個人理財參考文獻英文

A. 商業銀行個人理財 英文論文

Wealth Management is a type of financial planning that provides high net worth indivials and families with private banking, estate planning, legal resources, and investment management, with the goal of sustaining and growing long-term wealth. Whereas financial planning can be helpful for indivials who have accumulated wealth or are just starting to accumulate wealth, you must already have accumulated a significant amount of wealth for the wealth management process to be effective.

Examples of wealth managers include independent advisors like FFR [2] or large corporate entities like Citibank's Citigold and other extensions of retail banking services designed to focus on high-net worth retail customers. Such customers would be called internally in a bank 'mass affluent' or 'upper retail' clients because of their net worth, the number of potential procts they own from the bank, their assets under management and other methods of segmentation. The banks create separate branches, services and other 'benefits' to retain or attract these customers who are typically more profitable than other retail banking customers. However, wealth management clients are not Private Banking clients because they simply do not have the Net Worth or Assets under management to justify the level of banking services that Private Banks provide.

http://www.eurekahedge.com/attachments/Apr%202004%20-%20Wealth%20Management%20-%20BusinessWeek.pdf

B. 高分求關於商業銀行個人理財的英文文獻

。。。。。。。。
同學~是學經濟管理的吧
我覺得你可以去國貿專業借課本~
商務英語和國際貿易這兩本書。
雖然是國貿的 ，但是涉及 銀行 市場 ~
你寫的時候把文章修改成自己的語言就行了~
關鍵字改下~都是中英對照的~

C. 求2007至今的家庭理財方面的英文參考文獻。。。在線等

跨國公司財務管理的風險

在經濟全球一體化加深、網路化管理、知識資本要參與利潤分配新的環境下，國際財務管理的理財環境更加復雜化，理財活動受到諸多因素的影響，其中大多數因素又具有易變性和不確定性，因而在跨國公司財務管理中，會面臨更大、更多的風險。跨國公司當前必須面對和解決的一個關鍵問題，便是如何利用外部己有的有利條件，發揮企業自身優勢，提高風險管理能力，合理規避風險，這些問題正是本文所要探討的。本文運用了對比法、分類法和財務分析法等，並引入了金融工程學、風險管理學、企業管理學等相關學科的內容，從實際應用的角度出發，探討如何提高我國跨國公司財務管理中的風險管理能力，實施各項風險基礎則務管理工作。本文從財務管理的角度，對跨國公司的風險進行了重新的分類，並且提出了風險管理戰略的概念，把風險管理提升到戰略管理的高度，在此基礎上，建立包括風險識別、風險評估和風險控制措施在內的風險管理體系;並且詳細介紹了政治風險、利率風險和外匯風險三種跨國公司比較特殊的風險的控制措施;最終本文分析了中國跨國公司風險管理的主要問題以及財務策略，指導國內跨國公司創造有中國特色的競爭優勢。這也是本文的研究意義所在。
關鍵詞:跨國公司;風險管理;跨國財務管理

買下這本書，然後譯成英文，不就行了

D. 急求商業銀行個人理財業務的外文文獻。。。英文就好，我自己翻譯T_T。。

外文文獻有，翻譯沒有，翻譯得靠你自己了，希望能滿足你的需要，能幫到你，如果需要直接網路Hi中留言同時貼出問題的鏈接地址和郵箱地址即可，或者告知其他安全可靠方式提供，多多給點懸賞分吧，急用的話請多選賞點分吧，這樣更多的知友才會及時幫到你，我找到也是很花時間的

如果需要直接網路Hi中留言同時貼出問題的鏈接地址和郵箱地址即可，或者告知其他安全可靠方式提供

近期好像網路Hi無提示信息

留下郵箱地址如dgfgafd的126q郵箱

一六*零****八二*二QQ郵箱

E. 急求關於商業銀行個人理財產品的英文文獻以及翻譯 急求急求~~拜託了 謝謝！！！loveworth 艾特 126 郵箱

童鞋你好！
這個估計需要自己搜索了！
網上基本很難找到免費給你服務的！
我在這里給你點搜索國際上常用的外文資料庫：
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❶ISI web of knowledge Engineering Village2
❷Elsevier SDOL資料庫 IEEE/IEE(IEL)
❸EBSCOhost RSC英國皇家化學學會
❹ACM美國計算機學會 ASCE美國土木工程師學會
❺Springer電子期刊 WorldSciNet電子期刊全文庫
❻Nature周刊 NetLibrary電子圖書
❼ProQuest學位論文全文資料庫
❽國道外文專題資料庫 CALIS西文期刊目次資料庫
❾推薦使用ISI web of knowledge Engineering Village2
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中文翻譯得自己做了，實在不成就谷歌翻譯。
弄完之後，自己閱讀幾遍弄順了就成啦！
學校以及老師都不會看這個東西的！
外文翻譯不是論文的主要內容！
所以，很容易過去的！
祝你好運！

