理财规划师
个人理财 |
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理财规划师、个人理财规划师或财务顾问是指从事理财顾问的人,他们从事全方位的个人理财服务,为客户提供投资、保险、税务、退休和遗产规划等方面的建议。[1]
参考文献
[编辑]- ^ ISO 22222:2005 – Personal financial planning – Requirements for personal financial planners. ISO. 21 December 2005 [2017-03-31]. (原始内容存档于2016-04-11).
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