2025“银华基金杯”新浪理财师大赛团队复赛答辩（上海场）成功举办

Core Insights - The 2025 "Yinhua Fund Cup" Sina Financial Advisor Competition successfully held its team semi-final defense in Shanghai, featuring 15 outstanding financial advisory teams competing for a spot in the national finals [1][22] - The competition, co-hosted by Sina Finance and Yinhua Fund, has become a significant and authoritative event in the industry, marking its 9th edition this year [1][22] - The semi-finals will consist of a total of 45 teams from three locations: Beijing, Shanghai, and Shenzhen, with the final competition determining the top ten teams [1][22] Competition Format - The semi-finals focus on team presentations, assessing participants' asset allocation expertise, risk assessment skills, and feasibility of their proposals [2] - Teams must create tailored asset allocation plans based on real-world case studies, considering clients' financial situations, risk tolerance, investment goals, and current market trends [2] - Evaluation criteria include professionalism of the proposal, logical strategy, presentation skills, and practical execution [2] Expert Insights - During the event, Yinhua Fund's Deputy General Manager of Investor Education, Yang Jing, and Associate Professor Jiang Xianglin from Fudan University's Financial Research Institute shared insights on future investment trends, financial advisor capabilities, and professional growth [8][10] - The discussions aimed to enhance understanding of fund investment behaviors and family asset allocation strategies [8][10] Awards and Engagement - At the end of the semi-finals, participating teams were awarded "National Excellent Financial Team" certificates [11] - Yinhua Fund set up interactive booths at the event, engaging financial advisors with fun quizzes and providing on-site photo printing services, enhancing the overall experience and interaction [17][20]