To apply for CFP, you need to meet the following requirements:
Relevant academic background: generally, bachelor degree or above is required, and the major is not limited.
Pass the CFP certification exam: The exam includes four courses: investment planning, insurance planning, retirement planning and tax and estate planning. The exam is difficult and needs to be fully prepared.
Relevant work experience: CFP certification requires applicants to have three years or more work experience in the field of financial planning.
Compliance with professional ethics standards: CFP certification requires applicants to comply with CFP professional ethics standards.
To apply for an international financial planner (CFP), you need to register with the relevant certification body. In Chinese mainland, you can register through China Renmin University School of Finance and Economics, China Financial Certification Center and other institutions. Before registration, you need to fully understand the rules and procedures of the relevant exams, and prepare relevant materials and exam fees.
In short, to become an international financial planner (CFP) requires a certain degree and work experience, pass the CFP certification examination and abide by professional ethics. If you are interested in becoming a CFP, you can learn more about the certification requirements and make corresponding study and preparation plans.