1. First of all, an investment consultant must have a bachelor's degree or above, and he must also have a professional qualification certificate in related fields.
2. Secondly, investment consultants also need to have some experience. Before applying for the exam, you should have more than 3 years of investment consulting experience in financial institutions and meet the requirements for applying for the exam.
Thirdly, the application requirements of investment consultants also include professional skills. Investment consultants need to master certain investment theories, be proficient in financial products and their market rules, have strong investment analysis and judgment skills, and have good language skills.
Finally, investment consultants need good professional ethics and professionalism. Investment consultants must adhere to the legal code of conduct, have a strong sense of professional ethics, and have a good sense of risk and responsibility.
Professional background
With the development of China's economy and the increase of residents' income, financial management has gradually become a new industry with great development potential. Financial management means that a professional financial manager can analyze and evaluate the financial situation of customers, make clear their wishes and goals, and finally help customers make a reasonable and operable plan that can realize their wishes and goals.
It includes investment planning, personal risk management and insurance planning, retirement planning, personal tax planning and inheritance planning. As one of the contents of financial management, investment planning is not only an indispensable content, but also a necessary means to solve other plans.
Simply put, investment planning is a planned, purposeful and planned investment. Specifically, it refers to the process that financial planners allocate the cash flow of customers in a lifetime or at a specific stage or event in order to obtain the optimal income that matches the risk.