2009年10月9日,人力资源与社会保障部就国家高级理财规划师(ChFP一级)试点启动发布批复公告,引起业界广泛关注。一个月后,由东方华尔承办的认证培训首期班正式开课。中国第一批由政府直接颁发认证并唯一认可的高级理财规划师将从这52名学员中诞生,本刊记者有幸与部分学员进行了深入交流。 On October 9, 2009, the Ministry of Human Resources and Social Security launched a public announcement of approval on the pilot project of the State Senior Financial Planner (ChFP), arousing widespread concern in the industry. A month later, the first course of certification training contracted by Oriental WAL-COOL officially started. The first batch of China’s first batch of financial planners, certified by the government and accredited by the government, will be born from these 52 trainees. The reporter was fortunate to have an in-depth exchange with some of the trainees.