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理财规划师基础知识第一章理财规划概论目录企业改革不断深入各级电网加快发展依法治企显著加强党的建设富有成效赞安全生产保持稳定企业形象充分彰显经营质效稳步提升理财规划原理理财规划的概念理财就是对财产进行科学、合理和有效的管理。从理财的基本内容来讲,理财主要包括金融资产和实物资产的管理、投资管理和风险管理,广义的理财包括对企业、团体或个人的各类资产以及债务的管理。理财规划是通过测算理财需求者的财产规模和预期收益保障,充分了解理财政策和环境,遵循法律规范,利用理财规划的原理、技术和方法,恰当选择和有机组合各种理财工具,制定理财战略与执行方案,实现既定风险下的财产收益最优,以达到理财需求者预期目标的一种活动。理财规划原理财产保值理财目的财产增值规避风险保障未来保证金融资产、不动产等财产不贬值不亏损促进股票基金、债券投资等稳定增长减少或规避财产损失的风险保障未来消费支出或债务清偿的资金来源理财规划原理理财规划的主体财产占有者:个人:属于合法公民的自然人。家庭:具有夫妻子女组成的家庭结构。企业:从事生产、流通与服务等经济活动的营利性组织。组织:由诸多要素按照一定方式相互联系起来的系统。机构:由两个或两个以上构件通过活动联接形成的构件系统。理财规划师:理财规划师是专业的提供理财规划服务的职业人,他们指导和辅助理财者进行理财规划,与理财者共同形成了理财规划主体。理财规划原理家庭生命周期:反映一个家庭从形成到解体呈循环运动过程的范畴。从“摇篮到坟墓”的全过程。青年家庭中年家庭老年家庭家庭模型结构理财规划原理单击此处添加标题AddyourtitleinhereAddyourtitleinhereAddyourtitleinhereThemeGalleryisaDesignDigitalContent&ContentsmalldevelopedbyGuildDesignInc.ThemeGalleryisaDesignDigitalContent&ContentsmalldevelopedbyGuildDesignInc.ThemeGalleryisaDesignDigitalContent&ContentsmalldevelopedbyGuildDesignInc.ThemeGalleryisaDesignDigitalContent&ContentsmalldevelopedbyGuildDesignInc.单击此处添加标题1.DescribecontentsforaChart-Descriptionofthecompany’ssubcontents-Descriptionofthecompany’ssubcontents2.DescribecontentsforaChart-Descriptionofthecompany’ssubcontents-Descriptionofthecompany’ssubcontents1stQtr5025.4457501020304050607080ChartTitleinhere单击此处添加标题•ClicktoaddText•ClicktoaddText•ClicktoaddText•ClicktoaddText•ClicktoaddText•ClicktoaddText•ClicktoaddText•ClicktoaddText•ClicktoaddText•ClicktoaddText•ClicktoaddText•ClicktoaddText•ClicktoaddTextDescriptionofthecontentsDescriptionofthecontentsDescriptionofthecontents“ThemeGalleryisaDesignDigitalContent&ContentsmalldevelopedbyGuildDesignInc.”单击此处添加标题Descriptionofthecompany’ssubcontentsDescriptionofthecompany’ssubcontentsDescriptionofthecompany’ssubcontentsContentTitleContentTitle单击此处添加标题ThemeGalleryisaDesignDigitalContent&ContentsmalldevelopedbyGuildDesignInc.GuildDesignisoneofalignedcompanywithMicrosoftLtd,andwedevelopandprovidethedesigntemplatesforOffice97,2000,andXP.单击此处添加标题TitleinhereDescriptionofthecontentsTitleinhereTextinhereTextinhereTextinhereTextinhereTextinhereTextinhereDescriptionofthecontents单击此处添加标题000102030405060750%70%160%230%100%150%380%300%ThemeGalleryisaDesignDigitalContent&ContentsmalldevelopedbyGuildDesignInc.Textinhere(unit:%)Year单击此处添加标题Level1Level2Level3Level4Level5DescriptionofthecontentsDescriptionofthecontentsDescriptionofthecontentsDescriptionofthecontentsDescriptionofthecontents单击此处添加标题TitleinhereTitleinhere$40$100$25$10$45$55ThemeGalleryisaDesignDigitalContent&ContentsmalldevelopedbyGuildDesignInc.TextinhereTextinhereTextinhereCoordinateDepthin3-DSettings.单击此处添加标题ContentTitleContentTitle27.49038.634.646.94520062007EastWestNorthDescriptionofthecompany’ssubcontentsDescriptionofthecompany’ssubcontentsContentsContentsContentsThemeGalleryisaDesignDigitalContent&ContentsmalldevelopedbyGuildDesignInc.ThemeGalleryisaDesignDigitalContent&ContentsmalldevelopedbyGuildDesignInc.ThemeGalleryisaDesignDigitalContent&ContentsmalldevelopedbyGuildDesignInc.单击此处添加标题TextinhereTextinhereTextinhereTitle04TextinhereTextinhereTextinhereTitle03TextinhereTextinhereTextinhereTitle02ThemeGalleryisaDesignDigitalContent&ContentsmalldevelopedbyGuildDesignInc.TextinhereTextinhereTextinhereTitle01TitleTitleTitleTitleTitleDescriptionofthecontents单击此处添加标题20.4%Descriptionofthecompany’sproducts20.4%Descriptionofthecompany’sproducts90%Descriptionofthecompany’sproducts20.43820.49038%Descriptionofthecompany’sproducts单击此处添加标题PleasewritedownofcontentsexplanationforBusinessArea.BusinessAreaBusinessAreaBusinessAreaBusinessAreaPleasewritedownofcontentsexplanationforBusinessArea.PleasewritedownofcontentsexplanationforBusinessArea.PleasewritedownofcontentsexplanationforBusinessArea.PleasewritedownofcontentsexplanationforBusinessArea.单击此处添加标题ClicktoaddtextClicktoaddtext单击此处添加标题ClicktoaddTextClicktoaddTextClicktoaddTextClicktoaddText-ThemeGalleryisaDesignDigitalContent&ContentsmalldevelopedbyGuildDesignInc.-Descriptionofthecontents-Descriptionofthecontents“Atitleaboutcontent”CompanyLOGO-Descriptionofthecontents单击此处添加标题TextAddYourTextAddYourTextAddYourTextAddYourTextAddYourTextAddYourText单击此处添加标题AddYourTextAddYourTextAddYourTextAddYourTextAddYourTextTextTextTextTextTextThemeGalleryisaDesignDigitalContent&ContentsmalldevelopedbyGuildDesignInc.单击此处添加标题ClicktoaddTitleThemeGalleryisaDesignDigitalContent&ContentsmalldevelopedbyGuildDesignInc.ClicktoaddTitleClicktoaddTitle“Atitleaboutcontent”[Descriptionofthecontents]ClicktoaddTextClicktoaddText单击此处添加标题ConceptConceptconceptConcept单击此处添加标题ClicktoaddTitleTitleinhereThemeGalleryisaDesignDigitalContent&ContentsmalldevelopedbyGuildDesignInc.TitleinhereThemeGalleryisaDesignDigitalContent&ContentsmalldevelopedbyGuildDesignInc.TitleinhereThemeGalleryisaDesignDigitalContent&ContentsmalldevelopedbyGuildDesignInc.单击此处添加标题ContentsContentsContentsContentsThemeGalleryisaDesignDigitalContent&ContentsmalldevelopedbyGuildDesignInc.-ClicktoaddText-ClicktoaddText-ClicktoaddText-ClicktoaddTextThemeGalleryisaDesignDigitalContent&Contentsmall
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