Commercial bank personal financial management business

Author: Huo Wenwen, Editor-in-Chief
Publisher:
Publish Date: 2007-01-01
Features: For a long time, China's banking industry has lacked unified qualification standards and professional standards for industry practitioners. With the deepening of China's financial system reform and the acceleration of market opening, a well-trained and professionally qualified team of banking practitioners is a necessary foundation for the healthy and sustained development of China's financial industry. On June 6, 2006, the China Banking Association introduced the Banking Practitioners Qualification Certification Examination system. As a reference book for the Banking Practitioners Qualification Certification Examination, this book can provide strong support for candidates. The content of this book includes four parts: professional knowledge, professional skills, customer service, and industry standards and laws and regulations in the banking personal financial management field. It covers eight aspects of knowledge, skills, and behavioral norms that personal financial management practitioners need to understand and master when engaging in personal financial management activities, including basic knowledge of personal financial management, personal financial products, financial advisory services, comprehensive financial management services, customer relationship management, advisory marketing, regulatory standards for personal financial management, and relevant laws and regulations for personal financial management.