首页 注册财务策划师(Certified Financial Planner)

注册财务策划师(Certified Financial Planner)

举报
开通vip

注册财务策划师(Certified Financial Planner)注册财务策划师(Certified Financial Planner) 注册财务策划师(Certified Financial Planner) Certified Financial Planner The UK registered financial planner Registered Financial Planner (RFP) is the international authoritative certification qualification of British Internatio...

注册财务策划师(Certified Financial Planner)
注册财务策划师(Certified Financial Planner) 注册财务策划师(Certified Financial Planner) Certified Financial Planner The UK registered financial planner Registered Financial Planner (RFP) is the international authoritative certification qualification of British International Institute of Chartered Certified Financial Planner club set. Financial planning refers to the use of scientific financial analysis procedures for personal financial planning and investment strategies for planning and management, in order to achieve its long-term financial goals in life and professional personal financial services, financial and insurance industry to guide personal financial investment emerging business. Financial planners come from accountants, CPAs, personal financial advisers, investment advisers, and employees of banks, insurance, securities or financial companies. Financial planning originated in Britain, in 1969, in a hotel near the London International Airport, a small group of financial professionals in various industries together, a discussion of what they see on the financial industry, which have their own financial advisors in each professional field, but the lack of various financial fields are fully familiar with and understand the comprehensive financial advisor. In this context, a "International Financial Planning Association" the organization was born on 1970, as the financial industry comprehensive development suggestions; thereafter, the association was renamed "International Financial Planning Association will be" INTERNATIONAL ASSOCIATION OF REGISTERED FINANCIAL PLANNERS IARFP). Financial planning later developed to Europe, Australia, Asia and other developed countries and regions, is also an emerging professional in Hongkong, great potential for development. The British Association of Registered Financial Planners was founded in England in 1984, is currently in the global total of 15 countries and regions have the association mechanism. The member organizations all over the world including the United States, Canada, Britain, France, Germany, Switzerland, Australia, New Zealand, Japan, Singapore, South Korea, India, Malaysia and South Africa and other countries and regions in Hongkong, the Asia Pacific has been distributed to 21 countries and regions. The financial planner, generally worked in Europe and the United States in banking, insurance, securities, funds, trust companies, accounting firms, law firms, as well as financial management positions in various companies, which work in banks and insurance companies each accounted for 1/3. Therefore, to obtain professional financial planning qualification, is a strong competitiveness, in the fierce competition under the environment of the lifting tool; and because of the high salary of financial planner, has become one of the world's most popular occupation. After China's accession to the WTO, with the market economy and a large number of foreign financial institutions to enter the Chinese market, China's financial industry will face major opportunities and challenges. With the increase of residents' savings and the continuous improvement of personal income, the market space of personal financial services in China is expanding day by day. Chinese and foreign financial institutions will expand the future focus of the Chinese market positioning in personal financial services. Personal financial planning will become a new industry in our country, with the international financial planning professional personnel, especially the qualification certification of registered financial planners, will become the new darling of the financial field China occupation. In this case, people engaged in or aspiring to join the financial industry, have gradually realized that only through professional qualifications, especially with the international professional qualification, can enhance their competitiveness, to obtain a better career development. Association introduction Purpose: to learn through professional training, examination and assessment work experience, license and abide by the occupation moral standards to certification and awarded Title registered financial planner, so as to promote the professional financial planning, to serve the public interest. Learn history. Association of Registered Financial Planners (referred to as IARFP) was founded in 1984, headquartered in london. To provide financial planning and professional training service members, and the world's first use and awarded RFP Certified Financial Planner "title. The association is committed to promoting the professionalism of financial planning, through the formulation and improvement of RFP international standards for qualification certification, From the British professional groups gradually developed into a very prestigious global organizations, members throughout Canada, Europe and other parts of the world. In the late 1990s, the society began to develop markets in the Asia Pacific region, and then registered RFP and SRFP trademarks in the Intellectual Property Office of Hongkong. Registration in China was pending. Since 2003, South China University of Technology, Shanghai