In 2005, financial planners began to be certified nationwide, stipulating that in order to obtain the qualification of financial planners or practice in the name of financial planners, they must pass the entrance examination for financial planners. As a professional financial manager, you must have relevant qualification certificates to prove that you have the level of a professional financial manager.
● Rich working experience.
Financial consultant is a very practical profession, and it must have practical operation ability to create value for customers in the process of financial management, that is, it must have the ability to help customers "make money". Therefore, employees must have profound professional knowledge, skilled investment and financial management skills and rich financial management experience, and be familiar with financial business fields such as stocks, funds, bonds and foreign exchange.
● Be able to formulate professional financial management plans.
Only when an excellent financial adviser has considerable professional knowledge and keen insight can he make various financial plans such as savings plan, insurance plan, investment plan, retirement plan, tax countermeasures, etc. according to the income and expenditure changes of individuals or institutions in different periods of career development, and according to investors' different investment preferences, capital scale and personal wishes.
● Professional attitude of honest service.
In the financial industry, due to the particularity of jobs, honesty is the foundation and one of the most important qualities that financial practitioners must possess. It is most basic not to cheat investors. What is more important is to actively inform investors of various investment costs, hidden risks and ways to avoid risks, so as to establish a good credit.
Guidance for further studies: Choose the study direction according to different people.
● Systematically learn the contents of investment and financial management.
Financial management is a comprehensive project, which involves stocks, bonds, funds, insurance, foreign exchange, gold, various collectibles, real estate and other fields, and understands the financial characteristics of these different products, such as profitability, liquidity, risk and so on.
Choose the direction that suits you.
In the financial industry, financial practitioners include bank presidents, bank personal business managers, securities managers, fund managers, insurance financial managers, professional financial planners, commissioners and so on. Different positions determine different learning contents, and also form differences in course selection. Therefore, we should fully understand the teaching content that each certificate focuses on, and then choose the certification certificate that suits us according to our own development needs.
● Pay attention to actual combat drills.
Because professional financial managers must have knowledge in the field of financial investment and the ability to make financial plans by using various financial products, which are not available in classroom learning, they must do practical operations, find practical opportunities from relatives and friends, and try their best to apply what they have learned to practice. Only in this way, training is not a "class" and the certificate will not become a "pocket certificate".
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