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好书推荐·赠书|金融教育宣传周专题书单
清华金融评论· 2025-09-19 10:57
Core Viewpoint - The article emphasizes the importance of financial education and literacy, highlighting a campaign aimed at enhancing public understanding of financial rights and services, while also promoting recommended readings to improve financial knowledge and investment thinking [1]. Financial Education Campaign - The National Financial Regulatory Administration, People's Bank of China, and China Securities Regulatory Commission jointly launched a "Financial Education Promotion Week" from September 15 to 21, focusing on "Protecting Financial Rights to Support a Better Life" [1]. - The campaign aims to enhance financial literacy, improve the quality of financial services, and help the public recognize risks and protect their legal rights [1]. Recommended Reading List - A curated list of financial education books is provided, featuring works by authoritative experts in finance and economics, aimed at helping readers improve their financial literacy and investment strategies [1]. Featured Books - "The Simplest Financial Literacy Course: From the Origin of Money to Wealthy Life" by Zhang Wei discusses the importance of understanding financial concepts and managing personal cash flow, transitioning to corporate finance and the roles of various financial entities [4]. - "The Path to Happiness through Financial Management" by Xiao Gang offers a framework for young people to achieve financial freedom, addressing common misconceptions and providing practical advice on wealth management [7][8]. - "Unexpected Economics" by Timothy Taylor presents economic principles in an accessible manner, illustrating how economic thinking applies to everyday decisions and behaviors [11][12]. - "Money Smart: 9 Mindsets for Investment, Decision-Making, and Wealth Growth" by Ilia Streblaev and Alex Deng outlines key investment principles derived from venture capital practices, aimed at helping readers navigate complex market environments [16][19].
帮助群众提升防非反诈意识 2025年金融教育宣传周启动
活动现场还发布了金融业"为民办实事"举措范例、年度受欢迎的金融教育作品,并启动"2025央视财经 金融强国年度盛典"。 [ 责编:杨煜 ] 昨天(15日),国家金融监督管理总局、中国人民银行、中国证券监督管理委员会与中央广播电视总 台,共同启动"2025年金融教育宣传周"。 本届宣传周以"保障金融权益 助力美好生活"为主题,于9月15日至9月21日在全国各地举办丰富多彩的 金融教育宣传活动。通过多维度、立体化宣传,帮助群众丰富金融知识、提升防非反诈意识,推动金融 机构深化服务改革,把专业服务转化为群众可感知的便利和实惠。 ...
交大高金MBA董事会秘书方向发布会 | 8月16日深圳 报名进行中
新财富· 2025-08-14 11:40
Core Viewpoint - The event hosted by Shanghai Jiao Tong University aims to discuss the core functions and practical strategies of board secretaries in cross-border capital markets, focusing on A+H share governance and investor relations strategies. Group 1: Event Overview - The event titled "A+H Share Board Governance and Investor Relations: Cross-Border Practices and Strategies" will take place on August 16 in Shenzhen, gathering top experts from both Hong Kong and mainland China [1]. - Participants will gain insights into A+H share cross-border governance practices, investor relations (IR) strategies, and the professional system for company secretaries in Hong Kong [3]. Group 2: Agenda Highlights - The agenda includes a keynote speech on the three core elements of investor relations, aimed at enhancing the high-quality development of listed companies' market value [6]. - A roundtable discussion will address the challenges of corporate governance and the evolving role of board secretaries in the dual market environment [6]. Group 3: Educational Offerings - The event will also feature the launch of the MBA program focused on board secretaries, designed to cultivate governance elites for A-share, Sci-Tech Innovation Board, H-share, and Chinese concept stocks [7].
