Financial Knowledge Month theme publicity activity plan (collection of 5 articles)

No matter when, there will usually be many activities carried out. Whenever we start to make activity plans this month, we must plan the activity plan at the beginning of the month. The meaning of the activity plan is to ensure that the activities can be carried out. Smooth and high-quality hold? Below is my "Financial Popularization Knowledge Month Theme Promotional Activity Plan (Collection of 5 articles)" that I helped you with. You are welcome to read it. I hope you can read it and save it. Financial Popularization Month Theme Publicity Activity Plan (Part 1)

1. Activity Theme

The theme of this publicity month is "xxxxxx", through extensive publicity of banking industry financial knowledge to the public , guide the public to use banking products and services scientifically and rationally, and enhance consumers’ financial investment safety awareness and risk management capabilities.

2. Principles of activities

(1) Facing the public and going deep into the grassroots. Focus publicity activities on communities, rural areas and schools, strengthen the popularization of financial knowledge among grassroots people, and truly let residents (farmers) and students understand banks and use bank products and services, and truly let "financial knowledge enter thousands of households" ” to ensure that publicity activities are effective.

(2) Diverse forms and focus on practical results. In-depth analysis of the public's financial knowledge needs, while making extensive use of mass media, the Internet, and text messages to carry out wide-coverage, large-scale publicity and popularization, and at the same time using on-site consultation, financial knowledge "small lecture halls" and "micro-films" according to the needs of consumers at different levels. , prize-winning quizzes and other forms to carry out targeted publicity to key groups.

(3) Raise awareness and cooperate seriously. Coordinate, cooperate and actively participate in this publicity activity organized and led by Taizhou Banking Regulatory Bureau. Provide necessary human and material support, and do a good job in publicity and education, public opinion monitoring, safety and other related work during the event. Each branch shall conscientiously cooperate in the implementation of publicity activities in accordance with the requirements of the head office.

(4) Centralized publicity and long-term management. This "Financial Knowledge into Thousands of Families" publicity service activity will be carried out for one month. In order to ensure the publicity effect, after the end of the publicity month activity, publicity activities should be continued to normalize and systematize the publicity and education activities.

3. Publicity content

Focus on personal credit, debit cards, electronic banking, self-service equipment, illegal fund-raising, etc. Unifiedly distribute promotional brochures, brochures, display racks and other promotional texts designed and produced by the Banking Regulatory Commission. Play the banking financial knowledge promotion video on the video player in the business hall of each branch. At the same time, based on our own actual conditions, we carry out various publicity and education activities such as sending financial knowledge into schools (classrooms), communities, and rural areas.

IV. Specific work arrangements

(1) Preparatory stage (from x month 18 to xx 31, 20xx)

1. Establish a leading group. In order to strengthen organizational leadership, the head office established a leadership group with Vice President Yang Hua as the leader and the heads of the Electronic Banking Department, Planning and Finance Department, Personal Business Department, Corporate Business Department, and Office as members. The office is the leading responsible department. The president of each branch is responsible for the publicity activities of the branch and must organize and carry out the publicity activities of the branch according to the requirements of the head office.

2. Prepare promotional materials. Combined with the bank's characteristics and customer needs, select promotional themes, produce promotional materials with its own characteristics, and display them externally during the event.

3. Contact and coordinate the media. It is necessary to actively contact the media to seek support and cooperation, and expand the coverage of the activities and build publicity momentum during the Publicity and Service Month activities through event reports, financial knowledge columns, financial issue hotline Q&A, etc.

(2) Start-up stage (xx, 2, 20xx)

On September 2, 20xx, Taizhou Banking Regulatory Bureau will hold the Taizhou Banking Industry 20xx "Financial Knowledge for Ten Thousands" Home" Financial Knowledge Publicity Service Month Launching Ceremony. The leadership team of the head office should choose a venue with a large flow of people as a propaganda point to explain street knowledge. The propaganda point should set up an information desk, place promotional materials, arrange counselors, and organize media reports. At the same time, slogans and banners are hung at outlets, promotional materials (brochures, foldouts) are distributed, or promotional display racks are placed. Promotional slogans are scrolled on electronic screens, and promotional information is released using bank websites, mobile phone text messaging platforms, and other forms.

