An Analysis of Investment Training Programs to Improve Investment Effectiveness: A Case Study of The Guotai Junan Securities Co., Ltd., Beijing, China
Keywords:
Investment Training Programs, Investor Education, Investment EffectivenessAbstract
This research aimed to analyze investment training programs to enhance investment effectiveness, specifically within the context of China (Guotai Junan Securities Co., Ltd., Beijing, China). The research employed the Delphi method, involving 25 investment professionals who possessed at least 5 years of experience and had an investment portfolio valued at 500,000 yuan or more. Purposive sampling was utilized for participant selection. The research instrument was a questionnaire with a reliability value of 0.6. Descriptive statistics, including median, interquartile range (or mean), and standard deviation, were used for data analysis.
The results revealed that the investment training program, as perceived by the experts, should consist of seven modules: Project Investment Evaluation Method ( 4.8), Fundamentals of Investment Studies ( 4.6), Fundamentals of Financial Risk Management ( 4.3), Industry Investment Analysis ( 4.2), The Path of Investment Masters ( 4.1), Financing and Innovation ( 3.8), and Financial Risk Supervision ( 3.6).
The study further highlighted the positive impact of investment training on financial literacy, decision-making skills, and risk management. Experts generally rated most modules favorably, particularly those emphasizing practical application and game-based learning.
However, modules focusing on financial innovation and financial risk supervision received comparatively lower scores, suggesting areas for potential improvement.
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