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个人理财参考文献英文

发布时间:2021-08-03 08:24:39

A. 商业银行个人理财 英文论文

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. 高分求关于商业银行个人理财的英文文献

。。。。。。。。
同学~是学经济管理的吧
我觉得你可以去国贸专业借课本~
商务英语和国际贸易这两本书。
虽然是国贸的 ,但是涉及 银行 市场 ~
你写的时候把文章修改成自己的语言就行了~
关键字改下~都是中英对照的~

C. 求2007至今的家庭理财方面的英文参考文献。。。在线等

跨国公司财务管理的风险

在经济全球一体化加深、网络化管理、知识资本要参与利润分配新的环境下,国际财务管理的理财环境更加复杂化,理财活动受到诸多因素的影响,其中大多数因素又具有易变性和不确定性,因而在跨国公司财务管理中,会面临更大、更多的风险。跨国公司当前必须面对和解决的一个关键问题,便是如何利用外部己有的有利条件,发挥企业自身优势,提高风险管理能力,合理规避风险,这些问题正是本文所要探讨的。本文运用了对比法、分类法和财务分析法等,并引入了金融工程学、风险管理学、企业管理学等相关学科的内容,从实际应用的角度出发,探讨如何提高我国跨国公司财务管理中的风险管理能力,实施各项风险基础则务管理工作。本文从财务管理的角度,对跨国公司的风险进行了重新的分类,并且提出了风险管理战略的概念,把风险管理提升到战略管理的高度,在此基础上,建立包括风险识别、风险评估和风险控制措施在内的风险管理体系;并且详细介绍了政治风险、利率风险和外汇风险三种跨国公司比较特殊的风险的控制措施;最终本文分析了中国跨国公司风险管理的主要问题以及财务策略,指导国内跨国公司创造有中国特色的竞争优势。这也是本文的研究意义所在。
关键词:跨国公司;风险管理;跨国财务管理

买下这本书,然后译成英文,不就行了

D. 急求商业银行个人理财业务的外文文献。。。英文就好,我自己翻译T_T。。

外文文献有,翻译没有,翻译得靠你自己了,希望能满足你的需要,能帮到你,如果需要直接网络Hi中留言同时贴出问题的链接地址和邮箱地址即可,或者告知其他安全可靠方式提供,多多给点悬赏分吧,急用的话请多选赏点分吧,这样更多的知友才会及时帮到你,我找到也是很花时间的

如果需要直接网络Hi中留言同时贴出问题的链接地址和邮箱地址即可,或者告知其他安全可靠方式提供

近期好像网络Hi无提示信息

留下邮箱地址如dgfgafd的126q邮箱

一六*零****八二*二QQ邮箱

E. 急求关于商业银行个人理财产品的英文文献以及翻译 急求急求~~拜托了 谢谢!!!loveworth 艾特 126 邮箱

童鞋你好!
这个估计需要自己搜索了!
网上基本很难找到免费给你服务的!
我在这里给你点搜索国际上常用的外文数据库:
----------------------------------------------------------
❶ISI web of knowledge Engineering Village2
❷Elsevier SDOL数据库 IEEE/IEE(IEL)
❸EBSCOhost RSC英国皇家化学学会
❹ACM美国计算机学会 ASCE美国土木工程师学会
❺Springer电子期刊 WorldSciNet电子期刊全文库
❻Nature周刊 NetLibrary电子图书
❼ProQuest学位论文全文数据库
❽国道外文专题数据库 CALIS西文期刊目次数据库
❾推荐使用ISI web of knowledge Engineering Village2
-----------------------------------------------------------
中文翻译得自己做了,实在不成就谷歌翻译。
弄完之后,自己阅读几遍弄顺了就成啦!
学校以及老师都不会看这个东西的!
外文翻译不是论文的主要内容!
所以,很容易过去的!
祝你好运!

F. 找一篇英文的有关个人理财的文章(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. 求一个商业银行个人理财业务的英文文献或书 翻译成中文要3000字以上的

你好,请问你找到了吗,能否发一份给我呢,邮箱[email protected],万分感谢

H. 银行个人理财论文的参考文献

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. 求一份关于商业银行个人理财业务发展的外文文献,最好有翻译资料,5000字以上 谢谢[email protected]

你的这个可以看国内的商业银行个人理财的的相关文章,这些文章都有参考文献,你可以在参考文献里,找到英文文献,然后去相关的数据库下载,大的图书馆或者大学图书馆都能下载。

如果该英文文献字数较多,需要相关中文的,一般需要几百至几千价格不等的费用!

举个例子,一本中文版的银行理财业务书,从其引用文献中找到英文文献,再去下载,然后再翻译!

阅读全文

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