(3) Concentrated publicity stage (September 2 to September 30, 20xx)

1. Play financial knowledge education cartoons on the website or at business outlets.

2. Send at least one text message to customers through the SMS platform about the "Financial Knowledge Publicity Service Activities" uniformly prepared by the Leading Group Office of the China Banking Regulatory Commission.

3. Organize young backbones to go into schools, communities, villages and towns, and preach financial knowledge to specific social groups such as students, urban residents, farmers, etc., to improve the effectiveness of publicity activities.

(4) Summary stage (from xx to December, 20xx)

After the publicity month activities, the leading group should evaluate and summarize the 20xx financial knowledge publicity and service month activities. And submit a written report to the Taizhou Banking Regulatory Bureau before October 10, 20xx.

V. Other requirements

(1) Adhere to the public welfare nature of publicity. We must strictly abide by the requirements of the banking regulatory department, adhere to the principle of "public welfare" in this activity, do not take the opportunity to promote the bank's products, brands, slogans, etc., and do not promote financial products and services to the public in the name of financial knowledge promotion.

(2) Formulate emergency plans. During the publicity activities, emergency plans should be formulated in terms of public opinion response, safety and security, etc., and unified consultation and explanation standards should be formulated for hot areas and issues with many public complaints to ensure that the activities are carried out safely and orderly.

(3) Explore long-term mechanisms. It is necessary to take this event as an opportunity to deeply explore the construction of a long-term mechanism for financial knowledge promotion in our unit, and jointly promote the pragmatic, effective and sustainable development of financial consumer education.

(4) Strengthen supervision and inspection. The leading group should strengthen supervision and inspection of the implementation of the Bank’s Publicity and Service Month activities to ensure that the publicity activities achieve effective results and prevent formalism and formality from occurring. Financial Popularization Knowledge Month Theme Publicity Activity Plan (Part 2)

1. Activity Theme

Carry out in-depth financial knowledge popularization activities, improve the financial literacy of the majority of financial consumers, and guide consumers to be reasonable Choose and use financial products and financial services, accurately grasp the risks and benefits of financial products, and better enjoy the results of the reform and development of the financial industry. Promote financial institutions and payment institutions to increase their awareness of the protection of financial consumer rights and interests, implement their responsibilities for the protection of financial consumer rights and interests, effectively safeguard the legitimate rights and interests of financial consumers, and actively create a harmonious and orderly financial consumption environment.

2. Activity slogan

“xxxxx”.

3. Activity content

(1) Carry out financial consumer education

1. Financial consumer rights protection knowledge. Introduce the rights and obligations of financial consumers in engaging in financial activities stipulated in the Consumer Rights Protection Law. Inform financial consumers how to protect themselves when their legitimate rights and interests are infringed, as well as relevant knowledge such as complaint channels and procedures.

(2) Promote new financial formats and new businesses

1. Internet finance and other new formats and new businesses. In accordance with the "Guiding Opinions on Promoting the Healthy Development of Internet Finance" by ten ministries and commissions including the People's Bank of China, we will do a good job in educating consumers on Internet finance. Introduce relevant knowledge about new financial formats such as cross-border investment and financing, Internet finance, and mobile finance, reveal the risks and hazards of the Internet financial format, and guide financial consumers to rationally choose and use financial products and services. Introduce the concepts and characteristics of financial IC cards, how to use financial IC cards and precautions, and the safety and convenience it brings to consumers.

(3) Popularize financial knowledge closely related to financial consumers

1. Money and credit knowledge. Introduce the current interest rate situation of deposits and loans, interest calculation rules, my country's interest rate marketization reform, large-denomination certificates of deposit and other knowledge; introduce the application and use of student loans, consumer loans, employment and entrepreneurship loans, as well as matters that should be paid attention to in loans and repayments, etc. content.

2. Financial management and investment knowledge. Popularize the common sense you should have when purchasing bank wealth management products and investing in gold, introduce legal channels for residents to invest in gold, understand the main forms and pitfalls of illegal gold trading activities, and introduce knowledge such as the types of bank wealth management products, operating mechanisms, and investment risks.

3. Deposit insurance related knowledge.

Introduce the concepts and protection scope of deposit insurance, repayment limits and repayment conditions, and management methods of deposit insurance funds in the "Deposit Insurance Regulations".

