財務策劃
“財務策劃”這一職業名稱起始於20世紀80年代倫敦金融界，其區別於傳統的金融財務會計工作，財務策劃更加注重整個企業的資本運營及財務統籌。一名專業的財務策劃人員將為企業的資產保值、增值起著“領航”的作用，隨著中國進一步融入全球經濟，企業投資、融資手段與國際接軌，財務策劃將成為企業未來致勝的關鍵。
財務策劃包含的知識如下：
IARFP——世界上領先的專業財務策劃師團體，國際上海外學員最多，學員規模發展最快的財務策劃師組織，是財務策劃實務的專家團體。
助理財務策劃師（Technician Level）
The Financial Planning Technician has an important role to play, either as support staff to the professional (where they undertake sub professional work in the field of financial management) or by taking the role of private banking in a smaller organisation, where an Outsourced professional accountant provides the service of supervision and monitoring. The IARFP offers this technician grade qualification to individuals who, for whatever reason, are unable to continue or do not wish to continue with their studies. A Financial Planning Technician may use the designatory letters AIRFP, and the title Incorporated Associate Financial Planner.
T1 金融投資規劃 Financial Investment Planning
T2 個人風險管理與保險規劃 Personal Risk Management and Insurance Planning
T3 員工福利與退休計畫 Employee Benefits and retirement Planning
T4 個人稅務與遺產策劃 Tax and Estate planning
註冊財務策劃師（Registered Level）
This is the first level of professional membership offered to individuals who have not yet completed the full examination structure but possess the relevant professional work experience. A Full member of the International Association of Registered Financial Planners has the level of competency considered necessary to complete the final Financial Planning of a business. They will have the ability to interpret Financial Planning, which will assist in day to day management decisions. A Full Member may use the designatory letters IRFP.
A1 財務策劃概論（含金融市場與公司理財）Financial Planning
A2 投資策劃 Investment Planning
A3 融資策劃 Project Financing
A4 稅務策劃 Tax Planning
A5 國際財務管理與風險控制 Wealth Management and Risk Management
A6 財務策劃實務（含財務分析與預算管理）Best Practice for Financial Planners
資深財務策劃師（Fellow Level）
This is the final level of the IARFP qualification and demonstrates competence in all aspects of financial management plus the strategic management skills. Fellows will have completed the full examination structure and have a minimum of three years experience in a senior financial planning capacity. A Fellow Member may use the designatory letters FIRFP.
F1 專業會計師 Professional Accountant
F2 公司管治 Corporate Finance
F3 併購與重組 M & A and Restructuring
F4 商務分析與案例綜合 Business Analysis and Case Study
