營銷理財產(chǎn)品情景模擬(理財經(jīng)理向客戶推銷理財產(chǎn)品的情景演練)

來源：整理時間：2022-11-30 08:49:56 編輯：理財小幫手手機(jī)版

1、點擊進(jìn)入：中國就業(yè)培訓(xùn)技術(shù)指導(dǎo)中心(http://www.cettic.gov.cn/)。

2、點擊進(jìn)入：國家職業(yè)資格工作網(wǎng)(http://www.osta.org.cn/)。

部分省(自治區(qū)、直轄市)國家職業(yè)資格證書查詢網(wǎng)址

1、證書查詢在參加考試省份的職業(yè)技能鑒定中心進(jìn)行查詢。

2、頒發(fā)機(jī)構(gòu)：中華人民共和國人力資源和社會保障部。

證書發(fā)放

理財師資格證是由中華人民共和國人力資源和社會保障部http://www.mohrss.gov.cn/發(fā)放的。

%3Chowto_content%3E[{"type":"paragraph","attrs":{"is_abstract":true},"children":[{"type":"text","text":"理財師，是為客戶提供全面理財規(guī)劃的專業(yè)人士，","id":""},{"type":"text","text":"是指運用理財規(guī)劃的原理、技術(shù)和方法，針對個人、家庭以及中小企業(yè)、機(jī)構(gòu)的理財目標(biāo)，提供綜合性理財咨詢服務(wù)的人員。如何考取理財師資格證，下面我們一起來看看吧。","id":""}],"text":"","id":"doxcnSCSYQ6Qasqyek9eQfbEqee"},{"type":"heading","attrs":{"level":1},"children":[{"type":"text","text":"報考條件","id":""}],"text":"","id":"doxcncAkC0GWOGCIo2lMkq2gSlf"},{"type":"heading","attrs":{"level":2},"children":[{"type":"text","text":"初級理財師","id":""}],"text":"","id":"doxcnoQCqEiQoSo8Yygty6W4bae"},{"type":"paragraph","children":[{"type":"text","text":"年滿18周歲，?？萍耙陨细咝Ｔ谛W(xué)生。","id":""}],"text":"","id":"doxcnUiCaiouoiiecAJZUVw6LPc"},{"type":"heading","attrs":{"level":2},"children":[{"type":"text","text":"中級理財師(具備以下條件之一者）","id":""}],"text":"","id":"doxcnmge6kuSWsWCM6oW28e9Lxf"},{"type":"paragraph","children":[{"type":"text","text":"1、具有大專及以上學(xué)歷，獲得授權(quán)培訓(xùn)機(jī)構(gòu)頒發(fā)的《理財規(guī)劃師培訓(xùn)證明》。","id":""}],"text":"","id":"doxcnSuekyeSgaS6mOqqIjKmzTc"},{"type":"paragraph","children":[{"type":"text","text":"2、年滿24周歲，獲得授權(quán)培訓(xùn)機(jī)構(gòu)頒發(fā)的《理財規(guī)劃師培訓(xùn)證明》。","id":""}],"text":"","id":"doxcnQwoKKQGeoocOcnJAL3tRob"},{"type":"heading","attrs":{"level":2},"children":[{"type":"text","text":"高級理財師（具備以下條件之一者）","id":""}],"text":"","id":"doxcnWYgwu4E4QwS68x2F5EyRBh"},{"type":"paragraph","children":[{"type":"text","text":"1、年滿30周歲，獲得授權(quán)培訓(xùn)機(jī)構(gòu)頒發(fā)的《理財規(guī)劃師培訓(xùn)證明》。","id":""}],"text":"","id":"doxcnGGgMG4womuY82TXKKlLEte"},{"type":"paragraph","children":[{"type":"text","text":"2、取得中級理財規(guī)劃師證書，獲得授權(quán)培訓(xùn)機(jī)構(gòu)頒發(fā)的《理財規(guī)劃師培訓(xùn)證明》。","id":""}],"text":"","id":"doxcnakYyq8osK4SceM2kQ4P3Xd"},{"type":"paragraph","children":[{"type":"text","text":"3、具有大專學(xué)歷，具有四年的社會工作經(jīng)驗，獲得授權(quán)培訓(xùn)機(jī)構(gòu)頒發(fā)的《理財規(guī)劃