1. Basic knowledge of financial management: including the basic concepts and knowledge of financial markets, financial institutions, investment tools and risk management.

2. Investment strategy analysis: Participants are required to formulate reasonable investment strategies and make portfolio allocation and adjustment according to different investment objectives and risk preferences.

3. Cognition of financial products: Participants are required to be familiar with various financial products, including stocks, bonds, funds, futures and foreign exchange. Understand its characteristics, risks and benefits, and be able to recommend appropriate financial products according to customer needs.