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华商基金投教系列:警惕以“投资者教育”为名的非法荐股活动丨北京公募基金高质量发展在行动
Xin Lang Ji Jin· 2025-10-16 01:55
Group 1 - The core theme of the event is "New Era, New Fund, New Value," aimed at promoting high-quality development in the public fund industry in Beijing [3] - The initiative is guided by the Beijing Securities Regulatory Bureau and involves collaboration with various stakeholders, including fund managers, sales institutions, evaluation agencies, and mainstream media [3] - The event will last for over a month and focuses on enhancing investor education and protection, facilitating the transformation and upgrading of the public fund industry, and improving its service capabilities to the real economy [3] Group 2 - There has been an increase in illegal stock recommendation activities disguised as "investor education," which mislead investors under the pretense of teaching financial knowledge and investment techniques [5] - These fraudulent activities often involve unqualified individuals promoting expensive courses that promise stock recommendations and trading guidance, leading to significant financial losses for investors [5] - Victims of these scams are often encouraged to download specific trading software, where they face difficulties in withdrawing their funds after depositing [5]
深耕国民教育沃土,申万宏源推动全生命周期投教品牌建设
Core Viewpoint - Incorporating investor education into the national education system is crucial for promoting high-quality development of the capital market [1] Group 1: National Education System Integration - The company actively responds to the joint initiative by the CSRC and the Ministry of Education to integrate investor education into the national education system, aiming to enhance financial literacy and strengthen the financial security framework [1] - The company has established a comprehensive national education system that covers multiple age groups and integrates various educational scenarios [3] Group 2: Curriculum Development - The company has developed financial literacy courses for different educational stages, focusing on elementary and middle school students through engaging content like storybooks and animations [3] - The company collaborates with professional institutions to create high-quality financial literacy courses, such as "If Wealth is a Mountain" and "Secrets of the Money Kingdom" [3] Group 3: Practical Implementation - The company has partnered with Shanghai Ocean University to offer elective courses on financial markets, with over 2,100 students participating in joint practical courses over four years [4] - The company has reached over 224 universities, conducting more than 500 joint activities in the past three years, benefiting over 40,000 university students [6] Group 4: Community Engagement - The company promotes financial literacy courses in over 100 primary and secondary schools across the country, engaging students and families through initiatives like the "Seed Lecturer" program [5] - The company has conducted over 150 activities in three years, reaching more than 10,000 youths and families [5] Group 5: Commitment to Inclusive Finance - The company aligns its national education efforts with rural revitalization strategies, focusing on economically disadvantaged areas and collaborating with leading exchanges to provide quality educational resources [8] - The company's national education brand has received significant recognition, including awards from the Shenzhen Stock Exchange and the Shanghai Stock Exchange for its contributions to investor education [8]