Personal loan account manager qualification certificate

What is the responsibility of the bank account manager?

The bank account manager's main job is to handle banking business such as de

Personal loan account manager qualification certificate

What is the responsibility of the bank account manager?

The bank account manager's main job is to handle banking business such as deposits and loans for bank customers, focusing on bank depositors, and is responsible for maintaining the relationship with bank customers.

Bank account managers are professional technicians who serve bank depositors, because banks are special compared with other industries. As the external business representative of the financial industry, bank account managers have great resources on the one hand and different financial needs on the other.

Two, China Industrial and Commercial Bank of individual account manager qualification examination materials or question bank (junior high school level).

1. Detailed introduction and analysis of ICBC recruitment examination outline.

Second, ICBC specializes in political information when recruiting exam key points. belong to

Three. Full set of online HD teaching video courses and handouts for ICBC exam.

Four, a full set of the latest version of the China Industrial and Commercial Bank examination papers over the years.

5. A complete set of ICBC exam video courses and interview books.

Sixth, the industrial and commercial bank of China exam TOEIC English review handouts and simulation questions.

Seven. Comprehensive review materials (ICBC related knowledge).

Eight, comprehensive (economic and financial) review handouts and simulation questions.

If you need to lose your email, I will send it to you. I just downloaded it from the Golden Panda myself.

Three. Who has the reference materials for the qualification examination of ICBC's individual account manager? I want both. Thank you, heroes.

The third-level certificate is an assistant human resource manager certificate. Not a qualification certificate, dispensable. Generally speaking, the cost is around 1300 (Guangzhou), which is similar to other places.

To tell the truth, it's almost useless to take that certificate now. The HR of most enterprises still depends on your actual combat experience. That certificate is of little use. We usually recruit by experience, because the certificate of human resource manager in China is not authoritative and the examination is not comprehensive, which can not reflect the ability of job seekers.

Some people say that holding a certificate is the way to work. I can tell you responsibly that the accounting industry is like this, and we are definitely not teachers in the human resources industry. We are a professional human resources service company and the most competitive (FESCO) in China. We don't need a human resources management certificate to recruit employees at ordinary times. Don't use it to evaluate professional titles, mainly depending on performance appraisal and qualifications.

What is popular now is to be a trainer in an enterprise, which is very popular. However, from the perspective of long-term career development, human resources planning and salary and welfare have greater opportunities for promotion. The landlord sets a good direction and works hard.

Ⅳ Do you need a securities qualification certificate to be a bank private account manager, fund sales and financial product promotion in the future?

To tell you the truth, fund sales are the business of the front desk staff of all grassroots outlets. Generally, there are many sales editions in the low counter area (that is, the non-cash area), and the tellers who have the right to engage in personal finance are generally in the low counter area or financial center. Now every teller who sells funds needs a fund qualification certificate, and a securities broker of Securities Journal is enough, without a securities qualification certificate. There is also a banking qualification certificate, which can also be tested, so there is no need to take the test.

To tell the truth, entering the semi-finals mainly depends on relationships, and it doesn't matter if you send money. Unless you enter the headquarters, it's really excellent. It is best to have a second-class certificate, which is generally mandatory and does not rule out the need.

Moreover, if you want to engage in personal finance at the outlets, you usually have to do it step by step. Experience and qualifications are very important. The key depends on whether you can pull connections and bring back big customers. You can't be an account manager from the beginning. Moreover, it is quite right to take the financial management exam AFP. CFP is a little more difficult, so there are more AFP. Generally, a branch has at least one or two certified tellers.

As for notes and cfa, what else do you sell at the front desk after you take the exam? Anyway, I think it's a pity that graduate students come out and walk at the front desk.

Ⅳ I would like to ask what qualifications account managers in the telecommunications industry need, and whether there are any relevant examinations?

1, background of telecom industry The knowledge of telecom industry background helps account managers to understand the development trend of the industry, the competition trend and the development trend of telecom business, so as to broaden their horizons and expand their thinking. 2, telecom business knowledge

ⅵ Does the bank need to take any qualification certificate to be a loan account manager for small and micro enterprises?

There is a lot of information to check.

ⅶ I am the account manager of the business line of a bank company, and I want to know the difference between CFC international professional qualification certification and other certificates.

