营销理财产品情景模拟(理财经理向客户推销理财产品的情景演练)

来源：整理时间：2022-11-30 08:49:56 编辑：理财小帮手手机版

1、点击进入：中国就业培训技术指导中心(http://www.cettic.gov.cn/)。

2、点击进入：国家职业资格工作网(http://www.osta.org.cn/)。

部分省(自治区、直辖市)国家职业资格证书查询网址

1、证书查询在参加考试省份的职业技能鉴定中心进行查询。

2、颁发机构：中华人民共和国人力资源和社会保障部。

证书发放

理财师资格证是由中华人民共和国人力资源和社会保障部http://www.mohrss.gov.cn/发放的。

%3Chowto_content%3E[{"type":"paragraph","attrs":{"is_abstract":true},"children":[{"type":"text","text":"理财师，是为客户提供全面理财规划的专业人士，","id":""},{"type":"text","text":"是指运用理财规划的原理、技术和方法，针对个人、家庭以及中小企业、机构的理财目标，提供综合性理财咨询服务的人员。如何考取理财师资格证，下面我们一起来看看吧。","id":""}],"text":"","id":"doxcnSCSYQ6Qasqyek9eQfbEqee"},{"type":"heading","attrs":{"level":1},"children":[{"type":"text","text":"报考条件","id":""}],"text":"","id":"doxcncAkC0GWOGCIo2lMkq2gSlf"},{"type":"heading","attrs":{"level":2},"children":[{"type":"text","text":"初级理财师","id":""}],"text":"","id":"doxcnoQCqEiQoSo8Yygty6W4bae"},{"type":"paragraph","children":[{"type":"text","text":"年满18周岁，专科及以上高校在校学生。","id":""}],"text":"","id":"doxcnUiCaiouoiiecAJZUVw6LPc"},{"type":"heading","attrs":{"level":2},"children":[{"type":"text","text":"中级理财师(具备以下条件之一者）","id":""}],"text":"","id":"doxcnmge6kuSWsWCM6oW28e9Lxf"},{"type":"paragraph","children":[{"type":"text","text":"1、具有大专及以上学历，获得授权培训机构颁发的《理财规划师培训证明》。","id":""}],"text":"","id":"doxcnSuekyeSgaS6mOqqIjKmzTc"},{"type":"paragraph","children":[{"type":"text","text":"2、年满24周岁，获得授权培训机构颁发的《理财规划师培训证明》。","id":""}],"text":"","id":"doxcnQwoKKQGeoocOcnJAL3tRob"},{"type":"heading","attrs":{"level":2},"children":[{"type":"text","text":"高级理财师（具备以下条件之一者）","id":""}],"text":"","id":"doxcnWYgwu4E4QwS68x2F5EyRBh"},{"type":"paragraph","children":[{"type":"text","text":"1、年满30周岁，获得授权培训机构颁发的《理财规划师培训证明》。","id":""}],"text":"","id":"doxcnGGgMG4womuY82TXKKlLEte"},{"type":"paragraph","children":[{"type":"text","text":"2、取得中级理财规划师证书，获得授权培训机构颁发的《理财规划师培训证明》。","id":""}],"text":"","id":"doxcnakYyq8osK4SceM2kQ4P3Xd"},{"type":"paragraph","children":[{"type":"text","text":"3、具有大专学历，具有四年的社会工作经验，获得授权培训机构颁发的《理财规划师培训证明》。","id":""}],"text":"","id":"doxcn84qIIUIMCOEoWKMBQpAs4e"},{"type":"paragraph","children":[{"type":"text","text":"4、具有本科学历，具有两年的社会工作经验，获得授权培训机构颁发的《理财规划师培训证明》。","id":""}],"text":"","id":"doxcnkmmEOIekgEaKG8uPeH0Xhd"},{"type":"paragraph","children":[{"type":"text","text":"5、拥有金融学，会计学，管理学，法学博士学位可在授权培训单位免培训报考。","id":""}],"text":"","id":"doxcn6Ou8EO6WWIQEasniixFCkb"},{"type":"heading","attrs":{"level":1},"children":[{"type":"text","text":"报名材料","id":""}],"text":"","id":"doxcnUwUu8u2Qo4ImGgBZU4MWYe"},{"type":"paragraph","children":[{"type":"text","text":"1、报名需填写鉴定申请表。","id":""}],"text":"","id":"doxcnGcwyao8Ksk0GKK58FKPbOh"},{"type":"paragraph","children":[{"type":"text","text":"2、本人身份证复印件2张。","id":""}],"text":"","id":"doxcnieK2mOuQaOmkMnMmcYJyQb"},{"type":"paragraph","children":[{"type":"text","text":"3、