AG捕鱼

張羅群

caifuguanlishizhanzhuanjia

  • 擅長領域:
  • 主講課程:
    《年金營銷實戰-家庭理財,年金為基》 《高端客戶開拓與經營管理》 《卓越保險團隊的精英招募技術》 《理財規劃與金融產品配置》 《理財規劃師大賽賽前輔導訓練營》 《家庭風險管理與保險優配》 《財富管理之客戶分析3K技巧》 《客戶理財沙龍經營與路演》 《趨勢分析與資產配置》 授課風格: 邏輯嚴謹且不失幽默:理性的外表與……
  • 邀請費用:
    0元/天(參考價格)
趨勢分析與資產配置培訓課程大綱

2019-11-05 更新 454次瀏覽AG捕鱼

  • 所屬領域
    行業趨勢 > 一帶一路
  • 適合行業
    銀行證券行業 政府機關部門 教育培訓行業 保險行業 其他
  • 課程背景
    自“強監管”時代開啟,產品爆雷、金融難民,為何中國富裕家庭的理財成長之路需要面臨諸多的困局與尬局?究其原因資產配置以房為主的不合理、金融投資以收益為主的不理性、家庭基石無年金的不可靠,理財顧問如何開展投資教育培養客戶正確的理財觀?如何策略提升在專業資產配置服務流程上的短板? 通過該課程學習財富管理師將掌握資產配置原理與實踐應用,在財富管理服務中通過資產配置服務流程與資產配置方案制作,為中高凈值客戶群提供資產配置再平衡,為客戶企業、家庭、家族提供財資產配置服務。
  • 課程目標
    ▲業績:促進金融機構綜合金融產品、事務性服務產能提升; ▲溝通:掌握最新資產策略報告分析與解讀,與中高端客戶共享私密空間; ▲專業:為富裕家庭提供專業的資產配置服務流程、制作專業化資產配置方案; ▲工具:資產配置方案建議書模版、最新版資家庭資產策略分析報告。
  • 課程時長
    一天
  • 適合對象
    理財顧問、理財經理
  • 課程大綱

    diyijiang:qushifenxiyuzichanpeizhidejiazhi

    AG捕鱼qisi:yiwanzichandepeizhiluoji

    youxi:yiwanzichanpeizhimoni

    taolun:shishenmedaozhilezichanpeizhidebutong?