In recent years, with the development of commercial banks' corporate business more and more refined, there are more and more related certifications for different needs of commercial banks' corporate business lines. At present, there are mainly the following types:

(1) Court of Final Appeal

Certification body: CFA is the abbreviation of chartered financial analyst, which is translated into "chartered financial analyst" or "registered financial analyst" in Chinese. Established and managed by American Investment Management and Research Association on 1963.

Courses mainly include: ethics and professional standards, quantitative analysis methods, macro and micro economics, accounting, corporate finance, world financial markets and investment tools, valuation and investment theory, fixed-income securities and their management, equity investment analysis, other investment tools analysis and portfolio management. Focusing on the investment field is the object sought after by investment bankers. Certification includes three levels, and the exam is held once a year in June. Only one level can be tested in a year, so it will take at least three years to complete all three levels. On this basis, you need to have three years of working experience in financial institutions or three years of AIMR membership experience to obtain CFA charter. At the same time, the test requires a high level of English for candidates, and all the tests are in English, which also involves a large number of individual capital. CFA exam has a large number of questions and a wide range of knowledge. According to statistics, each candidate needs at least 250 hours to prepare for each level of exams, and non-native English speakers need more preparation time. Cost: 40,000 yuan/person (including expert training fee, teaching materials, materials fee, examination and certification, comprehensive evaluation fee, etc.). )

(2) CTP

Certification body: CTP (Certified Treasury Professional), translated from Chinese into International Treasury Manager, is a certificate founded by AFP Association.

Courses mainly include: treasury management foundation, working capital management, investment and financing management, treasury management operation and control. Treasury management has been translated into treasurer in Hong Kong and Taiwan, focusing on cash flow transactions and cash management of enterprises. At present, the training course in Chinese mainland is 8 days, and online computer examination has been realized. The CTP exam has two exam seasons in a year, and each exam season lasts for 2 months. This course is suitable for those who are engaged in cash management in enterprises and financial institutions to study and participate in certification.

Cost: 65,438 yuan+0,000 yuan/person (including expert training fee, teaching materials, materials fee, examination certification, comprehensive evaluation fee, etc. )

(3) Comprehensive financial management

Certification body: IFM (International Financial Manager), that is, International Financial Manager. It is a professional qualification certification system in the field of international financial management, which was founded and implemented by the International Financial Management Association (IFMA) in 2004 and introduced to China in the same year.

Courses mainly include: corporate strategy and finance, financial analysis tools, financial tools, comprehensive budget management, risk management, corporate mergers and acquisitions. Mainly concerned with the field of enterprise financial management, class time 12 days. This course is suitable for the study and certification of financial managers in enterprises, especially multinational enterprises.

Cost: 20,000 yuan/person (including expert training fee, teaching materials, materials fee, examination and certification, comprehensive evaluation fee, etc.). )

(4) chlorofluorocarbons

Enterprise Financial Consultant Certificate (CFC) is for employees of financial institutions such as commercial banks and those who provide consulting services such as investment and financing for enterprises. According to the different life cycle characteristics of enterprises, set the matching financial objectives of enterprises and compare the costs of different investment and financing channels and methods. Professionals who use different financial tools, methods and skills to effectively avoid financial risks, integrate the strategic development direction of enterprises and the predictable financial situation of enterprises, and combine industrial policies, taxation and other laws and regulations in different regions to complete the short-,medium-and long-term financial and development planning objectives of enterprises and provide them with consulting financial services.

Certification body: CFC certification is the only international professional qualification certification system in China's corporate finance field that can connect with the international capital market. Introduced from the International Capital Market Association (ICMA) and the Center of the International Capital Market Association of the University of Reading in the United Kingdom, they assisted the Training Center of the National Development and Reform Commission of China to organize a team of experts at home and abroad to study and transform how to help enterprises with financing, investment and risk management according to the financial needs of China enterprises, especially small and medium-sized enterprises. It is also the first international vocational qualification certification system for non-English assessment launched by ICMA and ICMA Center in the past century.

Training Center of National Development and Reform Commission, ICMA and ICMA Center extensively solicited the opinions of financial management institutions, investment and financing departments of enterprises and professionals during the localization research of CFC international professional qualification certification system, and conducted two years of experimental teaching, textbook translation and localization work, which ensured that the certification system not only reflected the top level of international enterprise financial professional qualification certification, but also met the actual needs of China's economic and social development, with strong practicability and operability.

