| Personal finance programming is a kind of finance service for synthesizing, namely personal professional finance programming personnel, pass analysis and evaluate customer living the financial standing of everyone's noodles, with the customer together make sure it manages finance target system, end help the customer draw up reasonable of with can operate of finance mangaing project. Personal finance programming includes a following contents generally: investment programming, housing programming, the education invest a programming, insurance a programming and retire, retire to enjoy life several generous noodles of the programming, estate planning...etc. of the programming, personal tax administration finance mangaing.Because currently bank finance mangaing the product and quality turn severity, causing the customer can not get real meaning to meet an its oneself demanding characteristic finance mangaing project up. Be close to two in the last years in the meantime, along with the active development of our country capital market managed finance to appear on the market is trained each kind of finance mangaing personnel of by the different organization, organization, but among them parts of personals are because of the theories knowledge, actual working experience have a lack, resulting in great quantities not the finance mangaing project of norm flood a market. Thus the existence of a kind of condition, have already obstructed the retail price business of the our country commercial bank a development seriously.Pass to the sampling of my city parts of residents, this text four angles analyzed my city residents' personal finance programming characteristics from the family income, level of education, age, occupation at the family total property, current assets, fixed assets aspect, and get my city to be investigated residents to appear the body at the different angle from it of manage finance hobby and blemish.This text aims at the customer's concrete need, installing through a property reasonable, combining an actual case to elaborate the customer manages finance need inquisition and data analysis and manages finance tool in detail of reasonable install and make use of, finance mangaing the project establish etc. three steps, the system explains the programming process of personal finance. In the meantime from the investment, house property, retire to enjoy life, the sons and daughters educate etc. aspect, trying to establish function for the customer of characteristic finance mangaing project, and provide other finance mangaing personnel and related financing institution reference. |
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