投资者教育
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证券投顾行业首家!九方智投加盟中国基金报投教联盟
Sou Hu Cai Jing· 2025-05-17 04:10
Core Viewpoint - Investor protection has gained significant attention from regulatory bodies, industry associations, and financial institutions, becoming a crucial goal for the healthy development of capital markets and a major topic in building a strong financial nation [1][5]. Group 1: Company Initiatives - Jiufang Zhituo officially joined the China Fund News Investor Education Alliance on May 15, coinciding with the seventh "515 National Investor Protection Promotion Day" [1]. - Jiufang Zhituo aims to provide inclusive, systematic, and differentiated investment education content, enhancing the long-term construction of stock investment theory for individual investors [1][2]. - The company has launched the "Yizhi Gudao" stock learning machine, filling a market gap for professional stock learning products, and upgraded it in January 2025 to include over 200 courses across seven major areas [4]. Group 2: Educational Efforts - Jiufang Zhituo will conduct diverse educational outreach, focusing on four dimensions: basic theory, thematic activities, anti-fraud topics, and risk education [2]. - The company has organized various innovative educational activities, including the "2024 Investment Research Leader Program" and collaborations with universities to integrate financial knowledge into the national education system [4][5]. - The China Fund News Yinghua account has attracted over 190 financial institutions, creating a robust matrix for investor education [1]. Group 3: Future Directions - Jiufang Zhituo plans to continue exploring innovative methods for investor education, aiming for a comprehensive and inclusive development of financial literacy [5]. - The company will leverage its research capabilities to provide cutting-edge insights on stock trends, market hotspots, and industry sectors [2]. - The upcoming 2025 High-end Investment Forum will feature prominent speakers and will be live-streamed, further enhancing its educational outreach [2][4].
河北证监局指导财达证券投教基地创新开展投保健步走活动
Zheng Quan Ri Bao Zhi Sheng· 2025-05-16 11:40
财达证券相关负责人介绍,财达证券将继续发挥投资者教育基地的宣传平台作用,持续为广大投资者提 供更加专业化、精细化的优质服务,为推动资本市场健康稳定发展、维护投资者合法权益贡献财达力 量。 河北证监局相关负责人表示,此次活动是河北辖区创新投资者教育形式的有益尝试,通过社会公众喜闻 乐见的形式,让投保知识和理性投资理念更加深入人心。下一步,河北证监局将继续指导辖区市场主体 发挥专业优势,创新投资者教育形式,扎实做好投资者教育保护工作,为资本市场高质量发展营造良好 环境。 在河北证监局的指导下,财达证券投资者教育基地创新实践"投保+健康"模式,将投资者教育元素巧妙 融合在河北园博园的初夏美景中,精心设计了5公里的健步走路线,沿途设置了2处答题区、2处互动游 戏区和4处能量补给站,通过趣味问答、抽盲盒等轻松有趣的游戏形式,向投资者宣传资本市场政策法 规,普及金融知识及防非反诈知识。本次活动有近300名投资者参与,吸引了众多园内游客驻足打卡。 活动通过寓教于乐的方式,让金融知识更加贴近生活,帮助社会公众树立正确的投资观念,提升防非反 诈意识,增强了投教活动的互动感、趣味感、参与感,有效提升了投资者教育宣传的覆盖面和实效 ...
新疆证券期货业协会举办“5·15投教集市+金融专业人才培养”专项活动
Qi Huo Ri Bao Wang· 2025-05-16 10:23
Group 1 - The core viewpoint of the articles emphasizes the importance of integrating investor education into the national education system, as mandated by the China Securities Regulatory Commission, and highlights a successful event held in Xinjiang to promote financial literacy among students [1][3]. - The event attracted over 1,500 participants, including students and faculty, and effectively combined financial knowledge dissemination with employment services, showcasing significant outcomes [1][3]. - The activities included immersive educational methods such as interactive games and case studies, resulting in the distribution of over 4,000 educational materials and 2,000 educational supplies, which enhanced students' financial literacy [3]. Group 2 - The initiative aims to create a comprehensive talent cultivation mechanism that integrates education, industry practice, and career development, fostering a deep connection between the education chain, talent chain, and industry chain [4]. - The association plans to strengthen the "industry + university" collaborative model, promoting financial knowledge lectures and online educational courses in universities to build a complete talent cultivation system [4]. - This approach is designed to continuously inject strong momentum into the high-quality development of Xinjiang's capital market by preparing high-quality professional talent [4].
