National Financial Planner

With the development of the national economy, the wealth of society and its residents has increased rapidly. Simple financial consultation can no longer meet people’s needs; professional and comprehensive financial services are increasingly becoming a strong social demand, and financial planners have become a new profession in China. Financial planners apply the principles, techniques, and methods of financial planning to provide comprehensive financial consulting services tailored to the financial goals of individuals, families, small and medium-sized enterprises, and institutions. Financial planners will become another profession with broad development prospects in China, following lawyers and certified public accountants.

After completing the course, those who meet the qualifications will be awarded a certificate of completion and arranged to participate in the national unified examination. Those who pass will be issued the National Financial Planner Professional Qualification Certificate by the Ministry of Labor and Social Security (serving as proof of financial planner competence, recognized by the state and recognized nationwide, and can also serve as the main basis for employers to recruit successful candidates).

Mandarin/Cantonese (with technical terms)

The training course lasts a total of 40 hours
(3 hours of practical test + 3 hours of public exam), with
a total of 112 hours of self-study and lesson preparation

• Hold a college diploma and have worked in this position for more than four years
• or possess a relevant university degree and have worked in this position for more than three years
• or hold a master’s degree in a relevant field and have worked in this position for more than one year
• Applicants must bring two copies each of their ID card, academic certificates or relevant job certificates, and six ID photos

Nationally renowned financial planning expert, senior professor, and faculty appointed by the Ministry of Labor and Du Hui Security

Uses the (Financial Planner)
textbook compiled by the Ministry of Labor and Social Security based on national vocational qualification requirements, including basic knowledge and job requirements for financial planners

This course is suitable for professionals engaged in banking, securities, insurance, fund services, and financial consulting services, such as accountants, lawyers, training managers, client managers, financial specialists, investment advisors, sales department managers, customer service staff, those currently engaged or preparing to engage in financial planning, and those seeking to obtain a nationally recognized and universally recognized financial planner professional certificate

According to the national standards for financial planners, the course uses the national unified certificate curriculum and includes targeted pre-exam intensive training, resulting in an extremely high pass rate.

Professional financial calculators, fundamentals of investment studies, investment planning, children’s education and retirement planning, tax planning, property planning and cash flow management, estate and trust planning, financial marketing, and financial planning

Unit One – Basic Theory

• Fundamentals of Investment Knowledge Zhizhi
• Investment planning
• Insurance planning

Unit Two – Practical Guidance

• National Financial Planner is localized in China
• Functions and applications of professional financial calculators
• Professional financial calculator application exercises and case studies

Unit Three – Professional Knowledge

• Children’s education and retirement planning
• Tax planning, property planning, and cash flow management
• Estate and trust planning

Unit 4 – Thematic Case Studies

• Financial marketing
• Financial planning
• Financial planning case
• Special topic knowledge purchase

Unit 5 – Exam Preparation Practice

• Pre-exam review
• Drill

Entering the era of the knowledge-weaving economy, in today’s society, where the economic development of new knowledge-weaving is the main focus, we place great importance on human resources and effective professional and technical development, so training and growth are the greatest sources of added value for the organization. A group of elites in the training industry firmly believe in the creed of the training mission: there is no best, but there is better, which is why the Talent Training Association was established.

The Talent Training Association offers services including corporate inquiries, human resources strategy, and corporate training services. It also provides consulting, coaching, and coaching services for individuals and businesses, offering professional and high-quality public courses and organizing special lectures and in-depth training camps

Zhuhai Huicheng Vocational Training School is a private vocational training institution approved by the municipal government established in 2003, and is also one of Zhuhai’s designated reemployment training institutions. Currently, it mainly provides pre-exam training for national vocational qualification certifications such as psychological counselors, corporate trainers, and financial planners, as well as services such as psychology correspondence courses, psychological counseling skills training, psychological measurement training, and motivation training for corporate employees.