What Is a Certified Financial Consultant?
CFC, Registered Financial Advisor, is launched by the Financial Planning Advisory Committee (IFC, Institute of Financial Consultants). CFC has certain authority in the global wealth management industry, especially in the United States, Canada and other North American regions, and has established branches in 12 countries and regions including Japan, Singapore, and Hong Kong.
Certified Financial Advisor
Right!
- Chinese name
- Certified Financial Advisor
- Foreign name
- CFC
- Examination Content
- Corporate financial planning, personal financial planning
- Launch agency
- Financial Planning Advisory Board
- CFC, Registered Financial Advisor, is launched by the Financial Planning Advisory Committee (IFC, Institute of Financial Consultants). CFC has certain authority in the global wealth management industry, especially in the United States, Canada and other North American regions, and has established branches in 12 countries and regions including Japan, Singapore, and Hong Kong.
- The CFC certificate 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 industry employees. 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.
- The CFC application conditions are relatively lax, as long as you have banking, insurance, investment, securities and other financial experience, you can sign up for the certification exam.
- The CFC certification exam 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.