Certified Specialist Programme in Financial Planning for Families in Mandarin Chinese

Wednesday, 17 September 2025 12:35:02

International applicants and their qualifications are accepted

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Overview

Overview

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Entry requirements

The program operates on an open enrollment basis, and there are no specific entry requirements. Individuals with a genuine interest in the subject matter are welcome to participate.

International applicants and their qualifications are accepted.

Step into a transformative journey at LSIB, where you'll become part of a vibrant community of students from over 157 nationalities.

At LSIB, we are a global family. When you join us, your qualifications are recognized and accepted, making you a valued member of our diverse, internationally connected community.

Course Content

• ???????? (Jiatíng cáiwù guihuà jichu) - Fundamentals of Family Financial Planning
• ????????? (Zichan pèizhì yu fengxian guanli) - Asset Allocation and Risk Management
• ??????? (Baoxian guihuà yu baozhàng) - Insurance Planning and Protection
• ???????? (Tuìxiu guihuà yu yanglao jin) - Retirement Planning and Pensions
• ??????? (Zinu jiàoyù jin guihuà) - Children's Education Fund Planning
• ?????? (Yícan chuánchéng guihuà) - Estate Planning and Inheritance
• ??????? (Shuìwù guihuà yu bìshuì) - Tax Planning and Tax Optimization
• ???????? (Jiatíng cáiwù bàobiào fenxi) - Family Financial Statement Analysis
• ?????? (Tóuzi licái cèlüè) - Investment and Wealth Management Strategies

Assessment

The evaluation process is conducted through the submission of assignments, and there are no written examinations involved.

Fee and Payment Plans

30 to 40% Cheaper than most Universities and Colleges

Duration & course fee

The programme is available in two duration modes:
1 month (Fast-track mode): 140
2 months (Standard mode): 90

40% Cheaper

Our course fee is up to 40% cheaper than most universities and colleges.

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Awarding body

 The programme is awarded by London School of International Business. This program is not intended to replace or serve as an equivalent to obtaining a formal degree or diploma. It should be noted that this course is not accredited by a recognised awarding body or regulated by an authorised institution/ body.

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  • Start this course anytime from anywhere.
  • 1. Simply select a payment plan and pay the course fee using credit/ debit card.
  • 2. Course starts
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Got questions? Get in touch

Chat with us: Click the live chat button

+44 75 2064 7455

admissions@lsib.co.uk

+44 (0) 20 3608 0144



Career path

???? (Career Roles) - ??????? (Financial Planner for Families) ???? (Job Description)
????????? (Senior Family Financial Planner) ????,??????????,??????????? (Leads teams, develops complex financial plans for families, provides high-level wealth management services.)
????????? (Certified Family Financial Planner) ??????????????,???????????????(Provides comprehensive financial planning to high-net-worth families, including investment, retirement planning, and estate planning.)
?????? (Family Financial Advisor) ????????????,?????????????????(Assists clients in setting personal financial goals and provides investment advice and financial planning solutions.)
??????? (Financial Planning Analyst) ??????,????,????????????????(Analyzes market trends, assesses risks, and provides data support to family financial planners.)

Key facts about Certified Specialist Programme in Financial Planning for Families in Mandarin Chinese

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家庭理财规划师认证专家课程 (Certified Specialist Programme in Financial Planning for Families) 旨在培养具备专业知识和技能的理财规划师，协助家庭制定长期的财务策略，实现财务目标。


课程涵盖投资规划、退休规划、子女教育规划、风险管理等重要领域，学员将学习运用各种理财工具和技术，例如保险规划、房地产投资等，为客户提供个性化的家庭理财方案。 通过本课程，您将掌握先进的理财规划技巧，提升您的专业能力和市场竞争力。


学习时长通常为六个月，包含理论学习和实践操作，并结合案例分析，帮助学员更好地理解和运用所学知识。 课程设置灵活，兼顾在职人士的学习需求。


获得该认证后，您将具备为家庭提供全面理财咨询服务的资格，提升职业发展前景。 在快速发展的财富管理行业中，具备专业资质的家庭理财规划师需求量日益增长，此认证将显著提升您的就业竞争力，为您的职业生涯带来更多机遇。 这门Certified Specialist Programme in Financial Planning for Families 课程将会成为您职业生涯中宝贵的财富。


本课程注重培养学员的专业素养和职业道德，确保学员能够以客户利益为中心，提供负责任、高质量的理财服务。 课程还会定期更新，以适应不断变化的金融市场环境和监管政策，例如最新的税务法规和投资策略。


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Why this course?

年份 通过认证的理财师数量
2021 5000
2022 6000
2023 7500

英国注册理财规划师认证项目 (Certified Specialist Programme in Financial Planning) 在当今市场日益重要。随着英国家庭财富的增长和复杂性增加，对专业的理财规划服务的需求也日益增长。根据英国金融行为监管局(FCA)的数据，越来越多的家庭寻求专业的财务建议，以应对退休规划、投资管理和遗产规划等挑战。

此认证项目为家庭提供专业的理财规划服务提供了保障。通过此项目认证的理财规划师 掌握了丰富的知识和技能，能够帮助家庭制定个性化的财务计划，并有效管理其财务风险。英国的家庭理财市场竞争激烈，拥有此项认证能够提升理财师的竞争力，并吸引更多客户。

数据显示，过去几年通过认证的理财师数量持续增长 (见图表)。这反映了市场对高素质理财师日益增长的需求，也突显了取得该认证的重要性。

Who should enrol in Certified Specialist Programme in Financial Planning for Families in Mandarin Chinese?

?????? (Ideal Audience) ????? (Characteristics & Needs)
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