Conditions for financial engineers to apply for the exam

First, AFP financial planner registration conditions:

1. Obtained the AFP certificate issued by the training institution authorized by the International Financial Standards Committee (China).

2./kloc-graduated from graduate school in 0/year, graduated from undergraduate school for 2 years, and graduated from junior college for 3 years before being certified. The AFP score is valid for 4 years, and the applicant can meet the requirements of academic qualifications and working years within 4 years.

3. Applicants for 3.AFP certification must truthfully declare their work experience to China FPSB, and provide proof materials of corresponding experience. The reference must be the superior supervisor of the applicant or a professional certified by AFP and CFP. FPSB China reserves the final decision on the validity of the applicant's work experience. The applicant's relevant work units can be financial institutions, accounting firms, law firms and other institutions recognized by China FPSB.

Second, CFA financial analyst registration conditions:

Bachelor degree or above;

The time for students to register for CFA Level I exam must be within 1 1 month (inclusive) before the graduation month of bachelor's degree courses or equivalent projects, that is to say, if they graduate in June of the following year, they can register for the exam in August of the previous year at the earliest;

University years of study and full-time work experience total 4000 hours;

More than 4000 hours of professional work experience (full-time work experience), full-time work experience does not require investment-related, but requires legal and professional work experience;

At the same time: international passport.