Personal Tax and Estate Planning

Author: Liu Yi
Publisher:
Publish Date: 2004-12-01
Features: We cannot say that this is a perfect, mature textbook for financial planners. However, we can say that it is the first set of localized financial planner textbooks in China, developed under the guidance of the International CFP Council, with the mobilization of global Chinese experts, and through the collaborative effort of professors from the Graduate School of the People's Bank of China, Peking University, and Tsinghua University. This is unprecedented, and therefore, its originality will be evident.
This series of textbooks is the only textbook designated by the China Financial Planners Standards Council for establishing the qualification certification system for Chinese financial planners, organizing the CFP exam, and providing training. It was jointly compiled and published by the China Financial Planners Standards Council, bringing together the most authoritative and professional experts in the field of personal finance in China. It is currently the authoritative work and textbook for personal financial planning in China.
The full name of CFP is Certified Financial Planner (Certified Financial Planner). It is a level qualification certificate issued by the CFP Standards Council in each country to professionals who have completed the required training, possess the necessary work experience, and have passed the exam.
In September 2004, the China Financial Planners Standards Council was established and submitted a request to join the International CFP Council. In its early stages, a key task of the council was to establish an exam system, train examiners, and prepare the first batch of financial planners in China who fully met the international CFP requirements.
On November 1 and November 15 of this year, the training for China's first financial planners, guided by the International CFP Council, will officially begin. The participants in this training are 120 industry elites from Industrial and Commercial Bank of China and 60 from Bank of China, who were selected through rigorous exams from over a thousand applicants. They will undergo a 240-hour, full-board program.
To prepare for this training, the preparatory team of the Standards Council had already commissioned the Graduate School of the People's Bank of China, Peking University, and Tsinghua University to organize the effort back in early this year. After more than half a year of preparation, a textbook comprising five modules and over 2 million words will be launched by China CITIC Press in November.