    dianping:zichanpeizhideyingxiangyinsu

    AG捕鱼anli:hxianshengjiatingzichanpeizhigaju

    AG捕鱼yi、zichanpeizhiyishudehexindian

    AG捕鱼1.zichanpeizhixiandaitouzililun

    2.jiangdibodongxing、tigaofengxianhuibaobi

    anli:jiandantouzizuzhizichanbiaoxian

    er、zichanpeizhidedingyiyujiazhi

    1.zichanpeizhiyuanli

    2.zichanpeizhifazhanlicheng

    anli:butongjiatingdezichanpeizhi

    AG捕鱼san、zichanpeizhidechangjianwuqu

    AG捕鱼1.fensantouzijishizichanpeizhi

    AG捕鱼2.zhuanyeweituojishizichanpeizhi

    AG捕鱼3.goumaichanpinjishizichanpeizhi

    AG捕鱼4.queshaozichanpeizhicelveyupingheng

    si、2008nian~2016nianzichanpeizhiqingkuang

    1.quanqiugupiao

    2.gaoshouyizhaiquan

    3.guquantouzi

    4.fangdichan

    AG捕鱼dierjiang:zichanpeizhishapanmoniyouxi

    yi、zichanpeizhishapanyouximonishuoming

    1.zichanpeizhishapanmoniyouxiluoji

    AG捕鱼2.zichanpeizhishapanmoniyouxidaojuyingyongjiangjie

    3.zichanpeizhishapanmoniyouxiguize

    er、zichanpeizhiqushifenxieicfjishu

    1.jingjiqushifenxijishu

    2.xingyequshifenxijishu

    3.qiyequshifenxijishu

    4.jiazuqushifenxijishu

    san、zichanpeizhifengxiandongchajishu

    1.zichanpeizhizuhefengxiandongchajishu

    AG捕鱼2.jiaqijingyingfengxiandongchajishu

    si、zichanpeizhicelvejishu

    1.hexinyuweixingpeizhijishu

    AG捕鱼2.zhanlveyuzhanshupeizhijishu

    3.kuajingjizhouqipeizhijishu

    AG捕鱼4.kuazichanleibiepeizhijishu

    5.quanqiuzichanpeizhijishu

    AG捕鱼wu、cmszichanpeizhimoxing

    disanjiang:zhuanyedezichanpeizhifuwu

    yi、zhuanyezichanpeizhifuwuliucheng

    1.qushifenxi

    2.dongchafengxian

    3.peizhicelve

    4.kehufenxi

    5.peizhijianyi

    6.fuwuduijie

    7.dongtaipingheng

    er、zichanpeizhijianyishu

    1.hafozhuanyezichanpeizhijianyishu

    2.biaozhunbanzichanpeizhicelvebaogao

    AG捕鱼3.dingzhibanjiatingzichanpeizhicelvebaogao

    disijiang:zhuanyezichanpeizhifanganzhizuoyuchengxian

    yi、zichanpeizhicelvebaogaokuangjiajiegou

    AG捕鱼1.zichanpeizhijiguanlifangfangfa

    2.shichangzhuangkuanghequshifenxi

    3.beijingziliaoshouji

    4.kehulicaipianhao

    5.kehuxianyouzichanfenxi

    6.licaimubiaohexiandingtiaojian

    7.guanlijianyiyuzaipingheng

    8.chanpin/fuwushipei

    9.fanganpingguyuzaipingheng

    10.fengxianjieshiyumianze

    er、zichanpeizhicelvebaogaozhizuo

    anli:2019nianzichanpeizhibaogao

    AG捕鱼1.kehu:wxianshengzichanpeizhifuwuxuqiu

    AG捕鱼2.xunlian:zichanpeizhicelvebaogaozhizuo

    AG捕鱼3.dianping:zichanpeizhicelvebaogaoswotfenxi

    san、zichanpeizhicelvebaogaochengxian

    AG捕鱼anli:wxianshengzichanpeizhicelvebaogaochengxian

    AG捕鱼xunlian:zichanpeizhicelvebaogaojiangjiechengxian

    1.zichanpeizhicelvebaogaochengxianyaodian

    si、zichanpeizhizaipingheng

    1.zichanpeizhiyingxiangyinshu

    1)jinrong

    2)jingji

    3)zhengzhi

    4)shehui

    2.zichanpeizhizaipinghengcelve

    anli:xianjinleizichanpeizhizaipingheng

    anli:baoxianleizichanpeizhizaipingheng

    anli:fangchanleizichanpeizhizaipingheng

    diwujiang:zhinengtouguwenyuquanqiuzichanpeizhi

    yi、zhinengtougukaiqizichanpeizhixinshidai

    AG捕鱼1.renleitouguvszhinengtougu

    2.renqubieyuzhinengdeguanjianyinsu

    3.yongbaobiange、yongbaorengongzhineng

    er、zhinengtouguzichanpeizhiyueifdeqianshijinsheng

    1.guoqu:jiyushuju、zhiku、anlidejiehe

    AG捕鱼2.xianzai:jiandanyiyongdechangshixinggoumai

    3.weilai:lingshoujinrong、baixinglicai

    san、zhongmeizhinengtougufazhanfenxi

    1.fazhanjieduanyujishuchayi

    2.xianyoukeyongrengongzhinengtougu

    AG捕鱼kechengbiaoqian:xingyequshi、yidaiyilu

需求提交

  • 您可以在這里提交您的培訓需求:
  • AG捕鱼nindeqiyexiangpeixunshenmeketi?youduoshaorencanjia?peixunrenyuancengci?

    AG捕鱼tijiaopeixunxuqiuhouwomenhuiheninqudelianxi,weinintigongzuishihenindepeixunkechengfangan!

  • 聯系吧
  • 電話:0371-88903130
  • 如遇占線或未接聽請撥打:0371-88903132

AG捕鱼网  banquansuoyou  

copyright ? 2010-2020 abbeyandmike.com all rights reserved.

咨詢熱線:400-108-3721

zhouyizhizhouri 08:00~21:00

捕鱼下载,下载app AG捕鱼-AG捕鱼王-AG网上捕鱼