4. Payment and settlement knowledge. Introduce the specific usage skills of payment and settlement tools, policies and requirements related to real-name accounts, common sense about safe use of bank cards and knowledge about preventing bank card fraud, knowledge about payment and settlement business, introduction to third-party payment business and risk prevention, and improvement of payment methods in rural areas.

5. RMB knowledge. Introducing the public anti-counterfeiting features of the 20xx version of RMB 100 yuan notes, daily RMB anti-counterfeiting feature identification skills, popularizing the knowledge of protecting RMB, small denomination RMB hosting outlets, host bank list and complaint telephone number and email address, small denomination RMB exchange procedures, prefix number inquiry as Counterfeit currency dispute resolution mechanism, etc.

6. National debt knowledge. In accordance with the management regulations of the Ministry of Finance and the People's Bank of China on the issuance of treasury bonds, this article introduces possible infringements on consumer rights during the issuance and redemption of treasury bonds. In conjunction with the celebration of the 30th anniversary of the People's Bank of China's national treasury management, we will publicize the country's policies on treasury bonds, standardize the issuance and redemption of treasury bonds, and safeguard the interests of consumers.

7. Credit information knowledge. Introduce laws and regulations related to credit reporting, basic knowledge of personal credit reporting, personal credit report Internet query services, protection of personal credit information rights and interests, etc.

8. Anti-money laundering knowledge. Introduce daily anti-money laundering knowledge and citizens’ anti-money laundering obligations to stay away from money laundering crimes and protect their own interests; publicize the dangers of money laundering and terrorist financing, as well as the dangers of stakeholder, underground banks, and drug-related money laundering crimes.

9. Foreign exchange business. Introduce basic knowledge of exchange rates, publicize national exchange rate policies, and enhance social entities’ awareness of exchange rate risk hedging. Introduce the basic procedures and risk points for individuals to handle foreign exchange settlement and sales business and small-amount shopping business through electronic channels, and disclose the harm and crackdown results of illegal foreign exchange activities such as underground banks. Carry out publicity on integrity and compliance in foreign exchange business.

IV. Activity content

(1) Collection activity for public service advertisements to popularize financial knowledge

The Jiaxing Central Branch of the People’s Bank of China will submit to the People’s Bank of China’s counties ( City) branches, financial institutions, and payment institutions collect public service advertisements to popularize financial knowledge. The promotional video focuses on financial consumer rights protection knowledge, new financial business format knowledge and risk education, and popularization of financial knowledge. The Jiaxing Central Branch of the People's Bank of China will select the collected works and select the best ones for broadcast at financial institution outlets or related media. The deadline for collecting promotional videos is September 11, 20xx.

(2) Organize and participate in the "Internet Financial Knowledge Prize-winning Q&A" activity

The Hangzhou Central Branch of the People's Bank of China will cooperate with some financial institutions and payment institutions to carry out "Internet Financial Knowledge" on mobile phones and other mobile terminals "Q&A with Prizes", taking advantage of the mobile terminal's wide audience range, high participation level, and fast information dissemination, it continues to expand the influence of the event. All branches, financial institutions, and payment institutions of the People's Bank of China at all levels within the jurisdiction of Jiaxing must actively participate in the province's financial knowledge competition and include participation in the event data statistics (Attachment 1).

(3) WeChat and other online publicity

Institutions that have opened a WeChat public account should reflect the relevant content of "The People's Bank of China's 20xx Financial Knowledge Popularization Month" in the content pushed by the WeChat public account. , and promptly report the WeChat official account to the local People's Bank of China. Qualified financial institutions and payment institutions should open a promotion column for the "Financial Knowledge Popularization Month" event on their portal websites to popularize financial knowledge closely related to financial consumers and prompt financial risk information.

The branches and branches of the People's Bank of China at all levels in Jiaxing must rely on local government portals, online publishing platforms, internal websites and online media such as Weibo and WeChat to actively carry out publicity activities, focusing on introducing financial institutions and The rights and obligations of financial consumers, the responsibilities of financial consumer rights protection agencies, and dispute resolution methods, etc.

