A必修金融理財(cái)競爭力標(biāo)準(zhǔn)

A4（必修）.金融理財(cái)競爭力標(biāo)準(zhǔn)課件號：18分值：3分考試時(shí)間：90分鐘一、單選題（請選中您認(rèn)為最合適選項(xiàng)前面的單選框)1.FPSB為什么要制定金融理財(cái)競爭力標(biāo)準(zhǔn)？HTMLCONTROLForms.HTML:Option.1為全球的金融理財(cái)行業(yè)制定標(biāo)準(zhǔn)HTMLCONTROLForms.HTML:Option.1讓客戶和潛在客戶受益于金融理財(cái)競爭力標(biāo)準(zhǔn)HTMLCONTROLForms.HTML:Option.1確認(rèn)金融理財(cái)專業(yè)人士所需的能力、技能與知識HTMLCONTROLForms.HTML:Option.1以上各項(xiàng)全是2.根據(jù)FPSB金融理財(cái)競爭力標(biāo)準(zhǔn)，作為一名專業(yè)理財(cái)師，他（她）需要具備：HTMLCONTROLForms.HTML:Option.1實(shí)現(xiàn)理財(cái)規(guī)劃目標(biāo)的實(shí)踐能力HTMLCONTROLForms.HTML:Option.1恰當(dāng)?shù)膶I(yè)技能HTMLCONTROLForms.HTML:Option.1金融理財(cái)專業(yè)知識HTMLCONTROLForms.HTML:Option.1實(shí)現(xiàn)理財(cái)規(guī)劃目標(biāo)的實(shí)踐能力、金融理財(cái)從業(yè)經(jīng)驗(yàn)以及金融理財(cái)專業(yè)知識HTMLCONTROLForms.HTML:Option.1實(shí)現(xiàn)理財(cái)規(guī)劃目標(biāo)的實(shí)踐能力、恰當(dāng)?shù)膶I(yè)技能以及金融理財(cái)專業(yè)知識3.金融理財(cái)實(shí)踐能力包括哪些功能模塊？HTMLCONTROLForms.HTML:Option.1收集、分析與綜合整理HTMLCONTROLForms.HTML:Option.1收集、評估、分析與綜合整理HTMLCONTROLForms.HTML:Option.1制定和評估策略HTMLCONTROLForms.HTML:Option.1偵制定挑策略毯、收孔集信劍息、駕評估作、分巾析與甲綜合吧整理奶婦4.倍FP賭SB杯將金泄融理贏財(cái)師次的實(shí)莖踐能秧力歸楚納為松哪些廣組成誓部分逐？路1.擴(kuò)財(cái)鍬務(wù)管例理腎2.濱資肆產(chǎn)管桌理呆3.揭風(fēng)剖險(xiǎn)管側(cè)理攔4.雹教餐育規(guī)隊(duì)劃曉5.若退鼠休規(guī)亡劃勻6.牲遺例產(chǎn)規(guī)襯劃渠7.截稅悶務(wù)規(guī)做劃息8.鍋創(chuàng)搬業(yè)計(jì)運(yùn)劃HTMLCONTROLForms.HTML:Option.1叼1.拼2.羨3.膀4.扛5.扒6HTMLCONTROLForms.HTML:Option.1絕1.叫2.盞3.露5.刑6.慢7HTMLCONTROLForms.HTML:Option.1種1.佳2.絨3.金6.感7.廳8HTMLCONTROLForms.HTML:Option.1商1.警2.盟3.饑4.查5.秘6.吵7熄5.升在金界融理竊財(cái)師屆實(shí)踐植能力棍矩陣底中，息以下熟哪項(xiàng)忍不屬遵于風(fēng)板險(xiǎn)管黃理的離內(nèi)容掙？HTMLCONTROLForms.HTML:Option.1踐考量皆當(dāng)前樣和可尿能的吧風(fēng)險(xiǎn)墊管理誓策略啞HTMLCONTROLForms.HTML:Option.1摩確定清客戶小的投嬌資風(fēng)窗險(xiǎn)承中受能參力HTMLCONTROLForms.HTML:Option.1叮按優(yōu)胳先順滴序排動列幫作助客屯戶實(shí)植施風(fēng)吩險(xiǎn)管指理建干議的仔行動精步驟圍HTMLCONTROLForms.HTML:Option.1清確定始客戶興采取避積極絹步驟違管理已財(cái)務(wù)痛風(fēng)險(xiǎn)灰的愿曬望腐6.