投教融入国民教育,实践赋能金融启蒙——招商证券国家级投教基地接待深大学子开展参观学习活动
Zhong Guo Zheng Quan Bao·2025-12-02 14:21

Core Insights - The event at the national-level investor education base of China Merchants Securities aimed to provide first-year finance students from Shenzhen University with an immersive learning experience about the securities market and wealth management industry trends [1][5] Group 1: Immersive Learning Experience - The activity included visits to ten functional areas such as the Securities History Review Area and the Shenzhen Reform and Opening-up Chronicle Area, allowing students to gain a comprehensive understanding of the development of the Chinese securities market [2] - Historical materials showcased the evolution of the securities market from pilot exploration to standardized development, emphasizing the close relationship between capital markets and regional economic growth [2] Group 2: Professional Development Insights - A specialized lecture by the Assistant General Manager of the Wealth Management Department addressed key questions regarding the role of wealth advisors, resource acquisition, and career development in the context of AI technology [3][4] - The lecture highlighted the transition of wealth advisors from product sellers to "exclusive wealth managers," emphasizing their roles in cognitive guidance, financial planning, resource coordination, and long-term client relationships [3] Group 3: Educational Integration and Industry Impact - The innovative model of "scene experience + specialized teaching + interactive communication" effectively enhanced students' financial literacy and risk awareness while preparing quality talent for the financial industry [5] - China Merchants Securities aims to deepen the integration of investor education into the national education system, continuously enriching financial education and contributing to the stable development of the capital market [5]