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理财规划是综合性的金融服务,是针对客户整个人生而不是某个阶段的规划,包括个人每个阶段的资产,现金流量的预算和管理,个人风险管理和保险规划,投资目标的确立和实现,职业生涯规划,子女教育及教育规划、居住规划,退休计划,个人财务规划以及遗产规划等等各个方面。要成为一名合格的理财规划师,就得成为“全才+专才”型的人才。
Financial planning is a comprehensive financial services, planning for the entire life of the customer rather than a certain stage, including the individual asset and cash flow of each stage of the budget and management, personal risk management and insurance planning, the establishment and implementation of investment objectives , Career planning, children’s education and educational planning, residential planning, retirement planning, personal financial planning and heritage planning. To become a qualified financial planner, you have to become “all-talent + professionals” type of talent.