師培訓(xùn)證明》。","id":""}],"text":"","id":"doxcn84qIIUIMCOEoWKMBQpAs4e"},{"type":"paragraph","children":[{"type":"text","text":"4、具有本科學(xué)歷，具有兩年的社會工作經(jīng)驗，獲得授權(quán)培訓(xùn)機(jī)構(gòu)頒發(fā)的《理財規(guī)劃師培訓(xùn)證明》。","id":""}],"text":"","id":"doxcnkmmEOIekgEaKG8uPeH0Xhd"},{"type":"paragraph","children":[{"type":"text","text":"5、擁有金融學(xué)，會計學(xué)，管理學(xué)，法學(xué)博士學(xué)位可在授權(quán)培訓(xùn)單位免培訓(xùn)報考。","id":""}],"text":"","id":"doxcn6Ou8EO6WWIQEasniixFCkb"},{"type":"heading","attrs":{"level":1},"children":[{"type":"text","text":"報名材料","id":""}],"text":"","id":"doxcnUwUu8u2Qo4ImGgBZU4MWYe"},{"type":"paragraph","children":[{"type":"text","text":"1、報名需填寫鑒定申請表。","id":""}],"text":"","id":"doxcnGcwyao8Ksk0GKK58FKPbOh"},{"type":"paragraph","children":[{"type":"text","text":"2、本人身份證復(fù)印件2張。","id":""}],"text":"","id":"doxcnieK2mOuQaOmkMnMmcYJyQb"},{"type":"paragraph","children":[{"type":"text","text":"3、學(xué)歷證明復(fù)印件2張。","id":""}],"text":"","id":"doxcneIGGmE2gCQseGBm5lUB8ib"},{"type":"paragraph","children":[{"type":"text","text":"4、小2寸藍(lán)底照片4張。","id":""}],"text":"","id":"doxcn0qacUkaaeEsAikd0hNRtqe"},{"type":"heading","attrs":{"level":1},"children":[{"type":"text","text":"考試材料","id":""}],"text":"","id":"doxcnAkYagU2uaK6SYZHEduGKSh"},{"type":"paragraph","children":[{"type":"text","text":"1、考試需要攜帶本人準(zhǔn)考證和本人有效身份證件。","id":""}],"text":"","id":"doxcns02c2iUCAe84LCchBYSJlH"},{"type":"paragraph","children":[{"type":"text","text":"2、可以攜帶FPSB China指定的財務(wù)計算器進(jìn)入考試區(qū)。","id":""}],"text":"","id":"doxcnieuG4wOG66SI6lf9IeKcGc"},{"type":"heading","attrs":{"level":1},"children":[{"type":"text","text":"報名方式","id":""}],"text":"","id":"doxcnEgWCG4MA2GmWSCL6QK94Dd"},{"type":"paragraph","children":[{"type":"text","text":"理財師不接受個人報名，必須參加正規(guī)授權(quán)機(jī)構(gòu)的培訓(xùn)并獲得結(jié)業(yè)證書才可報名。","id":""}],"text":"","id":"doxcn6uawS0kmaqWq4sDGoxQL8d"},{"type":"paragraph","children":[{"type":"text","text":"因為理財持證人必須經(jīng)過嚴(yán)格訓(xùn)練才能上崗，才能證明擁有為客戶進(jìn)行理財規(guī)劃的資格，為此CHFP協(xié)會規(guī)定，所有考生必須具備專業(yè)機(jī)構(gòu)認(rèn)可的學(xué)時證明才可參加考試并申請成為理財師持證人。","id":""}],"text":"","id":"doxcnMYccg8iIMWY6yKS0aB7TNg"},{"type":"heading","attrs":{"level":1},"children":[{"type":"text","text":"報名流程","id":""}],"text":"","id":"doxcna0woeYWmWcMklxokY45Vpt"},{"type":"paragraph","children":[{"type":"text","text":"1、在各省和勞動保障廳職業(yè)技能鑒定中心或代理機(jī)構(gòu)報名。