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人人都是理财师
人人都是理财师
人人都是理财师
作者:张国栋
格式:EPUB/MOBI/AZW3
时间:2024-03-14
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内容简介

  作品简介

  这是一个人人需要理财的时代,也是一个人人都可以成为自己家庭的理财师的时代。全书共分5章,一步步指导你成长为一名入门级的理财人士:前三章分别介绍了理财思维认知、理财专业知识和家庭理财基本功,从理论的层面进行普及和铺垫;后两章重点阐释了家庭理财八大规划并详解了3个典型的家庭理财案例,从实操层面给予帮助和建议。

  本书适合具有理财需求的大众读者阅读,也可供初入行的财富管理从业者借鉴。

  《人人都是理财师》由凌翔教育课程研发团队核心成员张国栋、杜杨、左飞飞、丁飞宁、刘子敏、宋海兰共同编撰。以上成员均为国家高级理财规划师(ChFP),从事理财研究和理财教育10余年;连续9届“全国十佳理财师大赛”评委;长期担任理财师认证统编教材修订及培训工作;指导和培养理财师为投资者提供财富保值、增值及综合理财等服务。

  凌翔教育重度垂直于理财师职业成长领域,具有对超过80万理财师培训的教育实践经验,汇聚数十位财富管理一线实战专家,提供一站式理财专业知识和技能转化服务。



Introduction of works

This is an era when everyone needs to manage money, and it is also an era when everyone can become their own family's financial planner. The book is divided into 5 chapters, step by step guide you to grow into an entry-level financial person: the first three chapters respectively introduce financial thinking cognition, financial expertise and basic skills of family financial management, from the theoretical level to popularize and pave the way; The last two chapters focus on the eight family financial planning and detailed three typical family financial cases, from the practical level to give help and advice.

This book is suitable for general readers with financial needs, but also for beginners in wealth management practitioners.

"Everyone Is a Financial Planner" was co-compiled by Zhang Guodong, Du Yang, Zuo Feifei, Ding Feining, Liu Zimin and Song Hailan, the core members of Lingxiang Education Curriculum Development team. The above members are national Senior Financial Planner (ChFP), engaged in financial research and financial education for more than 10 years; Judge of "National Top 10 Financial Planner Competition" for 9 consecutive years; Worked for a long time as a financial planner certification textbook revision and training; Guide and train financial planners to provide investors with wealth preservation, appreciation and comprehensive financial services.

Lingxiang Education is heavily perpendicular to the career development field of financial planners, with practical experience in training more than 800,000 financial planners, bringing together dozens of wealth management front-line practical experts to provide one-stop financial professional knowledge and skills transformation services.

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文件名称:人人都是理财师
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