Financial Planning Basics

Author: Jin Zhi
Publisher:
Publish Date: 2006-11-01
Features: Financial wealth management is a new type of comprehensive financial service business that is based on customer needs, led by financial product innovation, supported by financial service talents, and integrates various financial products such as banking, securities, insurance, trust, and other financial service tools to achieve the maximization of customer asset returns. In recent years, with the significant increase in residents' income levels in China, the rapid growth of private financial assets has led to a growing demand for effective management and value-added services for financial assets. To accelerate the cultivation of financial wealth management professionals and standardize the certification of financial wealth management professional technical standards, the Shanghai International Financial Center Research Association and the Shanghai Vocational Ability Examination Institute have jointly launched this "Shanghai Financial Wealth Manager Professional Technical Standards Certification Examination Textbook." This book introduces the basic theories, practical knowledge, operational skills, and ethical norms of financial wealth management, providing a relatively comprehensive reflection of the current status and development trends of the financial wealth management industry both domestically and internationally. It can serve as both a vocational training textbook for financial professionals and a reading material for ordinary citizens to learn about financial wealth management.