(4) Joint media publicity

On the one hand, the branches and branches of the People's Bank of China at all levels in Jiaxing must actively participate in the publication of professional journals such as "China Financial Consumer Rights Protection" and "Zhejiang Finance" In terms of contribution work, on the other hand, we must make full use of the publicity resources accumulated through long-term cooperation with traditional mainstream media such as local newspapers, television stations, and radio stations, and actively carry out various and flexible media publicity through special pages, columns, feature films, etc.

All financial institutions and payment institutions must actively cooperate with various publicity activities organized by the People's Bank of China, and give full play to the advantages of close cooperation with the media, each showing their strengths, and collaboratively promoting media publicity.

(5) Outlet promotion

All financial institutions should actively play the role of the main channel for outlet promotion, make full use of the characteristics of multiple business outlets, wide layout, extending to the grassroots and sustainable, Carry out financial knowledge popularization activities for financial consumers handling business and nearby people. During the event, all financial institutions will uniformly play the slogan "20xx Financial Knowledge Popularization Month + Activity Slogan (Attachment 2, optional)" on the electronic display screens of their outlets, and place promotional display boards and propaganda in the business hall or other places. Manuals, set up consultation windows or dedicated posts, and play financial knowledge promotional videos. Qualified payment institutions must also carry out corresponding publicity activities at their business outlets.

The branches and branches of the People's Bank of China at all levels within the jurisdiction of Jiaxing must strengthen guidance on the publicity work of local financial institutions' outlets and promote financial institutions to improve financial services. Financial Popularization Month Theme Publicity Activity Plan (Part 3)

1. Purpose of the activity

The Dali Prefecture banking industry’s “Wanli Tour” activity to popularize financial knowledge has become a consumer education service brand in the banking industry. In order to integrate industry resources, effectively mobilize the strength of all parties in the industry, combine the current society and difficulties, ensure the consistency of publicity theme content and direction, effectively form a multi-faceted and complementary working system for the protection of financial consumer rights and interests, and comprehensively build a fair, just, and An orderly financial market environment.

2. Organizational Arrangements

(1) Dali Prefecture Banking Association is the organizer of this year’s banking industry popularization of financial knowledge. Each member bank is the main participating unit. This event has set up a leading group (hereinafter referred to as the "Activity Leading Group"). The main members are as follows:

The event leading group has an office, which is located at the Dali Banking Association Self-Discipline and Rights Protection Department, Director of the Office of Self-Discipline and Rights Protection Department, Chang Yahong is a member of the office. The office is responsible for formulating the plan for this event and coordinating the implementation of the event with all member banks.

(2) Each member bank shall, in accordance with this activity plan, determine the focus, content, form, channels and plans of publicity based on the content of the theme activities and the actual business of the unit, and formulate detailed rules for the unit's activities, Promote the branches of this system to actively carry out activities. At the same time, specific requirements and goals for the activities are proposed to each branch to expand publicity coverage and the number of beneficiary customers. Details of member bank activities must be submitted to the Dali Banking Association Activity Office.

3. Content and Arrangement

From July to September, this year's "Thousand Miles Tour to Popularize Financial Knowledge" activities will be organized in the banking industry across the state. The specific activity contents and arrangements are as follows:

(1) Preparation stage of the activity

Each banking institution will formulate activity details according to this plan, organize and supervise subordinate branches to actively participate in the activities, and coordinate news The media will publicize this event in stages and at different levels. Each member bank needs to determine the publicity content based on the theme of each stage of the activity, and clarify the division of labor and publicity forms at all levels such as branches, sub-branches, outlets, etc. All required relevant information should be in place before the start of the activity, and at the same time, good organization before the activity Mobilization and personnel training efforts.

IV. Activities Requirements

(1) Active preparation and comprehensive deployment

Each banking institution must actively deploy, carefully organize and formulate this activity based on the experience of previous years’ activities. Detailed rules for the overall activities of the unit (region), clarify the publicity content, and innovate and enrich the publicity forms. At the same time, a designated person is designated to be responsible for unified coordination and communication, and to control the progress of the activities. According to the activity arrangements of the unit (region), unified design and production of promotional materials will be carried out to promptly communicate the content and objectives of the activities to subordinate branches (banking financial institutions in the region) to ensure the orderly development of activities.

