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  • 匿名
关注:1 2013-05-23 12:21

求翻译:个人财务策划是利用客户提供的资料和财务信息,一方面明确客户的理财目标,同时对客户的财务资料作出整理和分析,并提供有效的建议,帮助客户实现长线的财务自由是什么意思?

待解决 悬赏分:1 - 离问题结束还有
个人财务策划是利用客户提供的资料和财务信息,一方面明确客户的理财目标,同时对客户的财务资料作出整理和分析,并提供有效的建议,帮助客户实现长线的财务自由
问题补充:

  • 匿名
2013-05-23 12:21:38
Personal financial planning is the use of customer information and financial information, on the one hand the customer a clear financial goals while the customer's financial information collation and analysis, and provide effective advice to help clients achieve long-term financial freedom
  • 匿名
2013-05-23 12:23:18
personal financial planning is the use of customer information and financial information, and the client's financial goals, and at the same time the customer's financial information to collate and analyze, and provide effective recommendations to help customers achieve long-term financial freedom
  • 匿名
2013-05-23 12:24:58
Individual financial plan is the material and the financial information which provides using the customer, on the one hand is clear about the customer to manage finances the goal, simultaneously makes the reorganization and the analysis to the customer financial material, and provides the effective
  • 匿名
2013-05-23 12:26:38
Personal financial planning is the use of information provided by the customer and financial information, on the one hand to define clients ' financial goals, while finishing to customer's financial information and analysis, and provide effective recommendations to help clients achieve long-term fin
  • 匿名
2013-05-23 12:28:18
Personal financial planning is the use of customer information and financial information, on the one hand the customer a clear financial goals while the customer's financial information collation and analysis, and provide effective advice to help clients achieve long-term financial freedom
 
 
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