But I think, you can take the securities bank exam first, and you can also take the financial English exam. After the exam, CPA, CFA and FRM can be considered if necessary. Of course, FRM and CFA are more expensive, FRM requires higher mathematics, and CFA and CPA exams take longer, just like the Long March. Therefore, if the work is not necessary, you can not take the exam, or take the exam slowly. In any case, securities and banking are the best exams, and they are not difficult.
Question 2: What financial-related qualifications can a university degree obtain? Suggestions: First, if you are really interested in that major, go to a big city to find a related job and start doing it step by step, starting from the bottom. Remember to follow the boss, he/she will teach you knowledge that is not in books; Second, remember that being a man is more important than doing specific work; Third, at work, learn the relevant qualification certificates of the positions you are interested in through self-study or other means, so that you can have real work experience and support yourself. If you pass the qualification examination, kill three birds with one stone!
Question 3: What certificates do college students majoring in finance need to take? 50 points. College students need to take an accounting qualification certificate.
Accounting qualification certificate is the qualification certificate for persons with certain accounting professional knowledge and skills to engage in accounting work, the basic minimum requirement and prerequisite for engaging in accounting work, the only legal certificate to prove that they can engage in accounting work, the "access card" to enter accounting posts and the only way to engage in accounting work. It is the qualification certificate and "employment certificate" of accounting work, and it is not graded. Because accounting is a technical work with strong policy and professionalism, the professional knowledge and professional ability of accountants directly affect the quality of accounting work, and the personnel engaged in accounting work must have the necessary professional knowledge.
Question 4: What certificate does the financial management major need to take? As long as you are a financial professional, you can take the three-level banking qualification certificate, securities qualification certificate and insurance qualification certificate for financial planners. Because finance is universal, the financial management major can't be limited to banks ~ ~ ~ Hehe ~ ~ I am also similar to your major? I got all the above certificates. Is it difficult? It's good to have a junior college student's certificate ~ ~ I hope what I said is helpful to you ~ ~
Hope to adopt
Question 5: What are the financial certificates? What is the best? Watchdog wealth answers for you.
Eight most useful certificates in financial industry
1. National Financial Planner Certificate (ChFP)
Suitable for people: employees of banks, insurance companies, securities companies, funds, investment consulting companies and other financial institutions, and personnel in charge of financial management within enterprises.
Certificate level: assistant financial planner (national vocational qualification level 3), financial planner (national vocational qualification level 2) and senior financial planner (national vocational qualification level 1). Among them, the examination qualification of assistant financial planner is relaxed to college students. At present, only the third-and second-level certification of national vocational qualifications has been launched.
2. Certified Financial Analyst Certificate
CFA certificate, known as "the first test of global finance", is a professional qualification certification in the field of securities investment and management. It was established by American Investment Management and Research Association (AIMR) on 1963. It is the largest professional examination in the world at present, and it is also a necessary certificate for analysts of American heavyweight financial institutions. The certificate is widely recognized in the global financial field and is a passport to enter the banking, investment, securities, insurance and consulting industries.
Suitable for the crowd: CFA exam focuses on the theory of investment and financial analysis, which is more suitable for researchers and investment managers of financial institutions and doctors or masters in finance.
Certificate grade: from low to high, it is divided into three grades, namely first-class certified financial analyst, second-class certified financial analyst and third-class certified financial analyst.
3.CFP certificate.
CFP certificate is a certification standard formulated by the International Financial Management Standards Committee (FPSB) for the profession engaged in financial management, which is approved by the International Association of Financial Planners (Inter? The National Association of Financial Planning (IAFP) was established. Since 1990 began the international certification of CFP qualification, the number of CFP license holders in the world is less than 654.38+million. In foreign commercial banks, the number of CFP has become an important standard to measure the service level of a commercial bank's personal financial planning.
Suitable for people: banks, securities, insurance, funds, professional investment and wealth management companies and other financial practitioners; Economists, accountants and employees in various industries who are interested in financial planning and intend to become consultants in all-round financial planning.
