How Do I Get a Financial Advisor License?

The Certified Financial Consultant (CFC) certification has certain authority in the global financial industry, especially in North America such as the United States and Canada, and is an important basis for measuring the professional ability of financial management professionals.

Certified Certified Financial Advisor (CFC)

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The Certified Financial Consultant (CFC) certification has certain authority in the global financial industry, especially in North America such as the United States and Canada, and is an important basis for measuring the professional ability of financial management professionals.

Certificate name: Certified Financial Consultant, Chinese translation for Registered Financial Consultant, CFC for short.

Organizer: The CFC certificate is launched by the Institute of Financial Consultants (IFC). IFC was established in 1990 and is an international professional financial advisory organization. IFC is headquartered in the United States and currently has branches in 12 countries around the world. In the field of financial planner certification, IFC is the first professional organization to adopt the practice certification method instead of the single training certification method, and its "education training + certification + foreign internship" certification method is more conducive to the professional development of candidates.

Certificate effectiveness: The CFC certificate has certain authority in the global wealth management industry, especially in North America such as the United States and Canada, and is an important basis for measuring the professional capabilities of wealth management professionals. In recent years, CFC certificates have been recognized by more and more Asian countries and regions, including Japan, Singapore, Malaysia, Thailand and Hong Kong, China. According to statistics, currently more than 13,000 people worldwide have obtained CFC certificates.

Application requirements: Those with experience in the financial, insurance, securities, investment, banking and other industries can register for the certification exam.

Examination content: The CFC certification examination includes four parts: comprehensive financial statement interpretation and analysis, corporate financial planning, personal financial planning, and investment management. Candidates who pass the exam can apply for CFC qualification if they have relevant work experience.