- Guide to CFP Examination and Certification CFP Certification Gloval excellence in financial planning
C O N T E N T S 4 4 4 5 5 6 7 8 9 9 9 9 10 10 11 11 11 11 11 12 12 12 2
13 13 13 14 14 15 15 15 17 17 18 19 19 20 21 22 23 24 25 26 26 27 27 3
CFP 4E (Education) (Examination) (Experience) (Ethics) CFP CFP CFP 7 CFP AFPK CFP CFP CFP 7 CFP CFP CFP CFP 9 4
CFP FPSB CFP CFP 19 CFP CFP CFP CFP CFP 21 5
CFP 8 6
CFP FPSB CFP 1. AFPK FPSB CFP CFP 2. CFP (1) (2) Chartered Financial Consultant (ChFC) (3) Chartered Life Underwriter (CLU) (4) Chartered Financial Analyst (CFA) (5) (6) 6 (7) (8) (9) FPSBFPSB Council AFPK CFP CFP 3 FPSBFPSB Council23 2012 1 7
CFP FPSB CFP CFP TV FPSB CFP 3 6 3 e biz Center 301 TEL 1599 9555 FAX 02 2164 8659 www winfn com ask winfn com 197-5 310 TEL 02 2080 2115 FAX 02 2028 2111 www fpcollege com 5 2 6 TEL 02 6262 9133 FAX 02 6262 9124 5 www credufn com webmaster credufn com 2 538 6 TEL 02 715 2192 FAX 02 2279 2192 www fpedu co kr sojung mediopia co kr 818-12 5 TEL 1566 5401 FAX 02 2264 5401 www withfp com ask withfp com 2 150 TEL 031 260 7383 FAX 02 751 8499 www samsunglife com whuisoo samsung co kr 141 TEL 02 3469 9600 FAX 02 3469 9696 www metlife co kr soyeunfa metlife co kr MBA 861-1 TEL 02 910 4330 FAX 02 910 4332 gba.kookmin.ac.kr 39 TEL 033 248 1401~2 FAX 033 251 4845 grad.hallym.ac.kr 2010 2 7 TEL 02 2287 5114 smu.ac.kr 2010 2 TEL 02 300-1630 www.mju.ac.kr TEL 053-950-2417, 5438, 5876 http://biz.knu.ac.kr 8
CFP CFP AFPK FPSB CFP CFP AFPK CFP 7 CFP 8 FPSB CFP CFP 5 11 (1) 1 1 3:00 ~ 5:00 5:00 ~ 5:30 2 5:30 ~ 7:30 90 90 (2) 2 3 10:00 ~ 12:00 12:00 ~ 12:40 4 12:40 ~ 3:10 40 40 9
(1) (2) 1 180 2 160 340 FPSB 10
CFP 1 2 2 CFP CFP 2 CFP CFP CFP 100 70 1 100 40 2 100 40 CFP 5 CFP CFP 25 1 100 70 100 40 2 100 70 2 CFP FPSB http://www.fpsbkorea.org 11
(1) FPSB http://www.fpsbkorea.org CFP 7 CFP FPSB 02)6008-3161 (2) FPSB http://www.fpsbkorea.org FPSB 106-91006-65904 FPSB 200,000 100,000 한국 FPSB 웹사이트 http://www.fpsbkorea.org 에서최신의정보를확인하실수있습니다. 12
CFP FPSB 3~4 http://www.fpsbkorea.org FPSB CFP FPSB FPSB ssong@fpsbkorea.org 13
CFP FPSB http://www.fpsbkorea.org 100% 100% 50% 10 50% CFP http://www.fpsbkorea.org CFP 10 FPSB 100% FPSB CFP FAX 02)6008-3161 14
30 10B, 10B, 12C, 12C Platinum, 17B, 17B PLUS BA PLUS, Professional 0 FPSB 3 CFP 15
16
CFP 3 CFP FPSB 7 FPSB FPSB FPSB FPSB FPSB FPSB FPSB 1 1 FPSB info@fpsbkorea.org 17
1) 6 2) 3) FPSB FPSB 4) 18
CFP CFP FPSB CFP CFP CFP 10 5 3 8 1 40 full-time 2,000 1 1 100% 6 100% 2 75% 6 75% 3 50% 50% 4 25% 25% 19
FPSB CFP CFP AFPK 21 6 20
6 CFP 21
CFP CFP CFP CFP FPSB FPSB CFP CFP 2 CFP FPSB FPSB FPSB CFP FPSB FPSB CFP CFP FPSB 22
CFP 1 2 3 3 4 1 5 6 7 3 8 1 9 10 FPSB 11 12 FPSB 23
CFP AFPK 19 CFP CFP CFP CFP 1 FPSB http://www.fpsbkorea.org 02)6008-3161 2 CFP FPSB Korea Certificated Users Agreement 200,000 106-910006-87604 FPSB [121-743] 2 538 17 CFP 24
1 FPSB http://www.fpsbkorea.org 500MB JPG 2 3cm 4cm 6 [121-743] 2 538 17 FPSB CFP 1 15 2 CFP CFP 5 CFP 12 CFP CFP 1 1.25 2 25
CFP CFP CFP 2 CFP FPSB CFP CFP 2 3 1 2 1 CFP FPSB 1 CFP CFP FPSB Korea Certificated Users Agreement Business card Letter head 1 2 FPSB 2 30 3 200,000 CFP CFP 26
CFP FPSB CFP FPSB FPSB License Agreement Affiliation Agreement CFP FPSB CFP FPSB CFP CFP FPSB CFP CFP CFP CFP FPSB CFP FPSB http://www.fpsbkorea.org CFP 27
fpsbkorea.org