歷屆中國金融理財師年會

❶ ACCA,CISA,FSA,CFA,CFP,PMP誰幫忙用英文解釋下這幾個金融資格職業證書,(不要解釋是什麼的縮寫)

CISA is an audit professional certification sponsored by the Information Systems Audit and Control Association (ISACA). Candidates for the certification must meet requirements set by ISACA。
The CISA certification was established in 1978[1] for several reasons:

Develop and maintain a tool that could be used to evaluate an indivials' competency in concting information system audits.
Provide a motivational tool for information systems auditors to maintain their skills, and monitor the success of the maintenance programs.

Provide criteria to help aid management in the selection of personnel and development.

The first CISA examination was administered in 1981, and registration numbers have grown each year. Over 60,000[1] candidates have earned the CISA designation.

The CISA certification has been recognised with ANSI accreditation, along with the CISM certification- both of these certifications are managed by ISACA. It is one of the few certifications formally approved by the US Department of Defense in their Information Assurance Technical category (DoD 8570.01-M).

Requirements
Candidates for a CISA certification must pass the examination, agree to adhere to ISACA's Code of Professional Ethics, submit evidence of a minimum of five years of professional IS auditing, control, or security work, and abide by a program of continuing professional ecation.

Substitutions and waivers of such experience may be obtained as follows:[2]

A maximum of one year of information systems experience OR one year of financial or operational auditing experience can be substituted for one year of information systems auditing, control, or security experience.
60 to 120 completed college semester credit hours (the equivalent of an Associate or Bachelor degree) can be substituted for one or two years, respectively, of information systems auditing, control or security experience.
Two years as a full-time university instructor in a related field (e.g., computer science, accounting, information systems auditing) can be substituted for one year of information systems auditing, control or security experience.

[edit] Examination
The exam consists of 200 multiple-choice questions that must be answered within 4 hours. The exam is split between 6 Content Areas as of 2006:

IS Audit Process - 10% of Exam
IT Governance - 15% of Exam
Systems and Infrastructure Lifecycle Management - 16% of Exam
IT Service Delivery and Support - 14% of Exam
Protection of Information Assets - 31% of Exam
Business Continuity and Disaster Recovery - 14% of Exam
The exam is now offered in 11 languages at more than 200 locations worldwide in June and December.
The Association of Chartered Certified Accountants (ACCA) is a British chartered accountancy body with a global presence that offers the Chartered Certified Accountant (Designatory letters ACCA or FCCA) qualification worldwide. It is one of the world's largest and fastest-growing accountancy bodies with 122,426 members and 325,606 affiliates and students in 170 countries. The Institute's headquarters are in London with the principal administrative office being based in Glasgow. In addition the ACCA has a network of nearly 80 staffed offices and other centres around the world.

The ACCA is a founding member body of the Consultative Committee of Accountancy Bodies (CCAB) and the International Federation of Accountants (IFAC).

The term 'Chartered' in ACCA qualification refers to the Royal Charter granted in 1974 by Her Majesty the Queen in the United Kingdom.

Since Chartered Certified Accountant is a legally protected term, indivials who describe themselves as Chartered Certified Accountants must be members of ACCA and, if they carry out public practice engagements, must comply with additional regulations such as holding a practising certificate, being insured against any possible liability claims and submitting to inspections.

The Association of Authorised Public Accountants (AAPA), one of the British professional bodies for public accountants, has been a subsidiary of ACCA since 1996.

FSA is an independent non-governmental body, quasi-judicial body and a company limited by guarantee that regulates the financial services instry in the United Kingdom.
The Financial Services and Markets Act imposed four statutory objectives upon the FSA:
market confidence: maintaining confidence in the financial system
public awareness: promoting public understanding of the financial system;
consumer protection: securing the appropriate degree of protection for consumers; and
rection of financial crime: recing the extent to which it is possible for a business carried on by a regulated person to be used for a purpose connected with financial crime