学历证明复印件2张。","id":""}],"text":"","id":"doxcneIGGmE2gCQseGBm5lUB8ib"},{"type":"paragraph","children":[{"type":"text","text":"4、小2寸蓝底照片4张。","id":""}],"text":"","id":"doxcn0qacUkaaeEsAikd0hNRtqe"},{"type":"heading","attrs":{"level":1},"children":[{"type":"text","text":"考试材料","id":""}],"text":"","id":"doxcnAkYagU2uaK6SYZHEduGKSh"},{"type":"paragraph","children":[{"type":"text","text":"1、考试需要携带本人准考证和本人有效身份证件。","id":""}],"text":"","id":"doxcns02c2iUCAe84LCchBYSJlH"},{"type":"paragraph","children":[{"type":"text","text":"2、可以携带FPSB China指定的财务计算器进入考试区。","id":""}],"text":"","id":"doxcnieuG4wOG66SI6lf9IeKcGc"},{"type":"heading","attrs":{"level":1},"children":[{"type":"text","text":"报名方式","id":""}],"text":"","id":"doxcnEgWCG4MA2GmWSCL6QK94Dd"},{"type":"paragraph","children":[{"type":"text","text":"理财师不接受个人报名，必须参加正规授权机构的培训并获得结业证书才可报名。","id":""}],"text":"","id":"doxcn6uawS0kmaqWq4sDGoxQL8d"},{"type":"paragraph","children":[{"type":"text","text":"因为理财持证人必须经过严格训练才能上岗，才能证明拥有为客户进行理财规划的资格，为此CHFP协会规定，所有考生必须具备专业机构认可的学时证明才可参加考试并申请成为理财师持证人。","id":""}],"text":"","id":"doxcnMYccg8iIMWY6yKS0aB7TNg"},{"type":"heading","attrs":{"level":1},"children":[{"type":"text","text":"报名流程","id":""}],"text":"","id":"doxcna0woeYWmWcMklxokY45Vpt"},{"type":"paragraph","children":[{"type":"text","text":"1、在各省和劳动保障厅职业技能鉴定中心或代理机构报名。（每年的6月22日开始报名）。","id":""}],"text":"","id":"doxcnia2oeaWo2Gg4y0qujyJWnh"},{"type":"paragraph","children":[{"type":"text","text":"2、由各省职业技能鉴定中心审核报名条件。","id":""}],"text":"","id":"doxcnyG4eqUCUWiKQuqb8qjnvMd"},{"type":"paragraph","children":[{"type":"text","text":"3、审核通过后，缴纳考试费用，缴齐费用后领取或打印准考证。","id":""}],"text":"","id":"doxcnGEUkU2qcEeoK8jHaUgGLHd"},{"type":"paragraph","children":[{"type":"text","text":"4、参加全国统一考试，考场由各省职业鉴定中心组织安排。","id":""}],"text":"","id":"doxcnGIoc4s882cUU8XrkIQvuuh"},{"type":"paragraph","children":[{"type":"text","text":"5、考试结束后，三个月至四个月内通知考试结束结果并发放证书（考试未通过者可以参加补考）。","id":""}],"text":"","id":"doxcn2CM6EuqkCuO4uqcEBpFDgc"},{"type":"heading","attrs":{"level":2},"children":[{"type":"text","text":"报名注意事项","id":""}],"text":"","id":"doxcn2sOAQKmAEwQ82jn7Kf81Dg"},{"type":"paragraph","children":[{"type":"text","text":"考生在报名理财师资格证考试时需要检查报考材料是否准备完善，报考信息填写是否正确。注意准考证打印时间，在考试前一周打印好准考证。","id":""}],"text":"","id":"doxcnM4yeEMsK4s4u6aMnuLuD3E"},{"type":"heading","attrs":{"level":1},"children":[{"type":"text","text":"考试安排","id":""}],"text":"","id":"doxcnkEG04Mmy22koUfzY1T66Sb"},{"type":"heading","attrs":{"level":2},"children":[{"type":"text","text":"考试内容","id":""}],"text":"","id":"doxcn86Yoee4aMkcYW6FeoEydMd"},{"type":"paragraph","children":[{"type":"text","text":"1、初级理财师：《理论基础》《专业技能》","id":""}],"text":"","id":"doxcnwmSmouK6mUG283mFDjVzld"},{"type":"paragraph","children":[{"type":"text","text":"2、中级理财师：《理论基础》《专业技能》《综合评审》","id":""}],"text":"","id":"doxcnYqo8eoAKWImoMJQPcGvNih"},{"type":"paragraph","children":[{"type":"text","text":"3、高级理财师：《理论基础》《专业技能》《综合评审》","id":""}],"text":"","id":"doxcn4cY4Yy4mu6mUGSe0G4THId"},{"type":"heading","attrs":{"level":2},"children":[{"type":"text","text":"考试难度","id":""}],"text":"","id":"doxcncowOuiMwCcIGUJyLfJl9ue"},{"type":"paragraph","children":[{"type":"text","text":"理财师资格证考试的题目难度分为四个等级，分别为简单（占20%）、中等（占40%）、较难（占30%）、最难（占10%）。