Financial Planning - Designated Examination Textbook for the China Certified Financial Planner Association

Author: Tian Wenjin
Publisher:
Publish Date: 2006-06-01
Features: This book is divided into three learning units: Financial Planning Basics, Financial Industry (Professional) Planning, and Related Knowledge of Financial Planning. It elaborates on the fundamental knowledge of financial planning, risk prevention, the professional qualities of financial planners, the current status and development trends of the financial planning market, as well as the basic knowledge and skills for selling financial planning products. For financial professionals such as banking, securities, funds, insurance, trust, and foreign exchange, the book systematically explains the basic knowledge, risks, strategies, and skills of each profession. Additionally, it covers the regulations of magnetic financial planning and the basic knowledge and skills of personal income tax planning. This book can serve as a teaching material for higher vocational education or junior college students in financial and non-financial planning majors; a training manual for financial planning professionals (especially frontline staff) in finance (banking, securities, insurance, investment funds, and trust); a self-study book for readers interested in financial planning; and a training manual for popularizing financial planning knowledge.