[edit] Regulatory principles
The statutory objectives are supported by a set of principles of good regulation which the FSA must have regard to when discharging its functions. These are:

efficiency and economy: the need to use its resources in the most efficient and economic way.
role of management: a firm』s senior management is responsible for its activities and for ensuring that its business complies with regulatory requirements. This principle is designed to guard against unnecessary intrusion by the FSA into firms』 business and requires it to hold senior management responsible for risk management and controls within firms. Accordingly, firms must take reasonable care to make it clear who has what responsibility and to ensure that the affairs of the firm can be adequately monitored and controlled.
proportionality: The restrictions the FSA imposes on the instry must be proportionate to the benefits that are expected to result from those restrictions. In making judgements in this area, the FSA takes into account the costs to firms and consumers. One of the main techniques they use is cost benefit analysis of proposed regulatory requirements. This approach is shown, in particular, in the different regulatory requirements applied to wholesale and retail markets.
innovation: The desirability of facilitating innovation in connection with regulated activities. For example, allowing scope for different means of compliance so as not to unly restrict market participants from launching new financial procts and services.
international character: Including the desirability of maintaining the competitive position of the UK. The FSA takes into account the international aspects of much financial business and the competitive position of the UK. This involves co-operating with overseas regulators, both to agree international standards and to monitor global firms and markets effectively.
competition: The need to minimise the adverse effects on competition that may arise from the FSA's activities and the desirability of facilitating competition between the firms it regulates. This covers avoiding unnecessary regulatory barriers to entry or business expansion. Competition and innovation considerations play a key role in the FSA's cost-benefit analysis work. Under the Financial Services and Markets Act, the Treasury, the Office of Fair Trading and the Competition Commission all have a role to play in reviewing the impact of the FSA's rules and practices on competition.

[edit] Accountability and management
The FSA is accountable to Treasury Ministers, and through them to Parliament. It is operationally independent of Government and is funded entirely by the firms it regulates through fines, fees and compulsory levies. Its Board consists of a Chairman, a Chief Executive Officer, a Chief Operating Officer, two Managing Directors, and 11 non-executive directors (including a lead non-executive member, the Deputy Chairman) selected by, and subject to removal by, HM Treasury. Among these, the Deputy Governor for Financial Stability of the Bank of England is an ex officio Board member. This Board decides on overall policy with day-to-day decisions and management of the staff being the responsibility of the Executive. This is divided into three sections each headed by a Managing director and having responsibility for one of the following sectors: retail markets, wholesale and institutional markets, and regulatory services.

Its regulatory decisions can be appealed to the Financial Services and Markets Tribunal.

HM Treasury decides upon the scope of activities that should be regulated, but it is for the FSA to decide what shape the regulatory regime should take in relation to any particular activities.

The FSA is also provided with advice on the interests and concerns of consumers by the Financial Services Consumer Panel [2]. This panel describes itself as "An Independent Voice for Consumers of Financial Services". Members of the panel are appointed and can be dismissed by the FSA and emails to them are directed to FSA staff. The Financial Services Consumer Panel will not address indivial consumer complaints.

Chartered Financial Analyst (CFA) is an international professional designation offered by the CFA Institute of USA (formerly known as AIMR) to financial analysts who complete a series of three examinations. Candidates must have a bachelor's degree (or equivalent), be in the final year of their bachelor's degree program, or have at least four years of qualified, professional work experience in order to take the exams. In order to become a "CFA Charterholder" candidates must pass all three exams, agree to comply with the code of ethics, pay member es, and have four years of work experience deemed acceptable by the CFA Institute. CFA charterholders are also obligated to adhere to a strict Code of Ethics and Standards governing their professional conct

The Certified Financial Planner (CFP) designation is a certification mark for financial planners conferred by the Certified Financial Planner Board of Standards in the United States, Financial Planners Standards Council in Canada and 18 other organizations affiliated with Financial Planning Standards Board (FPSB), the international owner of the CFP mark outside of the United States. To receive authorization to use the designation, the candidate must meet ecation, examination, experience and ethics requirements, and pay an ongoing certification fee.[1]. The information contained herein relates specifically to CFP certification in the United States. For information on CFP certification outside of the United States, please see the FPSB website at http://www.fpsb.org/CMS/index.php?option=com_content&task=view&id=84&Itemid=110 for a list of affiliate member organizations and their respective websites.
The CFP Certification Examination is a 10-hour multiple choice exam, divided into one four-hour session (Friday afternoon) and two three-hour sessions (Saturday). The exam includes three major case problems and is designed to assess the student's ability to apply his or her knowledge of the aforementioned areas to financial planning situations. The exam was set as a requirement in 1993 and at that time CFPs were grandfathered without having to pass this exam. [5]

