personal financial planning 中文意思是什麼

personal financial planning 解釋
個人財務計劃編制
  • personal : adj 1 個人的，私人的；一身的，自身的。2 本人的，親自的。3 身體的，容貌的。4 人身的；涉及個人的；...
  • 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
  • planning : n. 計劃，規劃。 an overall planning 全面規劃。
  1. So, to probe into this topic is very meaningful to the development of our financial planning industry and our financial market. the aim of this thesis lies in treating personal finance as a cash flow management process, and useing cash flow model to studey personal financial planning and cash matching theory to manage one ’ s personal finance

    該行業在某些方面具有相當的理論基礎，如邊際消費傾向遞減、默頓-薩繆爾森連續時間金融模型等，但個人理財師在指導人們對個人進行風險和收益的權衡時更傾向于使用經驗規則。
  2. Iso 22222 : 2005 personal financial planning - requirements for personal financial planners iso 22222 : 2005

    個人財務計劃.個人財務計劃者的要求
  3. In view of such trend, the group has decided to actively pursue our business in personal financial services and set up pfscs in major districts of hong kong to attract more customers, as well as to expand and extend our customer bases. " products and services offered by hantec investment consultant cover unit trust, education fund, retirement planning, savings plan scheme, mandatory provident fund schemes and personal risk management

    集團有見及此，遂決定積極發展個人理財服務，于全港主要地區開設個人理財中心，吸納更多客戶。亨達投資顧問現時提供的產品及服務包括單位信託基金、子女教育基金、退休計劃、基金儲蓄計劃、強制性公積金及個人風險管理。
  4. To capture the thriving investment consultancy and wealth management market, hantec operates two separate brands for the provision of traditional personal financial planning and insurance linked consultancy services

    集團為了捕捉投資顧問與財富管理業務的市場，分別經營了兩個品牌，為客戶提供個人理財及與保險相關的顧問服務。
  5. Research and teaching : actuarial science, risk management, personal financial planning, asset / liability management, pension etc

    主要教學和研究領域：精算學、風險管理、個人財務策劃、資產負債管理、養老金。
  6. Reflection and anticipation of china personal financial planning

    中國個人理財業發展的回顧與前瞻
  7. Personal financial planning service of the bank since the 20th century 70 ' s, under the financial innovation tide impact, has obtained the fast development

    商業銀行個人理財業務自20世紀70年代以來，獲得了快速發展，成為商業銀行利潤增長的重要來源。
  8. This thesis first through massive literature collection about personal financial planning situation from the domestic to foreign commercial banks, analyze the background about the domestic and foreign banks to manage finances personally, the present situation, as well as the development tendency ; analyze the advantage of personal financial service of icbc. through carries on the bw sub - branch of icbc investigates and studies on the spot, as well as the customer investigation questionnaire analysis, from the marketing angle, analyzes its strength and weakness on personal financial service

    本文首先通過對國內外商業銀行個人理財業務情況的大量文獻搜集，分析研究了國內外銀行個人理財業務背景、現狀、以及發展趨勢;分析研究了工行發展個人理財業務的有利條件;通過對工行bw支行進行實地調研、以及客戶調查問卷分析，從營銷角度入手，分析該行個人理財業務優劣勢;提出了「以客戶為中心」 ，通過實施crm ，提高客戶滿意度、忠誠度、保留率。
  9. It ’ s including : the defination and the characteristics of financial planning ; the content of cash flow and its management ; the cash flow model and personal cash sequence in the finance mangaing process

    本論文的宗旨在於視個人理財過程為現金流管理過程，把個人理財完全置於現金流模型下進行探討，對個人財務中的現金流入流出進行匹配管理。
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