报考指南
LICAIGUIHUASHI(Financial Planner)SHIWEIKEHUTIGONGQUANMIANLICAIGUIHUADEZHUANYERENSHI。SHIZHIYUNYONGLICAIGUIHUADEYUANLI、JISHUHEFANGFA，ZHENDUIGEREN、JIATINGYIJIZHONGXIAOQIYE、JIGOUDELICAIMUBIAO，TIGONGZONGHEXINGLICAIZIXUNFUWUDERENYUAN。
LICAIGUIHUA(Financial Planning)SHIZHIYUNYONGKEXUEDEFANGFAHETEDINGDECHENGXUWEIKEHUZHIDINGQIEHESHIJIDE、JUYOUKECAOZUOXINGDEMOUFANGMIANHUOZONGHEXINGDECAIWUFANGAN，TAZHUYAOBAOKUOXIANJINGUIHUA、XIAOFEIZHICHUGUIHUA、JIAOYUGUIHUA、FENGXIANGUANLIYUBAOXIANGUIHUA、SHUISHOUCHOUHUA、TOUZIGUIHUA、TUIXIUYANGLAOGUIHUA、CAICHANFENPEIYUCHUANCHENGGUIHUA。
亚博真人LICAIGUIHUADEMUDEZAIYUNENGGOUSHIKEHUBUDUANTIGAOSHENGHUOPINZHI，JISHIDAONIANLAOTIRUOHUOSHOURURUIJIANDESHIHOU，YENENGBAOCHIZIJISUOSHEDINGDESHENGHUOSHUIPING。LICAIGUIHUADEMUBIAOYOULIANGGECENGCI: CAIWUANQUANHECAIWUZIYOU。LICAIGUIHUASHIYIGEPINGGUGERENHUOJIATINGGEFANGMIANCAIWUXUQIUDEZONGHEGUOCHENG，TASHIYOUZHUANYELICAIRENYUANTONGGUOMINGQUEKEHULICAIMUBIAO，FENXIKEHUDESHENGHUO、CAIWUXIANZHUANG，CONGERBANGZHUKEHUZHIDINGCHUKEXINGDELICAIFANGANDEYIZHONGZONGHEXINGJINRONGFUWU。
职业概况ZHIYEDINGYI: YUNYONGLICAIDEYUANLI、FANGFAHEGONGJU，WEIKEHUTIGONGLICAIGUIHUAFUWUDEZHUANYERENYUAN。
ZHIYENENGLITEZHENG: SHENTIJIANKANG，JUYOUYIDINGDEGUANCHA、LIJIE、JISUAN、FENXI、ZONGHE、PANDUAN、YINGBIAN、SHUMIANYUKOUTOUBIAODA、GOUTONGYABOZHENREN、XIEDIAOJIZIZHUXUEXIHEJIXUXUEXIDENENGLI。
亚博真人JIBENWENHUACHENGDU: DAZHUANBIYE。
PEIXUNDUIXIANG: YINXING、ZHENGQUANGONGSI、BAOXIANGONGSI、JIJINGONGSI、TOUZIZHONGJIEGONGSI、ZIXUNGONGSIJIJINGJIGONGSIDENGJIGOUYEWUBUGUANLIRENYUAN、PEIXUNJINGLI、KEHUJINGLI、TOUZIGUWENHELICAIZHUANYUAN;YIJIYOUYIDINGCAIJINGZHUANYEZHISHI，YOUZHICONGSHILICAIGUIHUAZHIYEDERENSHI，RUZHUCEHUIJISHI、LVSHIDENG。
职业等级亚博真人LICAIGUIHUASHIZHIYEDENGJIFENLEI
亚博真人ZHULILICAIGUIHUASHI(GUOJIAZHIYEZIGESANJI);
亚博真人LICAIGUIHUASHI(GUOJIAZHIYEZIGEERJI);
亚博真人GAOJILICAIGUIHUASHI(GUOJIAZHIYEZIGEYIJI)。
MUQIANZHIKAIKAOZHULILICAIGUIHUASHI(GUOJIAZHIYEZIGESANJI)，LICAIGUIHUASHI(GUOJIAZHIYEZIGEERJI)QUANGUOTONGKAO。
认证机构GUOJIARENLIZIYUANYUSHEHUIBAOZHANGBUZHIYEJINENGJIANDINGZHONGXINBANFA，GUANFANGDANGANBEIAN，QUANGUOTONGYONG，TONGYIBIANHAO，WANGSHANGCHAXUN(GUOJIAZHIYEZIGEGONGZUOWANG)。
