Wealth management major is a specialized course in Chinese universities, which belongs to finance major. The basic study period is three years.
Investment and financial management mainly studies the knowledge of investment direction, investment tools and investment technology in the financial market, so that students can master the theory of finance, investment and financial management, and have the ability of personal financial planning, investment decision analysis, bank customer service, securities trading operation, financial product marketing, financial accounting and so on. The main courses of wealth management include finance, securities investment foundation, securities trading, financial management, investment and financial management, insurance principle and practice.
Wealth management majors are mainly oriented to finance, securities, insurance and other industries. In investment, accounting and management positions, he is engaged in financial investment analysis and consultation, customer wealth management services, counter operation of financial institutions, financial product marketing and customer promotion, enterprise capital operation and finance.
This major cultivates firm ideals and beliefs, all-round development of morality, intelligence, physique, beauty and labor, strong employability and sustainable development ability, good professional ethics, risk awareness and innovation awareness in the financial industry, knowledge of investment and financial management, strong financial product marketing ability and investment and financial planning ability, and can engage in financial product marketing services, investment and financial consulting, investment and financial planning and other work in the front line of financial enterprise service, marketing and consulting.
Employment direction of wealth management:
Wealth is generally divided into personal wealth, social wealth and national wealth. Wealth management refers to designing a comprehensive financial plan with customers as the center, managing customers' assets, liabilities and liquidity by providing customers with a series of financial services such as cash, credit, insurance and portfolio, meeting customers' financial needs at different stages, and helping customers achieve the purpose of reducing risks, preserving wealth, increasing value and inheriting.
1, enter the enterprise to do accounting or finance. If you choose this road, you'd better find a summer vacation to practice in the enterprise. Now employers attach great importance to this aspect.
2. Enter an accounting firm for auditing. If you choose this road, you'd better take several courses in the university.
3. It is also a good choice to enter the banking industry, and this had better be relevant.