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2000年以后,中国内地理财市场迅速发展,各大金融机构迫切要求培养高水准、专业化的金融理财服务人才。在此背景下,2001年,受中国人民银行和各大金融机构的委托,我开始研究引进CFP资格认证制度;2004年9月1日,中国金融理财标准委员会正式成立;2005年7月,国际CFP组织批准中国理财标准委员会加入;2006年4月,中国理财标准委员会成为国际CFP组织正式会员。
Since 2000, the wealth management market in the Mainland has developed rapidly. Major financial institutions are pressingly demanding the training of highly qualified and specialized financial service personnel. In this context, in 2001, commissioned by the People’s Bank of China and major financial institutions, I began to study the introduction of CFP certification system; September 1, 2004, China Financial Management Standards Committee was formally established; July 2005, the International CFP approved China Financial Planning Committee to join; in April 2006, China Financial Management Standards Committee became an official member of the International CFP.