金融教育

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金融护航+健康守护 中荷人寿山东省分公司开展金融教育进乡村活动
Qi Lu Wan Bao· 2025-08-27 02:17
Group 1 - The core idea of the news is that Zhonghe Life Insurance Shandong Branch organized a financial education and health training event in Shangwang Village, focusing on providing financial fraud prevention knowledge and emergency rescue skills to local villagers, especially the elderly [1][3] - The event included a financial education segment where volunteers explained common risks such as telecom fraud, illegal fundraising, and false investment schemes using relatable examples, emphasizing the principles of "do not trust, do not disclose, do not transfer" [1] - The local community expressed appreciation for the initiative, highlighting its dual benefit of protecting the elderly's finances while also teaching life-saving skills [3] Group 2 - Medical staff from Zibo City Linzi District People's Hospital conducted emergency rescue training, focusing on common health emergencies faced by the elderly, such as CPR and the Heimlich maneuver, with hands-on practice for the participants [3] - The company plans to continue its outreach efforts in rural areas, aiming to deliver financial safety knowledge and health services to enhance the well-being of the community and contribute to a secure financial ecosystem [4]
小小金融家 “暑”你最懂钱
Jiang Nan Shi Bao· 2025-08-20 03:20
Group 1 - The core activity "Little Financial Expert" organized by Guangfa Bank Nanjing Branch aims to educate children about financial knowledge through interactive experiences [1][7] - Activities include visits to a currency museum, science museum, bookstore, and bank branches, transforming abstract financial concepts into tangible experiences for children [1][7] - The initiative emphasizes the importance of instilling a sense of rational understanding and responsibility in children regarding financial matters [1][7] Group 2 - At the currency museum, children learned about the evolution of currency from shells to paper money, gaining insights into historical economic practices such as the use of grain tickets during planned economies [2] - The science museum provided hands-on experiences with simulated payment devices, helping children understand the convenience of cashless transactions and the intersection of technology and finance [3] - In the bookstore, financial concepts were creatively taught through storytelling, illustrating the importance of saving and budgeting in an engaging manner [4] Group 3 - Children participated in practical lessons at bank branches, where they learned about customer service, account management, and the significance of financial integrity and responsibility [5] - The program not only serves as a summer activity but also plants the seeds of financial literacy, integrity, and innovation in young minds [7] - Guangfa Bank Nanjing Branch plans to continue its efforts in youth financial education, aiming to illuminate the future of finance through early education [7]
成立“金融教育工作站” 中银消费金融开展“担当新使命 消保县域行”专项活动
Xin Hua Wang· 2025-08-12 06:12
Core Viewpoint - The event "Taking on New Missions, Financial Consumer Protection in Rural Areas" organized by Bank of China Consumer Finance aims to enhance financial education in rural communities, aligning with national financial regulatory goals and promoting a people-centered approach in finance [1][3][4]. Group 1: Event Overview - The event was held in collaboration with the Shanghai Pudong New Area and focused on establishing "Financial Education Workstations" in rural areas to improve financial literacy and consumer protection [1][3]. - Key attendees included officials from the Shanghai Financial Supervision Administration and leaders from Bank of China Consumer Finance, highlighting the importance of the initiative [3][4]. Group 2: Financial Education Initiatives - The initiative emphasizes the theme "Financial for the People," aiming to enhance grassroots awareness of financial risks and promote a unique financial culture tailored to local characteristics [4][5]. - The "Financial Education Workstation" is designed to create a sustainable mechanism for ongoing financial education, ensuring that financial knowledge is integrated into the daily lives of villagers [7][9]. Group 3: Interactive Activities - The event featured various interactive activities that engaged villagers in learning about fraud prevention through fun and relatable scenarios, such as games related to local produce [9]. - These activities not only provided entertainment but also effectively communicated important financial concepts and fraud prevention strategies to the community [9].
