Current location - Loan Platform Complete Network - Local tax - Conditions of economic adviser?
Conditions of economic adviser?
A. Application conditions for investment consultants

Abide by national laws and regulations, abide by professional ethics, and meet one of the following conditions, you can apply to participate in the consulting engineer (investment) professional qualification examination:

1. Get a college degree in engineering or economics, management science and engineering, and have been engaged in engineering consulting business for 8 years.

2. Obtain a bachelor's degree or degree in engineering or economics, management science and engineering, and have been engaged in engineering consulting business for 6 years.

3. Obtain a double bachelor's degree in engineering or economics, management science and engineering, or graduate from a postgraduate class in engineering, and have been engaged in engineering consulting business for 4 years.

4. Obtain a master's degree in engineering or economics, management science and engineering, and have been engaged in engineering consulting business for 3 years.

5. Obtain a doctorate in engineering or economics, management science and engineering, and have been engaged in engineering consulting business for 2 years.

6. Obtaining the above-mentioned academic qualifications or other disciplines such as economic management, or other disciplines, and engaging in engineering consulting business will increase by 2 years accordingly.

(1) Conditional extended reading by economic consultants

Examination subjects: macroeconomic policy and development planning, project organization and management, project decision analysis and evaluation, modern consulting methods and practice. Macroeconomic policy and development planning, project organization and management, project decision analysis and evaluation are objective questions, all of which are answered on the answer sheet, and the marking work is organized and implemented by the personnel examination centers of all provinces (autonomous regions and municipalities).

The consulting engineer examination takes four years as a cycle, and those who take all the subject examinations must pass the examination within four examination years. Those who take part in the examination of some subjects (those who meet the requirements of exemption from examination of some subjects) must pass the examination of this subject within two examination years.

B. What are the requirements for taking the exam as an economist (human resources)?

Let's explain the contents of the certificate review of human reproduction resources, hoping to help us obtain evidence smoothly.

Human resource qualification certificate is a professional qualification certificate issued by the state, which is divided into four levels, from four to one. With the improvement of the level, the assessment difficulty will also change. If you want to pass the third and fourth level human resources qualification certificate, you need to pass the examination of professional ethics, theoretical knowledge and professional ability. If you want to get the second-level human resources qualification certificate, there will be an additional comprehensive evaluation, that is, writing a thesis. At present, the content of obtaining human resource qualification certificate mainly includes nine parts, including human resource planning, career design, job description, personnel recruitment, staff training, employee motivation, performance appraisal, salary and welfare design and management, labor relations management and other related contents.

Want to know more detailed information about what to take in the human resources qualification examination, you can go to Shanghai Sancai Training official website. Shanghai Sancai is a student-centered professional training school that provides one-stop human resources training and comprehensive services. No matter the teachers or the teaching environment, the three talents can provide first-class.

As can be seen from the introduction of the above three talents, there are still many contents in the human resources qualification examination. Therefore, although the human resources qualification certificate contains a high amount of gold, it is not as easy as expected to get the certificate. Only by finding a professional training institution to participate in professional training and studying hard at ordinary times can we successfully obtain the qualification certificate of human resources.

C. what is an enterprise economic consultant? What are the requirements of enterprise-level economic consultants?

It is to provide consulting services for enterprises under the macroeconomic environment.

First of all, we should have a clear understanding of the economic environment, including domestic and international economy, politics, rights and the development of human society.

Secondly, we should have a very profound insight into the management and operation of enterprises. The operating environment of domestic enterprises (especially private enterprises) in China is harsh, and the requirements for consulting services are very high.

There is also knowledge of enterprise-related policies, laws and regulations and industry fields internalized in my heart.

D. what are the requirements for being a personal financial consultant?

1, need to have good conduct and professional ethics.

Take the interests of customers as the service center, always think of customers, rather than aiming at selling products to customers alone. In addition, it is also important to keep customers' personal secrets. The financial planning process involves the privacy of many customers. As a client's personal financial adviser, we should keep secrets strictly.

2, need to have a wealth of financial, investment, economic and legal knowledge.

Financial planners should be "generalists+experts", that is to say, financial planners should systematically master the knowledge of economy, finance, investment and law, and be experts in some aspects, such as insurance and securities.

3, need to have rich practical experience.

Financial planning is a very practical business. Financial advisers should not only "say" but also "do". Talking about theory alone can't help customers achieve their financial goals. Therefore, rich practical experience is an important criterion for customers to choose financial planners.

4, need to have relative independence.

It is an objective problem that financial planners working in banks, securities and insurance companies have more or less the purpose of promoting products while making financial planning for customers.

However, the promotion of products should be based on the interests of customers, and should not be "managing money for promotion". There will be many "independent wealth management companies" in the future society. These wealth management companies are independent and not attached to some financial institutions. They help customers choose investment products from the customer's point of view and realize their financial goals.

5, need to have a good personal brand.

In the future, there will be a group of "famous brand financial advisers" who have a good reputation in the society. Customers who choose these well-known brand financial planners should get better service. "Reputation" is an important foundation for the survival of financial planners.

(4) Conditions for economic consultants to expand reading.

Personal finance rose in the early 1990s in the United States and matured in the late 1990s. After 65,438+00 years of development, independent financial consultant has become a new profession. China's domestic household savings have exceeded 10 trillion yuan. According to the survey of professional financial websites, 78% of the respondents have financial service needs; More than 50% people are willing to pay for financial services.

