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第八届新财富最佳投资顾问评选“服务能力评价”报名通道及注意事项
新财富· 2025-11-12 08:03
Core Viewpoint - The article discusses the upcoming finals of the "Service Capability Evaluation" competition for investment advisors, highlighting its significance in setting new professional service standards in the industry. Group 1: Competition Overview - The finals will take place in mid to late November to December across multiple cities including Chengdu, Beijing, Shenzhen, and Shanghai [1][4]. - Nearly 40,000 participants have competed over six months, with only the top advisors qualifying for the finals [1]. Group 2: Eligibility and Participation - Participants must have won the "New Fortune Best Stock Investment Return Award" or the "New Fortune Best ETF Investment Return Award" and completed the "Product Concept" section in the evaluation system by June 30 [3][4]. - Registration for the finals requires careful selection, as changes are not permitted after successful registration [4]. Group 3: Competition Format and Evaluation Criteria - The competition format includes live presentations, with each advisor limited to 10 minutes [5]. - Evaluation criteria include the rationality and coherence of the research framework, practical implementation of investment logic, effectiveness of investment strategies in serving clients, and communication skills [6]. Group 4: Preparation and Requirements - Finalists are advised to obtain scoring materials and a PPT template from their brokerage's evaluation contact person before the finals [7]. - Participants must submit their presentation materials two working days before the competition [9]. Group 5: Significance of Participation - Winning the title of "New Fortune Best Investment Advisor" signifies the highest level of professional recognition in the industry [14]. - The competition serves as a platform for professional growth, allowing advisors to refine their investment frameworks and service concepts [15]. - It provides an opportunity for industry networking and collaboration, contributing to the establishment of service standards in the investment advisory field [16].