Eric Wang

Collected the basic information (such as Age, deposit and salary) and financing objectives of my client. Analyzed the financing objectives and made a list from most important to less. Balanced the objectives and the future cost and gave the client advices including Open Fund, treasury, and insurance and saving.

learned how to do microeconomic analysis, essential technical analysis and fundamental analysis, especially the macroeconomic factor like interest, inflation and economic cycle, the style of K-curve and annual account analysis. Discussed the influence of both the financial and political events every weekday morning. Analyzed the finance constitution of one company every day to find out whether it was with value of investment relative to its share price.