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《理财规划原理》以商业银行、证券公司、保险公司等金融机构客户理财岗位群工作为导向。通过本课程的学习，使学生掌握理财规划的基本理论、基本概念和基本方法。本书具有三大特色：一是注重能力培养；二是精编案例；三是使用大量的图表。
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