(2) Enrich channels and strengthen publicity

All banking institutions must increase publicity efforts, innovate publicity channels, and use traditional methods such as branch publicity, community publicity, business district publicity, and campus publicity to On the basis of publicity and education methods, we should make full use of WeChat, Weibo, TV, radio, the Internet, newspapers and other media to popularize financial knowledge from all aspects and angles, ensure the diversity of media communication forms, and ensure the coverage and reach of publicity and popularization work. , to build a diversified dissemination channel for popularizing financial knowledge.

(3) Establish a mechanism to implement and promote

Each banking institution must strengthen supervision and inspection. According to the unit’s activity plan, it is necessary to formulate an activity effect inspection plan and evaluation mechanism, and regularly inspect the system. (Region) activities, supervise relevant institutions and personnel to carry out activities at various stages in accordance with the requirements of the activities, avoid activities becoming a mere formality, and ensure the actual results of the activities. At the same time, each unit must establish and improve the assessment and evaluation mechanism for its own consumer education service work, and promote the normalization of consumer education service work.

(4) Summarize the results and promote experience

All banking institutions should establish a long-term mechanism for the popularization of financial knowledge and summarize the "Thousand Miles to Popularize Financial Knowledge" activities of the system (region) development, accumulate and promote advanced experience. It is necessary to do a good job in data statistics during the event and retain event-related pictures, videos, texts and other materials. After the monthly theme activities are over, the summary, briefings, pictures and other information of the current month’s activities in this system (region) need to be submitted to the association activity office. Before October 5, the "20xx Annual Financial Knowledge Popularization Tour Activities Summary" and "20xx Annual Financial Knowledge Popularization Ten Thousand Miles Tour Activity Data Statistics Table" need to be submitted to the association activity office (see Appendix 1). The association activity office will select the excellent materials submitted by each banking institution and publish them in a work briefing for publicity. It will also recommend them to the Yunnan Banking Association for publicity to showcase the excellent practices of each banking institution in the activities and promote advanced experience.

(5) In order to better strengthen linkage and coordination, all banking institutions are required to submit the "Daily Contact Person Information Form for the Promotion of Financial Knowledge Miles" and the detailed rules of the activities before May 1st, as required. Submit the electronic version to the association activity office. Financial Popularization Knowledge Month Theme Publicity Activities Plan (Part 4)

The Jiaxing Central Branch of the People’s Bank of China has established a publicity working group with the leader in charge as the team leader and the heads of relevant functional departments participating to coordinate the activities. . The financial consumer rights and interests protection department is responsible for the specific lead and coordination work. All relevant functional departments must do a good job in reviewing, checking and publicizing the content of professional lines of financial knowledge promotion and popularization content, and send backbone forces to participate in unified publicity activities.

All county (city) branches of the People's Bank of China, all financial institutions, and payment institutions must attach great importance to the "Financial Knowledge Popularization Month" activities, formulate targeted activity plans, and establish a team headed by the leader in charge, A working group composed of heads of relevant functional departments shall effectively strengthen organizational leadership, clarify the responsibilities of the leading department and functional departments, and implement work responsibilities and task division.

(2) Make overall plans and highlight key points

According to the results of the "Xxxx Consumer Financial Literacy Survey" questionnaire of the People's Bank of China, financial consumers have a clear understanding of various aspects of social life. , there is a greater demand for common sense financial knowledge. In combination with the current new social trends and new normals of "entrepreneurial finance" and "financial innovation", the 2022 "Financial Knowledge Popularization Month" activities should focus on Internet finance, entrepreneurial finance, exchange rate policy and other contents, and carry out risk education for financial consumers. In terms of publicity methods, different groups should be distinguished to carry out educational activities with distinct levels and characteristics, and attention should be paid to establishing a long-term mechanism for popularization and publicity to improve the practicality and pertinence of publicity and education.

All securities institutions and insurance institutions should carry out a series of publicity activities focusing on anti-money laundering and foreign exchange knowledge.

(3) Pragmatism and frugality, focusing on results

In order to implement the "Eight Provisions" and reflect the principle of pragmatism and frugality, the Jiaxing Central Branch of the People's Bank of China did not uniformly convene financial institutions to hold a launching ceremony , and will not organize publicity and consultation activities in the square. At the same time, we will actively strengthen communication and coordination with other financial regulatory departments, government departments and industry associations, and integrate the "Financial Knowledge Popularization Month" activities with publicity activities carried out by other departments to form a publicity work Together.

