理财规划师的就业前景

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我准备考理财规划师职业鉴定证书，但是对于这一行业并不了解，能讲讲理财规划师的适用范围和就业前景吗？谢谢！（新手首帖，请多多关照。）

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关键词：理财规划师 理财规划 就业前景 规划师 多多关照 理财规划师 就业前景

支持哦       
              
                          
                  
                   
                                 
        

无言cino 发表于 2014-9-23 21:05
支持哦

谢谢！

In a developed world,
to be successful with your certification,
you need (involve but not limited) following:

1. know sufficient rich people
2. those rich people happened not to be very good at investment (so called unaccredited investors)
3. they trust you

4. you have sharp financial news resource

The following is not a must but a definitely a plus,
5. establish of your network of investment bankers and security exchange brokers.
those guys will offer you a lot of fresh sales points to make money.

I hope this helps.
Good luck.

cpamodeler 发表于 2014-9-24 21:52
In a developed world,
to be successful with your certification,
you need (involve but not limited) ...

As what I knew,econmics is a subject that a group of poor people attempt to help these people who have a lot of capital.Then,how can a man who earns big wealth be not able to manage his teasure?
Besides,you must be familiar with  many rich people and let them believe in you .
So,is it difficult to be successful in that field?

帆帆帆宝 发表于 2014-9-28 14:53
As what I knew,econmics is a subject that a group of poor people attempt to help these people wh ...

Thank you for your feedback.

Yes or no.
There are a lot of rich people have big money but really don't know how to invest.
It is two different fields.

Take, for example.
The happy few may make it by inheritance.
They may also make it within low end traditional industries.
Or, they really want to make it but without basic investment knowledge.

Another issue,
to maximize personal income, one should also be familiar with taxation regulation.

I agree with you normally rich guys are smart guys,
but that doesn't mean they know everything they want to know.

That's the potential opportunity for professional practitioners to make their money.

In summary,
without sufficient social resources or special personal resources,
be careful before making any material commitment to your goal.

No doubt,
you could pass the relevant exam,
the main issue is what are you able to do with it afterwards.

I hope it helps and
also wish you all the best in your future.