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hoilan asked in 商業及金融保險 · 1 decade ago

投資顧問 同 財務策劃有咩分別??

請各位解答下..唔該!!

自己都有d想向lei d職業發展..

4 Answers

Rating
  • joyce
    Lv 7
    1 decade ago
    Favorite Answer

    投資顧問-- it is responsible to help customer to solve their problem and to increase their invest knowledge, it is position to diverification for the service

    財務策劃--it is only the financial plan, it is design to fit customer need such as education fund , retired fund and insurance fund etc.

  • 1 decade ago

    其實兩者相同,只是個別叫法不同及時代轉變而叫法不同,如下

    後生=辦公室助理

    司機=車長

    看更=保安員

    女傭=家務助理

    飛髮佬=髮型師

    投資顧問同財務策劃,兩者都是金融服務,保險及投資基金方面兩者相同

    希望幫到你

  • Indy
    Lv 7
    1 decade ago

    補充一點:

    投資顧問:可以單純靠自已的投資洞見而賺錢

    財務策劃:只可靠客人做財務策劃後才從中賺錢

  • Anonymous
    1 decade ago

    投資顧問: 做投資, 例如股票, 基金, 跟住比意見你

    財務策劃: 幫客人set up D 計劃去令到佢地能夠得到想要既結果.

    我知道大概咁樣分別, 但兩樣都需要考唔同既牌.

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