Zheng Quan Ri Bao Wang·2026-01-23 11:48Core Insights - The training program focused on the transformation of wealth management in the securities industry, emphasizing the importance of enhancing professional service capabilities in line with regulatory guidance [1][2] - The event brought together experts from various institutions to share insights on macro trends, buyer transformation, advisory services, talent development, and practical business applications [1][2] Group 1: Training Objectives and Content - The training aimed to provide thought leadership and practical guidance for institutions to improve their professional service levels and accelerate the transition to high-quality wealth management [1] - The curriculum included key modules such as macroeconomic trends, buyer capability reshaping, client-centered advisory service transformation, and brokerage practices in fund advisory [1] Group 2: Industry Insights and Implications - The participation of senior experts from leading firms provided valuable perspectives on the evolution of wealth management, highlighting the need for a client-centric approach and continuous professional development [2] - The insights gained from the training are expected to assist companies in developing a more systematic and professional wealth management service framework, particularly in the context of China's economic shift towards high-quality development [2]