Audience
Beginners: college or bachelor alumni who seek entrance into the financial industry
Entry level
Knowledge: college degree or university bachelor’s degree
Experience: ---
Achievements
Basic knowledge of the financial sector, financial markets, and financial planning
Empowered to manage your own financial affairs
Empowered to improve your own financial future
Empowered to manage yourself (discipline, time management)
Ready to apply for an internship or employment in the financial sector
Topics（14 Days）
Financial Planning
Budget (income and expenses)
Balance Sheet (assets and liabilities, net wealth)
Personal financial plan
… t.b.d.
Investment
Investments vehicles: mutual funds, trusts, certificates, etc.
Golden Investment Rules
The investment market in China
Individual Investment Planning and Case Study
Life Insurance and Social Security
Family Risk and Risk Management
Social security system in China (governmental, corporate, private)
Prospects of China's Insurance Industry
Personal risk insurance planning
… t.b.d.
Real Estate
The development, pasterns and classification fo China Real estate market
Main Costs of real estate trading （taxes,fees)
loan classifications and process (application process etc.)
Affordability
… t.b.d.
Taxation
The present situation of China's tax system
Personal income tax and wealth planning
Property tax related issues and planning
Individual income tax return issues
… t.b.d.
Law
Matrimonial and Successional Law
Contract and Labor Law
… t.b.d.
Soft skills: Self-competence
Fundaments: What psychology can tell you about yourself
Recognize yourself
the purpose of Life Management
Life Time Management
… t.b.d.
Fees
13800 RMB
Certification by IfFP China
CJWM – Certified Junior Wealth Management Counsellor IfFP