1) independent financial advisor(IFA)
个人理财顾问
2) Finance Advisor
理财顾问
1.
Study on Bancassurance Finance Advisor Sales Model in SN Life;
SN人寿银行保险理财顾问营销模式研究
4) personal financing
个人理财
1.
Research on demand pattern of personal financing based on the life cycle;
基于生命周期的个人理财需求模式分析
2.
Study on Innovation of Personal Financing Product for CMBC Dalian Branch;
大连民生银行个人理财产品创新研究
3.
A Discussion on the Development of Civil Commercial Banks Personal Financing Business;
我国商业银行个人理财业务发展探讨
5) personal financial planning
个人理财
1.
The Study on the Development Strategy of Personal Financial Planning in Industrial and Commercial Bank of China Hunan Branch;
工行湖南省分行个人理财业务发展战略研究
2.
Research on the Influence of Supporting Elders by House Property on Personal Financial Planning;
以房养老对个人理财规划的完善与提升
3.
On CCB s Personal Financial Planning Service;
中国建设银行个人理财服务发展研究
6) Personal Financial Service
个人理财
1.
Personal Financial Service Systems Based on Data Warehouse;
基于数据仓库的个人理财系统
2.
Research on the Personal Financial Service Innovation of Chinese Commercial Banks;
我国商业银行个人理财业务创新之探讨
3.
The Analysis of Personal Financial Service Business in China Construction Bank;
建设银行个人理财业务分析
补充资料：理财
管理财物或财务：当家～ㄧ～之道。
说明：补充资料仅用于学习参考，请勿用于其它任何用途。
参考词条