Jiao Tong University, foreign trade university, Wuhan University, Zhejiang University and other famous universities have joined the training series of Registered Financial Planner (RPF). RPF is now the highest in the country, the largest number of participating schools, members of the largest financial planning professional certification. Career prospects "Global occupation rating Yearbook" in recent years has been the financial planner named the British occupation of the best European forefront, and equate biologists and actuaries, 2001 is at the top of the list, in 2004 was third. This rating is based on the 250 occupations of the British working environment, income, employment prospects, physical demand, job security and pressure of the six major standards calculated results. In Europe and the United States, RFP's annual revenue has exceeded Harvard MBA's salary level. In recent years, with the rapid development of China's economy and the accelerated accumulation of social wealth, people's demand for life planning and wealth management is becoming more and more common. At the same time, along with the financial products and constantly enrich the tax system complicated, people are more and more in the financial practice need financing professional help to compensate for the lack of personal financial knowledge, lack of time limited. A survey released by the national economic monitoring center showed that about 70% of the residents wanted to have ideal financial advisers, and more than 50% were willing to pay consultancy fees. In the enterprise, as a financial lifeline to grasp all kinds of companies, more and more high-level financial management personnel are needed. Therefore, the financial planner will become one of China's high salary and popular jobs. Prospect of the times After China's accession to the WTO, with the market economy and a large number of foreign financial institutions to enter the Chinese market, China's financial industry will face major opportunities and challenges. With the increase of residents' savings and the continuous improvement of personal income, the market space of personal financial services in China is expanding day by day. Chinese and foreign financial institutions will expand the future focus of the Chinese market positioning in personal financial services. Personal financial planning will become a new industry in china. Market prospects Financial planning involves a wide range of services, including investment, insurance, trust, traditional banking services, retirement, children's education plan, tax planning, estate planning, financial planners are from personal financial advisors, investment advisors, insurance brokers, fund managers, bank managers, registered accountants and lawyers. At present, there is a lack of qualified personnel in the field of international financial planning in China. Therefore, these talents, especially the certified financial planner, will become the new favorite in China's financial career field. In this case, people engaged in or aspiring to join the financial industry, have gradually realized that only through professional qualifications, especially with the international professional qualification, can enhance their competitiveness, to obtain a better career development. Salary prospects At present, there are 64000 professionals engaged in financial planning in the world, and more than half of them are in North america. The United States and Europe are currently registered financial planner most countries, financial planning has become the most popular occupation, financial planner in 1997 the average annual salary of $110 thousand. Financial planners can earn much more depending on the factors, the most important of which is their expertise in a professional category, for example, you belong to the tax planning, or securities investment fund, or expert heritage management, make less money all depends on your network and marketing skills, and the ability of originality. The financial planner is usually the Commission, i.e., customers earn more, he will rise, but the recent emergence of this argument, whether should receive a commission, Or is it just a fee? To be honest, how much service fee can you charge, depending on your service quality, the better you serve, the more willing the customer is to pay you. All in all, constant value added service is the guarantee of your money. Related reports Mr. Zhang, the teacher of Foreign Trade University It is understood that the international financial planning association is one of the world by the certified financial planner occupation standard group. Currently, financial planner members are located in more than 80 countries and regions except britain. Financial Planning Association President Dean.Malcolm, financial planning association to provide professional examination and supervision, does not provide any revision courses or teaching plan. RFP courses by the Financial Planning Association of accredited professional institutions or universities. The only accredited training school in Beijing is the University of foreign trade and economics. In 2008, the RFP Association and University of International Business and Economics and other colleges and universities to build RFP teaching practice base, Registered Financial Planner (RFP) senior certificate class officially included in the national "653" project. The Financial Planning Association of student members to complete the RFP can obtain the required credits, the school issued by the RFP certificate, and may apply to