching old age there is a sense of security in his youth and old age end, old music, “the dignity, self-sustaining the goal of life in old age. Distribution of property and inheritance of. Distribution of property and inheritance is an unavoidable part of personal financial planning, financial planner to minimize the distribution of property in the transmission of the expenditure incurred to help customers reasonable allocation of the property to meet family members at different stages in the development of the family a variety of needs; heritage management tools and the development of heritage allocation scheme to ensure inter-generational family property when the client dies or is incapacitated according to legend.
2002, commissioned by the Ministry of Labour and Social Security Occupational Skill Testing Center, the current National Occupational Skill Testing Committee of Experts on Financial Planner Professional Committee of the Secretary-General of the East Waldorf financial advisory Co., Ltd. Vice Chairman Liu Yanbin initiate the preparation of financial planning division of the national occupational standards, and begin the work of financial planners national vocational qualifications certification exams the compilation of resource materials. In 2003, the Ministry of Labor and Social Security Ministry launched a financial planner career. In 2004, the National Occupational Skill Qualification Committee of Experts on Financial Planner Professional Committee was established. 2005, commissioned by the Ministry of Labour and Social Security, Financial Consulting Co., Ltd. Beijing Oriental Waldorf and Renmin University of China held in Beijing, the country first financial planners National Vocational Qualifications experimental identification of training courses, in early November of the same year, the first 42 Guo Zihao financial planner professional qualification awarded by examination. In 2006, the financial planner included in the uniform identification of areas of national vocational qualifications. In 2007, nearly 3 million people participate the certification exam. At present, our national ownership of financial planners has more than 8 million people, has formed the most mainstream, most authoritative financial planner professional groups. In 2009, the national senior financial planner approved to carry out the certification pilot. In 2010, the first national senior financial planner to pass the exam and obtain a professional qualification certification.
Since the reform and opening up, China average annual GDP growth of 9.5%. Is the world fastest-growing countries, this rate is three times the average annual growth rate of the world economy over the same period. Middle class and the rich and powerful class is rapidly formed, and a considerable number of people manage their money quickly from the radical investment and wealth accumulation stage gradually to a conservative investment, financial security and the development of comprehensive financial direction, and thus able to provide objective, comprehensive financial services, manage the requirements of the division rapid growth, China has become one of the countries of the global personal banking business of the fastest growing. At present, the concept of financial planning in the financial industry has become better known, especially in the insurance companies and commercial banks, insurance companies and commercial banks have already set up a specialized personal financial management studio or Finance Department is to provide customers with financial services . View of the absence of strong demand and national standards of financial planners for financial planners, the National Institute for Occupational Identification Center has organized experts to the condition of our country to develop national occupational standards for financial planners, and go into effect on January 23, 2003 financial planning, which will be formally defined as a career. In August 2005, the National Center for professional identification commissioned by Beijing Oriental Waldorf Financial Consulting Co., Ltd. and the China People University School of Finance held in Beijing in the first phase of pilot training course of financial planners. The students then participated in the national financial planner experimental assessment test organized by the National Center for professional identification, examination subjects are all qualified students are awarded the national vocational qualification certificate of financial planners.
