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平安证券投教基地携手平安财萌,解锁Z世代理财新视界
Di Yi Cai Jing· 2026-01-13 06:12
在深圳证券业协会的指导下,平安证券投教基地联合平安财萌、客户服务团队共同打造的"青春'钱'沿:大学生真实理财观念访谈"直播圆满收官。这场聚焦 Z世代财商的直播,在每日经济新闻、平安证券APP、平安好车主平台及视频号等平台同步播出,累计曝光超451万,覆盖人次超31万。"大学生理财""00后 果然厉害""同学们太专业了"等持续刷屏评论区,将大学生财商教育与国民金融素养提升工作落到实处。 本次直播以"拒绝盲目跟风,建立理性投资观"为核心,进行面对面的访谈。开场环节,平安证券客服团队投教主播李雨薇以"大家是什么时候开始有了理财 的意识呢"的提问点燃互动氛围,评论区涌入"大学兼职后""收到压岁钱时"等互动。 随后,李雨薇正式介绍三位嘉宾——同济大学崔心蕊、深圳大学孔斌、新加坡国立大学王煜诚,三位拥有不同理财经历的大学生。他们用亲身经历拆解理财 逻辑、分享投资感悟,让专业金融知识变得可感可学。这场跳出"理论说教"的直播,让Z世代的理财思考从幕后走到台前,成为一堂鲜活的"金融实践课"。 "大学生炒股不是'赌运气',而是把课堂学的金融知识'落地试手'。"深圳大学的孔斌,谈起市场时带着超乎同龄人的冷静。他反对盲目跟风,也因此 ...
马上消保:金融护航暖冬行,守护年末“钱袋子”
Guan Cha Zhe Wang· 2025-12-29 03:21
本次活动特别融入数字化宣教特色,依托马上消保IP"马消消"形象设计宣传物料,通过趣味漫画、专项 手册(老年版)、消保课堂等形式将专业金融知识通俗化呈现,吸引了众多居民积极参与。居民们纷纷 表示,此次活动内容实用、贴近生活,不仅学到了金融常用知识,也提升了自身的风险识别能力,对守 护年末"钱袋子"帮助很大。 为切实提升社区居民金融素养,筑牢年末金融安全防线,马上消费金融股份有限公司(以下简称"马上 消费")于12月24日走进两江新区康美街道,开展"金融护航暖冬行,守护年末'钱袋子'"主题宣教活动, 为社区居民送上实用的金融知识"大礼包"。 活动现场,工作人员结合年末诈骗高发特点以及一次性征信修复政策,通过发放宣传手册、现场讲解、 案例分析等多种形式,围绕电信网络诈骗、养老诈骗、非法集资、银行卡盗刷、征信修复诈骗等高频风 险点展开科普。针对老年群体这一重点人群,工作人员用通俗易懂的语言拆解"保健品返利""养老投 资"等骗局套路,手把手指导防范技巧;针对年轻群体,则聚焦"信用卡套现风险""一次性征信修复政 策"等内容,提醒大家远离不良中介,合法维护权益。 下一步,马上消费将持续聚焦居民金融需求,常态化开展进社区、进 ...
金融图书“金羊奖”系列学术品牌活动在广州成功举办
近年来,广州锚定"全国投顾第一城"建设目标,持续提升金融服务实体经济质效,以"1+4+N"工作思路 抢占投顾发展先机,创造了国内投顾行业发展历史上的五个"第一",即:第一家投顾人员专门培训机构 (广州投资顾问学院)、第一家投顾领域专门研究机构(广州投资顾问研究院)、第一家专注投顾生态 塑造的母基金(广州投顾产业链投资有限公司),并率先出台全国第一个支持投顾业态发展的地方政策 性文件"投顾十条",发布国内第一个支持AI投顾发展的地方政策文件"AI投顾十条",致力于打造涵盖培 训、研究、产业链投资的全业态支撑体系,全力推动投顾专业成长与产学合作,正是广州金融业把握大 势、服务大局的主动担当。 中共广州市委金融委员会办公室副主任温科银在致辞中指出,本次活动含"金"量十足,对于广州"投顾 十条"落地见效,加快投顾人才培养,巩固业态先发优势有着重要意义。下一步,广州将牢牢把握全球 财富管理变革机遇,锚定"全国投顾第一城"建设目标,围绕资本市场投融资改革和金融服务实体经济, 持续大力推动投资顾问业态发展,助力广州现代化金融产业体系建设,共同打造立足湾区、服务全国、 面向世界的投顾之城。 12月15日至16日,"赋能投顾专 ...
