The national professional qualification of financial planner is divided into three grades, one is senior financial planner, the other is intermediate financial planner and the third is assistant financial planner.
Who enter oneself for an examination of the national vocational level 3, as long as one of the following conditions:
1, and has been engaged in this occupation for more than 6 years.
2, with advanced skills as the training goal of technical schools, technician colleges and vocational and technical colleges, the professional or related professional graduation certificate.
3. Have a college degree or above in this major or related major.
4. Have a college degree or above in other majors and engage in this occupation 1 year or more.
5. Have a college degree or above in other majors, reach the standard hours stipulated in the third-level formal training of this major, and obtain a certificate of completion.
Extended data:
operating duty
1. Necessary asset liquidity. Individuals hold cash mainly to meet daily expenses, emergency prevention and speculative needs. Therefore, financial planners should not only ensure the liquidity of customers' funds, but also consider the holding cost of cash. Through cash planning, short-term demand can be met with cash on hand, and expected cash expenditure can be met through various short-term investment tools.
2. Reasonable consumption expenditure. The primary goal of personal financial management is not to maximize personal value, but to make personal financial situation stable and reasonable. In real life, reducing personal expenses is sometimes easier to achieve financial goals than seeking high return on investment. Through consumption expenditure planning, personal consumption expenditure is reasonable, and the household income and expenditure structure is generally balanced.
3. Realize educational expectations. Education is the foundation of life. With the changes of the times, people's requirements for education are getting higher and higher. Coupled with the increasing education expenditure, the proportion of education expenditure is increasing. Customers need to plan their education expenses as early as possible, make a reasonable financial plan, and ensure that they have the ability to pay their own and their children's education expenses reasonably in the future, so as to fully meet the educational expectations of individuals (families).
4. Risk protection. In one's life, risks are everywhere. Financial planners make appropriate financial arrangements through risk management and insurance planning to minimize the losses caused by accidents, so that customers can better avoid risks and protect their lives.
Baidu encyclopedia-national financial planner