学习财富管理中最高级别资格认证的机会，使我不仅提高现有的知识水平，并对每天处理的产品和服务有更深入的了解，从而为客户提供更好的服务。随着财富管理行业的不断变化，这一资格证明了我对达到最高标准的承诺，这是我为之自豪的事情。

Quote: The opportunity to study the highest-level qualification in wealth man-agement has enabled me to develop my existing knowledge and gain a greater understanding of the products and services I deal with on a day to day basis so that I can provide a better service to clients. As the wealth management industry continues to change, the qualification demonstrates my commitment to working towards the highest standards possible and is something I am proud of.

“成为协会的会员对我个人而言是一件非常鼓舞人心的经历，为完成特许财富管理师认证而需要的学习和考试所获取的知识是非常有价值的，他们在金融行业备受认可，并且每个人都会知道你达到了行业的最高专业标准”

“Being a member of the Institute has been a positive experience,” he says. “The knowledge you get from completing those exams is really valuable and as they are known across the industry, everyone knows the standard that you’re at.”

“在过去的25年里我一直强调合理的财富管理规划和现金流建模是多么的重要，我很高兴越来越多的人认识到了这一点。为客户提供财富管理建议是一件非常个性化的工作，但是也会非常高效，因为我们有一套系统的流程与客户交流，这些工作在帮助客户构建他们的安全感和幸福感”

I have been banging on about proper financial planning and using cash flow modelling for over 25 years and am delighted to see that after all this time it is finally gaining some trac-tion”The work of a financial planner appears “highly personalised” to clients, ac-cording to Julie, but it is also highly efficient “because of the systematised pro-cess we have developed over the years.” Ultimately, she adds, it is about helping clients “to build for their future security and happiness”.