Professional required courses: including financial management, international financial management, cost management, investment, computer financial management;
Public basic course: This is a compulsory course for students majoring in financial management in colleges and universities, which mainly includes politics, physical education, foreign languages, computer basics, mathematics, military training, natural science and humanistic quality.
Specialized elective courses: including specialized English, asset appraisal, business management of commercial banks, financial engineering, capital operation and tax law.
Professional basic courses: the main courses include western economics, accounting, finance, monetary banking, management, economic law, statistics, management information system, marketing, financial analysis, etc. These courses require students to master the basic theories, knowledge and skills of the subject.
Interdisciplinary course: interdisciplinary course aimed at expanding the knowledge of financial management students. It mainly includes auditing, computer accounting, accounting theory, international finance, accounting professional ethics, environmental accounting, accounting system design, lease accounting, management accounting, human resource accounting and other courses.
Fast Customs Clearance Course ACCA Global Private Broadcasting Course Student Employer Through Train Course Weekend Face-to-Face Course Winter and Summer Vacation Course Other Courses
Please introduce these specialized courses in detail.
2. What are the requirements for 2.CFA project registration? Those who want to sign up for CFA program must have a bachelor's degree or equivalent professional level. The applicant's degree will be reported to the Investment Management and Research Association when filling in the application form, and the Investment Management and Research Association will conduct random sampling inspection to ensure that the candidates really meet this requirement. The time for candidates to obtain a bachelor's degree shall not exceed 65438+February 3 1 day in the year of examination at the latest. Candidates who fail to meet this date will be disqualified and their test scores will be cancelled. If the applicant does not have a bachelor's degree, but has a considerable professional level, he can also be admitted as a candidate. "Investment Management and Research Association" uses work experience to evaluate people's professional level. Generally speaking, four years of work experience is considered as a substitute for a bachelor's degree. These four years of work experience is not necessarily related to investment, as long as it is legal, full-time and professional. However, temporary jobs, such as summer jobs and part-time jobs, are not regarded as effective experiences. When submitting the application form, you must attach a detailed description of relevant work experience. 3.CFA exam content and form CFA exam content is divided into three different levels, namely level 1, level 2 and level 3. Examinations are held all over the world, and each candidate must complete three different levels of examinations in turn. With the increasing number of CFA exam references, since 2003, the Investment Management and Research Association has increased the first-level exam from once a year to twice a year. In addition to being held in 65,438+060 test sites around the world in May/June, it will be held again in 23 regions including Singapore and Hong Kong in 2003. Therefore, from 2003, the first-level candidates will have two opportunities to take the exam. CFA exam items cover a wide range. The higher the level, the wider the scope and the more difficult the topic. In order to facilitate candidates to review for the exam, the Investment Management and Research Association publishes some CFA exam review materials every year, and gives different reading materials for different exam levels, all in the form of original works or excerpts from papers. The examination contents mainly include: ① ethics and professional norms; ② Financial accounting; ③ Quantitative techniques; 4 economics; ⑤ Analysis of fixed income securities; ⑥ Analysis of equity securities; ⑦ portfolio investment management. The "knowledge system" of CFA exam includes: moral and professional standards, quantitative statistics, economics, accounting analysis, corporate finance, debt investment analysis, equity investment analysis, derivative analysis, other investment analysis, portfolio management and investment performance measurement and reason analysis. The focus and degree of CFA Level 3 exam are different. The I-level exam is a multiple-choice question, which focuses on investment principles and investment tools, and mainly examines candidates' understanding of investment evaluation and management tools and concepts; The second and third levels are a combination of case analysis and multiple-choice questions, each accounting for 50%, focusing on the analysis and decision-making ability of candidates to comprehensively apply investment principles in practice. Among them, the second level mainly examines the ability of asset evaluation, and the third level examines the ability of portfolio management and asset allocation. The main courses are: economics (macroeconomics, microeconomics, international finance, international trade), quantitative analysis, international financial market and investment tools, selective investment, equity capital evaluation, fixed income investment analysis, financial analysis, corporate finance, portfolio management, financial derivatives, professional ethics and ethics. Course: CFA's curriculum and certification content are deeply rooted in investment management practice, involving rich basic knowledge of financial investment-related disciplines. With the development of the financial market, the examination standards and bibliography are revised every year to reflect the latest changes in the investment field. 