财务策划师 “财务策划师”起始于20世纪80年代伦敦金融界，区别于传统的金融财务人员，财务策划师更加注重整个企业的资本运营及财务统筹，专业的财务策划师将为企业的资产保值、增值起着“领航”的作用，随着中国进一步融入全球经济，企业投资、融资手段与国际接轨，财务策划将成为企业未来致胜的关键。
财务策划，代表着国际金融领域最新发展方向的新兴学科，正如其他大多数学科在发展初期一样，许多有着不同背景与眼光的人都被吸引到“财务策划”这个领域。
财务策划师资格名衔授予机构有好多个，在中国如劳动部颁发的理财规划师，在国际如：国际财务策划师公公（IARFP）颁发的注册财务策划师（IRFP）等。
目前，具备国际财务策划专业水准的人才，已被列为国家紧缺人才培训工程，可见该职业是“全球第一黄金职业”。
IARFP——世界上领先的专业财务策划师团体，国际上海外学员最多，学员规模发展最快的财务策划师组织，是财务策划实务的专家团体。
财务策划师需求学习的知识如下：
助理财务策划师（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 金融投资规划 Financial Investment Planning
T2 个人风险管理与保险规划 Personal Risk Management and Insurance Planning
T3 员工福利与退休计划 Employee Benefits and Retirement Planning
T4 个人税务与遗产策划 Tax and Estate planning
注册财务策划师（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 财务策划概论（含金融市场与公司理财）Financial Planning
A2 投资策划 Investment Planning
A3 融资策划 Project Financing
A4 税务策划 Tax Planning
A5 国际财务管理与风险控制 Wealth Management and Risk Management
A6 财务策划实务（含财务分析与预算管理）Best Practice for Financial Planners
资深财务策划师（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 专业会计师 Professional Accountant
F2 公司管治 Corporate Finance
F3 并购与重组 M & A and Restructuring
F4 商务分析与案例综合 Business Analysis and Case Study
