蓝圈财务顾问研究院

金融/投资/证券

国企

鼓楼区城市名人酒店38楼

About the LCIFA
The LAN Circle Institute of Financial Advisor was founded in 2011 by the Lord Peter Levene (born 8 December 1941). The LCIFA is China`s professional body for advice practitioners in financial planning, insurance, investment and estate planning. Financial education was the continuing vision of the founding father (Loren Dunton) of the financial planning profession. Loren Dunton passionately believed the world needed qualified and dedicated professionals who would "help persons learn how to spend, save, invest, insure and plan wisely for the future, to achieve financial independence." The LCIFA help our members reach their full potential as professional financial advisers for the benefit of the China`s middle class. Alan Cheung is the president and executive director.
The LCIFA will help you find out more about financial advice, the key decisions you may want to make, and how to choose a good financial adviser. Good financial advice can help you achieve your goals and take care of risks along the way. And a good adviser will help you make the right choices about insurance, investments, retirement planning, cash management and other key areas. The LCIFA is the home for China`s top professional financial advisers – or those who want to be. With our links to 19 countries through the Financial Planning Standards Board, we have access to world best practice in financial advice. A strong continuing professional development programme, excellent fellowship opportunities, proven commitment to world-class standards, ethics and values and unrivalled access to expertise make us the only choice for true professionals.
关于LCIFA
蓝圈财务顾问研究院由列文勋爵于2011年创立，是中国专业从事财务规划、保险、投资和遗产规划咨询的财务顾问研究院。财务顾问教育是金融规划专业创始人洛伦丹顿先生始于1969年的愿景——世界需要有资格和敬业的专业人士协助人们做好更贴切的金钱运用，储蓄、消费、保险、投资和理财规划，以达到均衡、富裕、美满、没有遗憾的人生。蓝圈财务顾问研究院致力于帮助会员充分发挥专业财务顾问的潜力，协助各年龄段的我国同胞改善支出、增加储蓄、合理信贷、明智地规划未来，成为财务独立的中产阶级。
蓝圈财务顾问研究院可以协助客户匹配更专业的财务顾问，更贴切的了解财务规划。良好的财务规划可以帮助客户在投资、保险、退休规划、现金管理和其他关键领域做出正确的选择，合理的规避人生风险，实现人生目标。蓝圈财务顾问研究院是中国***专业财务顾问的圈子，通过财富规划标准委员会与19个国家链接，可以获得全球***的财务建议。蓝圈财务顾问研究院拥有强大的持续专业发展规划，优秀的奖学金机会，秉承对世界一流标准、道德和价值观的承诺，以无与伦比的专业知识践行金融活动，来表达灿烂的中华文明。
What We Do
The LCIFA is dedicated to
?Help people of all ages improve their spending, increase their savings and use credit more wisely.
?Help educate, motivate and empower Chinese, through educational programs, to put more of their discretionary Yuan aside in investments for their future.
?Help people refrain from over-spending and credit card abuse, saddling themselves with consumer debt and high interest payments they so often can't afford.
?Influence people to regularly save and invest at least ten percent of their income.
?Teach people how to keep more of the money they earn and do more with the money they keep. Help raise the savings insurance and investment rate of China by creating new investors.
?Help employers everywhere make personal finance programs (home study or instruction) available to employees and their families as part of an employee assistance program and employee benefit so as to lessen the outside and often financial distractions people bring with them to the work place.
我们所做的
蓝圈财务顾问研究院致力于
协助全年龄段同胞财务规划，改善支出，增加储蓄与保险、合理信贷
协助同胞通过学习金融规划更自由贴切的投资未来
协助同胞避免滥用信贷、过度消费导致的高息债务
倡导同胞至少投入10%的定期储蓄和保险规划。
协助人们做好金钱的运用，帮助提高中国的储蓄、保险和投资率。
帮助中国雇主向员工及其家人提供个人理财计划（在线教与学），作为员工援助计划和员工福利的一部分，增加同胞的财务健康。
What We Stand For
Promoting an Economically Strong China With Financially Healthy Citizens
?We support and encourage efforts to get all Chinese to put more money aside for the future so as not to be dependent upon Social Security/Medicare, family members or welfare.
?We urge that all thirty-four Provincial administrative region require a course in personal finance for high school seniors and the establish personal finance courses in elementary and junior high schools.
?We believe additional incentives are needed to cause more Chinese to live within their income and motivated to increase savings.
?We disparage any incentives to consumers borrow and spend beyond their incomes.
?We support efforts to bring about full disclosure and consumer protection in borrowing, saving, insuring and investing. We see deficit spending whether by the individual, the family, businesses or government at any level as costly and dangerous.
?We promote putting aside more discretionary income for the future, whether it go into savings, investments or insurance.
?We promote rehabilitative financial and credit education, now incorporated into existing laws, on the Internet.
我们的立场
以财务健康的公民促进中国经济实力更强大
我们努力支持、鼓励让所有公民为未来投入更多的资金，免于依赖社会基本保障/统筹医疗保险，家庭成员或福利救济。
我们敦促34个省级行政区域要求为K1-K2毕业生提供个人理财课程
我们支持让公民增加储蓄，免于债务生活的激励措施
我们反对任何关于消费者借贷超额消费的激励措施
我们努力保护消费者信息的同时对借贷、储蓄、保险和投资方面实现全面披露。超前消费对个人、家庭、企业甚至是政府都是惨痛的代价。
我们建议留出更多的可支配收入用于储蓄，保险和投资
我们在互联网上推广已纳入现行法律的康复金融和信贷教育