T/HFDA 1003-2022
Evaluation Standards for Professional Ability of Financial Counselors (English Version)
- Standard No.
- T/HFDA 1003-2022
- Language
- Chinese, Available in English version
- Release Date
- 2022
- Published By
- Group Standards of the People's Republic of China
- Latest
- T/HFDA 1003-2022
- Scope
- According to the provisions of this standard and the actual situation of the process and results of the evaluation of the professional ability of the financial counselor, the score will be based on the score of each indicator. The specific points are as follows: 1. The methods and forms used in the process of applying for the professional ability of financial counselors; 2. The suitability and effectiveness of the methods and methods used to meet the requirements of the standard scoring items; 3. The requirements for achieving the standard scoring items The methods adopted and the extent of evaluation and assessment; 4. Standard requirements for financial counselor service processes and working principles, professional ethics, basic abilities, and professional abilities, etc.
T/HFDA 1003-2022 history
- 2022 T/HFDA 1003-2022 Evaluation Standards for Professional Ability of Financial Counselors