各模块题目的数量基本和各模块在108学时中所占的比例相同。比如投资规划学时为24，题目数量大约为180×（24/108）=40道。","id":""}],"text":"","id":"doxcnm0eWYkiGcY08g7w7buixGh"},{"type":"heading","attrs":{"level":2},"children":[{"type":"text","text":"考试时间","id":""}],"text":"","id":"doxcn0E6KOmKq6Gy2QbrcCxmyHb"},{"type":"paragraph","children":[{"type":"text","text":"2022年上半年理财师考试时间：5月28日。","id":""}],"text":"","id":"doxcnm4eWcWQui4K02RYrgBWZAg"},{"type":"paragraph","children":[{"type":"text","text":"2022年下半年理财师考试时间：11月26日。","id":""}],"text":"","id":"doxcnY2GESykIWw28sTqvdfB4qg"},{"type":"heading","attrs":{"level":2},"children":[{"type":"text","text":"合格标准","id":""}],"text":"","id":"doxcngKuOmmQeC8Wo0azGrmT4Gb"},{"type":"paragraph","children":[{"type":"text","text":"满分100分，60分以上合格。","id":""}],"text":"","id":"doxcnmQO0Cye2o4OgumDMkms7th"},{"type":"heading","attrs":{"level":2},"children":[{"type":"text","text":"成绩查询","id":""}],"text":"","id":"doxcnw4gWaEICI8Io550hLvCnck"},{"type":"paragraph","children":[{"type":"text","text":"登录","id":""},{"type":"text","text":"www.fpsbchina.cn","id":""},{"type":"text","text":"，进入CFP系列考试报名与认证系统即可查询成绩。","id":""}],"text":"","id":"doxcn6sgkomAiIkUWKWt9RcOtBe"},{"type":"heading","attrs":{"level":1},"children":[{"type":"text","text":"备考工具","id":""}],"text":"","id":"doxcnA6o8UmcQc0SuuiRx5IsP5e"},{"type":"paragraph","children":[{"type":"text","text":"同理财规划师国家职业资格培训教程，由中国就业培训技术指导中心组织编写，中国财政经济出版社出版，共4本，分别是理财规划师基础知识(第五版)、理财规划师专业能力(三级)(第五版)、理财规划师专业能力(二级)(第五版)、理财规划师专业能力(一级)。报考人员可通过当地书店或者正规电商渠道购买。","id":""}],"text":"","id":"doxcnOkSmQ0Y0ke68y4CzvyJFag"},{"type":"heading","attrs":{"level":2},"children":[{"type":"text","text":"看书","id":""}],"text":"","id":"doxcnYK2eK8kQewoIaDhWkSWkve"},{"type":"paragraph","children":[{"type":"text","text":"初级：理财规划师基础知识(第五版)、理财规划师专业能力(三级)(第五版)。","id":""}],"text":"","id":"doxcnq20Y4aCECO8o8CN57hpbfb"},{"type":"paragraph","children":[{"type":"text","text":"中级：理财规划师基础知识(第五版)、理财规划师专业能力(三级)(第五版)、理财规划师专业能力(二级)(第五版)。","id":""}],"text":"","id":"doxcns2cIKGa2osiOaQr5nBQgNe"},{"type":"paragraph","children":[{"type":"text","text":"高级：理财规划师基础知识(第五版)、理财规划师专业能力(三级)(第五版)、理财规划师专业能力(二级)(第五版)、理财规划师专业能力(一级)。","id":""}],"text":"","id":"doxcnc0KKAKOAEEgUYXYmOoXpVb"},{"type":"heading","attrs":{"level":2},"children":[{"type":"text","text":"网课","id":""}],"text":"","id":"doxcn6QWaGaciKk04wJtaSKY1Ab"},{"type":"paragraph","chil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理财产品推销情景模拟

