大学生投资理财服务中心创业策划书.doc

潜力股大学生投资理财信息服务中心策划书2010/4/7

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潜力股

大学生投资理财服务中心

创

业

策

划

书

Challenge创业团队

项目负责人：刘文凤

项目组员：李金伦蒲仕双魏婕张雷阳青峰

目录

第一章、商业计划书摘要

1.引子··································································4

2.公司简介·····························································4

3.运作可行性····························································5

4.总结··································································5

第二章、公司发展的历史与未来

一、公司基本情况·························································6

1．公司名称、性质、经营场所···············································6

2.公司宗旨、目标························································6

二、公司发展历史与现状····················································7

1、成立背景····························································7

2、主导服务及现状·······················································7

3、重要事件····························································7

三、政策、合作范畴·························································8

1、法律协议与诉讼······················································8

2、专利与商标···························································8

3、公司与社会关系·······················································8

4.主要业务合作伙伴······················································8

第三章、管理团队与组织模式

第八章、附件

附件1调查问卷························································26

附件2调查问卷分析书···················································27

附件3公司管理结构图···················································29

附件4四川的主要大学及大学所在地·······································30

第一章商业计划书摘要

1．引子

在金融业越发发达的今天，全名炒股，全名投资已成为一股巨大的潜流。“合理流通资金，积累更多的财富”是从奴隶制度就开始，经过数千年发展，至今依然魅力不减的致富手段。那一般非专业大学生是否应该加入到这种投资理财行业，他们应该在哪些领域尝试，这又可以促使他们积累哪些经验呢？

据了解，西欧一些国家从6、7岁的幼儿就开始进行投资理财启蒙，新加坡在小学基础教育就开设投资理财课程。现在，虽然我国在小学也试点开设了金融课程，开始有意识的培养年轻人的理财意识。但总体来说，我国青年，特别是大学生，不少都是投资理财观念淡薄一族。但在大学生中存在个普遍现象：要求自立，想在大学自己挣生活费。据调查，以乐山师院为例，95.83%的大学生想要尝试投资，学会合理理财。

但当今市场上，虽然有关炒股、金融的信息和机构众多，但还没有一个专业、全面的投资理财服务平台。由此，为了满足这一市场需要，我大学生投资理财服务中心应运而生。我服务中心将本着“给爱好或初识投资理财的大