4. The condition for obtaining the vocational qualification certificate (1) to pass the Level 3 and Level 1 examination is mainly to examine the candidates' understanding of the tools and concepts of investment evaluation and management; The second level mainly examines the ability of asset evaluation; Level III examines the ability of portfolio management and asset allocation. The second and third level examinations are 50% examination papers and 50% application questions (mainly case analysis). Candidates must have obtained a bachelor's degree (or the fourth year of undergraduate course) before taking the CFA certification examination, but they do not necessarily have working experience in investment management decision-making. Because "Investment Management and Research Association" put the Level 3 exam on the same day, and requires that you must pass the upper level exam before you can enter the next level exam, the shortest time for a candidate to pass the Level 3 exam is three years. AIMR designed CFA certification examination in this way in order to combine the study, education and work experience of candidates in a short time, to achieve complementary effects, broaden candidates' horizons and deepen their understanding of knowledge. Taking CFA certification examination is mainly a self-study process, and each level of examination generally takes up to 250 hours of preparation time, which varies from person to person. After registering and taking the CFA certification exam, AIMR will send the study guide to the candidates. According to the study guide, candidates can order auxiliary teaching materials recommended by AIMR to review and prepare for the exam. However, it must be pointed out that CFA certification examination is not an entry-level basic knowledge examination, and the difficulty is at least up to the level of postgraduate courses, and it is an all-English examination. (2) Three years of working experience recognized by the Investment Management and Research Association. Including: collecting, evaluating and applying financial, economic and statistical data in the process of investment decision-making, such as financial analysis, investment management and securities analysis. ); Directly or indirectly responsible for others to carry out the above activities; Engaged in the teaching and training of the above investment decision-making activities. Applicants who require CFA certification by Investment Management and Research Association spend more than 40% of their time in the above work, and their work experience during holidays, internships and internships will not be recognized. You can accumulate work experience before, during and after the CFA exam, but CFA certification can only be obtained after three years of relevant work experience accumulation. (3) Meet the membership requirements of AIMR (mostly professional ethics and moral requirements) and apply to become a member of the Investment Management and Research Association. Participating in CFA certification is a time-consuming and labor-intensive investment with great return value. After the above arduous learning process and meeting the requirements of AIMR, candidates can be allowed to use CFA titles. In the 38 years since the CFA project was launched (up to 200 1), only about 4 1400 professionals in the world have obtained CFA certification. Having CFA qualification is a strong proof of the high professional level and moral standard of an investment decision management practitioner. Relevant industries in major developed countries in the world regard it as a measure of senior talents in an industry, and entrust people who have obtained CFA qualifications with heavy responsibilities and high salaries. To sum up, people who pass CFA Advanced Level Examination cannot get CFA certificate immediately unless they have worked as financial analysts for more than three years and are members of Financial Analysts Association. It can be seen that CFA not only needs comprehensive financial theoretical knowledge, but also needs practical experience and good professional ethics. They must also abide by the code of professional ethics published by the Investment Management and Research Association. 5. The basic characteristics of CFA cover the following three aspects: (1) Knowledge CFA's extensive study courses make it necessary for investment professionals to master professional knowledge from portfolio management to asset valuation, derivative securities and quantitative analysis. In order to get the right to use CFA titles, on average, candidates need 240 hours to prepare for this exam. Even so, about half of the candidates fail the exam every year. (2) Honest investors' trust in asset managers and financial analysts must be unconditional. If investment professionals want to win this trust, honesty must always be an unquestionable quality. Therefore, in order to win and maintain the right to use CFA charter, it is equally important to strictly abide by the ethics of investment management and research association and master the knowledge of CFA plan. However, unlike many other industries, in the investment industry, the boundary between moral behavior and immoral behavior is not always clear. Only by clearly understanding how to apply these rules, regulations and ethics can investment professionals safely avoid moral disputes and correctly serve customers. CFA's charter stipulates many responsibilities in the Statement of Professional Conduct, which must be signed every year, including diligence and meticulous work style in all aspects of investment decision-making. (3) Degree of specialization In the investment management industry, no other symbol enjoys such high prestige as the CFA charter. The list of individuals holding CFA charter includes CEOs and partners of first-class investment companies, the most important investment strategy experts and research institutions with high reputation in the world. Investment professionals can enter excellent companies and win wide respect and trust in all fields of investment industry by adding CFA title after their names. Both CFA subjects and CFA candidates should agree to sign this code. The Code requires CFA to follow a good code of conduct when dealing with customers, bosses, employees, colleagues and cooperative managers, carefully understand the letter and spirit of the law, and fully cooperate with regulatory agencies, exchanges and industry groups; CFA must think what customers think and must not act against the interests of customers; CFA should not ask others who recommend its services to pay fees or commissions, and should be very cautious when borrowing information from other analysts to prevent plagiarism; CFA cannot advertise its title in order to attract others. Every year, CFA must re-check whether it meets this standard. At the same time, once any complaint about ethics from customers is disclosed, the disclosed person may lose the title of CFA. "Investment Management and Research Association" imposes severe sanctions on violators, including expulsion or cancellation of CFA registration title. Because the American securities business has a complete elimination mechanism, securities practitioners cherish this title very much.
