Personal finance rose in the early 1990s in the United States and matured in the late 1990s. After 65,438+00 years of development, independent financial consultant has become a new profession.

China's domestic household savings have exceeded 10 trillion yuan. According to the survey of professional financial websites, 78% of the respondents have demand for financial services, and more than 50% of them are willing to pay for financial services.

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Employees engaged in personal finance should be professionals who have undergone rigorous training and obtained corresponding qualification certificates. Financial planning is a comprehensive financial service, which is aimed at the customer's life, not a certain stage.

Employees should not only have profound professional knowledge, skilled investment and financial management skills and rich financial management experience, but also be familiar with financial business fields such as stocks, funds, bonds and foreign exchange.

Financial planners have no restrictions on men and women. The advantages of women are careful, cautious, not prone to mistakes, easier to win the trust of customers, and more meticulous and patient with customer service.

But this profession is a very rational one, so women also need to exercise their logical and analytical skills. Only by keeping a calm and rational mind in the face of market turmoil can we be at home in this industry.

Baidu Encyclopedia-France