7.8全国保险公众宣传日|中意人寿山东省分公司开展济南泉城公园保险绿色健步走活动
Qi Lu Wan Bao· 2025-07-11 02:59
Group 1 - The 13th National Insurance Publicity Day was held on July 8, with the theme "Love and Responsibility, Insurance Makes Life Better" [1] - Zhongyi Life Insurance Shandong Branch participated in the "Insurance Green Walk" event in Jinan, promoting public awareness of insurance [1][3] - The event aimed to enhance collaboration within the industry and strengthen ties with the public, showcasing the mission of insurance institutions in fulfilling social responsibilities and conveying risk protection concepts [3] Group 2 - During the event, Zhongyi Life Insurance staff acted as "Financial Education Promotion Guardians," distributing promotional materials and conducting financial literacy initiatives [6] - The focus of the financial education was on the "Three Appropriateness" principle, aimed at educating consumers about financial product suitability and identifying illegal activities such as fraudulent insurance cancellation [6] - The event coincided with the "National Anti-Fraud Action Month," where Zhongyi Life Insurance provided detailed explanations on recognizing common scams, particularly targeting the elderly [10] Group 3 - Zhongyi Life Insurance adheres to a customer-centric service philosophy, ensuring compliance with laws and regulations to protect consumer rights [10] - The company emphasizes the importance of financial services in supporting the real economy and aims to enhance service quality and effectiveness [11] - The insurance industry is positioned as a stabilizing force for the economy and society, promoting innovative product offerings and service models [11]
掌财教育证券期货培训学校:权威引领,专业赋能,铸造金融精英的卓越摇篮
Cai Fu Zai Xian· 2025-07-09 10:09
Core Insights - The article emphasizes the importance of professional talent cultivation in the robust development of China's capital market, highlighting the role of Zhangcai Education Securities and Futures Training School as a nationally recognized training institution [1][3] Group 1: Educational Approach - Zhangcai Education has developed an advanced teaching system that integrates cutting-edge, systematic, and practical elements to meet the demands of the rapidly changing financial market [1] - The curriculum is designed to be forward-looking, covering areas such as quantitative trading, behavioral finance, and intelligent investment advisory, ensuring students acquire the most needed knowledge and skills [1] - The teaching model includes theoretical lectures, real trading simulations, case studies, and mentorship from experienced professionals, allowing students to refine their decision-making abilities in a realistic trading environment [1] - The school emphasizes deep integration with the real economy by offering specialized courses on high-end manufacturing and the new energy industry, aiming to cultivate professionals who understand both finance and industry [1] Group 2: Faculty Strength - The core competitive advantage of Zhangcai Education lies in its "dual-teacher" model, which combines practical experience from market leaders with academic rigor from renowned financial professors and research experts [2] - Industry experts and entrepreneurs are invited to provide insights into industry cycles, technological barriers, and investment characteristics, bridging the gap between finance and industry knowledge [2] Group 3: Talent Development - Over the years, Zhangcai Education has successfully trained and delivered thousands of well-rounded financial professionals who are actively engaged in key positions across various sectors, including securities firms, fund companies, and private equity [3] - The institution has built a strong reputation in the industry, with the consensus that "Zhangcai products are of high quality," reflecting the effectiveness of its teaching and the value of its graduates [3] - Zhangcai Education aims to set a correct investment philosophy for investors, enhance comprehensive trading skills, and empower global strategic investment [3]
红色公益+金融教育 中荷人寿山东省分公司开展7.8全国保险公众宣传日活动
Qi Lu Wan Bao· 2025-07-08 08:48
Group 1 - The core activity organized by the company aims to enhance financial literacy and risk prevention awareness among the public, coinciding with the upcoming National Insurance Publicity Day on July 8, 2025 [1] - The event attracted over 200 community residents, combining insurance knowledge dissemination, anti-fraud education, and convenient services through engaging and interactive methods [1][2] Group 2 - The company set up a financial knowledge promotion booth where staff utilized various materials to educate residents on insurance and fraud prevention techniques, with interactive experiences being a highlight of the event [2] - A unique game allowed participants to learn about consumer traps while winning prizes, and a custom educational puzzle for children made learning about insurance fun and engaging [2] Group 3 - The event also featured a "convenient service matrix," providing free dental check-ups and hair dyeing services for elderly residents, serving over 60 individuals [5] - Staff provided practical skills training on policy inquiries and claims processes, distributing over 200 financial education manuals [5] Group 4 - The theme "Red Happy Home" aligns with the company's commitment to social responsibility and the celebration of the 104th anniversary of the Communist Party of China, emphasizing practical service to the community [7] - The company plans to continue its efforts in building a warm risk protection network for community residents and contributing to a safe and harmonious financial environment [7]
决赛答辩竞风采,投研新秀展锋芒——南方基金第十届证券研究大赛决赛顺利举行
Sou Hu Cai Jing· 2025-06-26 07:47
Core Viewpoint - The South Fund launched the 10th Securities Research Competition in 2025 to enhance financial practice talent cultivation, responding to the call of the Asset Management Association of China [1][3]. Group 1: Event Overview - The competition has been held for ten years, focusing on nurturing talent in the financial sector, with this year's event featuring upgraded core tracks in equity and fixed income [3]. - Hundreds of students from various universities participated, and seven investment research exchange salons were held during the competition [3]. - After rigorous preliminary and semi-final rounds, 10 contestants in the equity track and 6 in the fixed income track advanced to the finals [3]. Group 2: Judging and Evaluation - Senior investment research personnel from South Fund served as judges, evaluating contestants on the rigor of their research logic, foresight in industry trend judgment, and applicability of valuation methods [5]. - The final evaluation led to 12 students receiving first, second, and third prizes, with several others awarded honorable mentions [6]. Group 3: Participant Feedback - Participants expressed that the competition was not only a test of their research capabilities but also a valuable opportunity for exchange and feedback from industry professionals [10]. - The fixed income track winner highlighted the deep corporate culture and research atmosphere at South Fund, enhancing their understanding of fixed income research and asset allocation [10]. Group 4: Future Directions - South Fund aims to continue leveraging its investment education base to innovate collaboration models in financial education, enhancing the connection between financial education and industry practice [10].