Indivials holding professional designations pre-approved by the CFP Board (like PhDs in business and economics, attorneys, Certified Public Accountants (CPA), Chartered Certified Accountants (ACCA), Chartered Accountants (CA), Chartered Wealth Managers (AAFM) ), and Chartered Financial Analysts (CFA) are entitled to register for and take the exam without having to complete the ecation requirements by using the CFP-board's challenge status.

Project Management Professional is properly expressed as the credential PMP. The credentialing agency is the Project Management Institute ([1] PMI). This credential is obtained by gaining a certification in project management through the completion of PMI certified training and examination. PMP training and examination material comes from the Guide to the Project Management Body of Knowledge PMBOK published most recently in 2007. Most exam questions reference PMI's project quality standards documented in the PMBOK. The PMP credential undergoes rigorous validation by ISO, and the PMBOK methodology is widely regarded as the instry standard for Project Management and has been adopted as the single standard for project management by agencies such as NASA.

PMP (Project Management Professional) is one of four concentrations offered by PMI in the study of Project Management:
1. CAPM Certified Associate in Project Management: This certification is obtained after passing the CAPM Exam
2. PMP Project Management Professional: This certification is obtained after passing the PMP Exam
3. PgMP Program Management Professional: This certification is obtained after passing the PgMP Exam
4. PMI RMP PMI Risk Management Professional: This certification is obtained after passing the PMI-RMP Exam

❷ 中國金融行業目前的現狀，需求和以後的發展趨勢，以及個人理解，請詳細的解答 謝謝~~~！！！！急急！

1、房產。一線城市穩中升值，二三線就看人品了，今年放假漲了不少，估計後面幾年會消停點，每年平均收益率在6-8%左右吧，跟國家GDP差不多的(你懂得)。但是房產流動性不好，並且部分城市限購，佔用資金也大，建議50%的資產投資房產。
2、股票。浮動大，但收益頗豐，也可能虧的比較多，常言10個人有9個虧錢，不是專家就不要入場了。可以給你個簡單的股票，絕對不會虧的(買銀行股打新股-這個可以後面追問吧)。建議5%的資產投資股票。
3、銀行保險理財。收益率在2%-5%左右，這一般買一些保障性的保險(比如養老的補充，越年輕越便宜；家裡老人買大病醫保等)，銀行的固定理財收益，這個收益低，但一般比較穩定，時間較長，流動性不大。
建議10%做銀行定期理財，10%做銀行活期產品理財。
4、p2p。互聯網金融是最近才出現的理財方式，簡單來說就是取消銀行成本，將投資人的錢直接投資給需要錢的人，省了中的銀行環節，年利率在6%-14%差不多。這個穩定性就要看平台了，比如國資系銀行存管的四海眾投利率10%，其他比如收益較高的平台差不多在12-14%左右，自己判斷吧，建議25%的資產做互聯網金融理財。

