CICFP AFP Assistant Financial Planner

Certification Subject:  

1. An undergraduate in year 4 or the equivalent;
2. University graduates with relevant majors;
3. Practitioners in financial-related institutions.   

Study Texts: 

1. Personal Finance Basics
2. Financial Planning
3. Life Financial Planning
4. Design in Financial Planning Proposals 

Training Modes 

1. Class teaching by experts + self-learning + web-based training with simulated tests;
2. Teaching materials and syllabi are complied and supplied by the CICFP Examination Management Office;
3. CICFP Lecturers and authorized trainers are financial planning experts and lectures are delivered in Chinese.   

Examination Details 

1. A unified national examination being run 4 times on annual basis;
2. Examination is in form of written paper with consolidated topics;
3. Membership conferred after examination: Assistant Financial Planner certificate