Diploma course
2019-09-12
9119次阅读
2019 Finance (CFA Specialty Class) Major
Code:
020301K
I. Training Objectives
The objective of the "CFA Specialty Class" is to foster interdisciplinary specialized professionals who:
are morally, intellectually, physically and aesthetically well-developed and have excellent ideological and professional ethics and professionalism.
have a global perspective, and strong proficiency in a foreign language and computer skills.
have a solid grasp of the theoretical knowledge in modern economics and finance, business knowledge and professional skills particularly in banking, securities, insurance, investment, and financing, and are able to practice as a CFA.
develop a good sense of innovation and scientific literacy.
build career in industry, research, education in financial companies and institutions, and government agencies.

II. Training Requirements
This major combines all-round education with professional education, class teaching with practical teaching, and individualized development with common improvement as the principles to set this training program. The requirements for students in this program are as follows:
1. Master the basic theoretical knowledge of economics and finance, modern financial operation management methods, extensive basic knowledge in major disciplines of the humanities and social science, and the ability to analyze and resolve financial, social, and economic issues;
2. Get familiar with China's guidelines, policies, laws and regulations related to finance, and cultivate good work ethics and a sense of social responsibility;
3. Learn about the financial theories and business in other countries and international customary practice, and grasp the future development trend of the global financial industry;
4. Be able to use computers, math and foreign language tools skillfully to resolve specific financial issues effectively;
5. Cultivate a strong capability of social practice and social communication;
6. The curriculum setting of this major integrates the curriculum system of the U.S. Chartered Financial Analyst (CFA) examinations. Students graduating from this major will reach the level of CFA Level I.
III. Core Program
Economics
IV. Core Knowledge Fields
Economics theory, financial theory and practice, investment theory and practice, financial econometric methods and related knowledge
V. Core Courses
With the CFA examination outline as the model, the main courses include: Political Economics, Microeconomics, Macroeconomics, Finance, Insurance, Accounting, Probability and Statistics, Econometrics, Operations and Management of Commercial Banks, Securities Investment, Corporate Finance Principles, International Finance, International Settlement, Financial Derivatives, Financial Engineering, Commercial Bank Accounting, Investment Principles, Investment Project Evaluation, Risk Management Principles, Behavior Finance, Fixed-Income Securities, Tax Law, etc., and CFA examination courses: Ethical and Professional Standards, Economics, Quantitative Methods, Financial Statements Analysis, Corporate Finance, Investment Portfolio Management, Equity and Fixed Investment, Derivatives and Alternative Investment, etc.
VI. Standard Years of Study
4


VII. Degree Conferred
Bachelor of Economics

VIII. Professional Education Curriculum Settings (see the appendix table)
IX. Innovation and Entrepreneurship Practice and Student Development
Practice Category
Practice Name
Credits
Curriculum Organization (Semester, Weeks, or Hours)
Basic practice course (compulsory)
Military training
1
Centralized arrangement for 4 weeks in the first semester
Basic practice course (compulsory)
Social practice/international exchange
1
Social practice (international exchange): once, including practice on holidays, practice on weekends, voluntary service, domestic/overseas visit (study tour) or other practice activities
Basic practice course (compulsory)
Professional internship
2
4 weeks
Basic practice course (compulsory)
Graduation thesis/design/general training for graduation
6
15 weeks
X. Graduation Credits Requirements
Course Category
Minimum Credits Required
Proportion
Course Sub-category
Minimum Credits Required
Remarks
General education course
39
30%
Basic general education course
33

Extended general education course (including at least two types)
6

Specialized course
91
70%
Specialized core course
63

Specialized optional course
28

Individualized course
/
Besides obtaining the minimum credits required for each type of course, students can select other courses at their choices. These mainly include public elective courses open to the whole university, specialized courses set up by other majors, innovation research short courses, entrepreneurship instruction courses, and autonomous extracurricular practice.
Free practice course
10

Total credits required
148


Overview of Curriculum Settings for Undergraduate Teaching of the 2019 Finance (CFA Specialty Class) Major (1)
Basic general education course
Code:

No.
Course Code
Course Name
Colleges
Credits
Teaching Hours-Practice Hours per Week
Total Hours
Allocation of Total Hours
Semesters
Study Term Suggested
Credits Type
Remarks
Class Teaching Hours
In-class Practice
Autumn
Spring
Curriculum Design
Experiment
Practical Training
Others
1
1300860009
University Computer
College of Computer Software
3
2-2
72
36
0
36
0
0

1
Science credits

2
5000850002
Situation and Policy
Marxism College
2
1-1
36
20
0
0
0
16

1
Liberal arts credits

3
5002040001
China’s modern and contemporary history
Marxism College
3
2-1
54
36
0
0
0
0

1
Liberal arts credits

4
5100030001
Military Theories
Armed Forces Department, Student Department
2
2-0
28
28
0
0
0
0

