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china-financial-plan

Create Chinese wealth-management financial plans using iFind MCP and AkShare MCP data.

705|115|Updated Jun 7, 2026
Search Tags:#cash-flow#wealth-management#financial-planning#china#retirement#estate-planning#education-funding
One-click install
npx skills add https://github.com/jwangkun/claude-for-financial-services-cn --skill china-financial-plan
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: china-financial-plan
Source: https://github.com/jwangkun/claude-for-financial-services-cn/tree/main/vertical-plugins/wealth-management/skills/china-financial-plan
Command: npx skills add https://github.com/jwangkun/claude-for-financial-services-cn --skill china-financial-plan

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This skill enables Chinese wealth-management professionals and individuals to create tailored retirement, education funding, estate planning, and cash-flow plans that align with local tax rules, social security, and financial products.

Core Features & Use Cases

  • Tailored financial plans for Chinese households, covering retirement projections, education funding, asset allocation, and estate planning.
  • Data-driven recommendations using iFind MCP and AkShare MCP to source indices, funds, and product data, with local considerations.
  • Scenario analysis to adjust savings rates, investment mix, and retirement timing for different client profiles.

Quick Start

Create a comprehensive financial plan for a 40-year-old Chinese client covering retirement, education funding, estate planning, and cash-flow, aligned with Chinese tax rules and local products.

Frequently Asked Questions about china-financial-plan

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I create a financial plan for a Chinese family that includes retirement and education funding?▼

Financial planning for Chinese families involves generating tailored retirement projections, education funding, and estate planning recommendations. This skill uses client profiles and cash-flow modeling to output structured financial plans aligned with Chinese social security rules and local financial products.

What is the best way to model cash-flow and net-worth statements for wealth management in China?▼

Cash-flow modeling and net-worth statements for Chinese wealth management require analyzing domestic client financial profiles. This skill processes client data to produce structured cash-flow optimizations and net-worth statements, incorporating local tax considerations and scenario analyses.

Can I use domestic market data from iFind and AkShare for asset allocation scenario analysis?▼

iFind and AkShare data sources can be used for asset allocation and scenario analysis. This skill sources indices, funds, and local financial product data through these MCP integrations to adjust savings rates, investment mixes, and retirement timing for different client profiles.

Does financial planning for Chinese households need to account for local tax rules and social security?▼

Financial planning for Chinese households must account for local tax rules and social security systems. This skill aligns customized wealth-management recommendations, including estate planning and retirement projections, with domestic regulations and local financial product offerings.

How do I adjust retirement timing and savings rates for different client profiles in a financial plan?▼

Adjusting retirement timing and savings rates requires scenario analysis based on detailed client profiles. This skill evaluates different investment mixes and retirement timings, generating actionable recommendations and scenario outputs tailored to individual Chinese household financial situations.

What are the limitations of using automated financial planning for Chinese estate planning?▼

Automated financial planning for Chinese estate planning relies on accurate client profiles and available domestic data from sources like iFind and AkShare. While it provides structured recommendations and scenario analyses, complex legal inheritance cases may require additional professional legal review beyond the generated outputs.

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