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what is a corporate finance planner? what is the use of a corporate finance planner certificate? how difficult is the exam?

2024-09-13

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the innovation and development of the financial market has provided enterprises with more financing channels and tools, but at the same time, these complex financial products and financing methods also require professional financing planners to interpret and select them to ensure that enterprises can choose the financing plan that best suits them.

what is a corporate finance planner?

corporate finance planners are mainly responsible for developing comprehensive financing plans for enterprises. the main responsibilities of corporate finance planners include conducting in-depth analysis of financial statements such as the balance sheet, income statement and cash flow statement of the enterprise, evaluating the financial strength and debt repayment ability of the enterprise, formulating financing strategies suitable for the enterprise based on the development strategy, operating conditions and market environment of the enterprise, establishing contacts with financial institutions such as banks, investment institutions, securities companies, etc., understanding the financing products and services of different institutions, preparing detailed financing plans, including financing purposes, financing scale, financing methods, fund use, repayment plan, etc., representing the enterprise in financing negotiations with investors and financial institutions, and striving for favorable financing conditions.