participate in the Financial Planning Association of professional examinations. All those who pass the examination, issued by the Ministry of personnel unified printing, the Ministry of personnel special technology division, Chinese enterprises jointly stamped "professional technical personnel knowledge update engineering training certificate". According to the regulations, this certificate is the certificate of post employment, promotion, professional title assessment and professional ability assessment, which is universal in the country and can be searched online. (from [Beijing] financial planner financial practitioners of the new a gilded signboard 2012) According to statistics, China's personal financial market will grow to $57 billion in 2006. Professional financial management will become one of the most potential and fastest growing financial business in china. At the same time, about 70% of the residents want to have an ideal financial advisor, and more than 50% are willing to pay consultant fees. However, the domestic financial planner training has just started, the real significance of the domestic financial planner shortage, far from meeting the financial market for professional registered financial planner increasingly expanding demand. (from the China Financial Network) RFP Certified Financial Planner - only workplace financial upstart, RFP Certified Financial Planner (RegisteredFinancialPlanner), is in the international finance field in the financial professional qualification authority in recent years, has been named the world's best occupation forefront, and biologists and actuaries equate. In the UK and Hongkong, financial planner (RFP) the average annual income has exceeded the Harvard MBA salary level, is worthy of the name "Jinling people". (from sina.com.cn) registered financial planners will become the "golden occupation", with the end of the year of China's financial market is fully open, the influx of foreign financial institutions and the full implementation of international accounting standards, the domestic financial industry will be in a mixed state, the strong market demand for the foreign financial institutions, including the major banking, insurance and securities institutions have extreme lack of internationally recognized standards of financial planning personnel. The next few years, the wealth management business will be one of the most important areas of growth in global banking, foreign financial institutions will focus future market positioning China in personal financial services, the financial planner will become the "golden occupation" (from xinhuanet.com). What is a registered financial planner? (Registered Financial Planner) is a UK registered financial planner, personal finance and corporate banking industry professional qualification, the certification by the British Association of Registered Financial Planners (IARFP) issued by the. Establishment time IARFP was founded in the United States in 1984. Up to now, IARFP members have been spread all over the world, including the United States, Canada, Europe, Japan, India, Malaysia, Philippines and Hongkong. Currently, more than 60 thousand financial planners are in the world, of whom 60% are in Europe and america. IARFP Asia affairs and China Development Center as a member of RFPI international institutions, The authority of the RFPI and the plenipotentiary to promote the name of the registered financial planners RFP certification and professional education in China, through cooperation with universities Chinese, common development and improve the professional level of financial planning China. Is it an international certification? RFP is a British Association of Registered Financial Planners launched the global system certification, is the world's recognized personal finance and corporate banking industry professional qualification certification. What are the prospects in the domestic market? Financial planning is not very long in the field of financial services, but it has quickly become a hot industry, which is one of the most promising and fastest growing financial services industry in the world. Especially after China's accession to the WTO, the international development of the financial industry, China and foreign financial institutions will focus on future expansion of China's market focus on personal financial services. International financial planning professionals, especially qualified financial planner will become the new favorite in China's financial career field, so owning RFP is tantamount to having a pass to high salary. Why choose At present, the two major financial industry certification CFP and RFP, these two certifications are financial international certification, is issued by the two different financial association of the United states. But the training and examination of CFP certification in China has not yet been officially launched. And the RFP certification training and examination has been finished, and can be trained and tested in china. And the training and examination content of RFP certification in China is closer to the domestic actual business, and the practice is higher. International Financial Planner CFP is the short form of Certified Financial Planner, Chinese translation of the name of the existing three: the most orthodox is Hong Kong and Macao general "Certified Financial Planner", "Taiwan is a certified financial planner, China, is the" international financial planner "and" registered financial planners". Difference Although RFP and CFP belong to the international