Personal finance

Author: Wen Jing
Publisher:
Publish Date: 2006-12-01
Features: This book is one of the teaching materials for the Qualification Certification Examination of China's banking industry, and is a practical guidebook on personal financial management in banking. It covers several key areas, including professional knowledge, professional skills, marketing, and ethics in personal financial management, making it suitable for bank employees as a reference for study. This book is one of the teaching materials for the Qualification Certification Examination of China's banking industry, and is a practical guidebook on personal financial management in banking. It covers several key areas, including professional knowledge, professional skills, marketing, and ethics in personal financial management, making it suitable for bank employees as a reference for study. Banks possess advantages such as information, talent, equipment, and customer resources. By catering to the needs of residents, they have launched personal financial management services, which not only meet market demand but also open up new business opportunities and profit sources for banks. As a result, personal financial management services in China's commercial banks have emerged and developed significantly. Personal financial services fall under the scope of personal financial services provided by commercial banks in China and are also a new emerging business for them. To adapt to the development of personal financial management services in banks, commercial banks need to train a large number of personnel in this field. At the same time, many bank employees and social individuals are also eager to engage in personal financial management services.