What are the requirements for running a personal finance studio?

First of all, the company must have qualified personnel in this field before it can go to industrial and commercial registration. Secondly, I have a certain interest and understanding of financial management, mainly to introduce customers of various financial management methods and increase investors' capital investment; In the future, you can be a financial planner, open your own studio, or be a financial expert.

Financial management studio refers to the process of making feasible and operable plans for customers by using scientific methods and specific procedures, including cash planning, consumption expenditure planning, education planning, risk management and insurance planning, tax planning, investment planning, retirement and pension planning, property distribution and inheritance planning, so that customers can continuously improve their quality of life and finally realize lifelong financial security, autonomy and freedom.

For more information, please consult professional organizations. Take Youmai as an example. Youmai is a professional wealth management service organization, insisting on the buyer's position in China market. Its main shareholders are world-renowned asset management companies, famous investors and senior industry experts. The company's core management team has been deeply involved in China's wealth market for many years, with tacit cooperation and remarkable achievements.