qualification in the field of financial planning, there are still some differences. They belong to different associations, so far there is no mutual recognition agreement. CFP focuses on theoretical and academic aspects, while RFP focuses on the combination of practice and theory. In addition, CFP has not yet been fully launched in China. Although China's Financial Standards Committee introduced CFP international certification system in 2005, it mainly promoted its self-developed AFP (China Financial Planner). Has it been approved by the Chinese government? No, Chinese government departments or official institutions have not openly recognized professional qualifications from abroad. This question is misunderstanding of many domestic inquiries, we need to explain: first, training and certification of professional qualifications, not education, nor a certificate, can be said to be a help to the development and promotion of its own value; second, professional qualification is not equal to the business license, in many countries. Business license (such as insurance, stock and real estate agents) is needed to be tested, whether you are a CFP, RFP or other professional qualifications; third, in foreign countries generally by industry organizations (can be more than both) management, in addition to a small number of doctors, lawyers, accountants and other professional under strict supervision of governments the most professional qualification by founding institutions according to the articles of association to implement self supervision and gradually improve the awareness to the industry or regional or international. RFP does not need government recognition, but needs the industry's approval, which is the aim of RFPI in the past more than 20 years. We ensure that all Chinese partners follow the laws of China and promote RFP professional qualifications according to law, and jointly develop and improve the professional level of financial planning in china. Difference RFP is a registered financial planner, involving a wide range, mainly for personal financial industry, such as banking, finance, securities, insurance, corporate financial management, investment business, etc.. CFA (Certified Financial Analyst) is a registered financial analyst, with a focus on financial analysis. Study and examination required To take part in the 5 courses of study and examination, They are: financial planning introduction, financial planning, tax planning, investment planning, financial planning practice, insurance planning and risk management. How to arrange the training course and how to arrange the class time? The course is arranged into 5 courses. Classes are held every week, Saturday, day, day, 9:00--12:00, 13:30--17:00. Brief introduction of Teachers IARFP teachers go from home and abroad authoritative Zhanpai financial experts, consultants and professors, have more than 15 years of financial planning and the actual teaching experience, unique vision, unique style, lively and vivid, very practical and attractive. Registration conditions In finance, insurance, securities, investment banks, lawyers, and real estate professionals or people who are interested in financial planning tasks; college degree or above mid-level titles; has two years related working experience. Membership RFPI members have three levels, they are affiliated members, formal members, senior members (and honorary members). Application fee IARFP global standard fee: annual dues 500RMB. Member rights Through the RFP certification, will be awarded by the IARFP Registered Financial Planner (RFP) international qualification certificate, become a member of IARFP, login to the American Society Online area. Have RFP certificate can enhance their own value, not only can improve themselves in finance, insurance, investment and other aspects of the comprehensive ability, also provides professional qualifications for engaging in personal financial management work, have a greater competitive advantage in the financial industry. We can participate in the seminars held by banks, insurance and financial advisers, and expand our communication circle. We can also participate in the continuing education, professional exchange and inspection activities held by our RFP members. Employment direction RFP is a qualified person in the personal financial industry, and the financial industry and financial related industries have a great demand for RFP certified personal financial planner. A person with RFP certification can serve as a personal financial planner or consultant to provide personal financial services and advice to clients in the institution. In western developed countries, RFP is widely distributed in various types of financial institutions. RFP services in banking, insurance, securities, funds, institution or company bonds, foreign exchange, futures, gold business, but also engaged in investment business and investment management business, and business and related law. China's financial business contains great potential, RFP will inject a new and advanced financial concept for the Chinese market.
本文档为【注册财务策划师(Certified Financial Planner)】,请使用软件OFFICE或WPS软件打开。作品中的文字与图均可以修改和编辑, 图片更改请在作品中右键图片并更换,文字修改请直接点击文字进行修改,也可以新增和删除文档中的内容。
该文档来自用户分享,如有侵权行为请发邮件ishare@vip.sina.com联系网站客服,我们会及时删除。
[版权声明] 本站所有资料为用户分享产生,若发现您的权利被侵害,请联系客服邮件isharekefu@iask.cn,我们尽快处理。
本作品所展示的图片、画像、字体、音乐的版权可能需版权方额外授权,请谨慎使用。
网站提供的党政主题相关内容(国旗、国徽、党徽..)目的在于配合国家政策宣传,仅限个人学习分享使用,禁止用于任何广告和商用目的。
下载需要: 免费 已有0 人下载
最新资料
资料动态
专题动态
is_574951
暂无简介~
格式:doc
大小:54KB
软件:Word
页数:16
分类:生活休闲
上传时间:2018-09-18
浏览量:66