（每年的6月22日開始報名）。","id":""}],"text":"","id":"doxcnia2oeaWo2Gg4y0qujyJWnh"},{"type":"paragraph","children":[{"type":"text","text":"2、由各省職業(yè)技能鑒定中心審核報名條件。","id":""}],"text":"","id":"doxcnyG4eqUCUWiKQuqb8qjnvMd"},{"type":"paragraph","children":[{"type":"text","text":"3、審核通過后，繳納考試費用，繳齊費用后領(lǐng)取或打印準(zhǔn)考證。","id":""}],"text":"","id":"doxcnGEUkU2qcEeoK8jHaUgGLHd"},{"type":"paragraph","children":[{"type":"text","text":"4、參加全國統(tǒng)一考試，考場由各省職業(yè)鑒定中心組織安排。","id":""}],"text":"","id":"doxcnGIoc4s882cUU8XrkIQvuuh"},{"type":"paragraph","children":[{"type":"text","text":"5、考試結(jié)束后，三個月至四個月內(nèi)通知考試結(jié)束結(jié)果并發(fā)放證書（考試未通過者可以參加補(bǔ)考）。","id":""}],"text":"","id":"doxcn2CM6EuqkCuO4uqcEBpFDgc"},{"type":"heading","attrs":{"level":2},"children":[{"type":"text","text":"報名注意事項","id":""}],"text":"","id":"doxcn2sOAQKmAEwQ82jn7Kf81Dg"},{"type":"paragraph","children":[{"type":"text","text":"考生在報名理財師資格證考試時需要檢查報考材料是否準(zhǔn)備完善，報考信息填寫是否正確。注意準(zhǔn)考證打印時間，在考試前一周打印好準(zhǔn)考證。","id":""}],"text":"","id":"doxcnM4yeEMsK4s4u6aMnuLuD3E"},{"type":"heading","attrs":{"level":1},"children":[{"type":"text","text":"考試安排","id":""}],"text":"","id":"doxcnkEG04Mmy22koUfzY1T66Sb"},{"type":"heading","attrs":{"level":2},"children":[{"type":"text","text":"考試內(nèi)容","id":""}],"text":"","id":"doxcn86Yoee4aMkcYW6FeoEydMd"},{"type":"paragraph","children":[{"type":"text","text":"1、初級理財師：《理論基礎(chǔ)》《專業(yè)技能》","id":""}],"text":"","id":"doxcnwmSmouK6mUG283mFDjVzld"},{"type":"paragraph","children":[{"type":"text","text":"2、中級理財師：《理論基礎(chǔ)》《專業(yè)技能》《綜合評審》","id":""}],"text":"","id":"doxcnYqo8eoAKWImoMJQPcGvNih"},{"type":"paragraph","children":[{"type":"text","text":"3、高級理財師：《理論基礎(chǔ)》《專業(yè)技能》《綜合評審》","id":""}],"text":"","id":"doxcn4cY4Yy4mu6mUGSe0G4THId"},{"type":"heading","attrs":{"level":2},"children":[{"type":"text","text":"考試難度","id":""}],"text":"","id":"doxcncowOuiMwCcIGUJyLfJl9ue"},{"type":"paragraph","children":[{"type":"text","text":"理財師資格證考試的題目難度分為四個等級，分別為簡單（占20%）、中等（占40%）、較難（占30%）、最難（占10%）。各模塊題目的數(shù)量基本和各模塊在108學(xué)時中所占的比例相同。