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Financial Planning
Delegation to China
Delegation leaders: Daniel B. Moisand, CFP ®,
and Richard C. Salmen, CFP ®
Past presidents, Financial Planning Association
Program dates: May 24–June 4, 2011
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A delegation of professionals specializing in financial planning has been selected to participate in bilateral exchanges with their professional counterparts in China under the auspices of People to People Ambassador Programs.
Proposed Itinerary
The preliminary mission statement and direction for the delegation have been defined initially by both the delegation leader and our overseas planning team. The initial topics of discussion are listed below. These will be further refined as the delegation is formed to incorporate delegates' specialized areas of interest and expertise. You will be asked to provide a brief biography and specify your particular areas of interest for this delegation; your input will be used to customize the professional meetings.
- The delivery of financial services to Chinese families
- Are there financial planners (as we know them) in China?
- What are the most prevalent financial challenges facing Chinese families?
- What are the most common financial decisions Chinese families must make?
- How do individual Chinese invest?
- Who constitutes the emerging Chinese middle class (and the emerging class of wealthy Chinese)?
- What does financial education in China look like?
- Understanding Chinese financial institutions
- The Chinese financial markets and economy
- Global portfolio investment in China today
- China's history, future, and people
- Taxation in China
- Elder care in China
A final, detailed itinerary will be provided approximately 30 days prior to departure.
Some of the professional counterparts you meet throughout the program will be invited to join the delegation for a meal to allow further interaction.
CHINA
Ancient traditions converge with modern life throughout this exotic country. From bustling cities to rural villages to the top of the Great Wall, you will discover a warm and joyful society where family and honor play a meaningful role. This mix of ancient culture and contemporary practices makes visiting China one of the most intriguing adventures you'll ever experience.
Tuesday, day 1: Depart for Beijing
Depart from the domestic gateway city. Cross the International Date Line.
Wednesday, day 2: Beijing
Arrive in Beijing, the city that holds this country's greatest collection of Imperial-era monuments and treasures. Beijing also serves as the political and executive center of the People's Republic of China.
Thursday, day 3: Beijing
Morning program briefing: Discuss the political and cultural diversity of China, and receive further information on the delegation.
Afternoon professional meeting: (Discussion topics will be finalized as the delegation forms.)
Guest program:
Guests will visit the Temple of Heaven. Emperors of the Ming and Qing dynasties visited these impressive structures to offer annual prayers to heaven for plentiful harvests.
Friday, day 4: Beijing
Morning and afternoon professional meetings: (Discussion topics will be finalized as the delegation forms.)
Guest program:
Guests will spend time with a family in the old hutong area, understanding how the locals really live by immersing themselves for a short time in daily local lives. Next, they will explore the largest and best-preserved royal garden in China. The Summer Palace has been an urban oasis for hundreds of years and was restored to its original splendor in the early 20th century.
Saturday, day 5: Beijing
Join your fellow delegates and guests to enter the Forbidden City (Imperial Palace), whose massive stone walls and 9,999 rooms were once the residence of Ming and Qing emperors, and visit Tiananmen Square, the large plaza that has been the site of several key events in Chinese history.
Later, consider the mysteries of construction and conquest that have drawn people to the Great Wall of China for nearly 2,000 years. Enjoy breathtaking views from the wall's high vantage points, and meander along a section set in a rugged, mountainous landscape.
Sunday, day 6: Beijing to Guilin
Depart Beijing for Guilin. Revered by the Chinese for its mystic landscapes and magnificent geologic features, Guilin is home to the meandering Li River, natural stone towers, and broad, green plains. Its natural wonders have inspired poets and artists for centuries. Guilin is also a significant manufacturing center and transportation link, but in the surrounding countryside, the old traditions of rural China continue uninterrupted.
Monday, day 7: Guilin
Soak in the spectacular beauty of China's heartland and people during a Li River boat cruise. With your fellow delegates and guests, catch glimpses of local life while floating past waterfront and farming activities–you may even see fishermen using cormorant birds to catch fish. The cruise will end in Yangshuo, 40 miles southeast of Guilin.
Later, visit the teeming free markets of Yangshuo, and learn a little of the town's 1,400-year history.
Tuesday, day 8: Guilin
Morning and afternoon professional meetings: (Discussion topics will be finalized as the delegation forms.)
Guest program:
Guests will explore the Reed Flute Cave, one of the more famous caves in Guilin. A 500-meter trail winds past unusual formations that colored lights cause to resemble coral, agate, amber, and jade. A vast grotto located inside the cave holds up to 1,000 people. According to legend, the stone pillar in the grotto is the Dragon King's magic needle, used as a weapon by the Monkey King in the popular Chinese fable and novel Journey to the West.
Guests will spend the afternoon visiting Taxu Ancient Town. Built during the Tang Dynasty, this visual splendor boasts many ancient, well-preserved buildings and a stone bridge.
Wednesday, day 9: Guilin to Shanghai
Depart Beijing for Shanghai, the third largest city in the world and one of China's most cosmopolitan areas. This large metropolis is a leading cultural and educational center of China.
This evening, join your fellow delegates and guests to enjoy a performance of Chinese acrobatics at a local theater.
Thursday, day 10: Shanghai
Morning and afternoon professional meetings: (Discussion topics will be finalized as the delegation forms.)
Guest program:
Guests will experience vibrant artwork and a peaceful atmosphere at the Jade Buddha Temple. The temple is famous for two rare statues of Buddha, each carved out of a single piece of white Burmese jade. The original temple, built in 1882, was destroyed during the revolution that overthrew the Qing Dynasty. The statues survived, and a new temple was constructed in 1928.
Later, guests will see firsthand Shanghai's achievements in urban planning and construction in the Shanghai Urban Planning Exhibition Hall. This impressive building boasts the world's biggest urban model and explores the deliberate and artful development of this metropolis.
Afterward, guests will stroll the galleries and cafés of the Xin Tian Di area, enjoying the contrasts in this unique center that offers a taste of both 1920s Shanghai and today's high-speed lifestyle.
Friday, day 11: Shanghai
Enjoy a stop at the Yu Garden bordering Old Town, filled with stone dragons, teahouses, pavilions, and goldfish ponds. Join your fellow delegates and guests to experience Shanghai's unique flavor during a visit to the Bund this morning. The former Wall Street of the foreign powers, the Bund forms a park-like promenade between the Huangpu River and the Old Town.
Then, spend time at the Shanghai Museum perusing more than 120,000 cultural relics representing all the historical periods of ancient China. Established in 1952 and located in People's Square, the museum is one of the largest in China.
Share your memories of China with other delegates and guests at a farewell banquet.
Saturday, day 12: Depart for home
Program extension
Optional program extension to Xi'an-Kunming
Please inquire for further information upon registration.
We work diligently to ensure that the activities described here are available on your program. In rare cases, scheduling conflicts, delays, weather, or circumstances beyond our control may result in program changes. If substitution is required, we make every effort to feature comparable events to retain the content and quality of the program.
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