4. Certified Financial Advisor Certificate
The CFC certificate is issued by the Financial Consultants Association (IFC). IFC, founded in 1990, is an international professional financial consultancy. Headquartered in the United States, IFC has established branches in 12 countries around the world. CFC certificate has a certain authority in the global financial industry, especially in North America such as the United States and Canada, and is an important basis for measuring the professional ability of employees in the financial industry.
Suitable for the crowd: anyone with experience in finance, insurance, securities, investment, banking and other industries can apply.
5. Chartered wealth manager certificate
CWM certificate is issued by American Institute of Financial Management (AAFM). Founded in 1995, it specializes in training and certification in investment planning, asset management, financial management and financial planning. Chartered Wealth Manager (CWM) certification is considered to be one of the top three financial planning managers in the United States. The certificate pays attention to actual combat and practice, has a unique design in asset allocation and risk management, grasps the needs of high-end customers and makes comprehensive investment.
Suitable for the crowd: have working experience in finance and other related industries, and have strong English ability.
Certificate level: junior chartered wealth manager, intermediate chartered wealth manager and senior chartered wealth manager.
6. Certified Financial Planner (RFP)
The RFP certificate is issued by the China Hong Kong Association of Certified Financial Planners. The Association of Certified Financial Planners is a branch of the Association of Certified Financial Planners, a world-famous financial professional organization. Therefore, in the RFP certification project, it has received professional support from the Association of Certified Financial Planners. At present, RFP certificates are widely recognized in Canada, Britain, Australia, Japan, Germany and other countries. In addition, the RFP certification project has been included in the training project of talents in short supply in Shanghai, thus greatly enhancing the popularity and recognition of RFP certificates in China.
Suitable for people: college degree or above or intermediate title or above; Engaged in finance, insurance, securities, > >
Question 6: What certificates can a financial accountant with a college degree obtain? The diploma of network finance can apply for the intermediate title of accounting, but it must meet the requirements of academic qualifications and accounting working years.
(a) personnel who sign up for the accounting professional and technical qualification examination must meet one of the following basic conditions in addition to the primary registration conditions:
1, adhere to principles and have good professional ethics;
2. Seriously implement the "Accounting Law of People's Republic of China (PRC)" and the unified national accounting system, as well as relevant financial laws, regulations and rules, and there is no serious violation of financial discipline;
3. Perform job responsibilities and love your job;
4. Have accounting qualification and hold accounting qualification certificate.
(two) personnel who sign up for the intermediate qualification examination of accounting professional technology must meet one of the following conditions in addition to the above basic conditions:
1, obtained a college degree and worked as an accountant for five years.
2. Obtain a bachelor's degree and have been engaged in accounting for four years.
3 double bachelor's degree or graduate class, engaged in accounting work for two years.
4. Get a master's degree and have been engaged in accounting for one year.
5. Get a doctorate.
Question 7: Which certificates are better for financial management and practice? Hello: You can consider the following types of certificates.
Qualifications:
Banking qualification, securities qualification, insurance qualifications (brokers, assessors and agents are the easiest), and futures qualification.
Financial management category:
Financial planner AFP, international financial planner CFP (advanced CFP(AFP))
Insurance category:
Life insurance manager, life insurance financial planner, employee welfare planner (these three are three different directions of the same exam), insurance actuary FIA, North American actuary FSA (Gao Fushuai).
Securities investment category:
Securities broker qualification examination, CPA, CIIA, sponsor qualification (the latter three are synonyms for Gao Fushuai).
Risk category:
Risk Manager FRM (Chinese Version)
Professional support class:
CPA, ACCA (Gao Fushuai), CIA, CPV, real estate appraiser, land appraiser, etc.