比如投資規(guī)劃學(xué)時為24，題目數(shù)量大約為180×（24/108）=40道。","id":""}],"text":"","id":"doxcnm0eWYkiGcY08g7w7buixGh"},{"type":"heading","attrs":{"level":2},"children":[{"type":"text","text":"考試時間","id":""}],"text":"","id":"doxcn0E6KOmKq6Gy2QbrcCxmyHb"},{"type":"paragraph","children":[{"type":"text","text":"2022年上半年理財師考試時間：5月28日。","id":""}],"text":"","id":"doxcnm4eWcWQui4K02RYrgBWZAg"},{"type":"paragraph","children":[{"type":"text","text":"2022年下半年理財師考試時間：11月26日。","id":""}],"text":"","id":"doxcnY2GESykIWw28sTqvdfB4qg"},{"type":"heading","attrs":{"level":2},"children":[{"type":"text","text":"合格標(biāo)準(zhǔn)","id":""}],"text":"","id":"doxcngKuOmmQeC8Wo0azGrmT4Gb"},{"type":"paragraph","children":[{"type":"text","text":"滿分100分，60分以上合格。","id":""}],"text":"","id":"doxcnmQO0Cye2o4OgumDMkms7th"},{"type":"heading","attrs":{"level":2},"children":[{"type":"text","text":"成績查詢","id":""}],"text":"","id":"doxcnw4gWaEICI8Io550hLvCnck"},{"type":"paragraph","children":[{"type":"text","text":"登錄","id":""},{"type":"text","text":"www.fpsbchina.cn","id":""},{"type":"text","text":"，進(jìn)入CFP系列考試報名與認(rèn)證系統(tǒng)即可查詢成績。","id":""}],"text":"","id":"doxcn6sgkomAiIkUWKWt9RcOtBe"},{"type":"heading","attrs":{"level":1},"children":[{"type":"text","text":"備考工具","id":""}],"text":"","id":"doxcnA6o8UmcQc0SuuiRx5IsP5e"},{"type":"paragraph","children":[{"type":"text","text":"同理財規(guī)劃師國家職業(yè)資格培訓(xùn)教程，由中國就業(yè)培訓(xùn)技術(shù)指導(dǎo)中心組織編寫，中國財政經(jīng)濟(jì)出版社出版，共4本，分別是理財規(guī)劃師基礎(chǔ)知識(第五版)、理財規(guī)劃師專業(yè)能力(三級)(第五版)、理財規(guī)劃師專業(yè)能力(二級)(第五版)、理財規(guī)劃師專業(yè)能力(一級)。報考人員可通過當(dāng)?shù)貢昊蛘哒?guī)電商渠道購買。","id":""}],"text":"","id":"doxcnOkSmQ0Y0ke68y4CzvyJFag"},{"type":"heading","attrs":{"level":2},"children":[{"type":"text","text":"看書","id":""}],"text":"","id":"doxcnYK2eK8kQewoIaDhWkSWkve"},{"type":"paragraph","children":[{"type":"text","text":"初級：理財規(guī)劃師基礎(chǔ)知識(第五版)、理財規(guī)劃師專業(yè)能力(三級)(第五版)。","id":""}],"text":"","id":"doxcnq20Y4aCECO8o8CN57hpbfb"},{"type":"paragraph","children":[{"type":"text","text":"中級：理財規(guī)劃師基礎(chǔ)知識(第五版)、理財規(guī)劃師專業(yè)能力(三級)(第五版)、理財規(guī)劃師專業(yè)能力(二級)(第五版)。","id":""}],"text":"","id":"doxcns2cIKGa2osiOaQr5nBQgNe"},{"type":"paragraph","children":[{"type":"text","text":"高級：理財規(guī)劃師基礎(chǔ)知識(第五版)、理財規(guī)劃師專業(yè)能力(三級)(第五版)、理財規(guī)劃師專業(yè)能力(二級)(第五版)、理財規(guī)劃師專業(yè)能力(一級)。","id":""}],"text":"","id":"doxcnc0KKAKOAEEgUYXYmOoXpVb"},{"type":"heading","attrs":{"level":2},"children":[{"type":"text","text":"網(wǎng)課","id":""}],"text":"","id":"doxcn6QWaGaciKk04wJtaSKY1Ab"},{"type":"paragraph","children":[{"type":"text","text":"選網(wǎng)課的時候，大家可以多下載幾個平臺，選擇一些評分比較高的。