Curriculum of Asset Appraisal and Management Specialty
Professional core courses and main practical links: asset evaluation, basic knowledge of asset management, financial accounting, auditing, information science, China taxation, computerized accounting, project evaluation, investment economics, monetary banking, introduction to joint-stock economy, general theory of companies, international finance, securities economics, asset evaluation practice, accounting simulation practice, investigation and research, graduation thesis, etc. , as well as the main characteristic courses and practical links of each school.
What courses should I take in asset appraisal and management?
With the development of asset flow such as enterprise merger and reorganization, asset appraisal has a history of one hundred years in developed market economy countries, and it is still a new industry in China. Its main function is to evaluate and estimate the value of assets in transactions. With the acceleration of the marketization process, the asset flow business and capital management business of Chinese enterprises such as merger, reorganization, asset sale, transfer and mortgage are becoming more and more frequent. Therefore, the demand for high-quality asset appraisers and asset managers is increasing day by day. Adapting to the market demand and cultivating intermediary and management talents are the outstanding characteristics of this major.
Nowadays, asset appraisal has become an indispensable thing in economic life. The fixed assets of enterprises should be evaluated, as well as intangible assets; The listing of enterprises should be evaluated, as should joint ventures, cooperation, mergers and bankruptcies. Not only enterprises, but also people's daily life lacks evaluation. Buying a house, buying second-hand goods, collecting works of art, buying and selling securities, personal credit, property dispute litigation, inheritance distribution, etc. Need to be evaluated.
The main courses studied are as follows: the curriculum system of this major is closely integrated with the national certified asset appraiser examination subjects, and the teaching materials are selected from the synchronous examination teaching materials and reference books of certified asset appraisers. The main courses include advanced mathematics, college English, introduction to asset evaluation, economic law, foundation of architectural engineering evaluation, financial accounting, financial management, computer foundation, database language, capital management, finance, monetary banking, and state-owned assets management. The scientific setting of the course creates good conditions for students to take the social practice qualification examinations such as certified asset appraiser, certified accountant and project appraiser. At the same time, this major also pays special attention to the study and training of English, advanced mathematics and other public courses, laying a solid foundation for students to develop to a higher level.
Enterprise Asset Management On-the-job Graduate Asset Management
School: university of international business and economics
Establishment of College: School of Statistics
Theme: Finance
Course Name: Asset Management and Quantitative Investment Direction According to the training plan for graduate students majoring in finance in university of international business and economics, classroom teaching is implemented according to the specific situation of asset management and quantitative investment direction.
Degree courses:
Microeconomics, macroeconomics, finance and international economics
Monetary and financial theory of socialist economy
Asset management module:
Portfolio and fund management fixed income and trust product investment
Insurance planning and financial planning derivatives and alternative investments
Quantitative investment module:
Financial engineering and quantitative investment, technical analysis and high-frequency trading
Financial statistics and econometric arbitrage and program trading
Financial markets and financial planning module:
Financial market practice financial planning practice
Analysis of financial risk management in financial statements 1. The application for a degree shall be handled in accordance with the provisions of the Academic Degree Office of graduate department City, university of international business and economics on the application for a master's degree by graduate students with the same academic qualifications. The tuition fees paid do not include the fees after entering the thesis stage.
2. Those who register for postgraduate courses can apply for a master's degree at the time of registration.
3, the national unified organization of English and economics comprehensive level examination, by the university of international business and economics Institute of Statistics to assist students to go through the formalities in graduate department, the fees paid by the students in accordance with the regulations.
Our college will arrange teachers to guide students' papers. 1. With the development of international and domestic financial markets, asset management has become an important field of financial market development and innovation in China at this stage.
2. Increasing asset management business is the best choice for financial industry to expand asset scale and increase income;
3. Asset management is an inevitable choice for enterprises to pursue long-term stable income;
4. Asset management is the most favorable choice for ordinary investors (families and individuals);
5. Asset management is an effective way to standardize the financial market and greatly reduce market volatility;
6. Asset management business is the incentive and motivation of financial practitioners, promoting the survival of the fittest and optimizing the financial team;
7.* * * Support and policy support: Asset management has brought huge benefits to society, financial industry, enterprises and individuals. Since 20 12, * * * has given strong support and relaxed the policy, with the aim of unswervingly carrying out this business.
What courses are there in finance, investment and management (I hope it can be supplemented)
I study finance, but the courses in different universities are not consistent, so I can only talk about what I have studied.
Advanced mathematics (calculus), linear algebra, probability weight theory and mathematical statistics, statistics, college English, principles of Marxist political economy, introduction to socialist market economy, western economics (macro and micro), insurance, accounting principles, finance, monetary banking (monetary finance), international finance, international trade, international economics, financial marketing, securities investment and investment. Financial English, modern commercial bank management and operation, economic law, project financing, computer foundation, DRWAMWEAVER web page making and design, credit management.
I have learned so much now, and I will tell you what I have learned after a year.
What are the budget management courses in administrative institutions?
The state-owned assets management activities of administrative institutions should follow the principles of combining asset management with budget management, combining asset management with financial management, and combining physical management with value management. (1) straighten out the management system of state-owned assets in administrative institutions. Financial departments at all levels are functional departments responsible for the management of state-owned assets in administrative institutions, and implement comprehensive management of state-owned assets in administrative institutions. (2) Establish and improve the rules and regulations of state-owned assets management in administrative institutions. In 2006, the Ministry of Finance promulgated the Interim Measures for the Management of State-owned Assets in Administrative Units and the Interim Measures for the Management of State-owned Assets in Public Institutions in the form of Order No.35 and Order No.36 respectively. Local financial departments at all levels have also formulated and improved the rules and regulations on the management of state-owned assets in local and local administrative institutions in accordance with the requirements of the two measures. (3) Comprehensively strengthen the supervision and management of asset allocation, use and disposal. An effective supervision system for the whole process of state-owned assets in administrative institutions from formation, use to disposal has been established. (4) Do a good job in asset inventory and promote the informationization of asset management. Find out the "family property", master the quantity, composition and use of assets, realize dynamic management, and improve the information level of state-owned assets management in administrative institutions.
What is the financial investment management training course about? I want to know the training content. ......
The training course of investment management takes the maximization of value as the starting point, and guides students to explore the essence of value promotion through classroom teaching and practical cases, so that students can understand the source of enterprise value and the strategic elements of creating and destroying value, so as to have a deeper understanding of the impact of strategy on value. After training in Dream Garden, you can:
1. Integrate and apply major financial and investment management knowledge to formulate and improve the financial strategy of the enterprise;
2. Evaluate complex financial data, plan feasible strategic plans, and provide tactical options suitable for different situations;
3. Design and implement effective financial measures and set financial indicators to ensure the stable growth and sustainable development of enterprises;
4. Manage the internal and external teams independently under the limited resources and time (such as listing on an exchange);
5. Become a highly professional and honest financial practitioner in company, society and personal development.
If you are interested, you can learn about Andy's Dream Garden Learning Exchange Group 2 12+360+239.
On-the-job graduate students in asset management business
Institution: university of international business and economics.
