Registration conditions for financial planners

The conditions for applying for the financial planner are: having worked in this major for more than 6 years, having a diploma in this major or related major from a technical school, technician college or vocational and technical college with advanced skills as the training goal, having a diploma in other majors or above, and having worked in this major for more than 1 year.

Overview of financial planners

Financial planner refers to a person who provides comprehensive financial consulting services for individuals, families, small and medium-sized enterprises and institutions by using the principles, techniques and methods of financial planning. Financial planning requires providing all-round services. Therefore, financial planners are required to master all kinds of financial instruments and relevant laws and regulations, provide customers with tailor-made and feasible financial plans, and meet customers' long-term and ever-changing financial needs in the continuous revision of the plans.

Financial planning refers to the use of scientific methods and specific procedures to develop practical and operational financial planning for customers, mainly including cash planning, consumption expenditure planning, education planning, risk management and insurance planning, tax planning, investment planning, retirement planning, property distribution and inheritance planning.