The qualification certification of AFP financial planner must meet the "4E" standards of Education, Examination, Experience and Ethics.

1, Experience (experience) Experience meets the requirements of AFP certificate certification.

After passing the AFP exam, the first certification of AFP certificate will be required, and the applicant needs to have a certain number of years of relevant experience in the financial industry.

College for 3 years, undergraduate for 2 years, graduate student 1 year.

2, Education (education) financial network graduation training registration conditions

To take the AFP exam, you need to graduate from the wealth management network first. The registration conditions for the wealth management network are relatively simple, and you can register with a college degree or above.

3. Examination passed the AFP exam organized by the Gold Standard Committee.

4, professional Ethics (ethics) signed electronic professional ethics commitment.

Applicants for AFP qualification must agree to and abide by the Professional Ethics Code for Financial Planners and the Operational Guidelines for Financial Planners issued by the Financial Management Standards Committee of China Financial Education Development Foundation.

Sample with AFP certificate and learning flow chart: