T/XZY 017-2019
Financial planner post ability assessment and assessment requirements (English Version)

Standard No.

T/XZY 017-2019

Language

Chinese, Available in English version

Release Date

2019

Published By

Group Standards of the People's Republic of China

Latest

T/XZY 017-2019

Scope

Theoretical Knowledge Assessment Scale Items Junior Financial Planner (%) Intermediate Financial Planner (%) Senior Financial Planner (%) Basic Requirements Professional Ethics 30 5 - Basic Knowledge 30 20 5 Relevant Knowledge Financial Markets, Institutions, Tools 20 30 30 Finance and Accounting 15 20 20 Legal Basis for Financial Planning 5 25 15 Macroeconomic Analysis - - 30 Total 100 100 100 Skill Operation Assessment Scale Item Junior Financial Planner (%) Intermediate Financial Planner (%) Senior Financial Planner (%) Skill requirements Financial management workflow and work requirements 50 10 5 Cash planning, risk management and insurance planning 20 50 20 System asset allocation planning 10 20 40 Property distribution and inheritance planning 20 20 35 Total 100 100 100

T/XZY 017-2019 history

• 2019 T/XZY 017-2019 Financial planner post ability assessment and assessment requirements