粤投教“视”界大赏:获奖作品亮相,看它们为何“出圈”
Nan Fang Du Shi Bao· 2025-05-16 05:55
Group 1 - The core event is the "Investment Education Protection: Guangdong Investment Strategy" micro-video competition, which was organized by the Guangdong Securities and Futures Industry Association, Southern Metropolis Daily, and Bay Finance Society, culminating in the announcement of winners just before the "5.15 National Investor Protection Publicity Day" [2][3] - The competition attracted 75 submissions from financial institutions in Guangdong (excluding Shenzhen), focusing on themes such as serving the real economy, investor protection, and social responsibility [2] - The awarded works addressed current financial market pain points, including AI scams, elderly investment traps, and the popularization of new financial products, utilizing innovative formats like short dramas and animations to make professional knowledge accessible to the public [2][3] Group 2 - A total of 19 works were awarded from the 75 entries, showcasing diverse themes, vibrant presentation styles, and profound educational content, effectively responding to the new "National Nine Articles" requirements for enhancing investor education [3] - The winning entries demonstrated a keen awareness of market pain points such as AI scams and the emotional needs of different age groups, employing innovative formats to engage audiences [3][4] Group 3 - The first prize-winning work, "Old Wu's Investment Journey: Companionship is the Best Prevention," highlights the emotional scams targeting elderly investors, emphasizing the importance of family companionship in fraud prevention [4] - The second prize-winning work, "AI Algorithm? Human Algorithm!" reveals the underlying logic of scams exploiting human greed through a hacker's perspective, combining technological insight with cautionary messages [5][6] - The third prize-winning works include "The Self-Narration of ST Stocks," which uses a personified approach to explain delisting rules and investment risks, and "315 Financial Anti-Fraud: Unveiling 'Fake' Securities Apps," which educates viewers on identifying fraudulent applications [8][9]
光大信用卡:织密消保“防护网”,筑牢安全“防火墙”
Cai Fu Zai Xian· 2025-05-16 04:39
Core Viewpoint - The article emphasizes the importance of enhancing public financial literacy and risk awareness as a key responsibility of the financial industry, which is essential for protecting consumer rights and promoting a healthy financial market [1]. Group 1: Investor Education Activities - On the occasion of the 2025 "National Investor Protection Publicity Day," the company organized a series of diverse investor education activities to promote financial knowledge and consumer rights protection [1]. - Activities included on-site explanations, creative posters for visual impact, interactive displays for engaging guidance, and short videos to expand outreach [1]. Group 2: Community Engagement - The company conducted a financial knowledge dissemination event in the Beijing Xiaokang Community, utilizing a relatable communication style to make complex financial concepts easily understandable [2]. - Real-life case studies were shared to raise awareness about various investment scams, enhancing community members' vigilance [2]. - Interactive Q&A sessions were held to address community concerns, significantly improving their financial risk prevention awareness [2]. Group 3: Multi-Channel Outreach - The company integrated consumer rights protection into daily operations, utilizing various formats such as short videos, posters, and infographics to create a comprehensive financial knowledge dissemination system [3]. - Educational materials highlighted new types of fraud, such as "cloud farming scams" and "virtual currency traps," helping consumers quickly identify risks [3]. - The "Consumer Protection Wisdom Library" short video series was launched to remind consumers to verify project backgrounds before investing [3]. Group 4: Digital and Social Media Strategy - The company uses its official website and app as authoritative platforms for publishing financial knowledge and risk alerts, while also leveraging social media platforms like Weibo, WeChat, and Douyin for broader engagement [4]. - The growing demand for wealth management among the public necessitates increased investor education due to the complexity of the financial market and the emergence of new scams [4]. - The company aims to continue its commitment to consumer rights protection and investor education through innovative content and community engagement [4].
广东创新期货投教模式提升投资者保护水平
Qi Huo Ri Bao Wang· 2025-05-15 16:16
Group 1 - The core event of "5·15 National Investor Protection Promotion Day" was held in Guangzhou, focusing on investor education through various engaging activities [1] - The Guangdong Securities Regulatory Bureau innovated the investor education model by integrating resources from regulatory bodies, industry associations, and financial institutions, targeting densely populated commercial areas for outreach [1] - The event featured creative performances that incorporated the theme of investor protection, aiming to convey rational investment concepts in an enjoyable manner [1] Group 2 - Investor education is essential for enhancing public financial literacy and risk awareness, particularly for protecting the rights of small and medium investors [2] - Tailored content creation for different demographic groups is emphasized, with a focus on making investment education appealing to younger audiences and straightforward for older investors [2] - The futures industry views investor education as a key aspect of social responsibility and cultural development, contributing to its stable growth [3] Group 3 - Guangfa Futures is actively working on creating effective and engaging investor education materials, integrating traditional Chinese culture with financial education [3] - Innovative educational products, such as the "Qianlong's Disguised Visits" and "Investment Education Three Kingdoms" series, have successfully attracted significant online engagement, exceeding 36 million views [3]
