Financial Planner Professional Competence (Level 2)

Author: China Employment Training and Technical Guidance Center
Publisher:
Publish Date: 2006-09-01
Features: This new textbook has added sections on cash planning, retirement and pension planning, and property distribution and inheritance planning, providing a theoretically systematic and comprehensive introduction to the entire scope of financial planning. It also incorporates numerous practical examples from China's international life to aid readers in learning and understanding. In the foundational knowledge section, it elaborates on financial planning principles, financial and accounting basics, macroeconomic analysis, financial fundamentals, tax fundamentals, legal foundations of financial planning, and financial calculation basics. The final chapter focuses on the workflow of a financial planner. In the professional competence section, it specifically explains the practical significance of the various components of financial planning, which are highly instructive for actual work. As a new and rapidly growing profession with broad development prospects, financial planning requires high standards for its practitioners. However, the current market in China lacks mature textbooks and training programs in this area. In this context, the textbook jointly edited by Professors Xiao Zhuoji and Chen Yulu adheres to the principle of balancing internationalization and localization, comprehensively elaborating on the connotations and extensions of financial planning from theory to practice. It provides a detailed description of the techniques and methods of financial planning, truly serving as a timely and much-needed support for the financial planning industry, which holds great promise yet faces urgent needs.