认证情况WEILESHIYINGSHICHANGXUYAO，2003NIANCHU，LAODONGHESHEHUIBAOZHANGBUJIEJIANCHENGSHUSHICHANGJINGJIGUOJIAGAIXINGYEDEXIANGGUANJINGYAN.BINGJIEHEWOGUOJINGJIFAZHANSHIJI，BANBULE《LICAIGUIHUASHIGUOJIAZHIYEBIAOZHUN》，JIANGLICAIGUIHUASHIZHIYEZUOWEIZHENGSHIZHIYE，BINGWEICICHENGLILEGUOJIAZHIYEJINENGJIANDINGZHUANJIAWEIYUANHUILICAIGUIHUASHIZHUANYEWEIYUANHUI。ZHUANJIAWEIYUANHUIYOUZHUMINGJINGJIXUEJIAXIAOZHUOJIJIAOSHOUDANRENMINGYUZHUREN，ZHONGGUORENMINDAXUEFUXIAOZHANGCHENYULUJIAOSHOUDANRENZHUREN，WEIYUANJUNWEILAIZIGUONEIZHUMINGGAODENGYUANXIAOHEJINRONGJIGOUDEJIECHUXUEZHEHEZHUANJIA。
LICAIGUIHUASHIKAOSHIYIBANWEIMEINIANLIANGCI。JINGGUOSANNIANDEKAOSHIRENZHENG，BUDUANMOSUO、ZONGJIEJINGYAN。LICAIGUIHUASHIDEKAOSHIRENZHENGSHOUDAOLEJINRONGYEHESHEHUIXIANGGUANGEJIEDERELIEXIANGYING。2006NIAN6YUE，GUOJIAZHIYEZIGEKAOSHIRENZHENGJIGOUZUZHIGEDACAIJINGYUANXIAOXIANGGUANZHUANJIA、GEDAJINRONGJIGOUDELINGDAOHEZHUANJIA，LIANHEBIANXIELETONGYIDELICAIGUIHUASHIZHIYEZIGEPEIXUNJIAOCHENG。2006NIAN7YUE20RI，GUOJIABANBULEZUIXINDE.《LICAIGUIHUASHIGUOJIAZHIYEBIAOZHUN》。KAOSHIRENZHENGYUELAIYUEGUIFANHUA、KEXUEHUA，WANQUANKEGUANDETIXINGTEDIANYEWEIYINGKAORENYUANTIGONGLEYIDINGDEBIANLI。LICAIGUIHUASHIKAOSHIRENZHENGXITONGJIBENWANSHAN，ZAIQUANGUOFANWEIPUKAI。
亚博真人LICAIGUIHUASHIDEXUEXI、PEIXUN、KAOSHI、RENZHENG，YIJINGCHENGWEIJINRONGJIGOURENYUAN、QIYECAIWURENYUAN、DAXUECAIJINGZHIYEYUBEIRENYUANRELIEZHUIPENGDEYIGEFANGXIANG。KEYISHUO，MUQIANCANJIALICAIGUIHUASHIDEXUEXIHEKAOSHIRENZHENG，ZHENGDANGQISHI。
考试科目| 职业 | 等级 | 鉴定内容 | 题型 | 题量 | 答题方式 | 分值 | 权重 |
LICAI GUIHUASHI
|
3级 | 职业道德 | 选择题 | 125 | 上机考试 | 25 | 10% |
| 理论知识 | 100 | 90% | |||||
| 专业能力 | 选择题 | 100 | 100 | 100% | |||
| 2级 | 职业道德 | 选择题 | 125 | 上机考试 | 25 | 10% | |
| 理论知识 | 100 | 90% | |||||
| 专业能力 | 选择题 | 100 | 100 | 100% | |||
| 综合评审 | 案例分析选择题 | 50 | 100 | 100% | |||
| 1级 | 职业道德 | 选择题 | 125 | 题卡作答 | 25 | 10% | |
| 理论知识 | 100 | 90% | |||||
| 专业能力 | 案例或图表分析等 | 纸笔作答 | 100 | 100% | |||
| 综合评审 | 理财方案评估与专题论文 | 纸笔作答 | 100 | 100% |
根据人力资源和社会保障部职业技能鉴定中心公布的《关于做好2018年全国统一鉴定工作的通知(人社鉴发〔2018〕1号)》得知，2018年理财规划师考试时间为:
| 2018年理财规划师考试时间 | |
| 理财规划师 | 5月29日 |
JUTIKAOSHIANPAIRUXIA:
