Core Viewpoint - The competition aims to provide a platform for financial advisors to showcase their skills, enhance their value, and promote financial literacy in China, ultimately contributing to the healthy development of the financial advisory industry [1]. Registration Process - Registration Period: July 8, 2025, to August 25, 2025 [2]. - Eligibility: Financial professionals from banks, insurance companies, and securities firms can participate, with team entries requiring three members [2]. - Registration Methods: Participants can register individually or through their institutions, with specific links provided for both methods [3]. Competition Format Preliminary Round - Format: Online quiz for both individual and team categories, consisting of 40 questions with a total score of 100 points, and a time limit of 1 hour [4]. - Content Areas: Questions cover economics, finance, investment, financial management, legal aspects, taxation, real estate, trust, insurance basics, risk management, financial planning, and investment planning [5]. - Scoring: Each participant has three attempts, with only the best score recorded. Team scores are based on the average of all members' scores [6]. Semi-Final Round - Individual Semi-Final: 160 participants will be divided into groups for online interviews, evaluated by three judges [8]. - Team Semi-Final: Teams will present asset allocation plans in person, followed by a Q&A session with judges [11]. Final Round - Individual Final: Scheduled for December 4, 2025, featuring live skill competitions among the top ten participants [14]. - Team Final: Also on December 4, 2025, with the top ten teams competing in a similar format [15]. Awards - Various awards will be presented throughout the competition, including titles for top financial advisors and teams at both regional and national levels [8][13].
赛事介绍|2025银华基金杯新浪理财师大赛
新浪财经·2025-07-09 01:07