According to incomplete statistics, there are only 50,000 senior insurance financial planners in China, with an average monthly salary of 9,000 yuan, which has surpassed lawyers, certified public accountants and other industries and is known as the golden collar among the golden collars. But if you want to change careers and enter the financial planner industry, you must first have an in-depth understanding of this industry.
Financial planner refers to a person who provides comprehensive financial consulting services for individuals, families, small and medium-sized enterprises and institutions by using the principles, techniques and methods of financial planning.