网络释义专业释义英英释义
理财规划师(Financial Planner)是为可户提供全面理财规划的专业人士,根据客户所提供的财产规模,生活质量要求,预期收益目标和风险承受能力等相关信息为客户指定一...
基于1246个网页-相关网页
Associate Financial Planner 认证金融理财师 ; 金融理财师 ; 理财师
Certified Financial Planner 注册金融策划师 ; 注册理财规划师 ; 理财规划师
Registered Financial Planner 注册财务策划师 ; 注册理财师
Insurance Financial Planner 保险理财师
PERSONAL FINANCIAL PLANNER 个人理财规划师
Senior Financial Planner 高级理财顾问 ; 高级理财师
China Financial Planner 国家理财规划师
Financial Planner FP 理财规划师
AFP-Associate Financial Planner 必须取得金融理财师
Financial planner
- abstract: A financial planner or personal financial planner is a practicing professional who prepares financial plans for people covering various aspects of personal finance which includes: cash flow management, education planning, retirement planning, investment planning, risk management and insurance planning, Tax planning, estate planning and business succession planning (for business owners).
以上来源于: WordNet
双语例句权威例句
-
What are the benefits of hiring a "fee-only" financial planner?
聘用“只收费”理财规划师的好处是？
-
How can I apply what I have learned to become a better financial planner?
怎样将所学到的应用到实际中，使我成为一个更好的理财计划者？
-
This happens more often than you think.For example, a friend is an incredibly successful financial planner.
比方说，一个朋友是位非常成功的财务规划师。
应用推荐