Financial adviser plays a very important role in modern society, and is a kind of person who provides investment advice and gets paid. The responsibilities of financial advisers are simply divided into the following points:

1. Conduct a comprehensive fund evaluation for customers.

2. Analyze the customer's financial situation.

3. Find out the funding gap.

4. Make a reasonable capital allocation plan, and recommend the investment direction for customers according to their different growth stages and risk preferences.

Generally speaking, the job of a financial consultant is to provide financial services to clients, and use their professional knowledge to make reasonable investment plans and fund allocation schemes for clients.

E. What are the requirements for registering an economic consulting company?

A registered economic consulting company can meet the following conditions, and the registration steps are as follows:

The first step is to think of a good name, find a good registered address, and go to the industrial and commercial government service center in the jurisdiction where your address is located to approve the name.

Step 2: After the name is approved, the investment bank (the minimum registered capital stipulated by the state is 30,000 yuan, and the minimum registered capital required by a completely natural person company is 6,543.8+10,000 yuan) will find an accounting firm to issue a capital verification report for you, draw up the company's articles of association by itself, bring the capital verification report, the company's articles of association, the name approval notice, the address certificate and the real estate license, and take these documents to the industrial and commercial government service center to re-submit the officially registered company.

The third step is to wait for 3-5 working days, and then the business license can come down, and then you can get the code certificate and tax registration certificate.

If it's too much trouble, it's convenient to find an intermediary on the spot to help you get it all done. You just need to think about the name, business scope and address.

F. What conditions should a novice career consultant have?

I don't know whether you are talking about a property consultant or a career consultant. If it is a property consultant, then the answer upstairs is more comprehensive! If you are a career consultant, there are two common career consultants, namely, headhunting company consultants and talent search services. Mainly responsible for recommending presidents, vice presidents, general managers, deputy general managers, personnel directors, personnel managers, financial managers, marketing directors, marketing managers, product managers, technical directors, technical managers, factory directors, production managers, senior project managers, senior engineers, postdoctoral doctors, senior management talents, other senior consultants and other managers and above, as well as new jobs! Want to be a career consultant, strictly abide by industry norms and professional ethics. A comprehensive understanding of customers' needs is the premise of successfully finding suitable talents, so career consultants must have superb communication skills and skills in order to accurately understand customers' real needs. Professional career counselors should also have a deep understanding of psychology and interpersonal relationships. It also includes a stable talent information channel!

G. what do you need to do before you are 30 if you want to be a senior economic consultant? I am 25 years old, majoring in financial management, and I don't have much time. . .

It's a bit unrealistic to become a senior economic adviser at the age of 30! Keep working hard!

H. What are the levels of consultants?

The rank promotion system of company consultants includes hard indicators and flexible indicators.

The consultant level goes through 10 stages: A → C/kloc-0 /→ C2 → C3 → S1→ S2 → S3 → M → P1→ P2.

Elaborate specifically:

Grade 1 and C 1: The higher you go, the more you will be assessed, not your business ability, but your management ability. The requirement of the industry for high-level talents is that you have solid basic knowledge and can carry out corresponding management work.

2. Level C2: Self-study and truly master new functions and modules, master implementation methodology, analyze users' needs and provide conventional solutions, understand the management concepts behind different module processes, the differences between SAP software functions and business processes, understand the problems that software cannot solve and find solutions, learn how to independently complete tasks under the guidance of high-level consultants, understand and apply secondary development, arrange reasonable work plans, and master the quality control points and risk points of projects.

3.C 3 level: can basically solve the technical content of the module independently, master the business scenarios involved in the corresponding module, discuss business with customers, independently propose solutions, independently complete the content of this module, guide low-level consultants to complete tasks, deeply analyze and study secondary development, arrange project plans with project managers, and let the project managers of small projects take control of the project.

4.S 1 level (senior consultant 1): pay attention to and maintain customer relations, improve customer satisfaction, provide effective and long-term guidance for low-level consultants, mobilize the enthusiasm of the team, be responsible for pre-sales and deeply understand products.

5. Level S2: Undertake and organize the research on new modules and functions, summarize the industry experience involved, pay attention to the arrangement of income, profit and personnel in project management, have the skills and atmosphere of independent communication with customer project managers, be good at handling customer relationships, be good at gaining customer recognition, and play a more important role in sales. There are hard requirements: the limitation of working years and the number of projects, the number of projects that have served as project managers, and the company.

6. S 3 level: fully undertake and plan the research of new modules and functions, have certain understanding and foresight ability in enterprise management and management consulting, have excellent project management ability, have the ability of independent communication with customers at ITO, CIO and CEO levels, understand customer communication, have requirements on the number of years, and be familiar with the current situation and development of the industry.

7.M-level (Manager): (Oracle Bone Inscriptions is divided into M 1 and M2, while SAP is only M-level) is an industry and domain expert, the backbone of the company's business, with rich project experience and good leadership skills, participating in department and team building and guiding the training and development of new employees.

8. Grade P: (P 1, P2) principle, chief consultant. The importance is self-evident.

1. How to become a consultant for investment banks such as Morgan and BHP Billiton? What qualifications and conditions do consultants need?

BHP Billiton is not an investment bank. . . To become an economic consultant of a top group, you generally need to graduate from a top prestigious school and have a doctorate in economics.