Qualification

Cfea China Association of Financial Education Professional member Series:

1.Bachelor of Finance and Economics, majoring in economics and finance, bank, insurance, fund, futures, securities, investment and other professionals who can apply for membership of AFP Financial Planner Foundation.

2. 2 years of work experience in banking, banking, insurance, funds, futures, securities, investment and other employees can apply to become a FP financial planner universal member.

3.More than 5 years of work experience in banking, banking, insurance, funds, futures, securities, investment and other employees can apply to become CFP registered financial planner professional members.

4.Engaged in corporate finance, corporate finance business, investment practitioners can apply to become CFM professional financial planner.

5.The professional member of cfea China Association of Financial Education is the highest level of individual member. The member certificate is issued by the loma International Institute of Financial Insurance Management and the China Association of Financial Education.

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