Financial Planner_ by fdjerue7eeu

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									Financial Planner!
Certified Financial Planner "certification training, a strong landing
Dongguan
http://www.sun0769.com 2006 年 07 月 21 日 16:55 Dongguan Sunshine
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   "Certified         Financial   Planner,"          as        the
"world's best job." Association of Registered
Financial Planners of Hong Kong and South China University of collaboration,
"Certified Financial Planner" certification training official visit
Dongguan. South China University of Science and Technology Park Training Centre
recently set up offices in Dongguan.

"Certified Financial Planner" certification training media
conference site
   In the afternoon, by the famous master of corporate finance, Dr Housing Xiyuan
"second pot of money," Fortune Forum Series,
"Corporate Finance and Investment combat" seminar lecture
hall to lecture at the Dongguan Science and Technology Museum. The content of this
lecture as a "Certified Financial Planner," the experience of
senior seminar course, one of the guests brought to the real financial knowledge and
financial skills, from the banking, securities, insurance, bonding companies and other
financial institutions and major companies Chairman, President, Chief Financial
Officer and other senior management personnel in total 200 people attended the
forum.
   Dongguan, a large training centers, according to Chinese laborers to do the person
in charge, "Certified Financial Planner" training program is the
end of 2004, the first in Shanghai and Beijing last year, in August settled in South
China University, Guangzhou, Shenzhen and Foshan to open an office, and this year
March, in Zhongshan, Zhuhai, Huizhou creation of teaching points, just one year, the
province has the major stakeholders, including business, tax, legal, real estate,
banking, finance, insurance, securities, investment, accounting, , finance and other
industries successfully trained nearly 1,000 financial planners, which in large and
medium enterprises as finance director in almost half of the students.
   Who is the Financial Planner
   Financial Planner is a rich professional knowledge and skills, through consultation,
planning, constantly adjusting customer deposits, stocks, bonds, funds, insurance, real
estate, real estate and other financial products, portfolio composition, well-designed
tax and estate plan to ensure its financial independence and financial security, and
meet our customers long-term financial goals and life goals professionals. Financial
Planner widely from accountants, certified public accountant, personal financial
consultants, investment advisers, as well as banking, insurance, securities or financial
company's employees.
   In the past 6 years, the Chinese financial services market annual growth rate of
18%, China's financial market in 2005 reached 25 billion U.S. dollars in
2006 up 128%. At present, as people increasingly accelerated investment renewal of
ideas, financial planners are gradually becoming the most attention was the strong
demand for jobs. Financial planning professional with international talent, has been
listed as national shortage of manpower training projects. As of January 1, 2006, there
are only 2,569 professionals to obtain Certified Financial Planner (RFP-HK)
qualification.
Certified Financial Planner certification by the large and medium enterprises and
financial institutions concerned
   China's accession to WTO, with the market economy and a large number
of foreign financial institutions enter the Chinese market, China's financial
industry will face major opportunities and challenges. With the increase in household
savings and rising personal income, personal wealth management services in China,
growing market space. Both Chinese and foreign financial institutions will expand the
focus of China's future market positioning in the personal financial services.
Personal financial planning will become the new industry, with international
professional standards in financial planning professionals, in particular to obtain
qualified Certified Financial Planner, has become a reserve of talent competing
financial institutions. According to the U.S. president SHANG Chao-hui introduced
the Guangzhou Branch of Citibank, high-end financial planning services in overseas
financial institutions accounted for 80% of the total business volume, while domestic
financial institutions but only less than 20% of the reason is very simple The severe
shortage of key talent. According to South China University of person in charge of the
training center, from South China University of Technology in August 2004
introduction of the "Certified Financial Planner" certification
course, in just a year and a half hours, it should be the province of some banks,
insurance companies, funds the company's invitation, were specially
trained for internal total of about 400 Certified Financial Planner.
   In the financial institutions from "product-centric" to
"customer demand as the center" approach of the transition,
their personal wealth management capabilities will determine the market
competitiveness of financial institutions. Therefore, banks, securities firms, insurance
companies, investment companies and other financial institutions urgently need a
professional Certified Financial Planner and its financial management training for
professional employees.
   Dongguan City financial institutions to enhance the level of financial management
   Last year, the total amount of household savings in Dongguan exceeded 200 billion
yuan mark, the face of increasingly well-off families, foreign financial institutions and
domestic local financial institutions more competitive, in addition to product
development, customer services, personnel training and intense. Have a good
knowledge of financial management structure, industry connections and experience in
local financial professionals will be greatly favored foreign financial institutions.
   "Certified Financial Planner" certification training settled in
Dongguan city will diversify financial instruments of financial institutions,
professional and international standards to provide a good opportunity. At this stage, a
large number of financial markets, lack of investment tools, the growing middle class,
Dongguan, how to use their assets in low-risk to achieve the premise of
