Group 1 - The core theme of the course is public fund advisory as a new wealth management service, focusing on the analysis of why funds make money while investors do not [3] - Fund advisory services involve wealth management institutions making specific investment decisions on behalf of investors based on agreed fund investment strategies, including the execution of transactions [3] - The course aims to help investors understand rules, identify risks, and promote rational, value-based, and long-term investment concepts [4] Group 2 - The "Investment Education Navigation" online course series is a public welfare initiative organized by the Shaanxi Investor Education Pioneer Alliance, marking its fifth year of operation [4] - The course emphasizes the importance of risk management and the need for investors to match their risk tolerance with appropriate fund advisory strategies [3] - Different fund advisory strategies carry varying risk levels, and institutions must not conceal these risks from investors [3]
第14期“投教领航”投资者教育网络课程第三季圆满完成
Quan Jing Wang·2025-12-23 08:05