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申万宏源|金融教育宣传周:聚焦多元需求,精准传递价值
Xin Lang Ji Jin· 2025-09-23 10:06
为深入贯彻落实国家金融监督管理总局指导下开展金融宣传周活动,坚持以人民为中心的价值取向,不 断提升金融消费者和投资者风险识别和防范能力,大力培育和弘扬"诚实守信、以义取利、稳健审慎、 守正创新、依法合规"的中国特色金融文化,国家金融监督管理总局新疆监管局、中国人民银行新疆维 吾尔自治区分行、中国证券监督管理委员会新疆监管局指导,深圳证券交易所与申万宏源证券新疆(乌 鲁木齐)投资者教育基地共同展开"保障金融权益,助力美好生活"金融教育宣传周系列活动。 第一站——金融教育宣传周系列活动走进证券营业部 9月16日,"保障金融权益,助力美好生活"主题活动首站,在申万宏源西部证券乌鲁木齐北京中路证券 营业部正式拉开帷幕。60余名投资者与深交所投资者服务部讲师齐聚现场,开始展开深入交流探讨。活 动中,深交所投资者服务部资深讲师凭借专业知识与实践经验,以通俗易懂的语言结合鲜活案例,为投 资者详细解读当前金融市场形势、投资风险防范要点,以及各类金融产品的特点与选择策略。投资者全 程专注聆听,不时提出关心的金融问题,讲师均耐心细致解答,现场互动氛围热烈。ETF交易成为活动 后投资者相互交流的高频话题。不少投资者表示,此前对ET ...
磐松资产|金融教育宣传周:保障金融权益,助力美好生活
Xin Lang Ji Jin· 2025-09-23 09:53
Core Viewpoint - The article emphasizes the importance of financial education and investor protection, highlighting the initiatives taken by Pansong Asset during the Financial Education Promotion Week to promote rational investment and safeguard financial rights [1][3][23]. Group 1: Financial Education Initiatives - Pansong Asset is actively conducting a Financial Education Promotion Week themed "Safeguarding Financial Rights, Supporting a Better Life," in response to national directives [1]. - The company focuses on investor education and appropriate management, enhancing internal compliance training, and improving service levels [1][3]. - Pansong Asset is engaging with communities, particularly targeting vulnerable groups such as the elderly and university students, to raise awareness and prevent illegal financial activities [1][3]. Group 2: Key Points on Private Fund Investment - During the Financial Education Promotion Week, Pansong Asset outlined four core points for private fund investment to enhance investors' risk awareness and promote rational investment [3]. - Verify registration: Ensure that private fund institutions are registered with the Asset Management Association of China [3]. - Reject guaranteed returns: Private funds cannot promise capital preservation or guaranteed returns, as such claims are considered illegal [3]. - Monitor channels: Private fund promotions should not occur in public forums; any unsolicited marketing should be ignored [3]. - Control fund flow: Investor funds must be directed to custodial accounts managed by banks or brokers, not personal accounts [3]. Group 3: Internal Compliance Training - Pansong Asset conducted a compliance training session on September 15, focusing on private fund regulatory requirements and internal procedures to strengthen compliance awareness among employees [5]. - The company views compliance as essential for its operations, establishing a comprehensive compliance and operational system covering all aspects of fund management [5][7]. Group 4: Community Engagement and Anti-Fraud Activities - On September 20, Pansong Asset organized community anti-fraud activities to promote financial literacy and integrity, using interactive methods to engage residents [9][15]. - The activities included a quiz on fraud prevention and a game designed to raise awareness about financial risks, attracting participation from various age groups [15][17]. - Participants received customized promotional items to reinforce the message of rational investment in their daily lives [21]. Group 5: Future Directions - Pansong Asset aims to continue its commitment to "finance for the people," focusing on investor needs and innovating educational formats and content [23]. - The company has established a dual approach of online and offline educational initiatives to effectively reach diverse investor groups [23].
