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亚太金融圈 AMY ☀️ FQ理财智商养成术 理专不会告诉你的事

投资理财入门| 趋势判断 |主题团班 | 风险控管
101投资理财 Sessions Completed

Introduction

Speaks
普通話Native
英文C2 Proficient
🔴 2024 What's Next? 🔴 “The most important investment you can make is in yourself.” - Warren Buffett" 你能做的最重要的投资就是你自己 - 华伦·巴菲特 🏆 金融界培训讲师 | 市场趋势分析 | 理财观念建立 ❤️ 非常非常谢谢大家对Amy的爱戴,目前招生很满,如果有特别需求或时间急迫性,请跟我说 ❤️ 课表采预约制,已购课学生请在1月底前排完2-3月课程 🔕 课表上亚洲时间半夜02:00-04:00的课程请不要预定喔 🔸 🔸投资&理财的迷思🔸 🔸 * 会存钱 = 会理财? * 风险 = 损失? * 有钱人才需懂理财? 🔸 🔸学习投资理财目的🔸 🔸 * 让人生更多选择 * 认识风险并控制曝险 * 了解人性的脆弱与赌性的坚强 🔸 🔸关于Amy🔸 🔸 在2021年末一个阳光美好的下午,我接了一通来自银行投资顾问的电话,当时的顾问推荐了美国公司债,听完的当下我再次确认 Amy: "你确定现在这时间买债券是对的?" 顾问: "对! 现在价格很漂亮!" Amy: "你觉得未来美国的升息会是?" 顾问: "缓步升息" Amy:"那你确定现在是买债券的时间?" 顾问: "...我再想想" 以上为真实对话,之后2022年美国开始的升息过程中债券平均跌了30%. 📉 我相信投资顾问的专业,也相信唯有自身在具备一定的理财观念后,才能够与顾问相辅相成的达成人生目标🎯, 我不是电视名嘴,不会报名牌也不是所有的投资商品都投资过(如期货.选择权.加密货币...等),但过去的工作、投资与所学专业让我对于理财&投资有许多的知识与实务经验可以分享,让我们一起培养财务智商FQ (Financial Quotient)吧! 🙌🙌 🔸 🔸课程介绍🔸 🔸 * 理财新手入门课程 * 金融术语解析课程 * 案例讨论 * 国外财报阅读课 * 如何找到适合自己的投资策略与组合 * 团体讨论课 (欢迎大家提出想法邀请众亲好友一起切磋) 🔸🔸 About Amy 🔸🔸 * 经济硕士 / Indiana University Kelley Business School MBA 主修Marketing / Management * 美国制造业业务主管 *上海/台湾金融业风险管理与金融培训讲师 * 参与多项美国S&P500大企业专案 * 与世界各地顾问合作,了解文化差异,有效提升沟通、谈判与会议简报能力。 * 从小外师教育,美式口音 * 除了教理财,也很会教英文 🔸🔸 More about Amy? 🔸🔸 * 唯二尚未踏过的州: 非洲、南极洲 (北极圈也还没去过..) * 小时候是会拿着23分英文考券在妈妈朋友前炫耀结果被拉到角落教训的人 * 游泳校队、有潜水执照、超超超爱滑雪⛷ * Work Hard, Play Hard! 🔸🔸 教室规则🔸🔸 * 试听课等待5分钟,正式课程等待10分钟,如无出席,视该课堂已完成 * 请假请于12小时前告知,临时取消课程,无法退课 * 补课的同学,记得于2周内安排补课
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4 投资理财 course reviews

  • Anonymous
    2024年11月29日
    老師上課很清楚
  • Anonymous
    2024年5月23日
    很棒的體驗
See all 4 reviews

Performance History

Resume

Experiences

  • 2015 - 2016 Fubon Financial Holdings (Shanghai)
  • 2013 - 2015 TAISHIN FINANCIAL HOLDINGS CO., LTD.
  • 2011 - 2012 Rightway North America Inc.

Educations

  • 2008 - 2010 Indiana University - Kelley School of Business MBA, Marketing/Management Certificate Uploaded

Certifications

  • TOEIC Certificate Uploaded

  • GMAT Certificate Uploaded

Experiences
  • 2015 - 2016 Fubon Financial Holdings (Shanghai)
  • 2013 - 2015 TAISHIN FINANCIAL HOLDINGS CO., LTD.
  • 2011 - 2012 Rightway North America Inc.
Educations
  • 2008 - 2010

    Indiana University - Kelley School of Business

    MBA, Marketing/Management Certificate Uploaded

Certifications
  • TOEIC Certificate Uploaded

  • GMAT Certificate Uploaded

FAQ

How to book

  • After buying courses, you can book them according to the teacher’s schedule.
  • If “Instant Tutoring” shows on the teacher’s profile, you can book the lesson 30 minutes after the current time.
  • If the teacher is not online, the next available class cannot be booked until 24 hours afterward.

Lesson duration

  • The duration of a trial session is 25 minutes.
  • The duration of a private session is 50 minutes.
  • If you purchase more than 5 sessions, you will receive a discount (according to the price the teacher set).

Instructions

  • Enter the website 10 minutes before the class starts. Click “My Lessons” to find your class, click “Go to class”, and then you will be in the classroom on ZOOM!
  • You can use ZOOM for classes both on your phone and computer. Please download ZOOM in advance if you choose to use your phone for the class.

Refund policy

  • Please click “Report Issue” if you encountered any problems, and the teacher will determine either reschedule or refund afterward.
  • If the teacher doesn’t respond the issue, we will provide a full refund as AT credits for you.
How to book
  • After buying courses, you can book them according to the teacher’s schedule.
  • If “Instant Tutoring” shows on the teacher’s profile, you can book the lesson 30 minutes after the current time.
  • If the teacher is not online, the next available class cannot be booked until 24 hours afterward.
Lesson duration
  • The duration of a trial session is 25 minutes.
  • The duration of a private session is 50 minutes.
  • If you purchase more than 5 sessions, you will receive a discount (according to the price the teacher set).
Instructions
  • Enter the website 10 minutes before the class starts. Click “My Lessons” to find your class, click “Go to class”, and then you will be in the classroom on ZOOM!
  • You can use ZOOM for classes both on your phone and computer. Please download ZOOM in advance if you choose to use your phone for the class.
Refund policy
  • Please click “Report Issue” if you encountered any problems, and the teacher will determine either reschedule or refund afterward.
  • If the teacher doesn’t respond the issue, we will provide a full refund as AT credits for you.

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