這時候千萬不要著急開始買課，一般有一些平臺當(dāng)中都可以有試聽課程，可以先試聽一下，看看質(zhì)量怎么樣。老師講的好不好，可能每個人都有自己的見解，所以根據(jù)自己的感覺來就可以了，不管老師的名氣怎么樣，看一下自己是否能夠聽得懂跟得上課程，這才是最關(guān)鍵的。","id":""}],"text":"","id":"doxcnMakEO6EO2wkqiWoehRvQ6g"},{"type":"paragraph","children":[{"type":"text","text":"一般有一些機(jī)構(gòu)都可能會打著名牌老師的噱頭，去吸引一些學(xué)生，用一些比較優(yōu)質(zhì)的課程去吸引一些學(xué)生，這個時候就要看一下這家機(jī)構(gòu)里面的師資水平怎么樣了，如果一個機(jī)構(gòu)當(dāng)中連試聽課程都沒有，可以直接放棄。","id":""}],"text":"","id":"doxcnoga6kwswE8e2c1sbmzxKGe"},{"type":"heading","attrs":{"level":2},"children":[{"type":"text","text":"時間","id":""}],"text":"","id":"doxcnYKkce6AEM8kcKWjvoARTfd"},{"type":"paragraph","children":[{"type":"text","text":"理財師資格證備考時間一般在3-6個月，每天兩小時。視個人具體備考時間而定。","id":""}],"text":"","id":"doxcnOQs8a0GSG0kYOLXNdVIjqb"},{"type":"heading","attrs":{"level":1},"children":[{"type":"text","text":"備考方法","id":""}],"text":"","id":"doxcnsQOYSuOYUOMesnuxzHaE3c"},{"type":"image","attrs":{"height":242,"note":[{"type":"text","text":"備考方法","id":""}],"url":"https://p3.douyinpic.com/large/tos-cn-i-qvj2lq49k0/1a96594b647e49f09ae0ea2bb9b545ff","width":363},"text":"","id":"doxcngsSIWoE8wuKIqmgW2m1B4c"},{"type":"heading","attrs":{"level":2},"children":[{"type":"text","text":"背知識點","id":""}],"text":"","id":"doxcnGWmMCcEmsEsO6XqisPAiXe"},{"type":"paragraph","children":[{"type":"text","text":"1、因為基礎(chǔ)知識試卷的選擇題量特別大，而且知識點很分散，需要考生對教材特別熟悉。","id":""}],"text":"","id":"doxcnWMgoMYEoWmQqu0HWynk4Sg"},{"type":"paragraph","children":[{"type":"text","text":"2、在復(fù)習(xí)的最初階段，可以先將教材泛讀一遍，并將各章節(jié)要點整理一下，形成自己的邏輯脈絡(luò)，然后再根據(jù)自己的復(fù)習(xí)情況逐一熟悉和更新；最好堅持在每天的新知識學(xué)習(xí)結(jié)束后將當(dāng)日內(nèi)容復(fù)習(xí)一遍，加深記憶。","id":""}],"text":"","id":"doxcnoc8gICUSGmkKsaM5NwY8Ui"},{"type":"heading","attrs":{"level":2},"children":[{"type":"text","text":"刷題","id":""}],"text":"","id":"doxcne4igmW0quGeIYJVFgR7aaf"},{"type":"paragraph","children":[{"type":"text","text":"1、類似的考前模擬試題，沒有太多技巧可言，更多的是需要強(qiáng)制記憶。","id":""}],"text":"","id":"doxcnWw6GyWkaQ4aO8KYDiOxrqc"},{"type":"paragraph","children":[{"type":"text","text":"2、多做題，以求熟能生巧。做大量關(guān)于“理財規(guī)劃師基礎(chǔ)知識、理財規(guī)劃師專業(yè)能力的模擬題和歷年真題，同時通過試題來檢驗自己的看書效果，非常有必要，查漏補(bǔ)缺，重點內(nèi)容強(qiáng)行記憶，給我指引了考試的最新重點。檢查錯題的時候答案涉及到的選項一定要翻一遍書，畫知識點加深印象。","id":""}],"text":"","id":"doxcnagq4ca4Qq0oE2lm4USZPlh"},{"type":"paragraph","children":[{"type":"text","text":"3、適當(dāng)演練一些高質(zhì)量的模擬題，可以提高我們對相關(guān)知識點的理解和運用，進(jìn)而提高應(yīng)試能力。