Most people cannot be a financing consultant. A financing consultant must at least have a master's degree in finance.

1. What is a financing consultant?

Financing consultants can actually be regarded as close partners of the company, because in the financing process, the financing consultant needs to have a very comprehensive understanding of the company. The financing consultant should know the company quite well. To a certain extent, they will know more than investors, so finding a suitable partner is undoubtedly worth the effort. To put it simply, it can be said to be a process of “removing the false and retaining the true, removing the rough and retaining the essential”.

3. It is not easy for ordinary people to be financing consultants.

Financing consultants have relatively high requirements for a person's academic qualifications and abilities. They not only require candidates to have strong professional qualities, but also require candidates to have a cheerful personality and a certain ability to withstand stress. At the same time, the competition among financing consultants is very high. It often happens that there are dozens of interviewees competing for one position. Candidates need to be mentally prepared in advance.

3. The main work content of a financing consultant.

1. Assist growing companies with broad market prospects to find strategic investors, help companies with pre-IPO financing, and promote corporate growth.

2. Provide a series of professional services such as corporate restructuring, property rights reorganization, business integration, and listing planning for companies that meet listing conditions.

3. Find satisfactory overseas investors for large and medium-sized infrastructure projects, design project financing plans, and assist investors in financing.

4. Prepare relevant declaration documents for the acquirer or transferor.

5. Assist in reporting to relevant government departments for approval and fulfilling other legal procedures to ultimately achieve the purpose of acquisition or transfer.

6. As an independent financial advisory service for listed companies: Provide independent financial advisory services for the board of directors of listed companies on asset acquisitions, asset sales, related transactions, etc.

Note: The job of a financing consultant is to provide assistance to those in need of monetary funds and provide advice on the means to obtain assets and raise funds. Institutions engaged in securities investment consulting business must have more than five full-time personnel who have obtained securities investment consulting qualifications; institutions engaged in both securities and futures investment consulting business must have more than ten full-time personnel who have obtained securities investment consulting qualifications; their senior management At least one of the personnel must have obtained the securities investment consulting qualification.