❸ 2016中國金融理財師年會什麼人可報名

基金經理
互金協會負責人
互金平台負責人
互金專家
金融會計師
銀行理財經理 等等
東方金鈺代解答

❹ 中國對外經濟貿易信託有限公司的大事記

2012年1月，在朝陽永續、同信證券舉辦的「2011年度第六屆中國私募基金風雲榜」評選中，我司獲得「最受歡迎的理財產品陽光私募信託組十強」榮譽。
2012年3月，在深圳市私募基金協會、私募排排網主辦的第六屆中國私募基金高峰論壇上，我司榮獲「2011年中國最佳私募證券基金信託服務商獎」。
2012年3月，我司榮獲中央企業團工委命名的「2012-2014年度中央企業五四紅旗團委創建單位」稱號。
2012年4月，我司關於股指期貨交易業務資格的申請獲銀監會批准，成為全國第二家、北京市第一家取得該資格的信託公司。
2012年6月，在《上海證券報》主辦的第六屆「誠信託」獎評選中，我司榮獲「誠信託卓越公司獎」，同時我司「鑫欣8號」礦業股權並購基金集合信託計劃獲得「價值信託產品獎」。
2012年8月，在證券時報社和新財富雜志聯合主辦的「開啟財富管理新思維——財富管理論壇暨第五屆中國優秀信託公司評選頒獎典禮」上，我司包攬「中國優秀信託公司」、「優秀理財管理團隊」、「最佳證券投資類信託計劃」和「最佳礦產能源投資信託計劃」四項大獎。
2012年11月，在《21世紀經濟報道》主辦的「2012年21世紀資產管理年會」暨「第五屆中國資產管理金貝獎頒獎典禮」上，我司榮膺「年度最佳風險控制信託公司」獎。 2011年1月，在《華夏時報》舉辦的中國金融業權威大獎「金蟬獎」評選中，外貿信託榮獲「2010最強勢集合信託理財產品發行機構」大獎。
2011年1月，在「卓越2010年度金融理財排行榜」評選中，我司榮獲「卓越品牌價值信託公司」獎，同時我司「鑫欣」系列能源產業基金集合信託計劃榮獲「卓越金融理財產品」獎。
2011年4月，在《中國證券報》舉辦的第二屆「中國陽光私募金牛獎」評選中，我司榮獲「金牛陽光私募信託公司獎」。
2011年6月，在《上海證券報》主辦的第五屆「誠信託」獎評選中，我司榮獲「誠信託卓越公司獎」。
2011年7月，我司榮獲國資委、共青團中央命名的2009-2010年度「全國青年文明號」稱號。
2011年8月，在《證券時報》舉辦的「第四屆中國優秀信託公司」評選中，我司榮獲「中國最具成長性信託公司獎」，同時，「鼎諾風險緩沖1期證券投資集合資金信託計劃」榮獲「最佳證券投資類信託計劃獎」。
2011年12月，在《金融理財》雜志社和金牌財富（北京）研究院聯合主辦的2011第二屆中國金牌理財Top10總評榜「金貔貅獎」評選活動中，我司榮獲「2011最佳財富管理獎」。
2011年12月，在由《金融時報》和社科院金融研究所聯合主辦的2011中國金融機構金牌榜—第三屆「金龍獎」評選活動中,我司榮獲「年度最佳財富管理信託公司獎」。
2011年12月，在由搜狐財經和《北京娛樂信報》聯合主辦的第三屆首都金融服務創新大賽上，我司榮獲「年度最佳財富管理品牌」獎。
2011年12月，在《華夏時報》主辦的第五屆中國機構投資者年會暨金蟬獎評選活動中，我司榮獲「2011最佳信託財富管理獎」。 2010年，在《上海證券報》主辦的第四屆「誠信託」評選中，我司獲「卓越公司獎」，同時我司「捷信消費貸款單一信託資產轉讓項目」榮獲「誠信託 ·價值信託產品獎」。
2010年，在《證券時報》主辦的第三屆「中國優秀信託公司」評選中，我司「光大穩健一號資金信託計劃」榮獲「最佳債券投資信託計劃獎」，我司「北京銀行股權投資集合資金信託計劃」榮獲「最佳股權投資信託計劃獎」，我司「匯富3號集合資金信託計劃」榮獲「最佳權益投資信託計劃獎」。 2008年，在《上海證券報》第二屆「誠信託」評選中，我司「穩健增長集合資金信託計劃」榮獲最佳信託產品獎。
2008年，在《金融時報》舉辦的「中國金融改革開放最具影響力50件大事暨2008中國最佳金融機構排行榜」評選中，我司榮獲「年度最佳信託公司」獎。 2007年，我司在《上海證券報》第一屆「誠信託」評選中，榮獲信託行業最佳信託公司獎。
2006年
2006年，我司「凱晨廣場信託計劃」被中國信託業協會評為「2005年十大創新產品之一」。
2006年，我司獲2005年度中國信託業協會行業經營指標綜合排名評比第一名。
2006年，我司獲《證券時報》「首屆優秀信託公司評選」優秀信託公司最佳知名品牌、最佳房地產信託計劃獎。

❺ 平安銀行的企業榮譽

平安銀行連續多年獲得多項榮譽，可點擊榮譽榜了解。