通過練習(xí)我們可以逐漸總結(jié)出對考試內(nèi)容的掌握、熟悉和了解的比例，也可以發(fā)現(xiàn)自身學(xué)習(xí)中的薄弱環(huán)節(jié)，從而有針對性地進(jìn)行提高。最后在考前一周要做名師押題增加自信，說不定能遇到不少考試的題目。","id":""}],"text":"","id":"doxcnGyOwQuKIYGgUeCr8eaQQzh"},{"type":"heading","attrs":{"level":2},"children":[{"type":"text","text":"梳理重難點，提高復(fù)習(xí)效率","id":""}],"text":"","id":"doxcnc4GiKyAog4qeAZYhGKdXgc"},{"type":"paragraph","children":[{"type":"text","text":"大家要明白一點，各個知識點在歷年真題當(dāng)中的出現(xiàn)頻次是不一樣的。有的知識點是?？?，有的知識點則是冷不丁地出一次。押題老師之所以能夠壓中很多知識點就在于他們對歷年真題研究得十分透徹。指導(dǎo)學(xué)生哪些是重點內(nèi)容，都會以什么樣的形式考查。只有抓住重難點才能夠在備考的有限時間內(nèi)取得四兩撥千斤的效果。","id":""}],"text":"","id":"doxcnqic2UOowSu4W6AiBR56ftg"},{"type":"heading","attrs":{"level":2},"children":[{"type":"text","text":"構(gòu)建屬于自己的知識體系","id":""}],"text":"","id":"doxcnWk6kyuuW2sowjHXI3aPjzQ"},{"type":"paragraph","children":[{"type":"text","text":"理財師資格證考試需要記憶的東西比較多，有的概念還比較相似，一不小心很容易混淆。既要記得住，又要記準(zhǔn)確是我們必須做到的。在把考試用書已經(jīng)熟記的基礎(chǔ)上，可以結(jié)合理財師資格證考試大綱，打破原來的內(nèi)容結(jié)構(gòu)，把課本內(nèi)容重新組織一遍，理清邏輯關(guān)系。這樣再遇到考題的時候就知道考察哪一部分內(nèi)容，知道相關(guān)的知識點都有哪些。","id":""}],"text":"","id":"doxcniUOiEkICEAKOsZZL4Y16Bg"},{"type":"heading","attrs":{"level":2},"children":[{"type":"text","text":"復(fù)習(xí)順序","id":""}],"text":"","id":"doxcnWA602aOGSQkIWgRsRMYkOh"},{"type":"paragraph","children":[{"type":"text","text":"1、在基礎(chǔ)期，大家可以選擇一些網(wǎng)課聽一聽，或者一些書籍看一看。重要的是在自己的心里留下一個大致的框架，這樣方便之后復(fù)習(xí)，但是時間戰(zhàn)線不要拉的太長，大約是半個月到一個月左右。","id":""}],"text":"","id":"doxcnagIA8MY0gAsushWFIt0V5b"},{"type":"paragraph","children":[{"type":"text","text":"2、在強(qiáng)化期，大家可以多做一些題，背誦一些重要的知識點、主觀題等等。題庫的話大家可以去市面上的各種APP都是可以的。時間大約是一個星期到半個月。","id":""}],"text":"","id":"doxcnmggEoe4Yu6AAucwZSxMWbd"},{"type":"paragraph","children":[{"type":"text","text":"3、在拔高期，建議大家做套題，做真題套題。雖說真題每年都換，考到原題的概率極低，但是做真題可以讓你模擬一下考試期間的答題速度、方向等等，可以更好的備戰(zhàn)考試。時間大約是考前一個星期左右。","id":""}],"text":"","id":"doxcnS0GE8CC8QUS4OyaxAKxLxg"},{"type":"heading","attrs":{"level":2},"children":[{"type":"text","text":"學(xué)習(xí)技巧","id":""}],"text":"","id":"doxcnOoQuQkgqOCU42Pxo1wojcf"},{"type":"paragraph","children":[{"type":"text","text":"1、溫故而知新，學(xué)習(xí)就是在與遺忘做斗爭。