Financial Planner Basic Knowledge

Author: China Employment Training and Technical Guidance Center
Publisher:
Publish Date: 2006-07-01
Features: This book is designed for the National Vocational Skill Qualification Assessment and serves as a training textbook for the "Financial Planner" professional qualification. It is based on a faithful and profound understanding of the "Financial Planner" occupation standards in China, as well as an international and forward-looking grasp of the profession. Through case studies in the textbook, it emphasizes the comprehensive and integrated knowledge and skills required of a Financial Planner. It is suitable for all individuals participating in the Financial Planner professional qualification training and examination and aspiring to pursue a career as a Financial Planner. It is currently the recommended textbook for National Financial Planner professional qualification training and assessment, and can also be used as a teaching material for "Financial Planning" courses in finance-related majors at universities and colleges.