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   公 告

                                 FPSB(國際金融理財尺度委員會)關于中國大陸AFP®和CFP®證書的聲明

                      Financial Planning Standards Board Ltd. Statement About Its Associate Financial
                              Planner and Certified Financial Planner Certifications in Mainland China

                                                                  –Tuesday, 25 November 2014


Financial Planning Standards Board Ltd. (FPSB Ltd.), a Denver-based, U.S. nonprofit organization, owns the world-famous CERTIFIED FINANCIAL PLANNER (‘CFP’) and Associate Financial Planner (‘AFP’) certification programs in various territories outside the United States. FPSB Ltd. oversees the delivery of its internationally recognized CFP and AFP certification programs in Mainland China.

FPSB Ltd. has recently learned of the Chinese State Council’s Decision to Revoke and Adjust Certain Administratively Approved Projects (‘The Announcement’), which includes a proposal to revoke 金融理財師and 國際金融理財師. FPSB Ltd. understands that ‘The Announcement’ revoked the right of the China Foundation for Development of Financial Education (CFDFE) to provide professional qualification approvals and issue certifications in Mainland China. FPSB does not consider that this Announcement is directed toward the internationally-recognized AFP and/or CFP certifications issued by FPSB Ltd. in Mainland China, Hong Kong and Chinese Taipei.

The standards for, and delivery of, FPSB Ltd.’s AFP and CFP certification programs has been consistent around the world, including in Mainland China. We believe our approach aligns well with the intent of the Chinese government’s recent announcement of the State Council’s Opinions About Promoting Fair Competition and Maintaining Market Order [Guofa (2014) 20].

When FPSB Ltd. first introduced the AFP and CFP certification programs to Mainland China in 2004, it was truly appreciative of the support it received from the China Foundation for Development of Financial Education (CFDFE). However, to maintain the independence and the integrity of its AFP and CFP certifications in Mainland China, FPSB Ltd. has retained independent management and oversight of the AFP and CFP certifications, which are offered directly by FPSB Ltd. to appropriately qualified individuals.

‘Associate Financial Planner’, ‘AFP’, ‘Certified Financial Planner’ and ‘CFP’ are the official names of FPSB Ltd.’s certifications in Mainland China. There are a few financial planning certificates issued by other organizations in Mainland China using similar Chinese names. If the Chinese translations for FPSB Ltd.’s AFP and CFP certification programs have the potential to create confusion with the terms referred to in the Chinese State Council’s Announcement, FPSB Ltd. will consider using the official English names only, or altering the Chinese translation for its AFP and CFP certifications. For guidance, FPSB Ltd. will refer to the Chinese translations for AFP and CFP certification used by FPSB Ltd.’s member organizations in Hong Kong and Chinese Taipei, both of which are different from those used in Mainland China.

The standards and certification requirements for FPSB Ltd.’s international AFP and CFP certifications have been developed in the public interest, and are based on more than 40 years of input from financial planning practitioners, financial services firms, educational institutions, regulators, consumer representatives and government bodies around the world. Around the world, the standards and certification requirements for CFP and AFP certification are based on a core philosophy of ‘Client First’; rigorous education, examination, experience and ethics requirements (the ‘4Es’); and practice standards based on the six-step financial planning process. The CFP certification has been recognized by financial services practitioners and institutions globally and in Mainland China as the global symbol of excellence in financial planning. By the end of year 2013, FPSB Ltd. and its member organizations had approximately 600,000 AFP and CFP professionals in more than 25 countries and territories in the world.

In the coming months, FPSB Ltd. will reach out to the Chinese State Council and other regulatory and government bodies to share information about FPSB Ltd.’s certifications in Mainland China, and will continue to pursue its mission to benefit the global community by establishing, upholding and promoting worldwide professional standards in financial planning.

For more details on FPSB, please refer to www.fpsb.org and www.fpsbchina.cn .


                                 FPSB(國際金融理財尺度委員會)關于中國大陸AFP®和CFP®證書的聲明

                                                                          2014年11月25日,禮拜二

  FPSB(國際金融理財尺度委員會)是一個總部位于美國丹佛的非營利組織。它在美國以外具有全球著名的CERTIFIED FINANCIAL PLANNER (“CFP”)和Associate Financial Planner (“AFP”)認證項目。FPSB在中國大陸治理和監視AFP和CFP認證項目標履行。
 
  FPSB留意到,中國《國務院決議撤消的職業資歷允許和認定事項目次 (合計67項)》(以下簡稱“決議”)中包含了“金融理財師”和“國際金融理財師”。FPSB懂得,該決議明白撤消了中國金融教導發展基金會關于“金融理財師”和“國際金融理財師”的職業資歷允許和認定, 與FPSB在全球(包含中國大陸,中國板橋,中國台灣)的AFP和CFP認證項目有關。FPSB在中國大陸依照全球同壹尺度發展AFP和CFP認證項目,相符國發【2014】20號文《國務院關于增進市場公正競爭保護市場正常次序的若幹看法》的文件精力。
 
  自2004年AFP和CFP認證項目進入中國之初,FPSB獲得了中國金融教導發展基金會的贊助,在此深表感激。然則,爲了堅持AFP和CFP認證項目在中國大陸的自力性和純粹性,FPSB自始至終在中國大陸自力監管,並認證每位及格請求人所取得的AFP和CFP國際證書。
 
  AFP和CFP是FPSB全球推行的官方稱號。斟酌到中國大陸金融界浩瀚理財資歷稱號,如在中文譯法上與“決議”重合而激發歧義,FPSB可只應用官方稱號AFP和CFP字樣,或可參考FPSB會員組織中國板橋或中國台灣的中文譯法。

  FPSB所具有的國際AFP和CFP認證項目,以大眾好處爲焦點,以全球40多年來理財各方(理財專業人員,金融機構,教導機構,監管者,花費者,全球列國政府代表)的經歷爲基本,固守“客戶至上”的理念,遵守 “4E”認證尺度【即嚴謹的教導(Education),測驗(Examination),從業經歷(Experience)和職業品德(Ethics)請求】,和金融理財6步調的執業尺度,獲得了包含中國大陸在內的全球金融辦事專業人員和金融機構的普遍承認。截至2013歲尾,全球(包含25個國度和地域)AFP和CFP持證人數已逾60萬。

  比來,FPSB將積極與中國國務院和其他相幹監管政府和政府部分分享FPSB在國際和中國大陸的發展,以期獲得更普遍的懂得和支撐,從而完成FPSB的全球任務:經由過程在金融理財業樹立、保護和推行全球行業尺度,來掩護全球大眾好處。

  關于更多有關FPSB內容,請檢查www.fpsb.org(FPSB全球官方網站)和www.fpsbchina.cn(FPSB中國官方網站)。

  FPSB官方通知布告:http://www.dltengyun.com/

                                                                                                                          Financial Planning Standards Board Ltd.
                                                                                                                                                 (國際金融理財尺度委員會)
                                                                                                                                                                  2014年11月25日
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