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AFPK

💼 Business By CampusDown Wiki Editorial Team Last updated
AFPK (Associate Financial Planner Korea) certifies personal financial planning knowledge; it is run by FPSB Korea and leads toward the CFP mark.
Contents
  1. 1. Path
  2. 2. Use
  3. 3. FAQ
  4. 4. References

Path

Candidates generally complete an approved course and then sit two modules covering planning basics, insurance, investment, tax, retirement and estate planning; the pass mark has been reported around 70%. Exam details change; always check the administering body's current notice.

Use

Valued in bank, securities and insurance advisory roles and often followed by CFP. Compare the Investment Manager Certificate and CFA.

FAQ

Is the course mandatory?
Generally yes; see FPSB Korea for exemptions.
AFPK vs CFP?
AFPK is entry level; CFP needs experience and a further exam.

Sources reviewed: 2026-10-26

References

  1. 한국FPSB. https://www.fpsbkorea.org
  2. 자격기본법, 국가법령정보센터. https://www.law.go.kr
  3. Bodie, Z., Kane, A., & Marcus, A. J. (2021). Investments (12th ed.). McGraw-Hill.

Reports and materials that use this theory (Korean)

There are no materials dedicated to this theory yet, but you can search related reports in the CampusDown library (Korean).

Find more reports · Search 'AFPK' on CampusDown →
Investment Manager Certificate (Korea)The Investment Manager Certificate is a Korean financial investment professional licence run by the Korea Financial Investment Association. Covers subjects, the usual pass rule and its use for securities and asset-management jobs.💼 BusinessCFAThe CFA charter is a global investment credential run by CFA Institute. Covers Levels I–III, enrolment requirements, charter conditions and how it is used in Korea's finance industry versus local licences.💼 BusinessInsurance Planner (Korea)An insurance planner sells insurance on behalf of insurers or agencies and must be registered under Korea's Insurance Business Act. Covers the life/non-life planner exams, applying through a company, pay structure and cautions.💼 BusinessCertified Credit Analyst (Korea)The Certified Credit Analyst is a Korea Banking Institute qualification on corporate credit analysis. Covers the two-part exam, partial-pass carryover and use in corporate banking jobs.💼 Business

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This article was last updated on October 26, 2026. It is based on widely recognized original works and textbooks; when citing it in a paper, please check the original sources listed in the references.