障什么騰是稅危務(wù)規(guī)幕劃？毒HTMLCONTROLForms.HTML:Option.1菌用于控最大顧化稅胃后家草庭凈鈔財(cái)產(chǎn)渾的現(xiàn)集值的涂各種值策略泥和技耐術(shù)HTMLCONTROLForms.HTML:Option.1擇用于歐最大然化稅弄后家良庭投奸資凈腫收益踏的各詠種策西略和燈技術(shù)錫HTMLCONTROLForms.HTML:Option.1最用于外最小照化家昂庭納猶稅的貞現(xiàn)值浮的各訪種策傅略和董技術(shù)隱HTMLCONTROLForms.HTML:Option.1牢用于燥最大筆化家恰庭稅依后凈燒資產(chǎn)書的各伴種策默略和者技術(shù)蛇您7.升FP意SB沈認(rèn)為未，金疼融理領(lǐng)財(cái)專秧業(yè)人菊士必惠須具粱備哪卡些專造業(yè)技里能？忍HTMLCONTROLForms.HTML:Option.1達(dá)專業(yè)執(zhí)責(zé)任糖、實(shí)升踐能居力、昏溝通森能力傲、認(rèn)抬知能者力和杯分析晶能力災(zāi)HTMLCONTROLForms.HTML:Option.1恥專業(yè)桂責(zé)任埋、職削業(yè)道殃德、構(gòu)溝通猛能力汽和分糞析能畜力HTMLCONTROLForms.HTML:Option.1塊實(shí)踐甲能力瓦、溝畜通能偉力、侍認(rèn)知你能力扇和分骨析能還力HTMLCONTROLForms.HTML:Option.1忙專業(yè)鼓責(zé)任養(yǎng)、實(shí)畏踐能賓力、良溝通紅能力荷和認(rèn)國知能棗力句8.抓在金唯融理吃財(cái)師匪專業(yè)姓技能橫矩陣茅中，虎下面數(shù)哪項(xiàng)懂不屬怒于實(shí)宰踐能嗽力？午HTMLCONTROLForms.HTML:Option.1最當(dāng)不滿存在濫有關(guān)上行為葡標(biāo)準(zhǔn)李時(shí)做沸出適姥當(dāng)?shù)陌概袛嗷琀TMLCONTROLForms.HTML:Option.1室使用享邏輯袋和推撐理去臂考慮難潛在玻行動由的優(yōu)吩劣勢溝HTMLCONTROLForms.HTML:Option.1涉進(jìn)行田分析綱和制賠定策昨略時(shí)窮要做記適當(dāng)臘的研表究HTMLCONTROLForms.HTML:Option.1緒為客斑戶服夫務(wù)期牙間，注承擔(dān)候責(zé)任加確保嗽自己籍和/柳或公禮司提帖供服瓶務(wù)的那能力浪剖9.晃根據(jù)時(shí)FP困SB蠅金融戰(zhàn)理財(cái)參全球旗競爭伶力標(biāo)娃準(zhǔn)，夕關(guān)于朝金融難理財(cái)責(zé)專業(yè)駕知識倍，以毒下哪卵項(xiàng)是塑錯(cuò)誤鄰的說粉法？域HTMLCONTROLForms.HTML:Option.1拾一旦挖掌握招了金培融理取財(cái)知替識體岡系，走他/銳她就怖能夠派把這羨種知乘識與輪專業(yè)孔技能啟和能狹力結(jié)鞠合起外來提溫供稱去職的繡金融膨理財(cái)默服務(wù)鼠HTMLCONTROLForms.HTML:Option.1飄掌握賤金融行理財(cái)若專業(yè)蘋的知廚識體刮系，斃可以釀使專良業(yè)的隱理財(cái)氣專業(yè)件人士帝能夠攪贏得訓(xùn)客戶賽的尊安重和慶信任宵HTMLCONTROLForms.HTML:Option.1反掌握嫁金融浸理財(cái)油專業(yè)極的知洪識體煩系，媽能夠紡建立渡起金麥融理止財(cái)師發(fā)對自計(jì)己工意作能討力的煙信心約HTMLCONTROLForms.HTML:Option.1可掌握及金融來理財(cái)重專業(yè)窩的知疫識體霸系，駐可以男為客強(qiáng)戶帶擾來更科高的旱投資術(shù)收益埋和更宇低的濃投資疤風(fēng)險(xiǎn)單屈10協(xié).F稿PS帖B將朋金融羞理財(cái)?shù)≈R腳體系抱歸類環(huán)為以粗下哪鐮些領(lǐng)籌域？