GB/T 23697-2009
ActivePersonal financial planning - Requirements for personal financial planners
个人理财 理财规划师的要求
Application Summary AI generated
This standard specifies the competency requirements, ethical responsibilities, and professional conduct for personal financial planners in China. It is applied in the financial services industry to certify and evaluate planners who provide comprehensive financial advice to individuals, covering areas such as investment, insurance, taxation, and retirement planning. The standard ensures consistency and quality in personal financial planning services across banks, securities firms, and independent advisory practices.
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Transparency note: The application summary and key sentences on this page were automatically generated by AI from the standard's original text. This content has not been human-verified and should not be used for compliance or regulatory purposes. Always refer to the official standard document from the issuing authority.