推薦的方法是，不斷學(xué)習(xí)、不斷復(fù)習(xí)，在學(xué)習(xí)新知識點的同時，也要復(fù)習(xí)舊知識點。","id":""}],"text":"","id":"doxcnM46k0Csqgi2KMFwCXzzm5e"},{"type":"paragraph","children":[{"type":"text","text":"2、抓住一天中學(xué)習(xí)效率最高的時間，例如在早上的時候最適合背重點難點、在上午時候最適合刷題，因為到下午大多數(shù)人容易瞌睡、注意力不集中。所以分配好自己的時間才能達(dá)到最好的學(xué)習(xí)效果。","id":""}],"text":"","id":"doxcnykuMimOCqwC4Cso4FYIbQc"},{"type":"heading","attrs":{"level":1},"children":[{"type":"text","text":"證書查詢","id":""}],"text":"","id":"doxcnIWsIcakAGmgyY3Pbhkt1ih"},{"type":"heading","attrs":{"level":2},"children":[{"type":"text","text":"國家職業(yè)資格證書全國聯(lián)網(wǎng)查詢網(wǎng)址","id":""}],"text":"","id":"doxcnw8oEQW4W48yQwx2pDFZyud"},{"type":"paragraph","children":[{"type":"text","text":"1、點擊進(jìn)入：中國就業(yè)培訓(xùn)技術(shù)指導(dǎo)中心(","id":""},{"type":"external_link","attrs":{"url":"http%3A%2F%2Fwww.cettic.gov.cn%2F"},"children":[{"type":"text","text":"http://www.cettic.gov.cn/","id":""}],"text":"","id":""},{"type":"text","text":")。","id":""}],"text":"","id":"doxcnq4u8ueaEcSiYE1BG8rJ5Qh"},{"type":"paragraph","children":[{"type":"text","text":"2、點擊進(jìn)入：國家職業(yè)資格工作網(wǎng)(","id":""},{"type":"external_link","attrs":{"url":"http%3A%2F%2Fwww.osta.org.cn%2F"},"children":[{"type":"text","text":"http://www.osta.org.cn/","id":""}],"text":"","id":""},{"type":"text","text":")。","id":""}],"text":"","id":"doxcnCUmqGoKmO4IaYp1zMsA5Lc"},{"type":"heading","attrs":{"level":2},"children":[{"type":"text","text":"部分省(自治區(qū)、直轄市)國家職業(yè)資格證書查詢網(wǎng)址","id":""}],"text":"","id":"doxcnMMuI6uukE4oMUPOxbFD7Jc"},{"type":"paragraph","children":[{"type":"text","text":"1、證書查詢在參加考試省份的職業(yè)技能鑒定中心進(jìn)行查詢。","id":""}],"text":"","id":"doxcn0uksI4uGG6UG2PdcD17nib"},{"type":"paragraph","children":[{"type":"text","text":"2、頒發(fā)機(jī)構(gòu)：中華人民共和國人力資源和社會保障部。","id":""}],"text":"","id":"doxcnma4mGWUuqQyKa0ypdXViOd"},{"type":"heading","attrs":{"level":2},"children":[{"type":"text","text":"證書發(fā)放","id":""}],"text":"","id":"doxcnCGSwec8iWEcCWOYftJutof"},{"type":"paragraph","children":[{"type":"text","text":"理財師資格證是由中華人民共和國人力資源和社會保障部","id":""},{"type":"external_link","attrs":{"url":"http://www.mohrss.gov.cn/"},"children":[{"type":"text","text":"http://www.mohrss.gov.cn/","id":""}],"text":"","id":""},{"type":"text","text":"發(fā)放的。","id":""}],"text":"","id":"doxcnyk6eYEmyQwUiY3hlYV6RWe"},{"type":"paragraph","children":[{"type":"text","text":"","id":""}],"text":"","id":"doxcnku6SUo6aQgOKoHVrJdnYld"}]%3C%2Fhowto_content%3E

