Financial Planner! Certified Financial Planner &quot;certification training, a strong landing Dongguan http://www.sun0769.com 2006 年 07 月 21 日 16:55 Dongguan Sunshine Network ?【Font: Big Middle Small】 ? &quot;Certified Financial Planner,&quot; as the &quot;world&#39;s best job.&quot; Association of Registered Financial Planners of Hong Kong and South China University of collaboration, &quot;Certified Financial Planner&quot; certification training official visit Dongguan. South China University of Science and Technology Park Training Centre recently set up offices in Dongguan. &quot;Certified Financial Planner&quot; certification training media conference site In the afternoon, by the famous master of corporate finance, Dr Housing Xiyuan &quot;second pot of money,&quot; Fortune Forum Series, &quot;Corporate Finance and Investment combat&quot; seminar lecture hall to lecture at the Dongguan Science and Technology Museum. The content of this lecture as a &quot;Certified Financial Planner,&quot; 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, &quot;Certified Financial Planner&quot; 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&#39;s employees. In the past 6 years, the Chinese financial services market annual growth rate of 18%, China&#39;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&#39;s accession to WTO, with the market economy and a large number of foreign financial institutions enter the Chinese market, China&#39;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&#39;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 &quot;Certified Financial Planner&quot; certification course, in just a year and a half hours, it should be the province of some banks, insurance companies, funds the company&#39;s invitation, were specially trained for internal total of about 400 Certified Financial Planner. In the financial institutions from &quot;product-centric&quot; to &quot;customer demand as the center&quot; 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. &quot;Certified Financial Planner&quot; 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 &quot;money begets money&quot; is especially important! The future financial institutions will have &quot;Registered Financial Planners&quot; 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 &quot;of Registered Financial Planners&quot; 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 &quot;Registered Financial Planners&quot; 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&#39;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 &quot;family doctor.&quot; 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&#39;s future high-income career. It is understood that China&#39;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&#39;s &quot;salary&quot; 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&#39;s hottest &quot;golden career.&quot; Reporter learned from the South China University of Technology, students, about half of the students the structure is the company&#39;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&#39;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&#39;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&#39;s recognized Financial Accountants (AFA) qualification. ? ? ?
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