2. Employees who specialize in financial planning business are called financial planners, which are divided into level one, level two and level three, and assistant financial planners are level three. That is, assistant financial planner (national vocational qualification level 3); Financial planner (national vocational qualification level 2); Senior financial planner (national vocational qualification level 1).
3. Knowledge of laws and regulations: In order to meet the needs of the market, at the beginning of 2003, the Ministry of Labor and Social Security drew lessons from the relevant experience of this industry in mature market economy countries and combined with the actual economic development in China, promulgated the National Professional Standard for Financial Planners, taking the financial planner profession as a formal occupation, and established the National Professional Skills Appraisal Committee for Financial Planners. The expert committee is chaired by Professor Xiao Zhuoji, a famous economist, and Professor Chen, vice president of Renmin University of China. All members are outstanding scholars and experts from famous universities and financial institutions in China. The financial planner exam is generally twice a year. After three years of examination and certification, I have been groping and summing up my experience. The examination and certification of financial planners has received enthusiastic response from the financial industry and relevant social departments. In June, 2006, the national vocational qualification examination and certification organization organized relevant experts from major financial institutions, leaders and experts from major financial institutions to jointly compile a unified vocational qualification training course for financial planners. On July 20, 2006, the state promulgated the latest national professional standards for financial planners. Examination certification is becoming more and more standardized and scientific, and the completely objective question characteristics also provide some convenience for candidates. The examination and certification system for financial planners is basically perfect and rolled out nationwide.
The study, training, examination and certification of financial planners have become the hot pursuit direction of financial institutions, corporate financial personnel and university financial personnel. It can be said that it is just the right time to participate in the study and examination certification of financial planners.
According to the national professional standards formulated by Ministry of Human Resources and Social Security, it is defined as 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.