民生银行济南泺源支行开展金融教育宣传周活动
Qi Lu Wan Bao· 2025-09-23 01:53
Group 1 - The core idea of the news is the promotion of financial education and awareness to prevent fraud and enhance rational investment knowledge among the public [1] - The event held on September 15 at Quancheng Square aimed to educate the public about the eight basic rights of financial consumers, including property safety, right to information, and right to education [1] - Bank staff provided practical examples to expose illegal fundraising methods and urged vulnerable groups like the elderly and youth to protect their personal information [1] Group 2 - The bank emphasized the importance of recognizing high-yield investment temptations and encouraged a rational analysis of investment projects promising quick wealth [1] - The bank will continue to promote financial knowledge through both online and offline channels, aiming to enhance the public's ability to identify and prevent risks [2] - The initiative reflects the bank's commitment to serving the public and upholding a culture of honesty and compliance in the financial sector [2]
金融映齐鲁 消保入人心 建信人寿山东分公司积极参与地方金融集市消保宣传活动
Qi Lu Wan Bao· 2025-09-23 01:53
Core Viewpoint - The article highlights the efforts of Jianxin Life Insurance Shandong Branch in promoting financial knowledge and risk prevention education through various community engagement activities aimed at enhancing consumer awareness and protecting financial rights [1][3]. Group 1: Financial Education Activities - Jianxin Life Insurance Shandong Branch organized a themed financial education event in Jinan, collaborating with local banks to focus on consumer rights protection and risk awareness [3]. - The event utilized an innovative approach combining art and interactive services, featuring activities like sand painting and paper-cutting to engage the public in financial education [3][5]. - Over 500 citizens participated in the event, with more than 1,000 informational materials distributed and over 130 financial inquiries addressed on-site [5]. Group 2: Community Engagement - In Dongying, a financial market event was held, distributing consumer rights protection manuals and educating attendees on financial rights [5]. - In Zaozhuang, the branch conducted outreach in commercial areas, focusing on consumer rights protection, illegal fundraising prevention, and anti-money laundering [7]. - In Jining, a community event involved elementary school students as "little financial ambassadors," promoting financial education among residents [9]. Group 3: Ongoing Initiatives - Jianxin Life Insurance Shandong Branch plans to continue its "regular education + precise service" mechanism, integrating financial knowledge dissemination and consumer rights protection into its operations [11]. - The company aims to fulfill its social responsibility in protecting consumer rights and contributing to a harmonious financial ecosystem [11].
金融教育宣传周 | 国融证券:善用资产配置 践行理性投资
Quan Jing Wang· 2025-09-20 15:21
上交所投教大讲 上海信春交易所 投资者教育基地 券投资者教 RONG SECURITIES INVESTOR FI tB 发生理 AD 《善用资产配置 践行! 主办单位:上海证券交易所 内蒙古证监 承办单位:国融证券投资者教育基地 支持单位:内蒙古证券期货业协会 TI TI TIM 在 上海 给本 文 为 所 上海证明文明所 念 国政证券投资者教育基地 C 全 全 教 育 登 地 tBO 上交所投教大讲堂第 73 期 IESI 券股 資顾同 5007062107006 演讲主题 《善用资产配置 践行理性投资》 主办单位:上海证券交易所 内蒙古证监局 国融证券股份有限公司 承办单位:国融证券投资者教育基地 全景投教基地 支持单位:内蒙古证券期货业协会 ...
芒格不犯大错的原因:把失败原因排成决策前的检查清单
Sou Hu Cai Jing· 2025-09-19 15:21
Group 1 - Charlie Munger's unique thinking process involves reverse analysis, focusing on understanding failures before seeking success in life and business [4][3] - Munger emphasizes the importance of learning from historical failures across various fields, which aids in making sound decisions and avoiding significant mistakes [4][2] - His approach to knowledge is characterized by originality and a lack of adherence to rigid frameworks, allowing for innovative thinking and problem-solving [6][7] Group 2 - Munger advocates for a rational understanding of complex issues, enabling him to grasp the essence of unfamiliar domains quickly, a trait referred to as the "two-minute effect" by Warren Buffett [13][14] - He believes in the necessity of defining one's circle of competence, ensuring that decisions are made within the boundaries of one's expertise [10][11] - Munger's extensive research into human psychological biases has contributed to the field of behavioral finance, highlighting the impact of these biases on investment decisions [18][15] Group 3 - Munger's practical approach to problem-solving is evident in his broad interests, which span both hard and soft sciences, leading to a unique thought system [17][18] - His commitment to detail and hands-on involvement in projects, such as designing buildings, reflects his belief in the importance of personal engagement in all endeavors [19][20] - Munger's lifestyle choices, such as flying commercial to connect with ordinary people, demonstrate his desire to remain grounded and engaged with the world [27][28] Group 4 - Munger's philosophy emphasizes the significance of internal qualities over timing in achieving success, showcasing his disciplined and respectful nature in personal interactions [21][23] - His generosity and commitment to charitable causes illustrate his understanding of human weaknesses and the importance of giving back to the community [30][31] - The enduring partnership between Munger and Buffett is a testament to their unique qualities, which have led to unprecedented success in investment history [32]
消保词语新解之理性投资:浦发银行成都分行带您轻松学习金融知识
Xin Lang Cai Jing· 2025-09-18 10:33
转自:推广 做理性投资者 守护财富健康生长 内部消息 子虚乌有 原意:"子虚"和"乌有"是汉代司 马相如在《子虚赋》中虚构的两个人 物,后人常用这两个名字指代"不存 在的事物"。 消保新释:诈骗分子以"零风险、稳赚 不赔"等为噱头,编造"天上掉馅饼" "一夜暴富"的神话,虚构农业养殖、 私募股权、虚拟货币等"零风险、高回 报"投资项目,甚至伪造"投资成功案 例"截图骗取受害者信任。 温馨提示:金融消费者应增强风险防范意 识,牢记"高收益必伴随高风险",不存 在"零风险、稳赚不赔"的投资项目,避 免上当受骗。 您的风险评估结果为稳健型, 接下来为您推荐合适的产品, 详细信息请点击查看。 原意: 估量自己的能力后再去做自己 能做到的事。提示人们遵循客观规 律,不要盲目行事。 消保新释:金融消费者在购买理财产品 时,要根据自己的经济实力和风险承受 能力来选择合适的投资产品,不能盲目 跟风或过度借贷进行投资,避免遭受经 济损失。 温馨提示:金融消费者在购买金融产品 时,应配合金融机构开展风险评估,了 解自身风险偏好,根据自身风险评估结 果选择适合自己的金融产品,量力而 行,以确保资金安全。 量力而行 说明书都是格式文 ...
