China Banking Professionals Qualification Certification Examination Guide Book -- Personal Finance Subject

Author: Liu Wei, edited by He Xiaofeng, and Li Xinyu as the sub-series editor
Publisher:
Publishing Date: 2006-10-01
Features: According to the existing management measures, individuals who are 18 years of age or older and have graduated from high school, with the capacity for civil conduct, are eligible to apply for the annual exams organized by the Silver Industry Association. The qualification certification exam subjects will adopt a modular structure, specifically divided into public foundation subjects and relevant professional subjects. The public foundation subjects are the basic knowledge, skills, and competency standards for all banking industry practitioners, while the professional subjects are the specialized knowledge for all banking industry practitioners. Currently, two professional subjects—Risk Management and Personal Financial Planning—are being introduced. 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 qualification. This book is one of the "China Banking Industry Practitioner Qualification Certification Exam Guidance Books," covering basic knowledge, professional skills, business marketing, ethical conduct, and relevant laws and regulations in personal financial planning. The content is comprehensive, the information is up-to-date, the cases are classic, and the system is typical. It is believed to be beneficial to a wide range of banking professionals.