The introductory method of learning investment and financial management is as follows:

1. Understand the concept of financial management.

The scope of financial management is very wide. For example, buying funds, buying bonds, buying bank financial products, buying stocks, etc. are all financial management. You should choose the appropriate financial management method according to your own risk tolerance.

2. Learn certain professional knowledge.

You can buy some books and watch some videos. Nowadays, there are many bloggers on Douyin who specialize in explaining financial management. You can learn the basic knowledge of financial management every day.

3. Watch videos on the Internet to learn.

At present, many Internet training schools have emerged. Qualified investors can purchase some novice courses, follow the explanations and study in depth, and understand the operating procedures and professional terms of each financial management interface.

4. Go to a bank or brokerage business department to manage money.

Ask them to explain the product, and then leave the contact information of the service staff of the bank or securities firm so that they can inquire later.

Investment and financial management refers to investors’ reasonable arrangement of funds, such as savings, bank financial products, bonds, funds, stocks, futures, spot commodities, foreign exchange, real estate, insurance, gold, P2P, culture and art. Investment and financial management tools such as commodities manage and distribute the assets of individuals, families, enterprises and institutions to achieve the purpose of maintaining and increasing value, thereby accelerating the growth of assets.

Types of financial management:

1. Trust:

Trust financial management is a property management system. Its core content is "entrusted by others to act on behalf of others." Financial Management". Specifically, it refers to the act of the trustor entrusting his property rights to the trustee based on his trust in the trustee, and the trustee manages or disposes of the property in his own name for the benefit of the beneficiary or for a specific purpose according to the wishes of the trustee.

Trust products are products issued by trust institutions and sold through banks, securities companies, and professional independent financial management companies. The income from trust financial products can be fixed or floating. The mainstream products in the market are still mainly fixed rate of return, with annual returns of 9 to 13%. Higher returns and good stability are the biggest selling points of trust financial products.

2. Internet fund sales:

Fund sales institutions that cooperate with other institutions to sell funds and other financial products through the Internet must effectively fulfill their risk disclosure obligations and must not attract investors through illegal promised income. Clients; fund managers should take effective measures to prevent maturity mismatches and liquidity risks in asset allocation; fund sales agencies and their cooperative agencies provide investors with income through other activities.