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金融顾问制度六载:从浙江经验到全国领跑
Zheng Quan Zhi Xing·2025-04-28 10:56

Core Insights - The financial advisor system in Zhejiang has achieved significant results over six years, serving over 104,300 enterprises and facilitating financing of 1.1 trillion yuan, becoming a model for financial development in 16 provinces across China [1][6][8] - The Zhejiang Merchants Association Financial Services Committee aims to leverage the power of financial advisors to contribute to the development of a distinctive Chinese financial system, with a focus on high-quality development and social responsibility [3][4] Group 1: Financial Advisor System Achievements - The financial advisor system has established 134 member units, 261 financial advisory studios, and 4,200 core financial advisors, demonstrating a robust infrastructure [1][6] - The "3386" model for county-level comprehensive financial ecological construction has been replicated in over 70 districts and counties, covering 22 provinces and 43 cities nationwide [6][8] - The system has successfully integrated various financial services, including a technology finance model that supports innovation and a green finance model that aids energy-efficient enterprises [6][8] Group 2: Future Directions and Initiatives - The financial services committee plans to enhance the role of over 230 financial advisory studios to provide inclusive financial services and support major projects [9] - A "Snow in the Winter" initiative will be launched to assist private enterprises facing challenges due to trade tensions, providing tailored support and funding [9] - A "Financial Advisor Anti-Fraud Theme Activity Year" will be initiated to strengthen public awareness and education on fraud prevention, utilizing digital technologies [9] Group 3: Theoretical Development and Innovation - The theoretical framework of "Good Financial" has been established, with several publications planned to further guide the practice of financial advisors [10] - Financial advisors are encouraged to innovate and create new paradigms based on theoretical insights, contributing to the development of a unique Chinese financial path [10][11]