理财规划师 |
3-2JI |
08:30-10:00 理论知识考试 |
SHANGJIKAOSHI；ZHUANYENENGLIKAOHE、ZONGHEPINGSHENKESHIYONGZHUANYONGJISUANQI。 |
1JI |
08:30-10:00 理论知识考试 |
ZHUANYENENGLIKAOHE、ZONGHEPINGSHENKESHIYONGZHUANYONGJISUANQI。 |
|
地 区 |
网站名称及网址 |
| 考试吧理财规划师考试频道 | |
亚博真人BAOMINGYIBANFENWEIWANGSHANGBAOMINGHEXIANCHANGBAOMINGLIANGZHONGFANGSHI，FUHETIAOJIANDEKAOSHENG，KEZAIGUIDINGSHIJIANDENGLUGEDIZHIYEJINENGJIANDINGZHONGXINWANGZHANJINXINGWANGSHANGBAOMING，HUODAOGEDIZHIYEJINENGJIANDINGZHIDAOZHONGXINSHOUQUANDEBAOMINGDIANJINXINGXIANCHANGBAOMING。
亚博真人DIYI、ZAIGESHENGHELAODONGBAOZHANGTINGZHIYEJINENGJIANDINGZHONGXINHUODAILIJIGOUBAOMING。
DIER、YOUGESHENGZHIYEJINENGJIANDINGZHONGXINSHENHEBAOMINGTIAOJIAN。
DISAN、SHENHETONGGUOHOU，JIAOKAOSHIFEIYONG，JIAOQIFEIYONGHOULINGQUHUODAYINZHUNKAOZHENG。
DISI、CANJIAQUANGUOTONGYIKAOSHI，KAOCHANGYOUGESHENGZHIYEJIANDINGZHONGXINZUZHIANPAI。
DIWU、KAOSHIJIESHUHOU，SANGEYUEZHISIGEYUENEITONGZHIKAOSHIJIESHUJIEGUOBINGFAFANGZHENGSHU（KAOSHIWEITONGGUOZHEKEYICANJIABUKAO）。
报名条件ZHULILICAIGUIHUASHI(GUOJIAZHIYEZIGESANJI)(JUBEIYIXIATIAOJIANZHIYIZHE)
亚博真人(1)LIANXUCONGSHIBENZHIYEGONGZUO6NIANYISHANG。
亚博真人(2)YIGAOJIJINENGWEIPEIYANGMUBIAODEJIGONGXUEXIAO、JISHIYABOZHENRENHEGAODENGZHIYEXUEXIAOBENZHUANYEHUOXIANGGUANZHUANYEYINGJIEBIYESHENG。
(3)BENZHUANYEHUOXIANGGUANZHUANYEDAXUEBENZHUANKESANNIANJIYISHANGXUESHENG。
(4)JUYOUQITAZHUANYEDAXUEZHUANKEJIYISHANGXUELIZHENGSHU。
LICAIGUIHUASHI(GUOJIAZHIYEZIGEERJI)(JUBEIYIXIATIAOJIANZHIYIZHE)
亚博真人(1)LIANXUCONGSHIBENZHIYEGONGZUO13NIANYISHANG。
亚博真人(2)QUDEBENZHIYEZHULILICAIGUIHUASHIZHIYEZIGEZHENGSHUHOU，LIANXUCONGSHIBENZHIYEGONGZUO4NIANYISHANG。
(3)JUYOUBENZHUANYEHUOXIANGGUANZHUANYEDAXUEZHUANKEJIYISHANGXUELIZHENGSHU，LIANXUCONGSHIBENZHIYEGONGZUO5NIANYISHANG。
(4)JUYOUBENZHUANYEHUOXIANGGUANZHUANYEDAXUEZHUANKEJIYISHANGXUELIZHENGSHU，BINGQUDEBENZHIYEZHULILICAIGUIHUASHIZHIYEZIGEZHENGSHUHOU，LIANXUCONGSHIBENZHIYEGONGZUO3NIANYISHANG。
(5)QUDESHUOSHIYANJIUSHENGJIYISHANGXUELIZHENGSHUHOU，LIANXUCONGSHIBENZHIYEGONGZUO2NIANYISHANG。
GAOJILICAIGUIHUASHI(GUOJIAZHIYEZIGEYIJI)(JUBEIYIXIATIAOJIANZHIYIZHE)
(1)LIANXUCONGSHIBENZHIYEGONGZUO19NIANYISHANG。
