理財規劃師 申報條件

2011-9-5 10:13:52 本站原創 佚名 【字體: 閱讀:

理財規劃師(申報條件)


——助理理財規劃師(具備以下條件之一者)
(1)連續從事本職業工作6年以上。
(2)具有以高級技能為培養目標的技工學校、技師學院和職業技術學院本專業或相關專業畢業證書。
(3)具有本專業或相關專業大學專科及以上學歷證書。
(4)具有其他專業大學專科及以上學歷證書,連續從事本職業工作1年以上。
(5)具有其他專業大學專科及以上學歷證書,經本職業助理理財規劃師正規培訓達規定標準學時數,并取得結業證書。
——理財規劃師(具備以下條件之一者)
(1)連續從事本職業工作13年以上。
(2)取得本職業助理理財規劃師職業資格證書后,連續從事本職業工作5年以上。
(3)取得本職業助理理財規劃師職業資格證書后,連續從事本職業工作4年以上,經本職業理財規劃師正規培訓達規定標準學時數,并取得結業證書。
(4)具有本專業或相關專業大學本科學歷證書,連續從事本職業工作5年以上。
(5)具有本專業或相關專業大學本科學歷證書,取得本職業助理理財規劃師職業資格證書后,連續從事本職業工作4年以上。
(6)具有本專業或相關專業大學本科學歷證書,取得本職業助理理財規劃師職業資格證書后,連續從事本職業工作3年以上,經本職業理財規劃師正規培訓達規定標準學時數,并取得結業證書。
(7)取得碩士學位研究生及以上學歷證書后,連續從事本職業工作2年以上。
——高級理財規劃師(具備以下條件之一者)
(1)連續從事本職業工作19年以上。
(2)取得本職業理財規劃師職業資格證書后,連續從事本職業工作4年以上;
(3)取得職業理財規劃師職業資格證書后,連續從事職業工作3年以上,經本職業高級理財規劃師正規培訓達規定標準學時數,并取得結業證書。
注:相關專業是指:經濟學、管理學、法學

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