金融素养提升

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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
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 责任编辑:石秀珍 SF183 据了解,本次活动嘉实将邀请投研讲师团代表现身说法,从日常投资实践角度为在校生介绍A股全貌, 并分享当下公募基金的投资逻辑。值得一提的是,为了充分提升在校生的财商素养,嘉实基金还将专门 组织现场财商小练习互动体验。 公募基金深入校园,不仅为青年学子搭建起了接触专业金融知识的桥梁,更能在潜移默化中引导其建立 理性投资思维与风险意识。通过面对面的互动交流,学生们得以直观了解基金运作机制、市场风险特征 及长期投资逻辑。这既是助力高校金融素养提升的实践,也是行业践行普惠金融理念、推动全民金融教 育的重要举措。近年来,公募基金行业持续深化投教工作,从"单点式"宣讲升级为"陪伴式"服务,通 过"基金投教进校园""金融知识进社区"等系列行动,构建起覆盖广泛、形式多元的投教生态,切实提升 社会公众的金融风险防范能力与投资决策水平。 风险提示:基金有风险,投资须谨慎。投资人应当阅读《基金合同》《招募说明书》《产品资料概要》 等法律文件,了解基金的风险收益特征,特别是特有风险,并根据自身投资目的、投资经验、资产状况 等判断是否和自身风险承受 ...
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
活动现场,该支行工作人员向广大群众剖析了常见的"网络电信诈骗、保健品诈骗、养老服务、冒充亲 朋好友"等诈骗案例的惯用手法和作案方式,提醒群众在面对陌生人或者陌生电话时要时刻保持警惕, 不要贪图小利,做到不轻信、不透露、不转账,遇到可疑情况,防止不必要的财产损失。 为积极践行金融教育宣传主体责任,助力广大人民群体提升金融素养,切实提升人民群众的金融知识水 平,近日,民生银行东营广饶支行走进小义乌大集举办"守住你的'钱袋子'"消保宣传活动,旨在为广大 农村居民普及防范电信诈骗、个人信息安全、理财基础常识、反假货币等金融知识,引导老年人防范电 信诈骗、远离非法集资、保护个人信息安全。 当今社会移动支付逐渐占据我们的生活重心,但是对于多数老年群体,人民币现金仍然是主要的支付方 式,为进一步提高老年群体的识假、辨假、防假意识和能力,保障老年客户的合法权益,该支行工作人 员运用通俗易懂的方式重点讲解了人民币的主要防伪特征及真伪辨别方法,如观察光变油墨面额数字法 等,使客户特别是老年客户对纸币的票面特征和公众防伪特征有了深入的了解。同时,该支行工作人员 还为老年人讲解了智能手机的操作和移动支付的使用,助力老年人跨越数字鸿沟 ...
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
以"保障金融权益 助力美好生活"为主题的"2025年金融教育宣传周活动"正火热开展中。百年人寿山东分公司积极响应山东金融监管局的工作部署,自9月15 日起在全省所辖各机构同步开展"2025年金融教育宣传周活动",旨在以多元化的宣传形式,提升公众金融素养,防范金融风险,培育中国特色金融文化,同 时强化公司消保教育宣传工作,塑造诚实、公平、守信的金融行业生态,增强消费者金融服务的获得感、幸福感与安全感。 9月18日下午,百年人寿泰安中支走进泰安市实验学校一年级课堂,开展金融知识普及教育"五进入"系列活动。包含情景模拟、互动问答、趣味小故事等形 式的金融知识小课堂,向孩子们普及了基础金融知识,提升了学生们的金融安全意识。9月20日,百年人寿泰安市新泰支公司走进新泰特变世纪广场小区, 开展金融知识"进社区"宣传活动。工作人员通过面对面讲解、真实案例剖析及现场答疑等方式,向社区居民特别是老年人普及健康保险、惠民政策及防范金 融诈骗知识。工作人员还手把手帮助老年人熟悉数字化金融服务,有效提升了社区居民的风险防范水平和金融素养。 9月19日上午,百年人寿菏泽市鄄城支公司联合鄄城运河街门诊,开展金融知识"五进入"活动,为社区 ...
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
二、聚焦重点群体,开展创新性线下活动 为提升宣传实效,分公司针对不同群体创新性地策划了多项特色活动: 为深入贯彻落实监管部门及总公司关于金融知识教育宣传周的工作部署,德华安顾人寿河南分公司于 2025年9月15日至9月21日,精心组织开展主题为"保障金融权益 助力美好生活"的金融教育宣传周系列 活动。本次活动旨在通过多元化、创新性的宣传教育方式,全面提升社会公众金融素养水平,切实增强 金融消费者风险识别与防范能力,更好地维护广大金融消费者合法权益。 一、周密部署,营造全方位宣传氛围 分公司高度重视、周密部署,在活动筹备阶段,制定详细的实施方案。活动期间,营业网点通过多种形 式营造浓厚宣传氛围:在服务大厅显著位置悬挂"金融教育宣传周"主题横幅;精心设计制作系列金融知 识宣传展板;充分利用海报机等多媒体设备,全天候循环播放包含公司增值服务、金融消费者八大权 益、防范金融诈骗、打击保险欺诈等内容的图文资料、动画视频。这种立体化、全方位的宣传方式,有 效吸引了到访客户的关注,让金融知识普及更加生动直观。 在关爱特殊群体上,分公司工作人员前往郑州市儿童福利院。不仅为教职工带去了实用的金融防诈知 识,还通过游戏互动、情景 ...
