In Hong Kong, their highest income last year exceeded HK$ 1 million.
In China, according to the latest statistics, the talent gap exceeds 3 million, which has been listed as the first shortage of talents by the Ministry of Personnel.
He is about to become the world's number one gold career, surpassing CPA and MBA.
He is an internationally registered chartered financial planner (FChFP).
The full name of FChFP is Chartered Association of Financial Practitioners. Just like CA (Chartered Accountant in the UK), ACCA (Chartered Accountant Recognized in the UK) and CFA (Chartered Financial Analyst), FChFP is an international authoritative certification issued by the Asia-Pacific Financial Planning Association (APFinSA) for financial professionals, representing all IFFSA member countries and regions, including Britain, France, Switzerland, Australia, China and Japan.
The certification body of FChFP project is Asia-Pacific Financial Planning Association, which is the largest and most influential financial planning organization association in the Asia-Pacific region. The ethical supervision organization of FChFP certificate is International Financial Planning Standards Association (IFFSA), which consists of 39 countries and regions, namely Asia-Pacific Financial Planning Association (APFinSA) and European Financial Planning Association (EFPA). It is currently the largest financial planning organization and qualification accreditation institution in the world, leading the global financial planning standards and qualification accreditation and implementing unified industry standards.
Organizer: Asia-Pacific Financial Planning Association
International Financial Planning Standard Alliance (China) Education Development Center
course content
Basic financial planning (2 1 class hour)
Macroeconomic analysis
Concept, demand and prospect of personal financial planning
The difference between personal financial planning and corporate financial planning
Time value and calculation method of money
Cash flow analysis
Use and application of financial calculator
Reasonable retirement planning and inheritance arrangement
Financial planning process and concrete analysis
case analysis
Investment planning (2 1 class hour)
Basic concept of investment
Money market instruments and interest rates
foreign exchange market
Basic analysis and technical analysis
Stock investment and stock price evaluation
bond investment
Derivative Securities
investment fund
investment in real estate
Basic concepts of project portfolio management
Corporate Financing Planning (2 1 class hour)
Regard "financing" as a commodity
Choose the right buyer for your "goods"
Choice of financing methods
Package your project to attract investors.
Assets reorganization and merger (case: backdoor listing)
Relationship between Corporate Governance Development and Enterprise Growth
Comparison of Corporate Governance Models in Britain, America, Germany, Japan and China
The Present Situation and Problems of Private Enterprise Governance in China (Case)
Governance Mode, Mechanism and Core Issues of Enterprise Groups (Cases)
Comprehensive case of enterprise financing 1 (case-driven)
Corporate Financing Comprehensive Case 2 (Case-driven)
Corporate Financing Comprehensive Case 3 (Case-driven)
Corporate Finance Comprehensive Case 4 (Case-driven)
Tax Planning (2 1 class hour)
Tax planning arrangements for different business purposes
Definition and arrangement of legal and illegal tax planning
Different incentives and choices of tax planning
Environmental and conditional influence of tax planning
Contents, methods and basic methods of tax planning
The Application and Limitation of Personal Tax Planning in China
On the tax planning skills of real estate investment and stock investment in China
Tax arrangements for related party transactions in cross-border business
Introducing the Hong Kong tax system for cross-border business arrangements
Tax arrangements for listing and capital operation of enterprises in China
A Case Study on Tax Planning of Major Tax Systems in China
How to register an offshore company for tax planning?
Application of Trust Business in Tax Planning
Risk management and insurance planning (2 1 class hour)
Classification and characteristics of enterprise risks
Methods and skills of risk assessment and management
The role of risk management in enterprise development planning
Investment risk management
Financing risk management
The Present Situation of Social Security System in China
Introduction and Analysis of International Social Security System
Current situation of insurance industry in China: insurance contract and insurance classification
How to buy insurance
The Relationship between Insurance and Financial Planning
Advanced Financial Planning Practice and Application (2 1 class)
Development course of China's wealth management market
The gap between China's wealth management market and developed countries
The present situation, practice environment and prospect of international and domestic financial management industry
Services that wealth management companies can provide to customers.
How to become an excellent financial planner
Professional ethics and conduct of financial planners
How to Write Personal (Enterprise) Financial Report (Case Analysis)
Cross talk before the exam
Title and outline of published papers and reports
Certificate issuance: AACTP certificate can be obtained after completing the course of registered chartered financial planner.
Tsinghua University Certificate of Completion (with Tsinghua University Seal)
You can get the certificate of chartered financial planner by passing the chartered financial planner exam.
(Those who have obtained this certificate can register to practice in 39 member countries and regions at the same time. )