Reasonable consumption expenditure.

Realize educational expectations.

Complete risk protection.

Reasonable tax payment arrangements.

Accumulate wealth.

Enjoy your old age.

Property distribution and inheritance.

Financial planner is a professional who provides comprehensive financial planning for customers. Use the principles, methods and techniques of financial planning to provide comprehensive financial consulting services for individuals, families, institutions and small and medium-sized enterprises. Financial planning requires providing all-round services.

A financial planner's main job should be to provide tailor-made financial planning for various clients, and by extension, it also includes legal planning, tax planning, estate planning and so on.

However, at present, there is basically no one in China, very few. Especially in large state-owned enterprises, the main job of financial planners at present is product sales.

The financial planner exam is divided into theoretical knowledge exam and professional ability exam. Both the theoretical knowledge test and the professional ability test are closed books, which are based on the 100 scoring system. Those with a score of 60 or above are qualified and can obtain the national vocational qualification certificate of financial planner.

The development direction of financial planners is diversified. It can serve financial institutions, such as commercial banks, insurance companies and third-party wealth management companies.