Financial planning refers to a professional personal financial service that uses scientific and fair financial analysis procedures to plan and manage personal financial plans and investment strategies reasonably in order to achieve their long-term financial management and life goals. It is a new business that guides personal investment and financial management in the financial and insurance industries.
Financial planners come from accountants, certified public accountants, personal financial consultants, investment consultants and employees of banks, insurance, securities or financial companies.
Is RFP an international certification?
RFP is a global certification system launched by the International Association of Financial Planners, and it is an internationally recognized professional qualification certification for personal finance and corporate finance.
What is the prospect in the domestic market?
Financial planning did not rise for a long time in the field of financial services, but it soon became a hot industry, which is one of the most promising and fastest-growing financial services industries in the world.
Especially today, after China's entry into WTO and the internationalization of the financial industry, Chinese and foreign financial institutions will focus on personal financial services to expand the China market in the future.
Talents with international financial planning professional standards, especially qualified financial planners, will surely become the new favorites in the financial professional field in China, so having RFP is tantamount to having a passport to high salary.
Why choose a financial planner:
At present, CFP and RFP, the two major certifications in the financial industry, are international financial certification and are issued by two different international financial associations. However, the open training and examination of CFP certification in China has not yet been officially launched.
The RFP certification training and examination have been finished in Chinese, so they can be trained and examined in China. Moreover, the training and examination contents of RFP certification in China are closer to the actual domestic business and more practical.
RFP career direction:
RFP is the qualification certification of personal financial management industry, and the financial industry and financial-related industries have great demand for personal financial planners with RFP certification. Persons with RFP qualifications can serve as personal financial planners or consultants to provide personal financial services and advice to clients of their institutions. In western developed countries, RFP is widely distributed in various financial institutions.
RFP can serve institutions or companies engaged in banking, insurance, securities, funds, bonds, foreign exchange, futures, gold and other businesses, and can also engage in investment business and investment management company business, as well as business related to lawyers. China's wealth management business contains great potential, and RFP will inject a brand-new and advanced concept of wealth management into the China market.