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  • 2015-08-14匿名
    不愧是金融、理財、培訓方面的專家。分析透徹,眼光獨到,受教了
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講師特點:金融財經院校畢業。三十年工作歷程。曾獲美國認證理財規劃師證書和中英國際培訓師資格認證。 曾任世界500強工商銀行財務經理、高級會計師;曾任500金融機構平安集團培訓師。十七年的培訓生涯,主要研究財商理論與實踐;金融理財培訓及財富管理規劃。熟通財務管理、理財規劃、培訓教育。2013 年親自撰寫《財商有道-財富如何增值》一書,評為《中國百強名師名作》。2017 年 11 月出席中國管理杰出人物者年會上,她榮膺《中國科學管理卓越人物》榮譽稱號。...詳細介紹
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  • 授課內容:  1、事前準備安排約訪  2、財務目標設定  3、家庭財務資料收集  4、財務資料分析診斷與評估  5、準備理財規劃建議書  6、協助執行規劃  7、追蹤調整理財規劃  8、后續服務 ...
  •  近兩年,國家針對小微企業的稅費優惠政策不斷擴圍,小微企業主可別糊涂,枉交這些稅費。  簡單說,只要你的企業被認定是小微企業,你從10月起就只需要繳納10%的企業所得稅了。  怎么知道自己是不是小微企業?這...
  • 成功者們常說,做事眼光要放長遠,從細節入手,購買基金時根據如述的六點注意在細節方面節省成本,往往能夠收到不錯的效果。第一,選擇購買新基金。  第二,選擇后端收費,利用時間價值節約手續費。  一般基金產...
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  • 授課詳情:參訓學員是各個行業的中小企業老板,課程從不同角度闡述了家庭財富和企業財富的關系,和家庭財富積累和管理的重要性,同時解讀了財產性投資產品的作用及投資時機,另外從投資風險測試方面細致講解了判斷的...
  • 發布于 2015-08-14金融理財投資面面觀
    授課詳情:金融投資面面觀大綱第一模塊中國社會經濟現象中國經濟的“三駕馬車”第二模塊厘清正確理財不會理財--財富貶值無止境不會理財--長壽難保晚年幸福第三模塊資本市場與投資投資產品的目的--消費、保值、增值、...
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