Curriculum: The training course focuses on the overall goal of how to improve the comprehensive financial service ability of investment and financing consultants, the backbone of public line business. The content of the course is divided into six modules: financing planning, investment planning and comprehensive financial consultant. The topic is 12, and the class time is 15 days. The course of Enterprise Financial Consultant (CFC) is a professional course, which aims to help enterprise financial service practitioners to further their studies and improve themselves, so as to enhance their international competitiveness. CFC aims to enhance the professional image of corporate financial service practitioners and the reputation of the industry. This course is professional and practical, and is specially designed for enterprise financial service practitioners.

Cost: 16860 yuan/person (including expert training fee, teaching materials, materials fee, examination certification fee, comprehensive evaluation fee, etc. ) (internal team of the bank: 13860 yuan/person)

Does a bank account manager have a banking qualification certificate?

1, no, you don't need a banking qualification certificate to enter the bank, but you need to obtain or apply for a registered banking qualification certificate after entering the bank. All non-bank employees (including students, candidates from other non-bank institutions, and candidates who have worked in banking financial institutions but left their jobs at the time of application) cannot obtain certificates. Non-bank employees who apply online will not pass the exam. Candidates can check the audit status of their certificates and the reasons for failing the audit in the certificate application system.

2. Registration conditions

At the same time, citizens of People's Republic of China (PRC) and People's Republic of China (PRC) who meet the following conditions can sign up for the primary vocational qualification examination of banks:

(1) Abide by national laws, regulations and industry rules;

(2) Having full capacity for civil conduct;

(three) to obtain a college degree or above recognized by the administrative department of education of the State Council.

3. Examination content

The ninth meeting of directors of China Banking Practitioners Qualification Certification Office decided. The examination subjects are public foundation, personal finance and risk management, and candidates can choose any subject to apply. According to the Measures for the Administration of Qualification Examination Certificates for Banking Practitioners in China, passing the "public * * * basic" examination and obtaining the certificate is a necessary prerequisite for obtaining the professional certificate.

The qualification examination is divided into basic subjects and professional subjects.

Public * * * Basic Subject: Public * * * Basic.

Professional subjects: personal finance, risk management, corporate credit, personal loans.

Test questions: all are objective questions, including multiple-choice questions, multiple-choice questions and judgment questions. Among them, there are 90 multiple-choice questions, 40 multiple-choice questions and 15 true or false questions.

ⅸ What skills should bank account managers master and what certificates can they take to improve their gold content?

As a junior bank account manager, I suggest you take the CCBP (China Banking Professional Certificate) exam. Organized and implemented by the China Banking Practitioners Qualification Certification Office. The examination subjects are public foundation, personal finance, risk management, personal loan and corporate credit. If you pass these five subjects, it will be convenient for you to have a general understanding of all the business of the bank. Of course, just to get the certificate, you just need to add one of them to the exam.

ⅹ The account manager must hold the qualification certificate of personal finance in the industry or something.

The professional technical certificate of "CIP International Financial Trader" is certified and issued by the Registered International Professional Management Association (hereinafter referred to as CIP). Prove that the holder has the theoretical basis and technical ability required for relevant technical posts. The certificate adopts CIP global unified authentication code, which is recorded in the file and used worldwide.

Registered International Professional Management Association (hereinafter referred to as CIP) is a professional organization engaged in international professional qualification certification on a global scale, headquartered in London, England.

Certified International Professional Management Association (CIP) international financial dealer qualification certificate has entered China. Rong Hao Education, as the operation center of China certified by CIP international financial dealers, has been widely concerned and recognized by many enterprises, especially large multinational enterprises, for providing talents for society and enterprises.

Registered international professional adult certification series

CIP international professional finance series

Financial analyst, financial planner, investment consultant, registered project data analyst.

CIP international professional enterprise management series

Human resource manager, enterprise management consultant, risk manager, psychological coach,

Psychological counselor, business manager

CIP has set up more than 300 examination and certification centers in Chinese mainland, inviting domestic and foreign experts, scholars and industry elites to participate in the formulation of industry norms and examination outlines. Students who have participated in the certification of CIP certification international professional management association register for the examination through the CIP authorized certification examination center, and the examination video is submitted to the evaluation committee of CIP China Operation Center for secondary examination, and a certificate of registered international professional grade is issued. At the same time, CIP has established its own brand, with the aim of doing professional education and leading industry standards, enriching teaching content, innovating teaching methods, building an academic exchange platform, building a domestic and international activity platform, realizing the rational utilization of educational resources, academic resources and commercial resources, and providing a broader output channel for CIP partners and certified students.