What does CFP mean? What is the use of CFP qualification certificate?

CFP (International Financial Planner) is an international financial planner, registered financial planner or registered financial planner. Financial planner is a professional who follows the six steps of financial standard process and helps customers achieve their life goals. In addition, cfp is also the abbreviation of the State Council Press Office China Photography Publishing House.

The CFP certificate in the United States has a high gold content, and the international financial planner is praised by the Wall Street Journal as the highest glory of the international financial community, which is already very high.

Extended data 1, prerequisite

Everyone must first know that CFP is an advanced certificate of AFP. If you want to take the CFP exam, you must get AFP first. After obtaining AFP certification, you can take the CFP exam within 4 years.

2. Examination subjects

There are five subjects in CFP certificate examination, namely investment planning, employee welfare and retirement planning, personal tax and inheritance planning, risk management and insurance planning, and comprehensive case analysis.

3. Test scores

Test results are generally announced 2 weeks after the test.

4. Working years

There must be a certain number of working years (at least two years and at most five years) to meet the professional ethics standards issued by the Committee.