certified financial planner 中文意思是什麼

certified financial planner 解釋
財務策劃師
  • certified : adj. 1. 被證明了的，有保證的；鑒定的。2. 持有證明書的。
  • financial : adj. 1. 財政（上）的，財務（上）的，金融（上）的。2. （會員）繳費的〈cf. honorary〉。adv. -ly
  • planner : n. 計劃者，訂規劃者，設計者。
  1. Mr. tam holds both bachelors and masters degrees from the university of toronto in canada. he is a fellow of life management institute, a chartered life underwriter and registered health underwriter, a chartered financial consultant and certified financial planner

    譚氏持有多倫多大學university of toronto學士及碩士學位，現為美國壽險內勤經營協會會員特許人壽保險從業員注冊醫療保險從業員特許財務顧問及執業財務策劃員。
  2. Managing director of equities, executive vice president, is a certified public accountant, chartered financial analyst, and certified financial planner. he manages portfolios for individuals, corporations, trusts, and non - profit organizations

    的執行副總，具多項專業會計師及財務分析師證照，為個人公司信託及非營利組織提供理財服務。
  3. The program - announced at the graduation of the second group of manulife insurance advisors from the certificate program - is part of manulife s continuous commitment to pave the way for its insurance advisors to obtain the professional certified financial planner accreditation in hong kong

    此專業文憑課程是宏利為保險顧問提供持續專業培訓的部署之一，目的是協助他們在香港取得財務策劃師的專業資格。有關的課程詳情日前于宏利第二批保險顧問完成專業證書課程的畢業典禮上公布。
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