青岛大学胡金焱:传承中华优秀传统文化,弘扬中国特色金融文化
Qi Lu Wan Bao· 2025-07-11 07:30
Core Insights - The forum emphasizes the integration of traditional Chinese culture with modern finance, aiming to foster innovative development in financial culture [2][3] - The "Five Musts and Five Must Nots" framework proposed by President Xi Jinping serves as a guiding principle for developing a distinctive Chinese financial culture [3][6] Group 1: Financial Culture Forum - The first Financial Culture Forum was held as part of the 11th Nishan World Civilization Forum, focusing on the theme of "Traditional Culture and Modern Finance" [2] - Experts gathered to discuss the fusion of traditional Chinese culture with contemporary financial practices, contributing to the development of a unique financial culture in China [2][3] Group 2: Educational Initiatives - Qingdao University is actively involved in promoting Chinese financial culture through education, emphasizing the importance of cultivating talent in this area [4][5] - The university has established partnerships with local financial regulatory bodies to create educational resources and platforms for students pursuing careers in finance [5] Group 3: Implementation of Financial Culture - The "Five Musts and Five Must Nots" framework is crucial for guiding modern financial development, emphasizing the importance of cultural values in financial practices [6][7] - The framework encourages financial institutions to prioritize service to the economy and the public, while also promoting risk awareness and compliance [6][7] Group 4: Recommendations for Financial Culture Development - Suggestions include strengthening the ideological foundation of financial culture, improving institutional frameworks, and fostering practical innovation in financial services [9][10] - Engaging the broader society in financial culture initiatives is essential for creating a collective understanding and acceptance of these values [10]
西安交通大学-加拿大阿尔伯塔大学合作金融财务硕士MFM课程回顾
Sou Hu Cai Jing· 2025-07-03 08:16
Core Insights - The course on fixed income begins with foundational knowledge of bonds and gradually leads students to understand the global bond market, types of market participants, and the issuance, circulation, and classification of bonds, providing a direct understanding of bond investments [1] - The course emphasizes the integration of fixed income and derivatives, covering pricing methods and advanced trading strategies to manage yield curve fluctuations, including the use of interest rate futures, options, swaps, and swap options [1] Faculty Expertise - Professor Zhang Zhou, a guest professor at the University of Alberta and a full professor at the Hill School of Business, University of Regina, specializes in corporate capital structure, financing methods, internal controls, and corporate governance [2] - Professor Li Qian, a management PhD and professor at Xi'an Jiaotong University, focuses on behavioral finance, portfolio management, and risk management, with numerous publications and research projects [3] Course Structure - The course builds a progressive knowledge system centered on "fixed income securities," aligning theoretical depth with practical case studies, akin to the "duration matching" principle in bond valuation [3] - The course solidifies basic concepts such as coupon rates and yield to maturity, using real-world examples like Evergrande Group's dollar bond issuance to illustrate credit risk and market dynamics [4] Risk Analysis Framework - The combination of duration and convexity is a key highlight of the course, linking quantitative financial thinking from the University of Alberta with local case studies from Xi'an Jiaotong University to create a comprehensive risk analysis framework [6] - The course addresses the "parallel shift" and "steepening" of the interest rate term structure, explaining bond yield changes through theories like expectations theory and liquidity premium theory, reflecting the integration of North American financial models with Chinese market practices [6] Investment Strategies - The total return strategy emphasizes the synergy of interest income, reinvestment returns, and capital appreciation, aligning with the international perspective of the program [7] - The course provides methodologies for handling complex issues through liability-driven immunization strategies, such as cash flow matching and duration matching, which are crucial for asset-liability dynamic balance [6]
第一财经×上交高金携手共研,赋能职场未来
第一财经· 2025-06-24 10:02
Core Viewpoint - The article emphasizes the importance of understanding workplace stress and career development through a survey initiated by First Financial and Shanghai Advanced Institute of Finance, aiming to create a comprehensive picture of the workplace ecosystem [3]. Group 1: Survey Details - The survey will be conducted from June 23 to July 25, 2025, focusing on workplace pressure and career growth [5][9]. - Participants will receive a free recorded course package from the high-level MBA preparatory class, with content continuously updated [6]. - There is an opportunity for participants to receive three-on-one offline career coaching from professional mentors [7]. Group 2: Incentives for Participation - Completing the offline career coaching may lead to a chance to join the SAIF GrowthX program, which includes various benefits [8]. - Participants who fill out the survey and provide personal information will enter a prize pool for a chance to win Apple AirPods (3rd generation), valued at 1200 yuan [8]. Group 3: Institutional Background - Shanghai Advanced Institute of Finance (SAIF) was established to support Shanghai's goal of becoming an international financial center, integrating top global educational resources with China's economic and financial development [10]. - The MBA program at SAIF focuses on practical training and has introduced innovative training models, such as the Technology Finance Experimental Class, to enhance students' capabilities in real business environments [10]. - In 2025, SAIF will open a career coaching program to help students analyze industry conditions and develop actionable plans in the context of the AI era [10].
清华大学五道口金融学院国际战略咨询会议成功举行
清华金融评论· 2025-05-23 11:51
Core Viewpoint - The Tsinghua Wudaokou School of Finance aims to become a world-class financial institution with Chinese characteristics, as highlighted during the inaugural International Strategic Consultation Meeting held on May 17, 2025 [1][6]. Group 1: Meeting Overview - The meeting gathered prominent figures from finance, academia, policy, and international sectors, including former leaders and experts from various countries [3]. - Discussions focused on enhancing financial culture, addressing major issues in China's financial sector, and improving international collaboration [5]. Group 2: Recommendations and Future Directions - Participants emphasized the importance of deepening research on financial culture and Chinese financial thought, as well as providing effective policy recommendations for pressing issues like local government debt and real estate market excess [5]. - The need for the school to integrate innovative elements such as fintech and digital currencies into its curriculum was highlighted to adapt to future market changes [5]. - Artificial intelligence's impact on financial education and services was a key discussion point, with suggestions to incorporate AI technology into course design [5]. - The importance of green finance and sustainable development was also underscored, with calls for more research and educational activities in these areas [5]. Group 3: Institutional Commitment - The Tsinghua University administration expressed strong support for the Wudaokou School of Finance's development, aiming for significant contributions to national and global financial progress [6][8]. - The school plans to enhance its teaching quality, research capabilities, and internationalization efforts based on the valuable insights gained from the meeting [6][8].