T/TFDS 002-2024 Active Group standards

T/TFDS 002-2024 Technology Finance - Intelligent Investment Advisory Professional Competency Requirements

T/TFDS 002-2024

Publish Date: 2024-12-28 Implement Date: 2025-01-01 For services related to genuine standard inquiry, procurement, translation, and other related services in China, please Contact Us

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Basic Information

Standard Code: T/TFDS 002-2024

Standard Type: Group standards

Standard Status: Active

is_force_gb: no

CCS Name: -

ICS Name: Integrated services

Publish Date: 2024-12-28

Implement Date: 2025-01-01

Scope

Scope: This document specifies the corresponding work fields, tasks, and professional competencies of intelligent investment advisors. This document is applicable to the training, assessment, and evaluation of intelligent investment advisor capabilities, and relevant employing units may refer to it for personnel recruitment, training, and assessment. Higher education institutions offering finance-related majors may also refer to it for talent cultivation programs. Main technical content: Intelligent investment advisory refers to the use of advanced information technologies such as big data, cloud computing, and artificial intelligence to match the optimal investment portfolio for investors based on their risk preferences, financial status, and investment goals, providing investors with choices and decision-making support. The professional competency requirements for intelligent investment advisors are divided into three levels: junior, intermediate, and senior. The higher the level, the more advanced the competency requirements will be, with the senior level covering the requirements of the lower levels. 【Intelligent Investment Advisor】(Junior): Learn and understand basic knowledge of stocks, bonds, securities investment funds, insurance, bank wealth management products, anti-money laundering, etc. Learn and understand the basics of financial technology and its applications. Study the basic theory of financial planning and understand the basic functions of intelligent investment advisor tools such as smart financial planner apps. The core of junior-level competency is to master knowledge, understand tools, and complete the basic application of knowledge and tools, being able to extract and introduce information and connect resources in common service scenarios. 【Intelligent Investment Advisor】(Intermediate): Master comprehensive knowledge of various financial products including stocks, bonds, alternative investment funds, commodities, trusts, and anti-money laund