Standard No.:	T/TFDS 002-2024
English Name:	Technology Finance Professional competency requirements for intelligent investment advisors
Chinese Name:	科技金融 智能投顾职业能力要求
Chinese Classification:	A11    Finance and Insurance
Professional Classification:	T/    Social Organization Standard
ICS Classification:	03.080.01 03.080.01    Services in general 03.080.01
Source Content Issued by:	Beijing Science and Technology Financial Development Service Center
Issued on:	2024-12-08
Implemented on:	2025-1-1
Status:	valid
Target Language:	English
File Format:	PDF

本文件规定了智能投顾对应的工作领域、工作任务及职业能力。
本文件适用于智能投顾能力培训、考核与评价，相关用人单位的人员聘用、培训与考核可参照使用。
高校金融相关专业人才培养方案参照使用。