All county (city) branches of the People’s Bank of China should implement the principles of pragmatism, frugality, resource concentration and effectiveness throughout the entire publicity campaign, and proactively strengthen communication with other financial regulatory authorities, government departments and industry associations. Coordinate and effectively integrate publicity resources to form a joint publicity effort.

Financial Popularization Knowledge Month themed publicity activity plan (Part 5)

1. Purpose of the activity

To publicize small and micro enterprise financial service policies to the majority of small and micro enterprise owners and carry out targeted Popularize financial knowledge; display and promote the achievements and experience of banking financial institutions in providing financial services to small and micro enterprises, create a good social atmosphere; promote special services and products, and strive to improve the level of financial services for small and micro enterprises.

2. Event Time

xx, xx, xx

3. Organizational Leadership

(1) Establishment of Small and Micro Enterprise Finance The Service Publicity Month Activity Leading Group is headed by the president, the deputy president in charge is the deputy leader, and the main leaders of the office and each business department are members. The leadership team has an office in the company's business department.

(2) The leading group shall formulate and implement the bank’s activity plan in accordance with the overall requirements of the banking regulatory agency, organize, coordinate and supervise the implementation of various work requirements to ensure the coverage and effectiveness of publicity and education. The leading group office is responsible for continuously understanding the preparation and implementation of the financial services publicity month activities for small and micro enterprises in banks within its jurisdiction, guiding and urging the entire bank to effectively implement the publicity plan, and timely collecting and promoting information, news reports and summary reports.

IV. Publicity content

(1) Policies to promote financial services for small and micro enterprises;

(2) Achievements and major achievements in financial services for small and micro enterprises Action measures;

(3) Innovation of special financial products and services for small and micro enterprises;

(4) Successful financing cases for small and micro enterprises, etc.

5. Arrangement of activities

(1) Formulate a detailed plan, and the head office and branches must mobilize and make careful arrangements through appropriate forms.

(2) Carry out various activities through the news media, hold knowledge and skills competitions, bank-enterprise dialogues, seminars, street services, etc., and publish "Small and micro enterprise finance" in major municipal newspapers and periodicals "Service Publicity Month" column, open a publicity webpage to expand social influence.

(3) During the promotion month, specially print promotional materials for the "Small and Micro Enterprise Financial Services Promotion Month" activity. During the centralized publicity month, all branches and outlets must uniformly hang the "Small and Micro Enterprise Financial Services Publicity Month" banners and display promotional materials; LED rolls are displayed. Promotional slogan:

1. Carry out the "Small and Micro Enterprise Financial Services Promotion Month" activities in depth

2. Help small and micro enterprises strengthen services, prevent risks and benefit people's livelihood

3. Serve small and micro banking enterprises to win

4. Banks and enterprises interact to grow together

5. Based on small and micro businesses and serve the real economy

(4) In conjunction with the "Financial Services to the Rural Areas", we take to the streets or in-depth help small and micro enterprises to carry out face-to-face propaganda activities and distribute promotional materials to ensure coverage and effectiveness of propaganda.

(5) The leading group office is responsible for summarizing the activities, effects and next steps, and reporting them in writing to the Second Supervision Section of the Baoding Banking Regulatory Branch.

VI. Activities Requirements

The entire bank must attach great importance to the "Small and Micro Enterprise Financial Services Promotion Month" activities, organize them carefully, and clarify the division of responsibilities. The leading group office is responsible for coordinating and linking with relevant departments to organize and implement the plan according to the plan. On the basis of existing policies and measures to support the development of small and micro enterprises, we will continue to improve relevant policies and measures in response to outstanding issues that restrict the development of enterprises. Make full use of national and local special funds for small and medium-sized enterprises and technological transformation funds to support the development of "three-type" small and micro enterprises; support public service platforms, small business entrepreneurship bases, and public services for small and medium-sized enterprises. Organize and coordinate local government agencies, media and other resources, and fully mobilize them to ensure that this event is implemented locally. After the publicity month is over, all branches should continue to use various existing resources to carry out publicity and education on financial services for small and micro enterprises to expand the publicity effect.