西南财经大学STC

培训教育| IARFP Training and Education


教育

    要成为 RFPIA 持证人,申请人必须在任何一间本会认可教学点完成教育课程,掌握财务策划的理论及实务知识。

    北京-对外经济贸易大学

    上海-上海交通大学

    成都-西南财经大学

    武汉-华中科技大学

    南昌-江西财经大学

    长沙-湖南大学

    广州-华南理工大学

    南宁-广西大学



助理财务策划师 (Technician Level)

    The Financial Planning Technician has an important role to play, either as support staff to the professional (where they undertake sub professional work in the field of financial management) or by taking the role of private banking in a smaller organization, where an outsourced professional accountant provides the service of supervision and monitoring. The IARFP offers this technician grade qualification to individuals who, for whatever reason, are unable to continue or do not wish to continue with their studies. A Financial Planning Technician may use the designatory letters AIRFP, and the title Incorporated Associate Financial Planner. 

    T1 金融投资规划 Financial Investment Planning

    T2 个人风险管理与保险规划 Personal Risk Management and Insurance Planning

    T3 员工福利与退休计划 Employee Benefits and Retirement Planning 

    T4 个人税务与遗产策划 Tax and Estate planning 

    或

    A1 财务策划概论Financial Planning 

    A2 投资策划 Investment Planning 


注册财务策划师(Registered Level) 

    This is the first level of professional membership offered to individuals who have not yet completed the full examination structure but possess the relevant professional work experience. A Full member of the International Association of Registered Financial Planners has the level of competency considered necessary to complete the final Financial Planning of a business. They will have the ability to interpret Financial Planning, which will assist in day to day management decisions. A Full Member may use the designatory letters IRFP. 

    A1 财务策划概论Financial Planning 

    A2 投资策划 Investment Planning 

    A3 公司理财及企业融资 Corporate Finance Planning 

    A4 国际资本市场与税务 Tax Planning 

    A5 保险策划及风险管理 Insurance Planning and Risk Management 

    A6 财务策划实务 Best Practice for Financial Planners 


资深财务策划师 (Fellow Level) 

    This is the final level of the IARFP qualification and demonstrates competence in all aspects of financial management plus the strategic management skills. Fellows will have completed the full examination structure and have a minimum of three years experience in a senior financial planning capacity. A Fellow Member may use the designatory letters FIRFP. 

    F1 上市审计 Listing of Audit 

    F2 公司管治 Corporate Finance 

    F3 并购与重组 M & A and Restructuring 

    F4 商务分析与案例综合 Business Analysis and Case Study 




    国内认证:国家教育部、人力资源和社会保障部、工业和信息化部联合颁发《全国职业能力等级证书》,拿到证书的学员可通过全国职业能力测评中心官方网站http://www.jnjd.org 查询自己的证书ID


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