補(bǔ)HTMLCONTROLForms.HTML:Option.1寫稅務(wù)斃保急險(xiǎn)強(qiáng)投資概退殼休、蔥儲蓄瀉和收優(yōu)入計(jì)秤劃桃法律府財(cái)攀務(wù)分水析銹債務(wù)域經(jīng)紐濟(jì)和卷法規(guī)鎮(zhèn)環(huán)境湯政粱府福絡(luò)利計(jì)涂劃岡行為業(yè)金融已學(xué)學(xué)道德膝和行綠為標(biāo)汪準(zhǔn)HTMLCONTROLForms.HTML:Option.1杜稅務(wù)則保論險(xiǎn)汗投資旺退共休、稀儲蓄神和收泰入計(jì)乖劃齒法律慌財(cái)跳務(wù)分性析嗽經(jīng)濟(jì)具學(xué)險(xiǎn)經(jīng)濟(jì)仙和法拘規(guī)環(huán)資境內(nèi)政府腐福利志計(jì)劃旦行跨為金逮融學(xué)銀道個(gè)德和矛行為稠標(biāo)準(zhǔn)編HTMLCONTROLForms.HTML:Option.1丙稅務(wù)鼠保黃險(xiǎn)卷投資樣退收休、起儲蓄坦和收罵入計(jì)謎劃隆法律座財(cái)駛務(wù)分譜析雷經(jīng)濟(jì)花學(xué)坦經(jīng)濟(jì)渡和法燕規(guī)環(huán)墾境磚政府插福利踩計(jì)劃敲心舞理學(xué)眠行飾為金褲融學(xué)陸道文德和南行為丑標(biāo)準(zhǔn)帝HTMLCONTROLForms.HTML:Option.1閥稅務(wù)廣保迅險(xiǎn)猶投資戴退捎休、聾儲蓄層和收愁入計(jì)遺劃違法律拘公囑司財(cái)中務(wù)宋經(jīng)濟(jì)竄學(xué)嚷經(jīng)濟(jì)閃和法監(jiān)規(guī)環(huán)變境殿政府槽福利篩計(jì)劃炮行獄為金員融學(xué)牛道雷德和桂行為蝕標(biāo)準(zhǔn)虛昌11邀.以棄下哪毅項(xiàng)不股屬于中金融緒理財(cái)戚知識古體系呈？HTMLCONTROLForms.HTML:Option.1倚私法治HTMLCONTROLForms.HTML:Option.1鋸個(gè)人呢財(cái)務(wù)摸比率培HTMLCONTROLForms.HTML:Option.1暢企業(yè)捆管理赤HTMLCONTROLForms.HTML:Option.1餡經(jīng)濟(jì)知環(huán)境初HTMLCONTROLForms.HTML:Option.1濱業(yè)績禁評估耕源12抱.在朗收集姑階段喂，金枝融理來財(cái)核近心競殘爭力兆體現(xiàn)間為：脂HTMLCONTROLForms.HTML:Option.1喇收集毅制定燃理財(cái)宿規(guī)劃拘所需蕩的定僵量信刺息HTMLCONTROLForms.HTML:Option.1慌收集爽制定趁理財(cái)掘規(guī)劃杰所需拼的定防性信充息HTMLCONTROLForms.HTML:Option.1筋收集踐制定漢理財(cái)淺規(guī)劃鵲所需滋的定劍量與獅定性喬信息第HTMLCONTROLForms.HTML:Option.1繳收集見制定宇理財(cái)體規(guī)劃傅所需舊的必糾要信圈息央13貸.以舉下哪順項(xiàng)不董屬于尊分析滋階段艱和綜售合整打理階柴段的慚金融稱理財(cái)薪核心譽(yù)競爭特力：暗HTMLCONTROLForms.HTML:Option.1漆考量叛潛在斬的機(jī)怠會和咬限制幻條件傍來制朱定策免略HTMLCONTROLForms.HTML:Option.1估評估慢各項(xiàng)敗信息償來制編定策岔略HTMLCONTROLForms.HTML:Option.1靜制定續(xù)和評室估各漁種策瘦略以付創(chuàng)建觸理財(cái)晨規(guī)劃改HTMLCONTROLForms.HTML:Option.1午整理糊客戶谷信息器以利死分析揪壟14淡.在螞金融預(yù)理財(cái)擠師實(shí)嬌踐能勾力矩狗陣中裳，以扮下哪貝項(xiàng)屬瞧于財(cái)減務(wù)管獲理的熱內(nèi)容址？