2025 “中国银河杯” 大学生证券投资赛启动报名
Zhong Zheng Wang· 2025-09-18 10:18
中证报中证网讯(王珞)近日,2025年"中国银河杯"全国大学生证券投资知识技能大赛正式启动。该比 赛由浙江金融职业学院国家级投资者教育基地与中国银河证券国家级互联网投教基地联合主办。 本次大赛在赛事设计上,既保留传统模拟交易的实战性,又创新增设投教作品设计赛——通过原创视 频、漫画、海报等青少年喜闻乐见的形式,将专业金融知识转化为大众易懂的传播内容,形成"教育— 实践—传播"的良性循环。 大赛设置191个奖项,覆盖股票/ETF模拟投资与投教作品设计两大类别,不仅为高校学生提供了展示专 业能力的平台,更成为培养"理性投资、价值投资"理念的重要载体。 赛事期间还将同步开展行业专家进校园、投教课程共建等活动,延续并深化"专家进课堂"的常态化教学 机制,实现投资者教育与专业教育的无缝融合。 赛事以全国职业教育大会"推动岗课赛证融通综合育人"精神为指引,创新性地将岗位需求、课程内容、 竞赛标准与职业认证有机结合。在股票/ETF基金模拟投资赛中,100万元股票模拟资金与50万元ETF基 金模拟资金的配置,严格遵循"单只股票市值不超总资产30%"的行业风控标准,将券商投顾岗位的核心 技能要求转化为赛事竞技指标;而投教作品设 ...
中华财险山东临沂中支全面开展“金融教育宣传周暨金融知识沂蒙行”活动
Qi Lu Wan Bao· 2025-09-18 08:07
Group 1 - The core theme of the event is "Protecting Financial Rights and Supporting a Better Life," aimed at enhancing public understanding of financial products and services while combating false advertising and financial fraud [1] - The event involved 17 branches of the company, where financial education activities were organized, including distributing informational materials and providing practical knowledge on identifying fake insurance policies and claims processes [3] - The company plans to continue promoting financial knowledge through a "Party Building + Consumer Protection" model, integrating financial services with public needs to fulfill its social responsibility [5]
新时代·新基金·新价值丨华商基金“金融知识进万家”社区活动寓教于乐 传递理性投资理念
Xin Lang Ji Jin· 2025-09-18 06:22
专题:北京公募基金高质量发展系列活动 新时代、新基金、新价值 9月17日,北京公募基金高质量发展在行动——华商基金"金融知识进万家"社区活动,于北京市西城区 新街口街道官园社区(中海国际中心)成功举办,本次活动由北京证监局指导,北京证券业协会主办。 活动内容专业且充满趣味,有效吸引了大众广泛参与,使大众切实了解了基金行业发展历程以及当前的 高质量发展阶段,活动营造了浓厚的金融知识宣传氛围,为社区居民"钱袋子"筑牢金融安全屏障。 华商基金总经理 王小刚 现场活动 现场活动 现场活动 此外,本场活动还特别邀请了华商基金资产配置部研究员李健现场"坐诊",从资产配置与专业研究的角 度为参与者答疑解惑,引导大众树立长期、理性、科学的投资观念。不少参与者表示,这种"面对面、 零距离"的沟通方式,拉近了大众与专业投资的距离,解答了投资中遇到的困惑,接触到了实用的金融 知识,收获颇丰,未来愿意继续参与类似的有益活动。 华商基金资产配置部李健(右) 现场活动 近日,为贯彻落实《推动公募基金高质量发展行动方案》,在北京证监局指导下,北京证券业协会携手 北京公募基金管理人、基金销售机构、基金评价机构及多家主流媒体,共同启动"北京公 ...