Financial analyst
Occupation definition: Financial analyst is a financial talent with good education and professional training and excellent financial theory literacy. Usually, they have a strict and extensive financial knowledge system, and master the theoretical and practical knowledge of various core areas of the financial investment industry, including portfolio management to financial asset evaluation, from derivative securities to fixed-income securities and quantitative analysis; Professional training, with certain financial theory and practical experience, especially investment evaluation and operation analysis experience; Understand international finance, investment management and China commodity economy laws and regulations; In addition, you need to have relevant experience in ERP system and be proficient in using data management software tools.
Career profile:
The financial industry mainly includes fund industry, securities industry, insurance industry and banking industry. As of March this year, 62 banks from 19 countries and regions have set up 195 financial institutions in China, and the domestic financial market has gradually grown, with great market development potential. Judging from the domestic financial talent market, at present, the quotation of top financial talents has been more than one million yuan, while that of ordinary intermediate talents is between 300,000 yuan and 500,000 yuan.
The phrase "money talks to God" is true in the eyes of financial analysts. The job of financial analysts is to collect and analyze financial information, determine its trends and make economic forecasts. Based on these detailed analyses, they make reports and provide financial and investment advice to customers and peers. The work of financial analysts is very important, because their advice helps companies make financial decisions, which usually means a lot of capital investment. The job of financial analysts needs to search for all kinds of information from financial magazines, newspapers, books and the Internet in order to grasp the latest news, adjust changes, market trends and industry conditions. Theoretically, students of any major may eventually become financial analysts, but employers are more willing to hire graduates majoring in business, accounting, finance, economics and statistics.
Occupation grade:
Professional qualifications are divided into three levels: assistant financial analyst, financial analyst and senior financial analyst.
Application conditions: (meet one of the following conditions)
I. Assistant Financial Analyst:
1, bachelor degree or above or equivalent;
2. College degree or above or equivalent with relevant practical experience;
Second, the financial analyst:
1, has passed the qualification certification of assistant financial analyst;
2. Graduates with postgraduate education or equivalent;
3. Bachelor degree or above or equivalent and engaged in related work for more than one year;
4. College degree or above or equivalent and engaged in related work for more than two years.
Three. Senior Financial Analyst:
1. Persons who have passed the qualification certification of financial analysts;
2. Have a graduate degree or above or equivalent and have been engaged in related work for more than one year;
3. Bachelor degree or above or equivalent and engaged in related work for more than two years;
4. College degree or above or equivalent and engaged in related work for more than three years.
Financial planner
Occupation definition: financial planner refers to a person who provides comprehensive financial consulting services for individuals, families, small and medium-sized enterprises and institutions by using the principles, techniques and methods of financial planning.
Career profile:
Financial planner (CFP), also known as financial planner and financial planner, is an authoritative personal financial qualification certification in the financial field. The main responsibility of a financial planner is to provide individuals with all-round professional financial advice to ensure people's financial independence and financial security. Customers only need to tell the financial planner about their property scale, quality of life requirements, expected income target, risk tolerance, etc., and the other party can make a financial plan that conforms to their own personal characteristics, and design a reasonable tax plan to meet their long-term life goals and financial goals by constantly adjusting the investment portfolio of various financial products such as deposits, stocks, bonds, funds, insurance, movable property and real estate.
Occupation grade:
Professional qualifications are divided into three levels: assistant financial planner, financial planner and senior financial planner.
Application conditions: (meet one of the following conditions)
1. Assistant Financial Planner:
1, bachelor degree or above or equivalent;
2. College degree or above or equivalent with relevant practical experience;
Second, the financial planner:
1. Persons who have passed the qualification certification of assistant financial planner;
2. Graduates with postgraduate education or equivalent;
3. Bachelor degree or above or equivalent and engaged in related work for more than one year;
4. College degree or above or equivalent and engaged in related work for more than two years.
3. Senior Financial Planner:
1. Persons who have passed the qualification certification of financial planners;
2. Have a graduate degree or above or equivalent and have been engaged in related work for more than one year;
3. Bachelor degree or above or equivalent and engaged in related work for more than two years;
4. College degree or above or equivalent and engaged in related work for more than three years.
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