1999 ijٷ ̹Ͽ ijٳ ִ RBC FINANCIAL GROUP Ⱓ б ADVOCIS CLU INSTITUTE ߴ. ְ ڰ CFP(CERTIFIED FINANCIAL PLANNER) CLU(CHARTERED LIFE UNDERWRITER) ̸ ij ùαڷ ѱ ѱ迡 繫 弭 ִ ̴. ѱ 繫 ֽȸ翡 FINANCIAL PLANNING LEADER ϰ ִ. ѻ KLD , Ʈ Ѱ ϰ ѱ繫 Financial Planning Leader ٹϰ ִ. ij λ (Chartered Life Underwriter), ij 繫 (Certified Financial Planner) ڰ ϰ 2009 KLD Leaders Conference ι Bronze ִ.
1 21 ְ 繫
1. 繫
2. 繫 ö
3. 繫
α
4. 繫 Ŀ α
2 -
1. ٽ -
2.
3. μ
4. 40 MDRT - Ұ
5. ֽŽ 繫
- ŷ
3 ƶ -繫
1. ý - ȭ
2.
ȸ
3. - 繫
4. п - 繫м
5. ڰ Ƕ ?
ó (ȭ ̼)
6. ŷڴ ´ - 繫 ÷
7.
Ͻ Ȱ ɾ
4 ŷ ŸϸƮ - Ŀ´̼
1. Ѹ ´ -
ͺ
2. ڰ ̼ Ŀ´̼ ȹ
3. 簰 ȭ ɷ
4. ȭ 繫 ϴ
5. ν ̹
6. ŷ
ڱҰ
5 £ ̰ܶ ? Ͻ ִ ̴
1. Ģ
2. ¸ϴ
Ͻ
3. ϴ Ͻ ? ڱ
4. ̳ ŷ ٽ ȭ
5.
ְ ű κ ȴ
6. ϰ ִ Ͻ 꼺 ? ϴ ųε ô
7. ƹ Ұ
8. ϴ Ͻ
9. Ͻ
(η)
1.
2. Ƽ ۼ ǥ