Personal finance has become the main strategy for financial institutions to compete. In the process of financial institutions changing from "product-centered" to "customer-centered" consulting service mode, their personal financial business ability will determine the market competitiveness of financial institutions. Therefore, banks, securities companies, insurance companies, investment companies and other financial institutions urgently need professional personal financial planners and professional financial training for their employees. Coupled with the growth and development of the middle class in China, financial planners will become more and more useful. The direction of the financial planner is:

1, China People's Bank, China Banking Regulatory Commission, China Securities Regulatory Commission, China Insurance Regulatory Commission and other financial regulatory agencies and their branches.

2, joint-stock commercial banks, city commercial banks, foreign banks, rural banks and other banks and their branches.

3. Policy banks such as China Development Bank, Agricultural Development Bank and Export-Import Bank and their branches.

4. Securities companies, trust companies, fund companies, financial holding groups and their branches.

5. The four major asset management companies, financial leasing companies, guarantee companies and their branches.

6 insurance companies, insurance brokerage companies, social security fund management centers and their branches.

7. Securities department, finance department, securities affairs representative and secretariat of the board of directors of listed (to be listed) companies.

8. Financial consulting management companies and investment consulting companies.