CFP: International financial planner is the most authoritative and comprehensive personal financial management level certificate among all financial management certification certificates. The examination contents include financial planning introduction, investment planning, insurance planning, tax planning, retirement planning and employee welfare, advanced financial planning, etc. , involving 7 categories 102 sub-subjects.
ChFC: chartered financial adviser, highly respected in financial circles and CFP.
PFS: Personal financial expert, providing professional comprehensive financial consulting/personal financial planning services to customers. It, CFP and ChFC are also called the three authentication systems of American financial industry.
CFA: Chartered Financial Analyst is recognized as the highest certification in the financial and securities industry and the largest professional examination in the world.
RFP: Certified Financial Planner. Courses include basic financial planning, investment, insurance and retirement planning, tax and estate planning, and advanced financial planning.
Chartered wealth manager. It has been recognized by more than 800 universities in more than 0/00 countries around the world, the American Association of Securities Dealers, the Royal Society of the US Department of Labor and other internationally renowned organizations.
CFC: A registered financial consultant with certain authority in the global financial industry. The examination content is mainly divided into financial statement analysis, corporate finance, personal financial planning and investment management.
References: international financial planners. Designed for front-line personnel in the financial industry, focusing on asset allocation and investment advice.
RFC: Certified Financial Advisor, awarded by American Association of International Certified Financial Advisers.
CLU: Chartered Life Financial Planner, introduced by American Institute of Life Insurance Management on 1927. Focus on the ability of revenue and expenditure planning, real estate planning, property inheritance planning and property management. The examination covers the operating principle and status of life insurance, sales channels of life insurance, personal finance, income tax planning, life insurance related laws, real estate and inheritance planning, etc.