Household Finance Handbook

Author: Xu Weiguo
Publisher:
Publish Date: 2004-01-01
Features: To popularize financial management knowledge and train financial consultants (FCs), the Comprehensive Research Institute compiled this practical guide to personal financial management. The book covers a wide range of topics, catering to clients with different investment preferences. It includes introductions to banking services for extremely conservative investors, as well as an introduction to futures trading for highly aggressive investors. Additionally, it covers long-term planning topics such as wills and estate arrangements, ensuring that financial planning spans the entire lifespan. The book is rich in case studies, data, and questionnaire design to help financial consultants understand client needs, risk preferences, and investment expectations. For different types of clients, the book provides a variety of financial portfolio options, making it an extremely practical reference tool.