Seminar "Development of personal financial advisory services “ Workshop

In the morning of 07/01/2015, Department of Banking and Finance (TCNH), University of Economics - VNU has successfully organized the school-level seminar "Development of personal financial advisory services “

The workshop has attracted the participation of nearly 100 guests who are experts from the training institutions like the University of Technology, FPT University, Institute of Finance, Banking Academy, the Academy of Justice, University of the East, Association of Chartered Certified Accountants, UK (ACCA), ... the bank financial institutions such as Vietinbank, Agribank, Techcombank, VN Direct, ... the State management bodies including the Deposit Insurance of Vietnam Nam, the State Securities Commission ... and individuals interested in the topic.

Workshop opening remarks, A.Prof.Ph.D. Tran Anh Tai - Vice Chancellor, University of Economics has stressed the main objective of this workshop is to create a forum for experts and providers of financial services, and the training facilities can be discussed , analysis, offering solutions that promote awareness of personal financial management (vocational) and develop vocational counseling services in Vietnam.

In the speech opening the conference, Dr. Nguyen Dang Tue - Institute for Economic Management, University of Technology has introduced some basic concepts about vocational, analyze the difference between financial planning, financial advisory and brokerage sales. In particular, Dr. Nguyen Dang Tue, vocational counseling, from the practice of the United States must have a practicing certificate from the professional association such as the prestigious CFP certificate, along with 3 years experience working in the field of consultancy and answer any questions to pass the test lasted 10 hours and in particular must comply with the standards of professional ethics.

The highlight of the presentation was first examined video clips of interest in vocational counseling service of the people of Vietnam and create a different atmosphere for the workshop. According to MA. Nguyen Tien Thanh, over 80% of those surveyed did not know the Personal Financial Services and 90% are not aware of these expenditures for the month and no hedging saving. In Vietnam, no management agency official quality level vocational counselor, the service providers are mainly banks, securities firms and insurance.

Second Treatise of MA. Nguyen Thi Mai Lan, FPT University, presented an overview of the development of vocational service in the world which make the statistics in great detail. US market where vocational counseling services generating revenues of $ 34 billion / year, with growth of about 5.2% / year for the operation of some 174,000 counselors. MA. Nguyen Thi Mai Lan also said the variety of service packages, the target profit to be considered along with the level of risk to consumers, the legal framework and strict ethical standards are the key characteristics in the vocational counseling services in the developed countries like USA, UK, Australia.

The third speech of MA. Nguyen Thanh Ha, Attorneys at Law Firm S & B has briefed some legal basis for vocational counseling in Vietnam. Currently, Vietnam has no legal basis for a complete separate but only mentioned in several articles in the Law on Credit Institutions in 2010, the Law on the State Bank of Vietnam in 2010, the Civil Code in 2005 to adjust the supply of Personal Financial Services, formed one of the difficulties in developing this service. Lawyer Nguyen Thanh Ha also shared some practical problems encountered when implementing vocational counseling services customers and emphasize the need to raise social awareness about professional liability for workers vocational counseling


Presentation of Dr. Dinh Thi Thanh Van, Faculty F&B, the experience emphasize vocational training at US consultancy for both issues: training consultant and vocational training vocational awareness about managing people. The consultant wants certified vocational career training must be standardized knowledge, experience, examination and undergo training on professional ethics. Universities, training institutions are often associated with these associations to teach classes and professional training. Tuition can range from $ 3,000 - $ 7,000 / the lock. The training of vocational knowledge management (finance literacy) to the people is conducted at the university for students, in schools from grades 1 to 12 in order to make sense of financial management early on, financial security now and in the future for people. Dr. Dinh Thi Thanh Van also highlighted the lack of training segment in Vietnam market.

The speakers and guests then had the exchange, discussion very lively, offering many ideas related to the workshop topic. Dr. Nguyen Thi Thai Ha, Faculty F&B emphasize the difference between Vietnam and the world in the level of awareness, people's income, level of development of the financial system, so need a closer look the consultant needs and potential vocational counseling profession in VN. According A.Prof- Ph.D. Nguyen Thi Mui, Former professional training school of Vietinbank, the demand for services is not necessarily vocational high not because of low income that are caused by people's awareness and customer confidence low, confused concept sales and consulting, because the legal framework is incomplete, the responsibility to protect confidential personal information is not clear. Director of Techcombank Card Center, said Nguyen Cong Hoan, the demand for services has increased vocational, and this unit has also deployed the service pack matching individuals idle money, but mainly saving products. MA. Nguyen Thi Minh Hue Judicial Academy to share the experience of short-term skills training and certification law practice, contact the consultant training required vocational practicing certificate. A kindergarten principal in Hanoi also share began to put on awareness courses for kindergarten. Some ideas discussed and shared with other individuals from the desired demand management classes for themselves and their families.

Ending the seminar, Dr. Dinh Thi Thanh Van - Workshop Chair, Deputy Dean FFB, UEB - expressed a wish to contribute to raising awareness training management and standardize vocational counseling team TCCN Vietnam market. This is the first workshop in the series of workshops on this topic Science F&B expected future held. Organizing Committee hopes to create a forum for exchange in order to raise general awareness of managing vocational and vocational counseling service through which support for the development of personal financial services in Vietnam. 


Van Anh (FFB)


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