1. A school with a master's degree in financial management.

There are not many universities that recruit graduate students majoring in financial management, followed by China Renmin University, Fudan University, Dongbei University of Finance and Economics, Shanghai University of Finance and Economics, Zhongnan University of Economics and Law and Southwestern University of Finance and Economics. Other universities offer financial management in accounting or business administration, such as Xiamen University and Cai Zhong.

2. How to compare the gold content of CFA and CFP?

CFA and CFP are both high-quality work certificates in the financial industry. The specific advantages of the two are as follows:

1 and the advantages of CFA:

Just as obtaining CFA charter certificate shows the persistent pursuit of higher standards by investment professionals, hiring CFA charter certificate holders also shows the company's attention to this. Employers and media all over the world regard CFA franchising as a professional standard. With such wide recognition, CFA charter holders enjoy obvious competitive advantages in the international workplace.

CFA licensees usually work for investment companies, mutual fund companies, securities companies, investment banks and so on. Or become a private wealth manager.

Employers with the largest number of CFA franchisees in Chinese mainland include PricewaterhouseCoopers, Bank of China, Industrial and Commercial Bank of China, China International Capital Corporation, HSBC, CITIC, BNP Paribas, UBS Group AG, Deloitte, Ernst & Young, China Ping An Insurance, China Merchants Group, Guotai Junan Securities Co., Ltd. and so on.

2. Advantages of 2.CFP:

CFP (International Financial Planner) is a higher-level qualification certification system of CFP. CFP qualification certificate is recognized as the authoritative grade certificate of financial management industry in the United States and even the world. CFP qualification is widely awarded to professionals in the field of financial management, including financial managers, fund managers, chief financial officers, investment consultants, investment bankers and financial consultants. CFP qualification has been included in FPSB international certification system.

The acceleration of world economic integration and the vigorous development of global financial management market have brought a great demand for financial management practitioners, especially wealth management and capital market operation professionals. There is a shortage of senior financial talents in China, and there is a huge gap between supply and demand of financial planners. Obtaining a CFP certificate means getting an unparalleled high salary and decent work nature.

(2) Extended reading of wealth management course:

Introduction to CFA:

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.

CFA qualification examination is conducted in English. Candidates should not only have financial knowledge, but also have good English reading ability. Successfully passing CFA course is an achievement, which can win the high respect of employers, investors and the whole investment community.

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 at the global 160 test center in June, it will be held again in 23 regions such as Singapore and Hong Kong where candidates are concentrated in February.

Therefore, from 2003, the first-level candidates will have two opportunities to take the exam. Examination rooms have been set up in mainland China. The test sites in June each year are Beijing, Shanghai, Guangzhou, Nanjing, Chengdu, Dalian, Hangzhou, Tianjin, Shenzhen, Wuhan and Hong Kong, and the test sites in June 65438+February are Beijing, Shanghai, Guangzhou, Hangzhou, Chengdu, Qingdao, Shenzhen and Hong Kong.

The examination covers a wide range of financial knowledge, while examining the latest financial market-related knowledge and the latest research results in the financial field. The difficulty of the exam increases with the improvement of the grade. Although it is not a registration exam, it is extremely difficult to pass Level 2 and Level 3. The pass rate at all levels is about 35% (conditional probability), that is, candidates can only register at the next level if they pass the previous level. It takes at least 20,000-30,000 RMB to complete all the exams.

3. Is the financial management major a financial major?

Financial management majors cultivate knowledge and ability in financial management and related fields such as finance, accounting and law. , and have the ability of manual accounting, accounting information system software application, fund raising, financial feasibility evaluation, financial statement analysis and tax planning, and have excellent financial professional skills in wealth management, which can provide directional guidance and specific methods for financial decisions of companies and individuals.

The main contents of financial management specialty

Main subjects: economics, business administration.

Main courses: management, microeconomics, macroeconomics, management information system, statistics, accounting, financial management, marketing, economic law, intermediate financial management, advanced financial management, commercial bank management, etc.

Main practical teaching links: including computer simulation, teaching practice, etc. , usually arranged in 10- 12 weeks.

Business training objectives: this major trains senior business administration professionals with knowledge and ability in management, economy, law, financial management and finance, who can engage in financial, financial management, teaching and scientific research in industrial and commercial enterprises and institutions and * * * departments.

Business training requirements: Students in this major mainly study the basic theory and knowledge of financial management, receive basic training in financial management methods and skills, and have the basic ability to analyze and solve financial problems.

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4. What does the financial management major include?

Financial management majors cultivate knowledge and ability in financial management and related fields such as finance, accounting and law. The major of financial management has the abilities of manual accounting, software application of accounting information system, fund raising, financial feasibility evaluation, financial statement analysis, tax planning, etc., and has outstanding financial professional skills of wealth management, which can provide directional guidance and specific methods for financial decisions of companies and individuals.

