| 个人理财策划标准化研究 |
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| 引用本文： | 江洲,刘碧松,李小林. 个人理财策划标准化研究[J]. 世界标准化与质量管理, 2007, 0(6): 38-40 |
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| 作者姓名： | 江洲 刘碧松 李小林 |
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| 作者单位： | 中国标准化研究院,100088 |
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| 摘 要： | 分析了个人理财策划的市场发展和标准化需求，介绍了ISO／TC222的工作、国际注册理财策划师（CFP）的资格认证体系，以及国内金融理财师标准及认证制度。
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| 关 键 词： | 个人理财策划 国际注册理财策划师 金融理财师标准 |
| 收稿时间： | 2007-03-20 |
| 修稿时间： | 2007-03-20 |
Research on the Standardization of Personal Financial Planning |
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| Jiang Zhou. Research on the Standardization of Personal Financial Planning[J]. World Standardization & Quality Management, 2007, 0(6): 38-40 |
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| Authors: | Jiang Zhou |
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| Abstract: | This article analyses the situation of market development and standardization requirement in the field of personal financial planning,the work of ISO/TC222,the development status of certification system for Certified Financial Planner(CFP),as well as the standards and certification system for financial planner in China. |
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| Keywords: | personal financial planning CFP standards for financial planner |
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