HTMLCONTROLForms.HTML:Option.1峰評估龍承受煉的財(cái)恥務(wù)風(fēng)看險(xiǎn)狀昆況HTMLCONTROLForms.HTML:Option.1狗評估獵融資述替代統(tǒng)方案帶HTMLCONTROLForms.HTML:Option.1角評估憶現(xiàn)有濫的稅怠務(wù)策甲略和框結(jié)構(gòu)歐的適宏宜性靜HTMLCONTROLForms.HTML:Option.1俘評估森退休史時(shí)財(cái)殼務(wù)方震面的逢要求夾秀15飼.在女金融耳理財(cái)鉛師實(shí)僵踐能封力矩勒陣中峽，以棒下哪承項(xiàng)不仰屬于辛遺產(chǎn)賴規(guī)劃靈的內(nèi)征容？見HTMLCONTROLForms.HTML:Option.1冒制定覽各種今遺產(chǎn)胸規(guī)劃紗策略旁HTMLCONTROLForms.HTML:Option.1洲評估船每種進(jìn)遺產(chǎn)顯規(guī)劃承策略聯(lián)優(yōu)缺躲點(diǎn)HTMLCONTROLForms.HTML:Option.1仁考量米可能怕的各漢種遺宏產(chǎn)規(guī)墊劃策昆略HTMLCONTROLForms.HTML:Option.1狐考量冊潛在耗的各碎種現(xiàn)淡金管司理策酬略頑16胡.以年下哪揉項(xiàng)不恭屬于梯FP還SB寺專業(yè)同理念掙的核熔心？式HTMLCONTROLForms.HTML:Option.1待運(yùn)用劇專業(yè)翻技能茅更好撤的服引務(wù)于攻理財(cái)基專業(yè)塘人士丘所在泳機(jī)構(gòu)譽(yù)HTMLCONTROLForms.HTML:Option.1聯(lián)要求寒金融峽理財(cái)生專業(yè)幸人士雕為了愉整個(gè)揭社會史的利例益運(yùn)嘩用他綿們的絕專業(yè)測技能忽為客尚戶利湖益服圈務(wù)HTMLCONTROLForms.HTML:Option.1針維護(hù)聯(lián)并促胸進(jìn)金這融理隔財(cái)行遞業(yè)的夾利益懇HTMLCONTROLForms.HTML:Option.1譜運(yùn)用徹專業(yè)場技能認(rèn)更好嗎的服劍務(wù)于遞社會尺機(jī)17帖.在遣金融聽理財(cái)離師專懲業(yè)技尋能矩融陣中魚，以壞下哪今項(xiàng)屬附于溝籌通能溝力：貫HTMLCONTROLForms.HTML:Option.1塌恰當(dāng)測使用頂公式怠或數(shù)必學(xué)方捆法HTMLCONTROLForms.HTML:Option.1奶與客很戶和療他人透建立斜良好除關(guān)系賴HTMLCONTROLForms.HTML:Option.1染當(dāng)不曉存在蛙有關(guān)騰行為見標(biāo)準(zhǔn)捆時(shí)做畜出適不當(dāng)?shù)呐づ袛噘汬TMLCONTROLForms.HTML:Option.1迷認(rèn)識糟到職樹業(yè)的消公益桑性，滲并盡柱力做貓好晚18塔.在勒金融傷理財(cái)庸師專載業(yè)技失能矩減陣中賭，以侮下哪片項(xiàng)屬遮于認(rèn)音知能梢力：佩HTMLCONTROLForms.HTML:Option.1抬展示省適應(yīng)窩不同難思維壤方式賞和行劈為的嚼能力畝HTMLCONTROLForms.HTML:Option.1他闡述壞合乎沖邏輯棚的有槐說服蠻力的捆推理醒HTMLCONTROLForms.HTML:Option.1首隨時(shí)闖洞察幣經(jīng)濟(jì)夏、政鵝治和譽(yù)法規(guī)禾的變廊化HTMLCONTROLForms.HTML:Option.1慣進(jìn)行僻分析屢和制封定策未略時(shí)者做適增當(dāng)?shù)母Z研究富鎮(zhèn)19農(nóng).分塊析階活段的騙基本翻金融袍理財(cái)排實(shí)踐理包括豎：HTMLCONTROLForms.HTML:Option.1限考量部各金易融理嘉財(cái)組撐成部寨分的劇相關(guān)鴉性HTMLCONTROLForms.HTML:Option.1遷考量役經(jīng)濟(jì)廚、政暴治和控政策塑法規(guī)想的影暈響HTMLCONTROLForms.HTML:Option.1民衡量槐成達(dá)脫理財(cái)派規(guī)劃皂目標(biāo)嗎的進(jìn)觸展情灣況HTMLCONTROLForms.HTML:Option.1孤以上炮各項(xiàng)貸全