F. 找一篇英文的有關個人理財的文章（高分）

Financial management system, "financial plans and arrangements for the family." Popular speakers is that when you need to spend money when there is enough money to give you flowers. Financial management does not mean rich, reasonable arrangements for the family financial income and expenditure, to achieve a fiscal balance and protect the basic living expenses of the family is the fundamental financial management.
Many people think that financial management is an investment, so that the appreciation of assets. This is a one-sided understanding. In fact, the true financial planning, including cash planning, investment planning, risk management and insurance planning, children's ecation planning, real estate planning, estate planning, such as the eight content transmission. These programs are aimed at one purpose: to protect life. The protection of your basic life, the protection of your ecation, marriage, child ecation, retirement, disease prevention, etc. Plan to have enough money to cover, but not financial imbalances.

To do a good job of financial planning, we must master the "seven elements":

1. The necessary liquidity. Refers to the hands of the living have enough money, holding cash is mainly to meet the daily expenses, prevention of emergencies and the need for speculation. Family life, through the cash plan, with cash on hand to meet demand in the short term: the expected future cash expenditures (in the short term, such as the January-March) through a variety of savings, living to meet short-term investment instruments. Bank demand deposits, notice deposits, and so the IMF is a relatively good cash management tool. We are all very familiar with the former, the bank deposit is a new business, usually one weeks advance notice can be extracted after 1 week. Monetary Fund is invested in money market funds, free of charge as a result, no interest tax, compared to the first 2 persons, a higher income. The risk is very small, particularly suitable for the expected cash management.

2. Reasonable consumer spending. The primary purpose of personal finance is to make a reasonable financial position. As far as possible to rece unnecessary expenses. Real life and learn to save money and sometimes to seek a high return on investment than the easier to achieve financial goals. Consumer spending through the planning, so that reasonable personal consumption expenditures, so that the structure of household income and expenditure balance. Everyone should build their own itemized account in next financial expenses, the daily record of expenditure, (too trivial can not remember, but a total of more than 10 recorded it should be) at the end of analysis, it is necessary to look at those who are unnecessary. A long time, and will find out the laws of their own expenses, the budget next year, planning for the establishment of the family's expenses to prepare. Liabilities now popular consumption, a certain proportion of the balance is acceptable, but not excessive, otherwise you can only become a slave to debt. Generally accepted that the rate of household debt can not exceed 25% -30%, this is a security thread.

3. Expectations in ecation. Family members of the ecation in the share of household expenditure increasing, whether it is their children's ecation, or alt-job ecation, are indispensable. Families in need of early ecation planning, reasonable to ensure that the future ability to pay for themselves and their children's ecation costs, fully meet the indivial (family) ecation expectations. The expenditure on ecation, the need to establish a dedicated account management, unless not allowed to, or not to move. Can be done in the short-term investment, on their own, they can do short-term capital preservation investments, such as a variety of commercial bank set the yuan financial procts; of their children, their children's ecation based on age, select the appropriate investment period, to do something in long-term investment.

4. Comprehensive risk protection. Person's life, risk is everywhere, through the Risk Management and Insurance Planning, will be brought about by the loss of accidents to a minimum, and better to avoid risks, to protect life. Therefore, insurance is necessary. In particular, only basic medical and pension insurance for the crowd, it is necessary to buy a number of commercial insurance, as a supplement. Choice of insurance, it is best to vote for those kind of co-existence.

5. Reasonable arrangements to pay taxes. Every citizen, paying taxes is a legal obligation, but taxpayers often want to minimize their tax burden. White said the tax is reasonable. To achieve this goal, through a variety of business, investment, financial and other economic activities in the prior planning and arrangements make full use of tax concessions offered and differential treatment, appropriate to rece or delay the spending of taxes and fees. Reasonable business tax dectible investment projects, financial projects, the choice of tax-free varieties, are very necessary.

6. Accumulate wealth. The increase in personal wealth is possible through the "money" to achieve, but the absolute increase in wealth will be passed to achieve an increase in income. Salary type of limited income, investment income has taken the initiative to achieve an even higher qualities, the rapid accumulation of personal wealth depends mainly on investment. After all, money can the "money". In accordance with financial objectives, personal investment and risk tolerance, choose an effective investment program to determine a reasonable investment with a variety of species, bring investment income indivials or families, more and more and graally become a personal or family income the main source, and ultimately reach the level of financial freedom. Reality for the general population is not a lot of investment procts, stocks, funds, bonds, collection of financial procts, gold, real estate, works of art and so on. Investment there is a principle that should not be unfamiliar. When you do not understand it, do not blindly to follow the trend, this risk may be considerable.

