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北京东方华尔金融咨询有限责任公司作为中国金融行业培训的领跑者，几年来深度参与了中国金融服务行业的发展。东方华尔通过不断自主创新，迎合中国金融混业经营发展趋势，依托先进的发展理念、雄厚的研发力量及师资团队，走出了一条集培养金融复合型人才、提供金融机构人才战略解决方案、传播财富管理理念、深度挖掘大众理财意识的综合发展道路。
东方华尔本着为金融行业培养及输送知识与技能相结合的能力型复合型人才的理念，为金融机构及金融从业人员提供全方位、多层次、系列化、模块化的培训产品，包括商业银行实务培训、保险行业实务培训、证券行业实务培训、证券投资顾问培训、理财规划师国家职业资格认证培训、理财规划师执业实务技能培养等涵盖全金融领域各个方面；同时开展针对在校大学生和普通大众的理财规划知识普及工作。东方华尔立志成为中国金融培训行业领军品牌。
东方华尔自1994年成立以来，是中国最早倡导财富管理理念的理财专业研究机构，同时也是理财规划师国家职业标准的设计者和制定者。2003年，受中华人民共和国人力资源与社会保障主管部门（原劳动和社会保障主管部门）委托，北京东方华尔金融咨询有限责任公司主持研究开发了理财规划师国家职业资格认证（ChFP）体系，并承担国家职业技能鉴定专家委员会理财规划师专业委员会秘书处职能。同年，受原劳动与社会保障主管部门职业技能鉴定中心委托，组织编写了中国第一部《理财规划师国家职业标准》，并至今承担着主持《理财规划师国家职业资格认证统编教材》（1-4版）的编撰和持续修编工作。
2005年，东方华尔成功主办了理财规划师国家职业资格认证二级与三级的认证培训试点工作，培养了我国第一批42名持证国家理财规划师；2009年，东方华尔获批成为国内唯一有资格开展高级理财规划师（国家职业资格一级）认证试点培训工作的专业机构；2010年5月，全国首批国家高级理财规划师从东方华尔诞生。东方华尔近年来，已为中国金融机构输送了万余名持有理财规划师国家职业资格认证证书的专业金融理财师，这些理财师在各自工作岗位上所展示出的专业素质和工作能力使得他们广泛为行业所认可。
中国证券监管部门2010年10月发布《证券投资顾问业务暂行规定》之后不到一个月，东方华尔即为某证券公司总部举办了国内首批投资顾问专业培训，开中国投资顾问培训之先河。近几年来，东方华尔为各地商业银行、证券公司、保险公司总部及分支机构开展专项培训、内训数百期。东方华尔立足“客户绩效导向”、实施独特的“进阶式课程体系”、采用针对客户需求的 “量身定制”课程，让客户独享“菜单式”全系列服务，广泛赢得了金融机构的认可与好评。
金融环境瞬息万变，金融机构之间的竞争日趋白热化，品牌建设、产品创新、企业人力资源优化等是金融机构未来发展的方向。东方华尔推出的金融机构内训课程不仅帮助机构实现人才战略上的优势，更能够有助于金融机构在绩效、媒体、品牌、公关、营销整合等领域提升其竞争力、保持健康持续性发展。
东方华尔是一个具有社会责任感的机构，一贯致力于中国财富管理理念的普及与知识的推广，长期通过出版、媒体、活动等各种方式，在国内普及理财知识、推广科学的理财观念，树立理财规划师专业理财服务的理念。公司设有独立的金融培训研发中心，全部由金融相关硕士以上学历组成，研究员来自监管机构、研究机构、高校、金融机构及海外归国专业人士，公司专职及兼职专家讲师共计215名，全国专职培训服务团队300余人，在全国20余个省市设有直营分支机构，并在香港和台湾设立了办事处。
东方华尔凭借强大的行业影响力及丰富的媒体资源，自2006年至今，已成功主办五期“全国十佳理财师大赛”，诞生近百位“明星级”理财规划师。全国十佳理财师大赛的推出，在金融界影响广泛、意义深远，现已经成为中国理财师行业年度盛事。东方华尔依托学员而组建的理财师俱乐部在继续提供持续性服务的同时，也已经成为中国金融行业一个初具影响力的专业紧密型群体。
东方华尔将始终秉承“为中国金融行业提供最优秀的技能型人才”的服务宗旨，长期致力于最优秀金融人才的培养及中国金融理财市场的开拓与推广工作。在不断努力提升自身专业实力和品牌号召力的同时，东方华尔将会与更多的金融机构形成人才战略合作伙伴，不断提升金融从业人员的专业素养与专业技能，从而为推动中国金融市场的持续健康发展贡献一份力量。
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