一三一基金|关于开展2025年金融教育宣传周活动总结

Core Insights - The 2025 Financial Education Promotion Week successfully focused on standardizing marketing practices and enhancing suitability management, achieving significant results [1][2] Group 1: Event Overview - The event utilized both online and offline channels to educate investors on various fund products, including equity, bond, mixed, and money market funds, using simple language and vivid examples [1] - The initiative aimed to help investors understand the risk-return characteristics, operational models, and suitable demographics for different fund products, thereby improving their ability to select products that match their risk tolerance [1] Group 2: Communication and Training - The official WeChat account served as a key platform for disseminating information about the event, including theme analysis, suitability management insights, and fund investment knowledge, enhancing the reach and engagement of the content [2] - Specialized training and compliance seminars were organized for industry professionals, emphasizing sales behavior norms, suitability management obligations, and typical violations, reinforcing the principle of prioritizing investor interests [2] Group 3: Industry Impact - The promotion week not only improved investors' financial literacy and risk awareness but also reinforced the responsibilities of operating institutions, promoting standardized marketing practices and enhanced suitability management within the industry [2] - The company plans to continue deepening investor education and suitability management efforts, establishing a long-term promotional mechanism to protect investors' legitimate rights [2]