Establishment of College: School of Statistics
Direction Name: Asset Management and Quantitative Investment
Major: Finance
Equipped with the strongest combination of teachers
On-the-job graduate students in university of international business and economics enjoy exactly the same enjoyment as those who enroll graduate students, both of whom are masters and doctors. Shi Jianjun, president of university of international business and economics, and Professor Liu Lixin, vice president of Statistical Research Institute, enjoy a high reputation in this field. Both of them are engaged in on-the-job postgraduate teaching.
The course is internationalized, advanced and practical.
University of international business and economics is characterized by internationalization and cutting-edge. Finance has always been a dominant discipline, and the courses offered are also closely related to the international financial market, such as quantitative investment, statistical arbitrage, high-frequency trading and so on.
This course closely combines asset management with quantitative investment technology.
The course teaches the development model and application of asset management business in various financial industries, especially the application of quantitative investment technology and programmed trading in asset management: arbitrage strategy design, investment scheme implementation, risk analysis, market prediction and so on. , aiming at cultivating compound financial senior talents.
Regular thematic lecture forum for in-service graduate students.
Invite * * * and well-known experts in the industry to hold a series of lectures on economic and financial policy analysis, financial supervision, financial market investment and risk management. Such as: precious metal market investment, venture capital, investment banks, hedge funds and other topics. 1. With the development of international and domestic financial markets, asset management has become an important field of financial market development and innovation in China at this stage;
2. Increasing asset management business is the best choice for financial industry to expand asset scale and increase income;
3. Asset management is an inevitable choice for enterprises to pursue long-term stable income;
4. Asset management is the most favorable choice for ordinary investors (families and individuals);
5. Asset management is an effective way to standardize the financial market and greatly reduce market volatility;
6. Asset management business is the incentive and motivation of financial practitioners, promoting the survival of the fittest and optimizing the financial team;
7.* * * Support and policy support: Asset management has brought huge benefits to society, financial industry, enterprises and individuals. Since 20 12, * * * has given strong support and relaxed the policy, with the aim of unswervingly carrying out this business. registration requirement
1, engaged in social work for more than three years;
2. After graduating from college for three years and obtaining a bachelor's degree, you can apply for a master's degree in economics in finance. According to the postgraduate training plan of university of international business and economics Finance, classroom teaching is implemented according to the specific situation of asset management and quantitative investment direction.
Degree courses:
Microeconomics, macroeconomics and finance
International economics, monetary banking, socialist economic theory
Asset management module:
Portfolio and fund management fixed income and trust product investment
Insurance planning and financial planning derivatives and alternative investments
Quantitative investment module:
Financial engineering and quantitative investment, technical analysis and high-frequency trading
Financial statistics and econometric arbitrage and program trading
Financial markets and financial planning module:
Financial market practice financial planning practice
Analysis of financial risk management in financial statements 1. The application for a degree shall be handled in accordance with the provisions of the Academic Degree Office of graduate department City, university of international business and economics on the application for a master's degree by graduate students with the same academic qualifications. The tuition fees paid do not include the fees after entering the thesis stage.
2. Those who register for postgraduate courses can apply for a master's degree at the time of registration.
3, the national unified organization of English and economics comprehensive level examination, by our college to assist students to go through the formalities in graduate department, the fees paid by the students in accordance with the regulations.
Our college will arrange teachers to guide students' papers.
What are the main courses offered by the financial management major?
Financial management is an important aspect of enterprise management. With the deepening of China's market economy and the healthy development of financial markets, financial decision-making business such as investment and financing analysis has increasingly become an important part of enterprise decision-making. So this major includes corporate decision-making, financial management, corporate finance, financial engineering and risk management, securities investment and futures option management.
Main subjects: economics, business administration.
The basic courses are: economics foundation, economic mathematics foundation, accounting, auditing and computer application foundation.
Professional basic courses and specialized courses include: financial management, corporate finance, finance, financial marketing, securities investment, financial risk management, financial engineering, futures options and derivative securities, auditing, financial statement analysis, management accounting, economic forecasting and decision-making, econometrics, C language, introduction to e-commerce, financial management information system, asset evaluation, investment banking, actuarial science, corporate financial theory and venture capital.
Fast Customs Clearance Course ACCA Global Private Broadcasting Course Student Employer Through Train Course Weekend Face-to-Face Course Winter and Summer Vacation Course Other Courses