浦发银行深入开展校园金融教育 助力青少年筑牢反诈防线
Core Viewpoint - The urgent need to enhance financial literacy and fraud prevention skills among the youth is highlighted through a recent educational initiative by SPDB Yinchuan Branch, which conducted a financial knowledge seminar for over 150 students at Ningxia Water Conservancy and Electric Power Engineering School [1][3]. Group 1: Event Overview - The seminar titled "Financial Knowledge Accompanies Growth, Fraud Prevention and Gambling Resistance Enter Campus" focused on critical issues faced by the youth, including personal information protection, anti-money laundering awareness, recognizing telecom fraud, and resisting gambling temptations [3]. - The educational team utilized various engaging methods such as case analysis, situational simulations, and interactive Q&A to make complex financial concepts more accessible to students [3]. Group 2: Key Topics Addressed - Real-life cases were analyzed to illustrate the mechanisms and potential dangers of "campus loans" and "trap loans," along with common fraud techniques like online brushing, fake shopping, and impersonating customer service [3]. - A warning segment was included to showcase the development path and consequences of falling into high-interest campus loans, aiming to guide students in establishing correct values and consumption perspectives [3]. Group 3: Future Initiatives - The campus outreach activity is part of a broader series of financial education initiatives by SPDB Yinchuan Branch, emphasizing the responsibility of financial institutions to protect consumer rights and enhance youth financial literacy [5]. - The branch plans to deepen collaboration with schools and regularly conduct financial knowledge dissemination activities, continuously innovating educational formats to equip students with essential financial skills and risk awareness [5].
金融宣传下基层 风险守护暖乡村——友邦人寿山东分公司金融宣传“县域行”走进莘县燕塔广场
Qi Lu Wan Bao· 2025-09-23 06:14
Core Viewpoint - The initiative by AIA Life Shandong aims to enhance public financial literacy and address rural financial education gaps through targeted outreach programs [1] Group 1: Initiative Overview - AIA Life Shandong launched a special campaign titled "Risk Alerts Delivered to Your Doorstep, Financial Education in Counties" to extend financial services from urban to rural areas [1] - The first event took place in Yanta Square, Xincheng County, focusing on the theme of "Popularizing Financial Knowledge, Protecting Farmers' Wallets" [1] Group 2: Educational Approach - The team employed an innovative three-dimensional approach combining "knowledge explanation, case warnings, and interactive Q&A" to engage the rural audience effectively [3] - Financial jargon was simplified into everyday language, making complex risk concepts relatable and understandable for the audience [3] Group 3: Addressing Fraud Risks - The campaign specifically targeted prevalent issues such as telecom network fraud in rural areas, using real cases from Xincheng County to illustrate various scams [3] - Common scams discussed included impersonation of authorities, fake investment schemes, lottery fraud, and impersonation of friends for loans [3] Group 4: Investment Scams Awareness - The team highlighted three major rural investment traps: false agricultural project investments, elder care service fraud, and private high-interest loans [5] - The message emphasized the importance of skepticism towards "too good to be true" offers and encouraged consultation with family or legitimate financial institutions before making decisions [5] Group 5: Commitment to Rural Financial Education - This initiative reflects AIA Life Shandong's commitment to social responsibility by bringing risk awareness directly to the community [5] - The company plans to continue its efforts in rural areas, tailoring financial education activities to support rural revitalization and enhance financial security for farmers [5]
嘉实基金将联合北京公募基金共同开展公募开学第一课
Xin Lang Ji Jin· 2025-09-22 09:42
Group 1 - The core idea of the articles is the initiative "New Era, New Fund, New Value" aimed at promoting high-quality development of public funds in Beijing, with a focus on financial education for students [1][2] - The event "Investment has Young: Public Fund's First Class" will be held at the University of International Business and Economics, featuring interactive financial literacy sessions led by professionals from various fund companies [1][2] - The initiative aims to enhance students' financial literacy and investment awareness through direct engagement and practical learning experiences [2] Group 2 - The public fund industry is evolving its educational approach from "point-based" presentations to "accompaniment-based" services, creating a diverse ecosystem for financial education [2] - Jiashi Fund, one of China's first fund companies, emphasizes a "investor-centric" philosophy and has been actively engaging with students across various cities to provide tailored financial education [2] - The educational activities include case studies, interactive Q&A, and career planning advice, helping students understand fund investment basics and risk identification [2]
金融知识赶大集,守护“钱袋子”:民生银行东营广饶支行积极开展金融教育活动
Qi Lu Wan Bao· 2025-09-22 09:38
