成功理財必須具備 KITI 四大要件，意即對於理財之∼知識 Knowledge、興趣 Interest、時間 Time、資訊 Information ∼須同時兼顧，才會更有機會在退休時達成理想中的財務目標。
而此四大要件之中，最重要的就屬理財知識，也就是系統化、邏輯化思考與解決理財問題的觀念與做法。
財富管理乃大勢所趨，金融機構無不大力發展該項業務，視為明日最具業績 成長潛力的領域。
理財顧問於財富管理是個靈魂人物，在專業誠信的基本要求之 下，必須具備正確的理財觀念，輔以完善的資料來源與分析工具，才能成為客戶 財富累積的發動機。
《 課程簡介 -- English 》
Successful financial planning requires the KITI framework, which stands for Knowledge, Interest, Time, and Information.
Only by balancing all four elements can one increase the likelihood of achieving ideal financial goals by retirement.
Among these four factors, financial knowledge is the most critical.
This refers to the ability to think systematically and logically when approaching and solving financial problems.
Wealth management has become a prevailing trend, with financial institutions actively expanding this business sector, viewing it as one of the most promising areas for future growth.
Financial advisors play a pivotal role in wealth management.
Beyond the basic expectations of professionalism and integrity, they must possess sound financial planning concepts.
With access to reliable data sources and effective analytical tools, they can serve as the driving force behind their clients’ wealth accumulation.
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