Personal finance subject

Author: Li Xinyu
Publisher:
Publish Date: 2006-10-01
Features: According to the existing management measures, individuals who are 18 years old or older, have graduated from high school, and possess the capacity for civil conduct are eligible to apply for the annual exams organized by the Silver Industry Association. The qualification certification exams will adopt a modular structure, specifically divided into public foundation subjects and relevant professional subjects. The public foundation subjects cover the basic knowledge, skills, and competency standards for all banking industry practitioners, while the professional subjects focus on the specialized knowledge of all banking practitioners. Currently, two professional subjects—Risk Management and Personal Financial Planning—are being introduced first. After passing the public foundation subjects and relevant professional subjects, practitioners must undergo a qualification review based on their work records to finally determine whether to issue a certification. This book is one of the "China Banking Practitioners Qualification Certification Exam Guidance Books," covering fundamental knowledge, professional skills, business marketing, ethical conduct, and relevant laws and regulations in personal financial planning. The content is comprehensive, up-to-date, features classic cases, and provides systematic examples. It is believed to be beneficial for all banking professionals.