Question 8: What certificates do college students have to study finance? Accounting title examination certificate
Accounting qualification certificate
Qualification certificate of securities practitioners
Certified public accountant qualification certificate
financial english certificate test
Certificate of logistics engineer
Question 9: What is the most useful certificate in the finance department during college? Certificate 1, qualification certificate of securities for financial college students. This is an entry certificate and a necessary certificate to enter the securities industry. * * * Test five subjects: foundation, transaction, issuance and underwriting, technical analysis and fund. 2. Introduction to CIIA Exam CIIA Exam is an advanced international certification qualification exam tailored by the American Association of Registered International Investment Analysts (ACIIA) for practitioners in the financial and investment fields. Those who have passed the CIIA exam can be awarded the CIIA title by the International Association of Certified Investment Analysts if they have more than three years of relevant work experience in financial analysis, asset management and/or investment. Since the official launch of the 2006 54 38+0 CIIA exam, more than 5,000 people around the world have taken the final exam, and more than 2,800 professionals have been awarded the title of CIIA. Driven by various regional and national/regional associations, CIIA will attract professionals' reference and expand its international influence; A broader global CIIA alliance will also be gradually formed. 3.CFA Overview CFA is the abbreviation of "CharteredFinancialAnalyst" (also known as "Chartered Financial Analyst"). It is a professional qualification title in the field of securities investment and management, initiated by the American Institute of Certified Financial Analysts (ICFA). 4. Sponsor Competency Examination I. Registration Method and Registration Conditions The registration of this examination is conducted by your institution through the Internet. All employees in the investment banking department of securities companies can take this exam. Two. Examination subjects and contents will be tested once a year after 2005. The examination subjects are the comprehensive examination of securities knowledge and the professional examination of investment banking. The examination time of each subject is 3 hours, the total score of each subject is 100, and the passing line is 60 points. Those who pass all the two subjects are deemed to have passed the examination. This grade is valid for one year. Three examination rooms in Beijing, Shanghai and Shenzhen. The actual passing line of the two exams in 2004 was that the total score of the two subjects reached 90 points. The exam is in the form of a closed-book computer exam, and the questions are objective. 5. The futures qualification certificate is the same as the securities qualification certificate, and it is also a necessary certificate for entry. You can apply for a high school degree or above, and take two courses, basics and regulations. Financial futures will be launched soon, and all futures talents should become hot. 6. The qualification examination for insurance intermediary practitioners is divided into: (1) The number of questions for the qualification examination for insurance agents is: 80 single questions, each question 1 minute; Judge 20 ways, each question 1 point; The full score of the test paper is 100, and the passing score is 60. From July 30th, 2006, the range of the electronic examination and written examination is adjusted as follows: the knowledge of insurance principles accounts for 25 points, and the range of the proposition is from chapter 1 to chapter 5 of the book "Basic Knowledge of Insurance". Property insurance knowledge accounts for 10, and the proposition scope is Chapter VI of the book "Insurance Basics". Personal insurance knowledge accounts for 20 points, and the proposition scope is Chapter 7 of the book "Basic Knowledge of Insurance". The provisions on the administration of insurance salesmen and the code of professional ethics and practice behavior account for 65,438+05 points, and the topics range from Chapter 8 and Chapter 9 of Collection of Relevant Laws and Regulations of Insurance Intermediaries and Basic Knowledge of Insurance. Other relevant laws and regulations account for 30 points, and the scope of the proposition is "Collection of relevant laws and regulations of insurance intermediaries", in which: "People's Republic of China (PRC) Insurance Law" accounts for 20 points (all questions are right or wrong). Provisions on the Administration of Insurance Agencies, General Principles of Civil Law of People's Republic of China (PRC), Law on the Protection of Consumers' Rights and Interests of People's Republic of China (PRC) and Law on Anti-Unfair Competition of People's Republic of China (PRC) * * account for 65,438+00 points. (2) The number of questions for the qualification examination of insurance brokers and insurance adjusters "Insurance Principles and Practice": 100 multiple-choice questions, with 0.5 points for each question and 50 points for * * *; 50 multiple-choice questions, 65438+ 0 points for each question, * * * 50 points; Full score 100, passing score 60. Scope of proposition: chapters 1 to 7 of the reference book "Insurance Principles and Practice" account for 40 points; Chapters 8 to 18 account for 60 points. Insurance Brokerage Practice: 100 Multiple choice questions, with 0.5 points for each question and * * * 50 points; 30 multiple-choice questions, 65438+ 0 points for each question, * * * 30 points; 2 case examples, each question 10, * * * 20 points; The full score of the test paper is 100, and the passing score is 60. Scope of proposition: the reference books for multiple-choice questions and multiple-choice questions are related knowledge of insurance brokers and related laws of insurance intermediaries. & gt
Question 10: What certificates do I need to be a financial planner? analyse
Career prospects: the most attractive new career in China
With the development of market economy, people face up to wealth and are eager to realize the appreciation and preservation of wealth through financial management. Faced with many wealth management products such as stocks, funds, insurance, foreign exchange and collectibles, many investors have the idea of needing a professional to guide them. In Shanghai, Beijing and other cities, special surveys conducted by authoritative professional institutions show that 74% of the respondents are interested in personal financial services, and 4 1% of the respondents said they need personal financial services. According to McKinsey's survey, China's personal financial market will grow to $57 billion in 2006, and professional financial management will become one of the most potential financial businesses in China.
