Insurance Planning Financial Planner If you get it, what does a financial planner of an insurance co

Hehe, bragging, very bad, BS, selling insurance, selling insurance, don't say anything, then Mu Fengcai Center, be kind, don't look down on yourself.

A standard financial planner is not the same as an insurance company's financial planner.

Standard financial planners can provide customers with comprehensive financial advice such as insurance, banking, foreign exchange, trust, etc.

The financial planner of the insurance company is actually another name, the financial planner of the insurance company = insurance salesman = salesman = salesman = ** person = reserve cadre = investment consultant = financial adviser residual = reserve supervisor... Please pay attention to the identification!

Insurance is a very good industry, please as an individual in the insurance industry, do not use this kind of edge ball to disturb the audio-visual!!

The same fooled:

Extended reading: [Insurance] How to buy, which one is better, teach you to avoid these insurance"pits"

Summary. How does the Financial Planner Certificate help different industries?

Bank Relationship Manager: Upgrading from savings customer management to high-end wealth customer management; from corporate credit to the promotion of all financial services; From relying on bank wealth management products to using bank, **, insurance and other financial products; The transition from a branch teller to a wealth management relationship manager.

**Broker: the transformation from a simple business broker to a full-service financial advisor; From a single analysis to a global macro analysis capability; From simple commission generation to providing a full range of financial advisory services to generate income.

Insurers: From simple insurance marketing to consultant marketing integrated financial services; from insurance business capabilities to risk management awareness; From the performance of simple insurance products to the performance of integrated financial services.

Corporate Chief Financial Officer: From the financial bookkeeping management of the enterprise to the improvement of the financial diagnosis and management of the enterprise from the overall perspective; From the control of corporate cash flow to the improvement of corporate revenue and surplus.

**Managers, investment managers: from the operation of a single investment market to the use of diversified investment tools; From investment to tax planning and other all-round financial management.

Practitioners in other industries: from passive work to active search for hot industries; from"Blue collar"、"White-collar workers"Career orientation"Gold collar"Career advancement.

You can't buy financial insurance without an insurance financial planner certificate.

Hello, you can buy it, you can't sell financial insurance.

How does the Financial Planner Certificate help different industries? Bank Relationship Manager: Upgrading from savings customer account management to high-end wealth account management; from corporate credit to the promotion of all financial services; From relying on bank wealth management products to using bank, **, insurance and other financial products; The transition from a branch teller to a wealth management relationship manager.

**Broker: the transformation from a simple business broker to a full-service financial advisor; From a single analysis to a global macro analysis capability; From a simple commission to a full range of financial advisory services to generate revenue. Insurer:

from pure insurance marketing to advisory marketing and integrated financial services; from insurance business capabilities to risk management awareness; From the performance of simple insurance products to the performance of integrated financial services. Corporate Chief Financial Officer: From the financial bookkeeping management of the enterprise to the improvement of the financial diagnosis and management of the enterprise from the overall perspective; From the control of corporate cash flow to the improvement of corporate revenue and surplus.

**Managers, investment managers: from the operation of a single investment market to the use of diversified investment tools to change the travel and loss segment; From investment to tax planning and other all-round financial management. Fresh graduates in related majors:

The transformation from professional theoretical knowledge to participation in market practice; From a single employment channel to a gradual expansion of employment coverage, it has expanded to finance and other related industries. Practitioners in other industries: from passive work to active search for hot industries; from"Blue collar"、"White-collar workers"Career orientation"Gold collar"Career advancement.

You cannot apply for the Assistant Financial Planner exam.

Assistant financial planner registration conditions (one of the following conditions is sufficient): 1. Continuously engaged in the profession for more than 6 years.

2. After obtaining the college degree certificate, he has been engaged in this profession for more than 3 years.

3. After obtaining a bachelor's degree certificate, he has been engaged in this profession for more than 1 year.

4. Have a master's degree and a certificate of academic qualifications. Financial Planner (one of the following conditions is sufficient).

5. Continuously engaged in the profession for more than 13 years.

6. After obtaining a bachelor's degree certificate, he has been engaged in this profession for more than 5 years.

7. After obtaining a master's degree or above, he has been engaged in this profession for more than 2 years.

Extended reading: [Insurance] How to buy, which one is better, teach you to avoid these insurance"pits"

There is a special registration class for the financial planner exam, and they will organize a unified registration and unified exam, and the pass rate is very high.

You have to have a few years of relevant work experience (the requirements are not very strict) and then find a training course with about 15 lessons. Then the course will sign you up.

Did you sign up at one of the above institutions?