Financial consultation can guide rational investment and optimize the allocation of social and economic resources. In the process of market economy operation, financial subjects strive to maximize financial benefits under the control of "invisible hand". However, due to the limitation of information and ability, their financial behavior is bound to be blind and lagging, which will not only harm the interests of financial subjects, but also be very unfavorable to the overall coordinated development of national economy and industry.
Financial consultation can make up for the lack of knowledge structure and operational ability of financial subjects such as enterprises and individuals, and help solve problems encountered in business management. Financial consulting professionals can identify, diagnose and solve various financial-related problems for customers, and can also help customers identify and seize various new opportunities through objective and professional analysis.
The business scope of financial consulting is very wide, including physical assets consulting, securities assets consulting, and business consulting of financial entities such as financing, investment and daily management.