Alex Zhu
Personal Profile

Alex has established a remarkable track record in conducting extensive research within the realm of personal finance and personal finance education. His expertise lies in the design, implementation, and evaluation of personalized financial intervention programs, all of which seek to cultivate financial planning activities across diverse age groups. Noteworthy among Alex's projects is the development of Python-based personalized financial projections. By leveraging this innovative approach, Alex has been able to create accurate and tailored financial forecasts for individuals. This valuable tool empowers individuals to make informed decisions about their financial future, taking into account their unique circumstances and goals. Additionally, Alex has contributed to the field of financial education by validating international standardized financial education initiatives among young people based in Hong Kong. Through meticulous research and evaluation, Alex has provided valuable insights into the effectiveness and adaptability of these programs in the local context. Such contributions play a vital role in enhancing financial literacy among the youth, equipping them with essential skills for navigating complex financial landscapes. Furthermore, Alex has directed their attention to customizing interventions specifically tailored to middle-aged adults' financial preparation for retirement. By developing targeted strategies and interventions, Alex assists this age group in making well-informed decisions about their retirement savings, ensuring long-term financial security. Through personalized guidance and support, middle-aged adults are empowered to proactively plan for their retirement years.
Employment
Assistant Professor in Personal Finance / Personal Finance Education
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Department of Social Science
The Education University of Hong Kong
Teaching
1 / BUS 6035
Financial Risk Management for Investment
2 / SSC 4215
Hong Kong and Global Economy
3 / SSC 4311
Quantitative Research Methods
Education
2013-2017
PhD in Personal Finance / Quantitative Social Science
The Education University of Hong Kong
2011-2013
MA in Empirical Policy Analysis / Quantitative Social Science
The Education University of Hong Kong
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MS in Economics / Quantitative Social Science
Colorado State University, Fort Collins, USA
2006-2011
BA in Russian Literature
BS in Business Analytics
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