Zigong tax planning consulting recruitment information

Just find an insurance company in Zigong and go directly! However, if you want to learn the knowledge of professional financial planners, you still need to know what financial planners did at that time!

Financial planners are professionals who provide financial planning services for individual customers by using the principles, methods and tools of financial planning.

At present, * * * has three levels, namely: CHFP financial planner (level 3), CHFP intermediate financial planner (level 2) and CHFP senior financial planner (level 1).

The learning contents of financial planners include:

The first part is the theoretical basis.

First, the principles of financial planning

Second, the accounting basis

Third, the financial base.

Fourth, macroeconomic analysis.

Verb (abbreviation for verb) financial foundation

Tax basis and planning of intransitive verbs

Seven. the basis of law

Eight. Fundamentals of financial management calculation

Nine. Financial service tool process

X. Basic knowledge of risk management

XI。 Basic knowledge of investment planning

Twelve. Basic knowledge of property distribution and estate planning

Part II Professional Skills

I. Cash planning

Second, the consumption expenditure planning

Third, educational planning.

Four. Risk management and insurance planning