財(cái)務(wù)策劃職責(zé)概述
你知道何為財(cái)務(wù)策劃嗎各位制度職責(zé)大全財(cái)務(wù)策劃,如果你不理解這一定義,可參考以下這則財(cái)務(wù)策劃的概述。
“財(cái)務(wù)策劃”這一職業(yè)名稱起始于20世紀(jì)80年代倫敦金融界,其區(qū)別于傳統(tǒng)的金融財(cái)務(wù)會(huì)計(jì)(制度職責(zé)大全會(huì)計(jì))工作,財(cái)務(wù)策劃更加注重整個(gè)企業(yè)的資本運(yùn)營(yíng)及財(cái)務(wù)統(tǒng)籌。一名專業(yè)的財(cái)務(wù)策劃人員將為企業(yè)的資產(chǎn)保值、增值起著“領(lǐng)航”的作用,隨著中國(guó)進(jìn)一步融入全球經(jīng)濟(jì),企業(yè)投資、融資手段與國(guó)際接軌,財(cái)務(wù)策劃將成為企業(yè)未來(lái)致勝的關(guān)鍵。
財(cái)務(wù)策劃包含的知識(shí)如下:
IARFP——世界上領(lǐng)先的專業(yè)財(cái)務(wù)策劃師團(tuán)體,國(guó)際上海外學(xué)員最多,學(xué)員規(guī)模發(fā)展最快的財(cái)務(wù)策劃師組織,是財(cái)務(wù)策劃實(shí)務(wù)的專家團(tuán)體。
助理財(cái)務(wù)策劃師(TechnicianLevel)
TheFinancialPlanningTechnicianhasanimportantroletoplay,eitherassupportstafftotheprofessional(wheretheyundertakesubprofessionalworkinthefieldoffinancialmanagement)orbytakingtheroleofprivatebankinginasmallerorganisation,whereanoutsourcedprofessionalaccountantprovidestheserviceofsupervisionandmonitoring.TheIARFPoffersthistechniciangradequalificationtoindividualswho,forwhateverreason,areunabletocontinueordonotwishtocontinuewiththeirstudies.AFinancialPlanningTechnicianmayusethedesignatorylettersAIRFP,andthetitleIncorporatedAssociateFinancialPlanner.
T1金融投資規(guī)劃FinancialInvestmentPlanning
T2個(gè)人風(fēng)險(xiǎn)管理與保險(xiǎn)規(guī)劃PersonalRiskManagementandInsurancePlanning
T3員工福利與退休計(jì)劃EmployeeBenefitsandRetirementPlanning
T4個(gè)人稅務(wù)與遺產(chǎn)策劃Ta*andEstateplanning
注冊(cè)財(cái)務(wù)策劃師(RegisteredLevel)
Thisisthefirstlevelofprofessionalmembershipofferedtoindividualswhohavenotyetcompletedthefulle*aminationstructurebutpossesstherelevantprofessionalworke*perience.AFullmemberoftheInternationalAssociationofRegisteredFinancialPlannershasthelevelofcompetencyconsiderednecessarytocompletethefinalFinancialPlanningofabusiness.TheywillhavetheabilitytointerpretFinancialPlanning,whichwillassistindaytodaymanagementdecisions.AFullMembermayusethedesignatorylettersIRFP.
A1財(cái)務(wù)策劃概論(含金融市場(chǎng)與公司理財(cái))FinancialPlanning
A2投資策劃InvestmentPlanning
A3融資策劃ProjectFinancing
A4稅務(wù)策劃Ta*Planning
A5國(guó)際財(cái)務(wù)管理與風(fēng)險(xiǎn)控制WealthManagementandRiskManagement
A6財(cái)務(wù)策劃實(shí)務(wù)(含財(cái)務(wù)分析與預(yù)算管理)BestPracticeforFinancialPlanners
資深財(cái)務(wù)策劃師(FellowLevel)
ThisisthefinalleveloftheIARFPqualificationanddemonstratescompetenceinallaspectsoffinancialmanagementplusthestrategicmanagementskills.Fellowswillhavecompletedthefulle*aminationstructureandhaveaminimumofthreeyearse*perienceinaseniorfinancialplanningcapacity.AFellowMembermayusethedesignatorylettersFIRFP.
F1專業(yè)會(huì)計(jì)師ProfessionalAccountant
F2公司管治CorporateFinance
F3并購(gòu)與重組M&AandRestructuring
F4商務(wù)分析與案例綜合BusinessAnalysisandCaseStudy
篇2:企業(yè)高級(jí)財(cái)務(wù)經(jīng)理職位概述
企業(yè)高級(jí)財(cái)務(wù)經(jīng)理職位概述
在財(cái)務(wù)工作中做到更好,更細(xì),這是每個(gè)企業(yè)對(duì)于財(cái)務(wù)經(jīng)理的必然要求。所以目前在招聘財(cái)務(wù)經(jīng)理時(shí),也會(huì)要求越來(lái)越高,進(jìn)而就出現(xiàn)了高級(jí)財(cái)務(wù)經(jīng)理的職位。以下是職位概述:
在商業(yè)環(huán)境日益嚴(yán)苛的今天,企業(yè)對(duì)財(cái)務(wù)經(jīng)理的要求也越來(lái)越高。財(cái)務(wù)經(jīng)理的職能絕不再僅僅是管理好核算、信息整合、反映和資金,更需要介入公司戰(zhàn)略決策、全面運(yùn)營(yíng)管理的運(yùn)籌帷幄之中。作為一名高級(jí)財(cái)務(wù)經(jīng)理,他所具備的要求也就越來(lái)越高:
1、了解財(cái)務(wù)經(jīng)理的職責(zé)與定位,掌握各類財(cái)務(wù)分析手段,幫助確定企業(yè)的改進(jìn)方案;
2、明確經(jīng)營(yíng)分析中所遇到的關(guān)鍵問題及其應(yīng)對(duì)措施;
3、把握預(yù)算管理來(lái)提升公司的經(jīng)營(yíng)效率掌握先進(jìn)的成本管理手段,從而在生產(chǎn)管控中提高公司競(jìng)爭(zhēng)優(yōu)勢(shì);
4、掌握納稅籌劃的主要技巧,幫助企業(yè)合理避稅;
5、鞏固項(xiàng)目管理中的財(cái)務(wù)分析與管控,提高項(xiàng)目投資回報(bào)率;
6、掌握融資的主流方法和工具,進(jìn)一步加強(qiáng)公司融資效率險(xiǎn);
掌握這些精髓和要點(diǎn),快速提高自身的財(cái)務(wù)經(jīng)理綜合能力,并將這些原則、理念、方法和經(jīng)驗(yàn)靈活應(yīng)用于財(cái)務(wù)經(jīng)理這個(gè)職能復(fù)雜且豐富的專業(yè)崗位,在達(dá)成業(yè)績(jī)的同時(shí),才能稱之為卓越的高級(jí)財(cái)務(wù)經(jīng)理人。