理財產(chǎn)品推銷情景模擬

可以使用天天基金APP里面的模擬組合功能。

可以建立最多20個組合，你可以選擇不同的基金組合，不用真實資金，模擬操作，看看自己的投資能力如何。

同時也可以與其他人的組合進(jìn)行比較，看看誰的收益率高，其他人員若是認(rèn)可你的投資理念和收益，也可以參照你的持倉及操作跟投。

還是很不錯的，可以試試。

金融產(chǎn)品營銷情景模擬

包含國家要求高等學(xué)校要把建立和完善實踐教學(xué)體系，作為提高教學(xué)質(zhì)量的重要內(nèi)容。

金融專業(yè)實踐教學(xué)存在以下難點：

一是金融機(jī)構(gòu)無法提供太多的崗位接收學(xué)生大規(guī)模的實訓(xùn)；

二是學(xué)生在金融機(jī)構(gòu)實訓(xùn)無法接觸到核心業(yè)務(wù)，只能從事一些外圍業(yè)務(wù)；

三是金融模型較多，無法模擬現(xiàn)實金融市場，把模型用在實訓(xùn)中；

四是學(xué)生已不滿足于簡單的操作實訓(xùn)，要求能夠深入到銀行核心業(yè)務(wù)。

金融銀行模擬演練實驗室，是借鑒歐美先進(jìn)教學(xué)方法，并針對金融專業(yè)教學(xué)特點及我國金融銀行市場的特點而設(shè)計，旨在為學(xué)生創(chuàng)造一個接近現(xiàn)實的教學(xué)實踐模擬課程體系，為教師提供多種輔助教學(xué)手段，提高學(xué)生的專業(yè)水平和社會實踐能力，爭取更大的就業(yè)機(jī)會。

理財產(chǎn)品場景營銷的關(guān)鍵

是基金銷售公司。

騰安基金銷售(深圳)有限公司于2017年01月03日成立。法定代表人劉明軍，公司經(jīng)營范圍包括：公募基金及其他金融理財產(chǎn)品銷售等。

騰安基金目前已經(jīng)與多家基金公司簽訂了代銷協(xié)議，代銷的基金超過了百只，在銷售這些基金時以騰訊理財通為基礎(chǔ)展開業(yè)務(wù)。目前，騰安基金已與易方達(dá)基金、嘉實基金、富國基金、招商基金等簽訂基金代銷協(xié)議。

用戶在購買基金時不同的品種面臨的風(fēng)險是不一樣的，用戶在購買基金時需要詳細(xì)閱讀相關(guān)的條款，知道買入后的預(yù)期收益，還有就是投資期間能不能進(jìn)行贖回，有沒有虧損本金的可能；了解這些信息后決定是否購買。

基金在投資時也要把握好買入的時機(jī)，一般基金由下跌轉(zhuǎn)為上漲時為最佳的買入時機(jī)，這樣可以在后期獲得不錯的收益。還有就是基金在高點轉(zhuǎn)為下跌時要及時的賣出，這樣可以防止收益減少。

營銷理財產(chǎn)品情景模擬案例

理財軟件倒是有，理財游戲很少很少，我目前還沒找到過。不過我可以推薦你玩一個腦子游戲，策略游戲。是一個關(guān)于三國的游戲，《三國群雄》為什么說是一個動腦游戲呢。很簡單這游戲就是按照三國志歷史背景故事而來的游戲，你在里面有幾千萬兵馬不知道怎么排兵布陣是不是打不過別人，所以說這個是值得深思熟慮的游戲?！度龂盒邸肥且豢顟?zhàn)斗策略游戲，在游戲中，您將扮演三國亂世中的一名諸侯，率領(lǐng)千軍萬馬迎戰(zhàn)諸路強(qiáng)敵，體驗精彩絕倫的史詩戰(zhàn)役。一座座城池正在等待您的解放，一個個名動天下的武將正在靜待您的召喚?！度龂盒邸窊碛胸S富的劇情和獨具特色的任務(wù)系統(tǒng),游戲畫面精致，界面設(shè)計清晰，武將個性化，畫風(fēng)詼諧輕松。武將羈絆、府庫征糧、城建經(jīng)營......濃郁的中國風(fēng)，經(jīng)典的三國元素，超炫單挑系統(tǒng)，宏大戰(zhàn)爭場景，讓人欲罷不能眾所周知三國類型的策略游戲很多很多，說到策略就是排兵布陣，長時間發(fā)展慢慢累計實力的游戲，玩過三國策略游戲的都知道，游戲里刷城是最浪費時間的，沒有很多的空余時間是很難發(fā)展的這款新三國志完美的避開了刷城的時間消耗《軍府》，軍府可以自動掛機(jī)刷城，簡直不要太幸運關(guān)注官方微信公眾號《謀略傳記》獲取最新下載。