论理财规划师的职业操守

理财规划师国家职业资格认证标志一个新的职业出现在中国内地,并走向规范化。伴随着中国理财规划师的诞生,在个人理财这个国内新兴的私人金融服务领域内,理财规划师将作为这个市场的主体起到非常重要的作用。理财规划师的职业操守显得十分重要。理财规划师必须从诚信、技巧、法律素养这三个方面加强自我修养。

On Occupation Standard of Certified Financial Planner

With CFP(certified financial planner) authentication beginning,there is a new occupation entering the mainland of China,and becoming to be standard.When the first group of CFP start to work,they are to play a very important role in personal financial service.They are the pathbreakers in this new service.To be a eligible CFP,they should have some preeminent skills. The ocupaton standard of certified Financial planner is very important.They must irnprove themself from three points:cordiality,skills and legality.