"money begets money" is especially important! The future
financial institutions will have "Registered Financial Planners"
qualified professional financial planning division team, for the majority of retail
consumers of financial science of prudent financial management program, the added
value of its assets at a reasonable hedge.
   The future of our city employees to accept a large number of financial institutions
"of Registered Financial Planners" in training, in addition to
personal financial planning professional can set up the company, but also for
businesses engaged in advanced financial planning management services can also be
integrated in the financial institutions involved in financial management service. A
large number of "Registered Financial Planners" appearance,
will greatly enhance the overall financial management of financial institutions in our
city level, city financial institutions face more financial institutions in 2006, the full
liberalization of foreign financial institutions, personal finance large-scale attack on
the domestic market well prepared.
   Annual salary of 120,000 dollars in golden rice bowl
   In other countries, such as doctors, accountants, lawyers, like financial planners
have become a special qualification for the main responsible for personal and business
professionals provide comprehensive financial planning solutions to meet the
client's financial balance and financial goals, with the image of the
argument, Financial Planner is designed for companies and individuals responsible for
the financial health of the "family doctor." According to
statistics, 1997, Certified Financial Planners in the middle-income salary reached 120
thousand U.S. dollars; in Hong Kong, a line of financial planners joined the monthly
salary of 2 million, while the 2023 salary could rise to 50,000 after Hong Kong dollar,
the highest annual salary of up to 200 million. In mainland China, the financial
planner was named one of the most popular global hot career, while the 10 largest in
China's future high-income career. It is understood that China's
insurance industry, banking and other areas of financial planning division of the
annual income is generally more than the 100,000 yuan, while the National
Occupational Qualification Committee of Experts, Financial Planner Professional
Committee of the Secretary-General Liu Yanbin also believes that the domestic
financial planning Teacher's "salary" should be
between 100 thousand to 1 million yuan. According to a recent McKinsey survey,
domestic major companies, especially multinational companies are now desperate for
financial planning professionals, talent gap up to 3 million. High salary and attractive
range of employment prospects beyond the making of Registered Financial Planners
to become certified public accountants CPA, MBA's hottest
"golden career."
   Reporter learned from the South China University of Technology, students, about
half of the students the structure is the company's finance director, from
banking and insurance industry employs about 20% each, while the proportion of
study at their own expense up to 70% or more, the interview Certified Financial
Planner, financial planning market and career are filled with longing.
Certified Financial Planner Industry Background
   Since the accession to WTO, the domestic surge in demand for qualified personnel
in the field of financial planning. The relatively poor talent pool can not keep pace
with the rapid development of economic situation. In 2004, the Ministry of Personnel
and the Hong Kong Council of Registered Financial Planners (HKRFP) in
cooperation with the conditions in various regions of the representative selection of
institutions to introduce such a comprehensive certification program to address social
anxious wait as soon as possible professional financial planner entry situation .
Currently, five provinces in South China for training and examination by the South
China University of charge, is the only legal authority in southern China institutions.
   National candidates points to statistics, close January 1, 2006, China had 2,569
professionals have achieved Certified Financial Planner (RFP-HK) qualification.
   This professional financial planner can be widely employed in high-level corporate
finance or personal financial services family with comprehensive, long-term tracking
of service features are subject to worldwide attention and affection. Financial
planning industry in Hong Kong in just six years will be developed. In the United
States and Europe, according to authoritative survey shows that people's
awareness of financial planning has already as high as 70%, believe that in the near
future, the concept of financial management of this wisdom will certainly enjoys
popular support in China.
   About the Hong Kong Association of Registered Financial Planners
   Hong Kong Association of Registered Financial Planners (HKRFP) was established
in 2001, is a self-regulatory and non-profit organizations engaged in related industries
and financial planning professionals to make recognition of qualifications and
registration. Association's program to obtain a number of international
mutual recognition of professional organizations, including the Institute of Financial
Accountants, the Hong Kong Securities Institute and the Risk Management
Association. In addition, members of the Association by the British and United States
International University Po Hamilton University recognizes the qualifications, may
apply for the MBA and EMBA courses institutions. Recently, the Association of
Financial Planners Association with the information (ITAA) announced the
membership of two mutual recognition of qualifications.
   【Links】:
   Financial planning includes a wide area, whether debt restructuring or asset
management financial planning can be applied to professional services, financial
planners also need to have comprehensive knowledge, tailored for business and
personal financial planning; August 2003 Hong Kong Association of Registered
Financial Planners (HKRFP) has been and Financial Accountants (IFA) to reach
mutual recognition agreements, any qualified person access to HKRFP, just re-acquire
two courses (financial accounting and auditing skills), will be the world's
recognized Financial Accountants (AFA) qualification.




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