With the maturity and growth of the personal finance market, personal finance posts in domestic and foreign financial institutions have quietly emerged, personal finance businesses have been opened one after another, and elite talents have been recruited on a large scale. Nowadays, whether it is a large-scale exchange meeting, a special job fair or online recruitment, financial enterprises are eager to recruit professional financial personnel. However, in sharp contrast to the rising demand for financial services, the number of financial planners in China is obviously insufficient. It is understood that in a mature financial market, there must be at least one professional financial planner in every three families. According to a preliminary estimate, there is a gap of 200,000 professional financial planners in China.
The shortage of talents makes the value of financial planners rise continuously. It is understood that the income of financial planners generally consists of three parts: financial consulting fees, commissions for selling financial products, and income sharing after providing asset management services. According to the current market situation, the monthly salary of financial planners is about 5,000 yuan/month to 8,000 yuan/month.
Ability requirements: you must have four basic qualities.
● Have professional qualification certification.
In 2005, financial planners began to be certified nationwide, stipulating that in order to obtain the qualification of financial planners or practice in the name of financial planners, they must pass the entrance examination for financial planners. As a professional financial manager, you must have relevant qualification certificates to prove that you have the level of a professional financial manager.
● Rich working experience.
Financial consultant is a very practical profession, and it must have practical operation ability to create value for customers in the process of financial management, that is, it must have the ability to help customers "make money". Therefore, employees must have profound professional knowledge, skilled investment and financial management skills and rich financial management experience, and be familiar with financial business fields such as stocks, funds, bonds and foreign exchange.
● Be able to formulate professional financial management plans.
Only when an excellent financial adviser has considerable professional knowledge and keen insight can he make various financial plans such as savings plan, insurance plan, investment plan, retirement plan, tax countermeasures, etc. according to the income and expenditure changes of individuals or institutions in different periods of career development, and according to investors' different investment preferences, capital scale and personal wishes.
● Professional attitude of honest service.
In the financial industry, due to the particularity of jobs, honesty is the foundation and one of the most important qualities that financial practitioners must possess. It is most basic not to cheat investors. What is more important is to actively inform investors of various investment costs, hidden risks and ways to avoid risks, so as to establish a good credit.
Guidance for further studies: Choose the study direction according to different people.
● Systematically learn the contents of investment and financial management.
Financial management is a comprehensive project, which involves stocks, bonds, funds, insurance, foreign exchange, gold, various collectibles, real estate and other fields, and understands the financial characteristics of these different products, such as profitability, liquidity, risk and so on.
Choose the direction that suits you.
In the financial industry, financial practitioners include bank presidents, bank personal business managers, securities managers, fund managers, insurance financial managers, professional financial planners, commissioners and so on. Different positions determine different learning contents, and also form differences in course selection. Therefore, we should fully understand the teaching content that each certificate focuses on, and then choose the certification certificate that suits us according to our own development needs.
● Pay attention to actual combat drills.
Because professional financial managers must have knowledge in the field of financial investment and the ability to make financial plans by using various financial products, which are not available in classroom learning, they must do practical operations, find practical opportunities from relatives and friends, and try their best to apply what they have learned to practice. Only in this way, training is not a "class" and the certificate will not become a "pocket certificate".
certificate
Detailed explanation of 8 mainstream financial qualification certificates
■ Certificate of National Financial Planner (ChFP)
Financial planning in 2003 >>