1, RFP certificate. RFP is certified as a registered financial planner. RFP is formulated by the American Association of Certified Financial Planners (RFPI) and has the international authoritative certification qualification. Personal financial consultants, investment consultants, and employees of banks, insurance, securities, funds or third-party financial companies, law firms and accounting firms are all extensive sources of financial planners.
The RFP certificate is mainly used as the qualification of personal financial management, and the holder of the RFP certificate can serve as a personal consultant or financial planner to provide personal financial services and consultation for the clients of his institution.
2.CFA certificate. CFA, a chartered financial analyst, was founded on 1963 by American Investment Management and Research Association (AIMR). There are three levels of CFA * *. Individuals can only obtain CFA certificate if they pass all the Level 3 exams and have four years of financial experience.
CFA certificate holders can be employed by investment banks, listed companies, foreign companies, securities companies, banking financial institutions, funds, fortune 500 companies and other enterprises to engage in internationally advanced financial analysis, investment and management.
3.FRM certificate. FRM, a financial risk manager, was founded by the American Association of Global Risk Professionals (GARP) and is the top authoritative international qualification certification in the field of financial risk management.
The frm exam is divided into two levels: frm Level 1 exam and frm Level 2 exam. To obtain the frm certificate, you need to pass the frm Level 1 and Level 2 exams and gain two years of relevant working experience in financial risk management. Frm holders mainly serve financial institutions such as banks, securities and investment banks.
4. Certified public accountant certificate. A certified public accountant refers to a person who has passed the qualification examination for certified public accountants, obtained the certificate of certified public accountants and practiced in an accounting firm. The comprehensive examination for certified public accountants is a comprehensive test of professional ability.
Professional examination subjects are auditing, accounting, financial cost management, tax law, economic law, corporate strategy and risk management, and holders of certified public accountants mainly work in accounting firms.