Core Points - The article highlights the efforts of Minsheng Bank's Dongying Guangrao branch in promoting financial literacy among rural residents through a consumer protection awareness campaign [1][2] - The campaign focuses on educating the elderly about preventing telecom fraud, safeguarding personal information, and understanding basic financial knowledge [1] - The initiative received positive feedback from the community, indicating its effectiveness in enhancing financial literacy [2] Group 1 - The campaign titled "Protect Your 'Wallet'" aims to raise awareness about telecom fraud, personal information security, and basic financial concepts among rural residents [1] - Bank staff analyzed common fraud cases, such as telecom scams and impersonation, advising the public to remain vigilant and cautious [1] - The campaign also included educating the elderly on identifying counterfeit currency and using mobile payment methods, bridging the digital divide [2] Group 2 - The bank plans to expand its consumer protection awareness initiatives and establish a long-term mechanism for financial education [2] - The event was well-received by villagers, reflecting a strong community interest in improving financial literacy [2] - The overall goal is to support the stable and healthy development of the regional economy through enhanced financial knowledge [2]
百年人寿山东分公司“2025年金融教育宣传周活动”集锦(一)
Qi Lu Wan Bao· 2025-09-22 06:26
Core Viewpoint - The "2025 Financial Education Promotion Week" is actively being conducted with the theme "Safeguarding Financial Rights and Supporting a Better Life," aiming to enhance public financial literacy and prevent financial risks while promoting a unique Chinese financial culture [1]. Group 1: Company Initiatives - Baidu Life's Shandong branch has launched the "2025 Financial Education Promotion Week" across its institutions since September 15, focusing on diverse promotional methods to improve public financial literacy and consumer protection education [1]. - The Yantai branch of Baidu Life organized a financial knowledge promotion event at Yantai Business College on September 15, targeting university students to enhance their financial literacy and risk prevention awareness [3]. - The Zibo branch of Baidu Life held a financial education training meeting on September 17 to strengthen compliance awareness among employees and eliminate improper sales practices [8]. Group 2: Community Engagement - The Weifang branch of Baidu Life participated in a community event on September 17, distributing materials on preventing telecom fraud and illegal fundraising, receiving high recognition from community residents [11]. - The Jining branch created a strong atmosphere for the financial education promotion week at its business outlets, conducting training for sales personnel and engaging the public in financial knowledge dissemination activities on September 18 [12].
百年人寿山东分公司“2025年金融教育宣传周活动”集锦(二)
Qi Lu Wan Bao· 2025-09-22 06:26
Core Viewpoint - The "2025 Financial Education Promotion Week" is actively being conducted with the theme "Safeguarding Financial Rights and Supporting a Better Life," aiming to enhance public financial literacy, prevent financial risks, and cultivate a unique Chinese financial culture [1][4][6]. Group 1: Activities and Initiatives - The company has initiated various activities across Shandong Province since September 15, including financial knowledge education in schools and communities, focusing on basic financial knowledge and risk prevention [1]. - On September 18, a community outreach event was held in Heze, where staff explained potential illegal financial activities to elderly residents, emphasizing their rights as financial consumers [4]. - The company organized a series of "Five Entering" activities, targeting schools, communities, and businesses to disseminate financial knowledge and enhance awareness of financial risks [6][9]. Group 2: Target Audience and Focus Areas - The financial education initiatives specifically target children, community residents, and elderly individuals, aiming to improve their understanding of health insurance, public welfare policies, and fraud prevention [1][4][6]. - The activities include interactive methods such as scenario simulations, Q&A sessions, and real-life case analyses to engage participants effectively [1][4][9]. Group 3: Professional Development and Community Engagement - The company is also focusing on training its sales personnel to enhance their understanding of financial risks and consumer rights, ensuring they can effectively communicate this knowledge to the public [9]. - Community engagement efforts are designed to combine financial education with practical services, such as guiding residents on safe payment processes and identifying fraudulent information [9].
精准发力|德华安顾人寿河南分公司积极开展2025年金融教育宣传周活动
Qi Lu Wan Bao· 2025-09-19 13:41
Core Viewpoint - The company organized a financial education campaign titled "Protecting Financial Rights, Supporting a Better Life" from September 15 to September 21, 2025, aimed at enhancing public financial literacy and consumer protection [1] Group 1: Comprehensive Deployment - The company emphasized meticulous planning and created a detailed implementation plan for the campaign [2] - Various promotional materials were displayed in service areas, including banners, exhibition boards, and multimedia presentations to engage customers effectively [2] Group 2: Focus on Key Groups - The company designed innovative offline activities targeting specific groups, such as a public welfare event for the elderly that combined financial education with health services [4] - Special attention was given to children in welfare institutions, where staff provided financial knowledge through interactive games and simulations [6] Group 3: Expanding Online Channels - The company utilized new media platforms, including its official website and social media, to disseminate information about the campaign, enhancing its reach and impact [8] Group 4: Establishing Long-term Mechanisms - The company plans to use the campaign as a foundation for ongoing financial education initiatives, aiming to build a sustainable consumer education mechanism [9] - The commitment to a customer-centric service philosophy will guide the company's efforts to improve public financial literacy and fulfill its social responsibilities [9]