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financial planner national vocational qualification (ChFP) is a vocational qualification certificate issued by the People Republic of China Ministry of Labor and Social Security, is the only one issued by the government authority financial Planner certificate. Certificate using the unified national ID, can log on the official website of Ministry of Labor and Social Security Ministry – check the website of the authenticity of the national vocational qualifications. December 31, 2007, the State Council promulgated the “clean standardize all kinds of vocational qualifications related activities (Guo Ban Fa [2007] No. 73), the notice pointed out that” by the State Council, personnel, labor and social security department, in conjunction The department approved a set of non-administrative licensing class vocational qualification To determine the remaining items on the basis of standardization in the clean-up and made public to clean up other types of non-administrative licensing class professional qualification should be classified: the State Council, other departments, agencies directly under directly under the business units and subordinate units to set up their own timely liquidation, there are indeed necessary, together with relevant departments for approval by the State Council, personnel, labor and social security departments into national unified management, to the public, the other should be stopped. “
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fiscal planning division national vocational qualification course of development of financial planners
national vocational qualification is divided into three, as a senior financial planner, two for the intermediate financial planners, three assistant financial planner. National human resources and Social Security, there are strict requirements for candidates to apply for State financial planner, must meet the following conditions. National Senior Financial Planner (vocational qualification level): with one of the following conditions. Continuously engaged in the professional work of more than 19 years. With undergraduate degree or intermediate grade, continuously engaged in this occupation for more than 13 years. With a master degree or above or senior professional titles, continuously engaged in this occupation for more than 10 years. (4) to obtain a vocational qualification certificate of the professional financial planner, continuously engaged in this occupation for four years. Continuous professional work to obtain the professional financial planner professional qualification certificates for more than three years, to reach the required standard hours of training by the vocational senior financial planner, and obtained the certificate of completion. National financial planners (professional qualification 2): with one of the following one, continuously engaged in this occupation for more than 13 years. 2, to obtain this career three vocational qualification certificate, continuously engaged in this occupation for more than five years. 3, to obtain this career three vocational qualification certificate after continuous professional work more than four years, the two formal training for the occupation of the provisions of the standard number of hours and obtain a certificate of completion. 4, to obtain the professional or professional bachelor degree certificate, continuously engaged in this occupation for more than five years. 5, the professional or professional bachelor degree certificate to obtain this career three vocational qualification certificate, continuously engaged in this occupation for four years. 6, with the professional or professional bachelor degree certificate, to obtain this career three vocational qualification certificate, continuous professional work more than three years, the two formal training for the occupation of the required standard number of hours and obtain a certificate of completion. 7, after obtaining a Master degree or above certificate, continuously engaged in this occupation for two years. Assistant financial planner (vocational qualification levels): with one of the following conditions, continuously engaged in this occupation for more than six years. 2, technical schools, advanced skills training objectives technician College and Vocational and Technical College of the professional or professional diploma. 3, with the professional or professional college and higher education certificates. 4, with other professional college degree or above certificate, continuously engaged in this occupation for more than 1 year. 5, with other professional college and higher education certificate, a few hours of the three formal training for the occupation of the required standards, and obtain a certificate of completion. Related professionals: legal, finance, accounting, management, professional
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Financial Planner National Vocational Qualification of the authoritative
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(1) the bank personal financial, management, training managers, business managers and financial consultants. (2) securities companies, investment advisers and account managers. (3) An insurance company training manager, sales, management, sales manager, senior clerk. (4) fund companies, investment intermediary company sales manager, customer service personnel. (5) to provide financial consulting other professionals, such as financial and accounting personnel. (6) The senior management of all walks of life (7) interested in financial planning (8), trust and investment, real estate, and other related personnel (9) college finance, accounting, economics, management class, students wishing to enter the The students of the financial industry.
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Financial Planner National Vocational Qualification training tutorial fourth edition has been published the basics of financial planners (Fourth Edition) “[ Chapter Chapter Chapter 1] the financial basis for planning, financial planner Basics (4th Edition) “Table of Contents Chapter the second chapter of the Financial and Accounting Chapter III of macroeconomic analysis, financial infrastructure, tax base, financial planning legal basis of the seventh chapter financial management calculated on the basis of Chapter VIII of the financial planner work processes and job requirements, “assistant financial planner professional competence (fourth edition) [2] assistant financial planner professional competence (Fourth Edition) CONTENTS CHAPTER cash planning Chapter II Chapter III of the consumption expenditure planning the fifth chapter of the fourth chapter of the educational planning of risk management and insurance planning Investment planning Chapter VI retired pension plan under Chapter VII of the distribution of property and inheritance planning, financial planner professional capacity (Fourth Edition) “directory [3] “Financial Planner professional competence (Fourth Edition) CONTENTS CHAPTER insurance planning, investment planning Chapter III Tax Planning Chapter retirement pension plan distribution of property and inheritance planning Chapter VI Comprehensive financial planning < br /> Edit this paragraph renowned training institutions in the domestic status quo recommended
