Types are divided into financial management or urban planning.
Financial planner
Financial planner is a professional who provides comprehensive financial planning for customers. According to the National Professional Standard for Financial Planners formulated by People's Republic of China (PRC) and the Ministry of Labor and Social Security, a 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, so financial planners are required to master all kinds of financial tools and relevant laws and regulations, provide tailor-made and feasible financial plans for customers, and meet customers' long-term and ever-changing financial needs in the process of constantly revising the plans.
Urban planner
Urban planner refers to the professional and technical personnel who have passed the national unified examination, obtained the qualification certificate of urban planner and registered, and engaged in urban planning business. 1999 According to the Notice of the Ministry of Personnel and the Ministry of Construction on Printing and Distributing the Interim Provisions on the Qualification System of Registered Urban Planners and the Measures for Determining the Qualification of Registered Urban Planners (No.39 of the Ministry of Personnel [1999]), the state began to implement the qualification system of urban planners. In February 2000, the Ministry of Personnel and the Ministry of Construction issued the Notice of the Ministry of Personnel and the Ministry of Construction on Printing and Distributing the Implementation Measures for the Qualification Examination of Registered Urban Planners (No.20 [2000] issued by the Ministry of Personnel), and in May 2006, the General Office of the Ministry of Personnel and the Ministry of Construction issued the Notice of Supplementary Provisions on the Registration Conditions for the Qualification Examination of Registered Urban Planners (No.20065438), which was jointly responsible by the Ministry of Personnel and the Ministry of Construction. The specific examination work is entrusted to the personnel examination center of the Ministry of Personnel to organize and implement. The examination is held once a year, and the examination time is usually arranged in the middle of 10. In principle, only test sites are set up in provincial capital cities.