期货交易所探索多元化投教模式
Qi Huo Ri Bao Wang· 2025-05-15 16:13
Group 1 - The core theme of the "5·15 National Investor Protection Awareness Day" is to enhance investor education and protection through various activities organized by exchanges such as SHFE, DCE, and CGE [1][2][3] - SHFE has integrated AI technology into its investor education initiatives, launching original AI-based educational materials and conducting online training sessions to improve outreach and service quality [1] - DCE plans to implement a hybrid approach combining online and offline activities, including engaging educational content like "blind box" analysis of illegal financial practices and interactive escape room scenarios to raise awareness [2] Group 2 - CGE is focusing on diverse educational formats, including publishing risk-related case studies and providing training on carbon lithium futures to enhance investors' analytical skills [3] - CGE is also engaging with universities in the Greater Bay Area, inviting students to visit the exchange for hands-on learning experiences related to futures trading [3] - All exchanges are committed to continuously innovating their educational offerings and protecting investor rights, aiming to improve the overall investor experience [3]
广西5·15全国投资者保护宣传日活动成功举办
Zheng Quan Shi Bao Wang· 2025-05-15 13:45
为深入贯彻中国证监会投资者保护工作部署,5月15日,在第七个"5 15全国投资者保护宣传日"之际, 由广西证券期货基金业协会、广西上市公司协会指导、国海证券投资者教育基地(国家级)、平安证券 投资者教育基地(广西)、国投证券投资者教育基地(广西)、国泰海通证券投资者教育基地(广西) 联合举办的"广西5·15全国投资者保护宣传日暨投教民歌嘉年华活动"在南宁举行。 广西证监局党委委员、副局长彭艳雯,广西证券期货基金业协会秘书长、广西上市公司协会副会长黄金 新出席活动并致辞,广西证券期货基金业协会会长覃力、广西证监局法治处负责人以及相关业务处室监 管干部和各投教基地负责人出席活动。活动将专业投教知识融入民族特色表演与趣味互动,现场吸引了 上百名市民游客和投资者参与。 广西证券期货基金业协会、广西上市公司协会负责人在致辞中表示,投资者是资本市场的重要基石,加 强投资者保护,是资本市场全面深化改革的关键内容,也是资本市场践行"以人民为中心"的发展思想。 强调协会将坚定不移贯彻落实国务院办公厅《关于进一步加强资本市场投资者保护工作的意见》,在广 西证监局的指导下,不断完善投教投保工作体系机制,推动行业机构构建"大投保"格 ...
北京基金小镇总经理吴磊:培育理性投资者 促进资本市场高质量发展
Zheng Quan Ri Bao Wang· 2025-05-15 12:32
本报记者 毛艺融 吴磊介绍,多年来,北京基金小镇投教基地在中国证监会、中国证券投资基金业协会、北京证监局的支 持和指导下,深入开展了多层次、多主题、广覆盖的投教活动,形成了党建与投教相结合、多点布局、 线上线下(300959)融合的投教特色,积极构建投教自媒体宣传矩阵,数字化投教服务平台"投教基地 APP",聚合国内外知名经济金融专家学者、专业机构、行业媒体等各方力量,搭建"短视频+直播+音频 +图文+互动"的立体化投教服务体系;持续走入大型展会、机场、商圈、银行,联合知名银行、证券公 司、会计师事务所、律师事务所等战略合作伙伴,以及各主流媒体、各投教基地,共同开展面向投资者 和基金管理人的投教活动。 5月15日,由《证券日报》社有限责任公司主办,中证中小投资者服务中心有限责任公司、中国上市公 司协会为支持单位,北京基金小镇投资者教育基地、东方财富(300059)、第一创业(002797)证券联 合举办的第七届"5 15-5 19中小投资者保护宣传周"公益活动正式启动。在首场活动中,北京基金小镇投 资者教育基地负责人、总经理吴磊表示,投资者是市场之本。在资本市场深化改革与投资者年轻化趋势 交汇的当下,大学生既 ...
腾讯理财通放大招!联合20余家基金公司,探索“理财金”投教新模式
Zhong Guo Ji Jin Bao· 2025-05-15 08:11
Group 1 - Tencent Licai Tong launched a "try before you buy" million investment fund activity in collaboration with over 20 fund companies to enhance user experience and investor education [1][4] - The activity allows users to simulate fund investments with zero cost and no entry barriers, covering various fund types such as fixed income, index, mixed, and equity funds [1][2] - The initiative aligns with the China Securities Regulatory Commission's recent action plan aimed at optimizing resource allocation for investor protection and service [1][5] Group 2 - Users can receive virtual investment funds to participate in the investment process of selected fund products, with a maximum of three virtual funds per user [2][3] - The activity is designed to provide a low-threshold opportunity for novice investors to gain experience in a simulated environment, while also allowing experienced investors to explore different fund products [4][6] - The immersive educational approach helps investors understand investment logic, market fluctuations, and asset allocation strategies through practical experience [4][6] Group 3 - The activity creates a feedback loop for investor education, allowing Tencent Licai Tong to capture investor behavior and preferences to optimize future educational content and services [5][6] - The recent guidelines from the China Securities Investment Fund Industry Association emphasize the importance of investor education in the development of public fund businesses [5][7] - Tencent Licai Tong's initiative represents a significant step towards a more interactive and effective investor education model, contributing to a healthier investment environment [6][7] Group 4 - The public fund industry is undergoing a transformative reform aimed at enhancing quality and shifting from a scale-driven approach to a more in-depth focus on investor needs [7][8] - Tencent Licai Tong is adopting a comprehensive advisory service model that emphasizes product selection, adaptation, education, and investor support to facilitate rational decision-making [7][8] - The platform has reported a high user satisfaction rate, with 97% of users experiencing positive returns, and has generated significant profits for investors [8]