After taking time off to travel around his country he became involved with the financial markets and completed a diploma in financial planning and management through the australian securities institute and later joined amp as an investment consultant 环游整个澳洲后他开始从事有关金融的工作并获得了财务策划证书并管理过证券协会，也曾在澳洲保险公司里任职投资顾问。
Belgian bank also puts a strong focus on providing one - stop financial advisory services . its personal banking service offers professional financial planning services to customers through a dedicated team of advisors and investment strategists 华比银行尤为重视提供一站式理财谘询服务，特设个人理财服务，由专责的理财顾问及投资策略经理悉心为客户提供专业的财务策划服务。
Manulife s ongoing development strategy is to provide both professional training for its agents to meet the increasing demand for financial planning qualifications as well as the necessary technological tools to deliver superior customer service 宏利现行的发展策略，是为代理人提供专业培训，以应付需求日增的财务策划专业资格，同时亦利用高科技工具为客户提供最优质的服务。
With the september launch of manulife private accounts , manulife financial became the first insurance company to offer a managed accounts product in the united states as well as the first company to offer this type of product in the financial planner channel 宏利金融于九月推出宏利私人帐户，成为在美国首家提供管理帐户产品的保险公司，同时亦成为首家透过财务策划师提供此类产品的公司。
Mr . tam holds both bachelors and masters degrees from the university of toronto in canada . he is a fellow of life management institute , a chartered life underwriter and registered health underwriter , a chartered financial consultant and certified financial planner 谭氏持有多伦多大学university of toronto学士及硕士学位，现为美国寿险内勤经营协会会员特许人寿保险从业员注册医疗保险从业员特许财务顾问及执业财务策划员。
As experience , i acted as financial consultant of jiangsu shinco electronic group , participated in financial scheme of enterprise which stock issued in open market such as jiangsu xinhuachang group and jinasu kuangda group and organized management and consultation of construction cost for wujin administration center 担任江苏新科电子集团财务顾问,参与江苏新华昌集团、江苏旷达集团等创业板上市企业的财务策划工作，组织实施武进行政中心工程造价管理咨询。
Graduates will be equipped to function effectively as managers in insurance and related fields , in which there are excellent career opportunities in hong kong . they will also specialize in the quantitative techniques of insurance and receive preparatory training for possible careers in actuarial - related disciplines 换句话说，这个课程的毕业生的出路十分广泛，可为精算师、财务分析师、财务策划师、及于风险管理或核保、理赔及财务服务业中的其他专业人员。