亚博真人(2)QUDEBENZHIYELICAIGUIHUASHIZHIYEZIGEZHENGSHUHOU，LIANXUCONGSHIBENZHIYEGONGZUO4NIANYISHANG。
(3)QUDEBENZHIYELICAIGUIHUASHIZHIYEZIGEZHENGSHUHOU，LIANXUCONGSHIBENZHIYEGONGZUO3NIANYISHANG，JINGBENZHIYEGAOJILICAIGUIHUASHIZHENGGUIPEIXUNDAGUIDINGBIAOZHUNXUESHISHU，BINGQUDEJIEYEZHENGSHU。
亚博真人﹡BENBIAOZHUNZHONGXIANGGUANZHUANYESHIZHI: JINGJIXUE、GUANLIXUE、FAXUE。
各地理财规划师考试成绩查询时间各地不同，考生可登录各地职业资格技能鉴定中心网站查询考试成绩。
SANJI:
亚博真人DANKETONGGUODEQINGKUANGXIA，CHENGJIBAOLIUYINIAN，JIZAIXIAYIQIKAOSHIDESHIHOUBIXUJIANGMEIGUODEKEMUBUKAOTONGGUO(LI: RUGUOJINNIANWUYUEFENDEKAOSHITONGGUOLELILUN，DANSHIJINENGQUEMEIYOUTONGGUO，YAOZAIXIAQIKAOSHIDESHIHOUJIANGJINENGTONGGUO，FOUZECHENGJIBUYUBAOLIU，YICILEITUI)。
ERJI:
LILUNHEJINENGKAOSHICHENGJIBAOLIUSHIJIAN(TONGSANJI);
亚博真人DANRUGUOLIANGGEKEMUTONGSHIDOUKAOGUOLE，LIANGKECHENGJIBAOLIULIANGNIAN(LI: JINNIANWUYUEFENKAOGUOLELIANGKE，DANLUNWENDABIANMEIYOUGUO，NEIMEJIUHAIYOUSANCIJIHUI，YINWEIMEINIANKAOSHISHILIANGCI，YEJIUSHIZAIDIERNIANDIERQI(BAOKUODIERQI)KAOSHIZHIQIANTONGGUO，FOUZE，CHENGJIZUOFEI)
DANRUGUOCHUXIANDANKETONGGUODEQINGKUANGXIA，CHENGJIBAOLIUYINIAN，YEJIUSHIZAIXIAYIQIKAOSHIDESHIHOUBIXUJIANGMEIGUODEKEMUBUKAOTONGGUO，TONGGUOHOUZAIZHEIYIQIXUYAOJIAOLUNWENDABIAN，MEITONGGUO，ZELIANGKECHENGJIZHIBAOLIUYINIAN，YEJIUSHIZHIYOULIANGCIJIHUI。ZHU: CHENGJIBAOLIUQIJIAN，MEIYIQIYAOJIAOLUNWENDABIANSHI，BUGUANYOUMEIYOUJIAODOUSUANZUOYONGLEYICI。
亚博真人SANJIZHENGSHUKAOSHIKEMU: LILUNZHISHI+ZHUANYENENGLI
亚博真人ERJIZHENGSHUKAOSHIKEMU: LILUNZHISHI+ZHUANYENENGLI+ZONGHEPINGSHEN
KAOSHICAIYONGSHANGJIKAOSHIFANGSHI，JUNSHIXINGBAIFENZHI，MEIKECHENGJIFENBIEDADAO60FENJIYISHANGZHEWEIHEGE，KEHUODEZHONGHUARENMINGONGHEGUOLAODONGHESHEHUIBAOZHANGBUBANFAGUOJIALICAIGUIHUASHIZHIYEZIGEZHENGSHU。
LILUNZHISHI、ZHUANYENENGLI、ZONGHEPINGSHENCHENGJIRUGUOKAOSHIZHITONGGUO1MENKAOSHI，CHENGJIKEYIBAOLIU1NIAN，XIAYINIANDUKEZAISHENQINGBUHEGEKEMUDEBUKAO. ZHU: (DANBUKAOXUYAOZHONGXINJIAOBAOMINGFEI)
HEGEZHENGSHUYIBANZAICHENGJIGONGBU2GEYUEHOUFAFANG。
亚博真人(ZHU: LILUNCHENGJI、ZHUANYENENGLICHENGJI、ZONGHEPINGSHENCHENGJIFENBIEDA60FEN，WEIPINGDINGCHENGJIHEGE。KEHUODEZHONGHUARENMINGONGHEGUOLAODONGHESHEHUIBAOZHANGBUBANFAGUOJIAZHIYEZIGEZHENGSHU)