The main contents of financial management specialty

Main subjects: economics, business administration.

Main courses: management, microeconomics, macroeconomics, management information system, statistics, accounting, financial management, marketing, economic law, intermediate financial management, advanced financial management, commercial bank management, etc.

Main practical teaching links: including computer simulation, teaching practice, etc. , usually arranged in 10- 12 weeks.

Business training objectives: this major trains senior business administration professionals with knowledge and ability in management, economy, law, financial management and finance, who can engage in financial, financial management, teaching and scientific research in industrial and commercial enterprises and institutions and * * * departments.

Business training requirements: Students in this major mainly study the basic theory and knowledge of financial management, receive basic training in financial management methods and skills, and have the basic ability to analyze and solve financial problems.

5. Standards for registered private banks in China

The contents of private banking services are very extensive, including asset management services, insurance services, trust services, tax consultation and planning, heritage consultation and planning, real estate consultation and so on. Every client has a dedicated wealth management team, including accountants, lawyers, financial management and insurance consultants. Generally speaking, private banks provide customers with one-to-one full-time account managers, and each account manager is supported by an investment team. Through an account manager, customers can manage various financial assets distributed in money market, capital market, insurance market, fund market, real estate, bulk commodities, private equity and so on.

Users who want to open private banking services must have at least $6.5438+0 million in current assets, while generally speaking, customers deposit between $2 million and $5 million. Many tens of millions or even hundreds of millions of rich people often need to use 1 or more private banking services.

Private banks in China started in 2007. In March 2007, Bank of China established private banking departments in Beijing and Shanghai in cooperation with its strategic investor Royal Bank of Scotland. Subsequently, foreign banks such as Citibank, BNP Paribas and Deutsche Bank followed suit and started private banking business. By the end of 20 10, 16 domestic banks had opened more than 150 private banking outlets in 22 cities, with more than 20,000 customers and assets under management exceeding 3 trillion yuan.

On March 28th, 2007, the Private Banking Department of Bank of China became the first Chinese bank to set up a private banking department in China. In July 2009, China Banking Regulatory Commission issued the Notice on Further Regulating the Investment Management of Personal Financial Services of Commercial Banks, which opened the application for private banking licenses nationwide and allowed the establishment of private banking franchises. China Banking Regulatory Commission only issued private banking licenses to three banks, and only managed the headquarters of private banks established in Shanghai.

Shanghai Xiejin Education Group and the University of C? te d 'Azur jointly launched the EIPB project, which has a complete curriculum system and practical guide for private banking and wealth management. Help students achieve professional abilities such as managing financial assets and improving investment strategies according to the actual needs of their own career development. At the same time, improve service awareness, reduce professional risks, and achieve seamless docking with the world's leading wealth management private banking financial industry.

6. Help securities follow-up training wealth management series 2: portfolio management and duration testing, thank you.

The answer is as follows:1a; The answer to question 2 is "after two years, the value is $82.64 100". You copied it wrong. A, like D, should have the wrong answer, and the last one is 1000 USD. 3D； 4A； 5D； 6D； 7A； 8B； 9C； 10C .

Just submit it casually, and it will definitely pass.

7. What is the direction of international financial employment?

The main employment directions are: financial analyst, financial risk manager, chartered wealth manager, fund manager, actuary, vice president, audit supervisor, product developer, backstage staff (with experience in finance, settlement and taxation) and so on.

The Central Bank (People's Bank of China), China Banking Regulatory Commission, China Securities Regulatory Commission and China Insurance Regulatory Commission are all financial regulatory agencies.

Commercial banks, including the four major banks and joint-stock companies, city commercial banks and domestic branches of foreign banks. Policy banks such as China Development Bank and China Agricultural Development Bank.

Securities companies (including fund management companies), trust and investment companies, financial holding groups and other financial companies with greater risks. Insurance company, insurance brokerage company. Social security fund management center or social security bureau.

* * * Administrative agencies in the sequence of national civil servants, such as finance, auditing, customs and other departments; Teachers majoring in finance in colleges and universities; Research institutions, researchers.

(7) Extended reading of wealth management course:

Discipline composition

As a discipline, international finance can be divided into two parts: international finance (theory, system and policy) and international financial practice. The former includes: balance of payments, foreign exchange and exchange rate, foreign exchange management, international reserves, international financial markets, international capital flows, international monetary system, regional monetary integration, international financial coordination and global international financial institutions.

The latter includes: foreign exchange transactions (including international derivatives transactions), international settlement, international credit, international securities investment and international banking and management.