7. Age. To the elderly, income-earning capacity has decreased, it is necessary in young and middle-aged financial planning period so that the old age can lead to "a sense of security, end-worthiness, a feeling of happiness" with dignity, to aging self-reliance. This is also the home of a very important financial goals. People raise their children before the concept of old age are now outdated, and their children live their own lives, their burden is also great, by they are unreliable and can only rely on their own. Financial planning as soon as possible, to prepare for their own future enough money to enjoy their twilight years.

G. 求一個商業銀行個人理財業務的英文文獻或書 翻譯成中文要3000字以上的

你好，請問你找到了嗎，能否發一份給我呢，郵箱[email protected]，萬分感謝

H. 銀行個人理財論文的參考文獻

Creating Your Budget on Paper

Creating a household budget on paper won't provide graphical budget reports found in budgeting or personal finance software, but creating a budget on paper has the advantage of being always available, not just when the computer is on.

Budgeting on Paper
To create a budget form with pen and paper or a word processor, you need to decide if you will budget the same amount for expenses and income for each month, or if you will be budgeting fluctuating amounts across the year. The method you decide on dictates the number of columns you will need in your budget form.

Setting up a budget on paper can be as simple as using your writing instrument of choice and a ruler to draw rows and columns. The advantage of this system is that it is portable and always available. The disadvantage is that as you tweak your budget or find new categories you need to budget for, you will need to rewrite parts of the budget or redo it entirely.

If you budget the same amount each month, draw two columns on paper, one for income and expense categories (paycheck, groceries, utilities) and one for the monthly budgeted amount for each category. If you are budgeting income or expenses will fluctuate monthly, you need a column for the budgeted categories and twelve columns to hold monthly amounts.

Add up total expenses and income in a total row at the bottom of the budgeted amounts column. If you are budgeting for all twelve months, total each month indivially. The total expense rows need to be compared to total income to be sure you are not over-budgeted.

Read more at Suite101: Creating Your Budget on Paper: Personal Financial Planning http://personal-budget-creation.suite101.com/article.cfm/budget_planning#ixzz0dLKVBCWL

Budget Form Print Outs
Printing out a blank budget form from a web site or word processing software provides a neat format for recording budget data. This is a good solution for those who want to create their budget by hand but don't want to have to redraw lines for columns and rows when the budget changes.

As with a completely hand-written budget, you need to decide if you will budget the same amount for expenses and income for each month, or if you will be budgeting fluctuating amounts across the year. If you go with a static budget amount month after month, you only require two columns - one for the budgeted category and one for the amount budgeted. Budgeting different monthly amounts calls for a category column and a column for each month in a year. Be sure to include a total row beneath the budgeted amounts so you can see if total expenses surpass total income.

Free Budget Planning Printables
Using Tables in Microsoft Word: Tips on using the Tables feature in Microsoft Word to create your budget form.

These free printable budget planning forms require the free Adobe Reader

To use forms for tracking your monthly spending after you create your budget: print out the form, fill in budgeted amounts that will not change and then make photocopies to avoid recording budgeted amounts each month.

Use Balance Pro's complete budget form with a personal financial analysis with the 8-page Money Management Planner to break down current spending, planned budget and changes in spending needed to reach budgeted amounts. Includes weekly and monthly expense records.
Detailed Budget Worksheet from Freddie Mac includes lines for brief notes.
Monthly Budget Worksheet from www.SocialServe.com includes a Monthly Spending Summary on the last page, with a spot to record surplus or shortfall.
Less detailed and very colorful Simple Monthly Budget worksheet from www.aba.com.

Read more at Suite101: Creating Your Budget on Paper: Personal Financial Planning http://personal-budget-creation.suite101.com/article.cfm/budget_planning#ixzz0dLKZC8mf

I. 求一份關於商業銀行個人理財業務發展的外文文獻，最好有翻譯資料，5000字以上 謝謝[email protected]

你的這個可以看國內的商業銀行個人理財的的相關文章，這些文章都有參考文獻，你可以在參考文獻里，找到英文文獻，然後去相關的資料庫下載，大的圖書館或者大學圖書館都能下載。

如果該英文文獻字數較多，需要相關中文的，一般需要幾百至幾千價格不等的費用！

舉個例子，一本中文版的銀行理財業務書，從其引用文獻中找到英文文獻，再去下載，然後再翻譯！