Some students are engaged in financial consulting. What does a financial adviser do?

Financial advisers are designed for public officials of financial institutions such as commercial banks and those who provide consulting services such as investment and financing for enterprises. They choose different investment and financing methods for the purpose of financial management goals that match the life cycle of enterprises. Professionals who use different financial tools, theories, methods and skills to effectively avoid financial risks, integrate the strategic development direction and financial situation of enterprises, and realize the short-,medium-and long-term financial management objectives of enterprises by combining tax laws and regulations, meso-level and macroeconomic policies in different regions, and provide consulting financial management services for them.

202 1 Registration conditions for financial consultants: For several certificates in the financial industry, such as securities business, fund business, banking business and futures business, these four certificates are the stepping stones to enter the financial industry. Only by beating them can we really enter the financial industry and have the knowledge base for taking a higher certificate. A higher level certificate, I believe everyone is familiar with CFA (Chartered Financial Analyst) and FRM (Financial Risk Manager).

First, the securities industry popular qualification examination

Second, the bank qualification examination

Third, the fund qualification examination

Four, the futures qualification examination

Verb (abbreviation of verb) CFA chartered financial analyst

Intransitive verb FRM financial risk manager

Application conditions: CFCC level application conditions (those meeting one of the following conditions)

(1) Senior students and fresh graduates with bachelor degree or above in finance, economics and finance.

(2) Employees of corporate banking lines newly recruited by commercial banks and other financial institutions, reserve talents of corporate banking lines, and prospective employees transferred to corporate banking lines according to the internal strategic development plan of financial institutions.

(3) all kinds of financial institutions such as securities, insurance, trust and third-party wealth management, as well as junior business personnel, investment and financing consultants and related reserve talents in finance, asset management or wealth management service departments.

(4) Junior professionals who have obtained junior professional titles in finance, economy, management and other related majors.