理财师 meaning in English

afp&cfp
cfp&afp
financial consultant

Financial planers help individuals and businesses organize their financial affairs
理财师帮助个人和企业组织他们的财务事项。
The person that appropriate profession has essence of accountant , insurance to calculate compose of documentation of division of division , conduct financial transactions , technology and construction project inspect manage
合适的职业有会计、保险精算师、理财师、技术文档撰写者和建筑工程监理。
So , to probe into this topic is very meaningful to the development of our financial planning industry and our financial market . the aim of this thesis lies in treating personal finance as a cash flow management process , and useing cash flow model to studey personal financial planning and cash matching theory to manage one ’ s personal finance
该行业在某些方面具有相当的理论基础,如边际消费倾向递减、默顿-萨缪尔森连续时间金融模型等,但个人理财师在指导人们对个人进行风险和收益的权衡时更倾向于使用经验规则。