To be a qualified financial planner, you must first understand the financial planning requirements of the financial planner. First of all, for financial planners, it is necessary to provide customers with comprehensive and reasonable financial planning. They need to master various financial knowledge and related laws and regulations. They can use certain skills or means to help customers avoid risks. Sometimes they need to give The client's tailor-made financial planning plan requires the financial planner to have a certain foundation.
The financial planning planner's registration conditions are divided into two types. The assistant financial planner is a financial planner. For the financial planner registration conditions, one of the following conditions is required. First, the financial planner registration conditions are included. One year requirement, that is, you need to work in this occupation for more than 13 years, or after you have obtained the professional qualification certificate of this professional assistant financial planner, you have been engaged in this occupation for more than 5 years. From here we can see that financial planning is closely related to working time and experience.
The financial planning planner's registration conditions require the applicant to have a professional basic knowledge of the industry, and have certain industry experience, is able to be qualified for this highly professional work.