AFP(Associate Financial Planner)涓枃鏄噾铻嶇悊璨�(c谩i)甯瓑鏇�(sh奴)銆傝绋�(ch膿ng)鐐鸿病(c谩i)瀵岀鐞嗚妤�(y猫)“寰炴キ(y猫)璀�”锛岀敱绺介儴浣嶄簬缇庡湅(gu贸)鐨勯潪鐕�(y铆ng)鍒╃祫绻擣PSB绲�(t菕ng)涓€绨界櫦(f膩)鐨勮瓑鏇�(sh奴)!鎴鍒�2020骞村勾搴�锛孎(xi脿n)PSB鎴愬摗绲勭箶宸查亶甯冨叏鐞�27鍊�(g猫)鍦�(gu贸)瀹跺拰鍦板崁(q奴)銆�

涓€銆丄FP鑰冭│鏂瑰紡锛�

AFP鑰冭│閲囧彇闁夊嵎銆佷笂姗�(j墨)鑰冭│銆�

浜�銆丄FP鑰冭│甯歌(ji脿n)鍟�(w猫n)椤岀附绲�(ji茅)

AFP鑰冭│鏅�(sh铆)闁撲粙绱癸細姣忔湀鑸夎睛鏁�(sh霉)鍫�(ch菐ng)鑰冭│锛屽叏骞村ぇ姒�60娆¤€冭│?锛熻崥鍥堣瘽闃嶈哎鑻ｎ熅锛╄?:00-12:00,涓嬪崍13:30-16:30,涓婁笅鍗堝悇3鍊�(g猫)灏忔檪(sh铆),鍏�6鍊�(g猫)灏忔檪(sh铆)銆�

1.AFP鑰冭│鍫�(b脿o)鍚嶆檪(sh铆)闁擄細

闇€鎻愬墠1-2鍊�(g猫)鏈堝牨(b脿o)鑰�銆傚叿楂旂殑鍫�(b脿o)鍚嶆檪(sh铆)闁�锛屽彲浠ュ弮鑰僃PSB China瀹樼恫(w菐ng)“闂�(gu膩n)浜庤€冭│”閮ㄥ垎浜嗚В鏈€鏂拌€冭│鏅�(sh铆)闁撹┏鎯呫€�

2.AFP鑰冭│鍫�(b脿o)鍚嶆浠讹細

鍫�(b脿o)鍚嶈€冭│涔嬪墠锛岄鍏堣鐛插緱“AFP鍩硅〒(x霉n)鍚堟牸璀�”锛岀悊璨�(c谩i)鏁欒偛缍�(w菐ng)鏄疐PSB China瀹樻柟鎺堟瑠(qu谩n)鐨勭恫(w菐ng)绲�(lu貌)鏈嶅嫏(w霉)骞宠嚭(t谩i)锛孉FP鍜孋FP鐨勭恫(w菐ng)绲�(lu貌)鍩硅〒(x霉n)閮藉湪姝ゅ钩鑷�(t谩i)瀛�(xu茅)缈�(x铆)銆�

3.AFP鑰冭│椤岄噺锛�

涓婂崍鍜屼笅鍗堝悇90椤�,绺藉叡180椤�銆�

4.AFP鑰冭│椤屽瀷锛�

AFP鑰冭│180椤岄兘鏄柈闋�(xi脿ng)閬告搰椤�,鍒嗙偤鏅€氬柈閬搁鍜屽京(f霉)鍚堝紡鍠伕椤�銆傚叾涓蹇甸鏈�110閬撳乏鍙�,瑷�(j矛)绠楅鏈�70閬�銆�

5.AFP鑰冭│褰㈠紡锛�

閲囧彇闁夊嵎銆佷笂姗�(j墨)鑰冭│銆�

6.AFP鑰冭│闆ｅ害锛�

姣忔鑰冭│180椤�,80%鐐轰腑绛夐洠搴﹀強浠ヤ笅椤岀洰,鐒�(w煤)璜栭洠鏄撴瘡椤�1鍒�,鍏ㄥ湅(gu贸)绲�(t菕ng)鑰�,姘村钩鎬ц€冭│,娌�(m茅i)鏈夊浐瀹氱殑鍒�?j菒n)?sh霉)绶�(xi脿n)銆�

7.AFP鑰冭│鍒嗗竷锛�

涓婂崍鑰冨療妯″鏈夛細閲戣瀺鍩虹(ch菙)銆佹渚�(鏈€鍚�10椤�)銆佸璨�(c谩i)銆佹姇璩囩挵(hu谩n)澧�5閬撻,涓嬪崍鑰冨療妯″鏈夛細鎶曡硣銆佷繚闅�(xi菐n)銆佺▍鍕�(w霉)銆佺鍒�銆�

8.AFP鑰冭│椤岄噺鍒嗗竷锛�

閲戣瀺鍩虹(ch菙)妯″鑰冨療85椤�,绂忓埄妯″鑰冨療10椤�,淇濋毆(xi菐n)妯″鑰冨療25椤�,绋呮敹妯″鑰冨療15椤�,鎶曡硣妯″鑰冨療45椤屻€�

9.AFP鑰冭│娉ㄦ剰浜嬮爡(xi脿ng)锛�

(1)鑰冭│鍏嶈不(f猫i)鎻愪緵閼病(c谩i)铇�(y霉n)瑷�(j矛)绠楀櫒杌熶欢(鑰冭│鐣岄潰鍙充笂鏂�)銆�

(2)绋呯巼琛ㄥ拰38铏�(h脿o)鏂囦欢鑰冭│鎻愪緵(鑰冭│鐣岄潰鍙充笂鏂�)銆�

(3)鑰冭│涓嶅緱鑷付绱欑瓎,鍏嶈不(f猫i)鎻愪緵銆�

(4)鑰冭│璀変欢锛氳韩浠借瓑銆佹簴(zh菙n)鑰冭瓑(鑰冨墠涓夊ぉ鎵撳嵃)銆�

10.AFP鑰冭│閫氶亷(gu貌)妯�(bi膩o)婧�(zh菙n)锛�

AFP鑰冭│180閬撻锛屼竴鑸渶瑕佸仛灏�(du矛)110閬撳乏鍙冲彲浠ラ€氶亷(gu貌)銆備笂涓嬪崍鑰冭│鍚堝苟瑷�(j矛)鍒�锛屽彧鏈変竴鍊�(g猫)鎴愮妇(j墨)銆備笂鍗堣純闆ｏ紝涓嬪崍杓冪偤瀹规槗銆侫FP閲戣瀺鐞嗚病(c谩i)甯€冭│閫氶亷(gu貌)娌�(m茅i)鏈夊浐瀹氱殑鑰冭│鎴愮妇(j墨)銆�

2023骞碅FP閲戣瀺鐞嗚病(c谩i)甯�5鏈堣€冭│鏅�(sh铆)闁�

2023骞�5鏈堟瘡娆¤€冭│鐨勮€冭│鏃ユ湡銆佸牨(b脿o)鍚嶆埅姝㈡棩鏈熷強鎵撳嵃婧�(zh菙n)鑰冭瓑璧峰鏃ユ湡璜�(q菒ng)?ji膩n)鏂�?ji脿n)涓嬭〃锛�

鐐轰簡鏂逛究鑰冪敓瀹夊績鍌欒€�锛屽皬绶ㄥ缓璀拌€冪敓濉(xi臎) 鍏嶈不(f猫i)闋�(y霉)绱勭煭淇℃彁閱�锛屽眴鏅�(sh铆)鎴戝€戞渻(hu矛)鍙婃檪(sh铆)閫氱煡鑰冪敓閲戣瀺鐞嗚病(c谩i)甯紙AFP锛夋簴(zh菙n)鑰冭瓑鎵撳嵃鏅�(sh铆)闁�銆佽€冭│鏅�(sh铆)闁�锛屼互鍏嶉尟(cu貌)閬�(gu貌)閲嶈淇℃伅銆�

浠ヤ笂鍏�(n猫i)瀹圭偤“afp鎬庝箞鑰�”鐨勪俊鎭�锛岀嵅鍙栨洿澶�2023骞撮噾铻嶇悊璨�(c谩i)甯紙AFP锛夎€冭│鐩搁棞(gu膩n)鍏�(n猫i)瀹癸紝璜�(q菒ng)绻肩簩(x霉)闂�(gu膩n)娉ㄧ挵(hu谩n)鐞冪恫(w菐ng)鏍￠噾铻嶇悊璨�(c谩i)甯紙AFP锛夐牷閬�銆