可以使用天天基金APP里面的模拟组合功能。

可以建立最多20个组合，你可以选择不同的基金组合，不用真实资金，模拟操作，看看自己的投资能力如何。

同时也可以与其他人的组合进行比较，看看谁的收益率高，其他人员若是认可你的投资理念和收益，也可以参照你的持仓及操作跟投。

还是很不错的，可以试试。

金融产品营销情景模拟

包含国家要求高等学校要把建立和完善实践教学体系，作为提高教学质量的重要内容。

金融专业实践教学存在以下难点：

一是金融机构无法提供太多的岗位接收学生大规模的实训；

二是学生在金融机构实训无法接触到核心业务，只能从事一些外围业务；

三是金融模型较多，无法模拟现实金融市场，把模型用在实训中；

四是学生已不满足于简单的操作实训，要求能够深入到银行核心业务。

金融银行模拟演练实验室，是借鉴欧美先进教学方法，并针对金融专业教学特点及我国金融银行市场的特点而设计，旨在为学生创造一个接近现实的教学实践模拟课程体系，为教师提供多种辅助教学手段，提高学生的专业水平和社会实践能力，争取更大的就业机会。

理财产品场景营销的关键

是基金销售公司。

腾安基金销售(深圳)有限公司于2017年01月03日成立。法定代表人刘明军，公司经营范围包括：公募基金及其他金融理财产品销售等。

腾安基金目前已经与多家基金公司签订了代销协议，代销的基金超过了百只，在销售这些基金时以腾讯理财通为基础展开业务。目前，腾安基金已与易方达基金、嘉实基金、富国基金、招商基金等签订基金代销协议。

用户在购买基金时不同的品种面临的风险是不一样的，用户在购买基金时需要详细阅读相关的条款，知道买入后的预期收益，还有就是投资期间能不能进行赎回，有没有亏损本金的可能；了解这些信息后决定是否购买。

基金在投资时也要把握好买入的时机，一般基金由下跌转为上涨时为最佳的买入时机，这样可以在后期获得不错的收益。还有就是基金在高点转为下跌时要及时的卖出，这样可以防止收益减少。

营销理财产品情景模拟案例

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