515投资者保护日 | 融合“产研学”!财通资管荣获2025年度投教项目优秀实践奖
Xin Lang Ji Jin· 2025-05-15 05:10
Group 1 - The core viewpoint of the article highlights the recognition of the "Zhi You Dao" financial education brand by Caitong Asset Management, which won the "2025 Excellent Practice Award" for investor education projects [1] - The increasing participation of the "post-00s" generation in the capital market drives the need for financial knowledge and understanding of the financial industry [4] - Caitong Asset Management collaborates with Zhejiang University to launch the "Zhi You Dao" financial practical classroom, aiming to cultivate rational investment concepts and enhance career competitiveness among students [5] Group 2 - The "Zhi You Dao" classroom integrates theory and practice through immersive and interactive teaching methods, having completed 14 sessions since its launch in October 2023 [7] - The curriculum covers various modules including public funds, securities asset management, and macro strategies, with experienced professionals as instructors [7] - The classroom emphasizes the importance of value guidance and promotes sustainable development concepts in the financial industry among young people [8] Group 3 - The classroom has received positive feedback, with over 300 students from Zhejiang University participating, enhancing its reputation and influence [8] - Caitong Asset Management aims to expand the reach of the "Zhi You Dao" classroom to more universities and diversify the course offerings [8] - The company is committed to fulfilling its social responsibility by promoting long-term and rational investment concepts and integrating financial education into the national education system [8]
科技赋能银发经济 马上消费以智慧养老与金融教育守护“夕阳红”
Zhong Guo Chan Ye Jing Ji Xin Xi Wang· 2025-03-25 10:58
Core Viewpoint - The company is leveraging technology to enhance elderly care services and protect the financial rights of senior citizens in the context of an aging society [1][5]. Group 1: Technology Empowerment in Elderly Care - The company has established a "Smart Elderly Care R&D Base" in collaboration with the Chongqing First Social Welfare Institute, marking a significant advancement in technology-enabled elderly services [2]. - A newly developed emotional support robot features five core functions: intelligent emotional companionship, digital literacy enhancement, health and safety monitoring, entertainment services, and life assistance management [2]. - The robot serves as a "24-hour online financial education volunteer," providing real-time fraud alerts and financial policy explanations to help seniors improve their risk awareness [2][4]. Group 2: Community Financial Education Initiatives - The company has launched community service activities that integrate financial education, focusing on the dissemination of knowledge about financial rights and fraud prevention [3]. - Volunteers use real-life case studies to simplify complex financial concepts, engaging seniors in interactive discussions [3]. - Additional community services, such as free haircuts and health monitoring, address the everyday needs of the elderly, enhancing the overall service experience [3]. Group 3: Holistic Service Network Development - The company employs a "soft and hard combination" strategy to create a comprehensive service network that addresses the pain points of elderly individuals regarding technology use and financial risk identification [4]. - The integration of AI technology in the emotional support robot and community activities fosters trust and participation among the elderly [4]. - This dual approach establishes a full-cycle protection chain for seniors, encompassing prevention, response, and support [4]. Group 4: Commitment to Dignity and Rights of the Elderly - The company demonstrates its technological innovation and social responsibility by providing both emotional support through robots and detailed community services [5]. - The initiatives aim to ensure that the elderly enjoy a safe, convenient, and dignified life in their later years [5].