公募基金首个系统性公益“银发族金融课”正式上线
Zheng Quan Shi Bao Wang· 2025-09-19 01:04
Core Viewpoint - The launch of the first systematic public welfare financial course for the elderly, "Wisdom of Making Money Valuable," by Nuoan Fund in collaboration with Hongfu Longevity University, aims to enhance financial literacy and risk prevention among senior citizens [1] Group 1: Course Overview - The course focuses on three core needs of the elderly: financial fraud prevention, asset allocation awareness, and long-term asset planning [1] - Content includes anti-money laundering, fraud prevention, financial management concepts, and asset allocation, utilizing case studies and scenario-based teaching [1] Group 2: Implementation - The course has been piloted in communities in Beijing, with both online and offline formats being promoted simultaneously [1]
活动回顾 | 平安守护 2025年广东省第九节成长课成功举办
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-18 08:55
Group 1 - The core idea of the article is the collaboration between Ping An Bank's Guangzhou branch and various organizations to enhance financial literacy and risk prevention among students through engaging activities [1] Group 2 - The event titled "Ping An Guardian, Beautiful Childhood Journey" is the ninth growth class held in 2025, focusing on educating students [1] - Activities included a book donation ceremony, financial fraud prevention lessons, a judicial classroom, and a youth legal training camp [1] - The event is guided by multiple governmental and educational bodies, including the Guangdong Provincial Department of Education and the Guangdong Provincial Department of Justice [1]
民生银行济南山水泉城社区支行开展“普及金融知识万里行”宣传
Qi Lu Wan Bao· 2025-06-29 09:03
Core Viewpoint - The article emphasizes the importance of enhancing financial literacy among the public as a crucial measure for maintaining financial stability and protecting consumer rights, with a specific focus on the initiatives taken by Minsheng Bank's Jinan Shanshui Quancheng Community Branch in 2025 [1][2]. Group 1: Financial Literacy Initiatives - Minsheng Bank's Jinan Shanshui Quancheng Community Branch is actively responding to national calls by launching the "Financial Knowledge Popularization Journey" in 2025, aiming to improve the financial knowledge and risk prevention capabilities of local consumers [1]. - A dedicated task force led by the branch manager has been established to ensure the effective implementation of the initiative, including detailed planning and staff training [1][2]. - The campaign slogan "Protecting Customer Rights, Enjoying a Worry-Free Life" targets key demographics such as the elderly and youth, utilizing various promotional strategies in response to prevalent financial fraud cases [1][2]. Group 2: Multi-Channel Promotion Strategy - The branch has created a comprehensive promotional matrix that leverages both physical and online channels, including community outreach and educational activities in schools, villages, enterprises, and business districts [2]. - A dedicated area for consumer rights protection has been set up in the branch, featuring eye-catching posters and financial knowledge tips displayed on LED screens to foster a learning atmosphere [2]. - Staff members with strong professional skills are designated as promotional specialists to provide clear and accessible explanations to customers [2]. Group 3: Targeted Education for Vulnerable Groups - The branch focuses on educating elderly residents about common scams, using real-life examples to illustrate the characteristics and tactics of fraud, and emphasizes the importance of skepticism and communication with family [2][3]. - In addition to the elderly, the branch addresses the financial literacy needs of corporate employees and new citizens, promoting awareness of personal information protection and financial security [3]. - The ongoing commitment to the "Finance for the People" philosophy aims to continuously innovate in financial knowledge dissemination, ensuring consumer rights are protected and contributing to a safe financial environment [3].
华安保险深化校企协同 提高高校学子金融素养
Cai Fu Zai Xian· 2025-05-23 02:16
Core Insights - The core initiative of Hu'an Insurance is to enhance financial literacy among college students through a "Financial Knowledge into Campus" program, conducted from March to May in collaboration with 20 universities across Fujian, Shanxi, and Inner Mongolia [1][3]. Group 1: Program Overview - The program aims to improve students' ability to prevent financial risks by combining educational outreach with practical experiences [1]. - A professional lecturer team was formed to align with national student aid policies, focusing on student loan policies and the protective features of Hu'an's student loan insurance [3]. Group 2: Educational Content - The program addresses common financial pitfalls such as campus loan traps, telecom fraud, and credit repair scams, emphasizing the importance of personal information protection and responsible financial consumption [3]. - In specific sessions, data analysis techniques were used to help students identify fraud tactics, and practical guidance was provided on how to check personal credit reports [6]. Group 3: Engagement and Impact - The program utilized a hybrid model of "offline lectures + online live broadcasts" to overcome venue limitations and enhance outreach effectiveness, receiving positive feedback from students and faculty [6]. - By late May, the initiative had reached 20 universities across three provinces, training over 8,000 students and faculty members [6].