1
None

5
5200820001
College English (1)
College English Teaching Department
5
4-2
84
56
0
0
28
0

1
None

6
5300040001
PE
PE Department
0.5
2-0
36
36
0
0
0
0

1
None

7
5000690001
Moral Cultivation & Basic Knowledge of Law
Marxism College
3
2-1
54
38
0
0
0
16

2
None

8
5200610002
College English (2)
College English Teaching Department
5
4-2
108
72
0
0
36
0

2
None


9
5300050001

PE Department
0.5
2-0
36
36
0
0
0
0

2
None

PE (2)
10
5002050001

Marxism College
2.5
2-1
45
36
0
0
0
0

3
Liberal arts credits


10

Summary of Mao Zedong’s Thoughts and the Theoretical System of Chinese Characteristic Socialism (1)

2.5
2-1
45
36
0
0
0
0



Liberal arts credits

11
5300060001

PE Department
0.5
2-0
36
36
0
0
0
0

3
None

PE (3)
12
5002030001
Summary of Mao Zedong’s Thoughts and the Theoretical System of Chinese Characteristic Socialism (2)
Marxism College
2.5
2-1
45
36
0
0
0


4
Liberal arts credits

13
5300070001

PE Department
0.5
2-0
36
36
0
0
0
0

4
None

PE (4)
14
5000440001
Basic Principle of Marxism
Marxism College
3
2-1
54
38
0
0
0
16

5
None

Total
33
/
724
540
0
36
64
48
/
/
/
/
/



Overview of Curriculum Settings for Undergraduate Teaching of the 2019 Finance (CFA Specialty Class) Major (2)
Extended general education course (including at least two types)
Category
Humanity and art
Social science
Natural science
Life science
Innovation and entrepreneurship
Chinese culture


Overview of Curriculum Settings for Undergraduate Teaching of the 2019 Finance (CFA Specialty Class) Major (3)
Specialized core course
Code:

No.
Course Code
Course Name
Colleges
Credits
Teaching Hours-Practice Hours per Week
Total Hours
Allocation of Total Hours
Semesters
Study Term Suggested
Credits Type
Remarks
Class Teaching Hours
In-class Practice
Autumn
Spring
Curriculum Design
Experiment
Practical Training
Others
1
1900690001
Calculus C (1)
Math
4
4-0
56
56
0
0
0
0

1
Science credits

2
0201250002
Accounting
Economics
3
3-0
54
54
0
0
0
0

2
Liberal arts credits

3
0202210001
Microeconomics
Economics
4
4-0
72
72
0
0
0
0

2
Liberal arts credits

4
0208380001
Finance (English Version)
Economics
3
3-0
54







2
Liberal arts credits

5
1900730001
Calculus C (2)
Math
4
4-0
72
72
0
0
0
0

2
Science credits

6
0201130001
Macro-economics
Economics
4
4-0
72
72
0
0
0
0

3
Liberal arts credits

7
0201470001
Finance
Economics
3
3-0
54
54
0
0
0
0

3
Liberal arts credits

8
0205560001
Probability & Statistics (English Version)
Economics
4
4-0
72
72
0
0
0
0

3
Science credits

9
0205600001
Analysis of Financial Statement(English version)
Economics
3
3-0
54
54
0
0
0
0

3
Liberal arts credits
Institution teaching
10
1902210001
Linear Algebra
Math
2
2-0
36
36
0
0
0
0

3
Science credits

11
0202630002
Securities Investment
Economics
3
2-2
72
36
0
0
36
0

4
Liberal arts credits


12
0203740002
Principles of Corporate Finance (English Version)
Economics
3
3-0
54
54
0
0
0
0

4
Liberal arts credits

13
0205610001
Quantitative Methods (English Version)
Economics
2
2-0
36
36
0
0
0
0

4
Liberal arts credits
Institution teaching
14
0205620001
Advanced Financial Reporting and Analysis (English Version)
Economics
3
3-0
54
54
0
0
0
0

4
Liberal arts credits
Institution teaching
15
0200790001
International Finance (English Version)
Economics
3
3-0
54
54
0
0
0
0

5
Liberal arts credits

16
0202960001
Operations and Management of Commercial Banks
Economics
3
2-2
72
36
0
0
36
0

5
Liberal arts credits

17
0204100002
Financial Derivatives (English Version)
Economics
3
3-0
54
54
0
0
0
0

5
Liberal arts credits

18
0205570001
Fixed Income Securities (English Version)
Economics
3
3-0
54
54
0
0
0
0

5
Liberal arts credits

19
0205630001
Ethical and Professional Standards (English Version)
Economics
2
2-0
36
36
0
0
0
0

5
Liberal arts credits
Institution teaching
20
0205640001
Portfolio Management (English Version)
Economics
2
2-0
36
36
0
0
0
0

5
Liberal arts credits
Institution teaching
21
0205580001
Financial Engineering (English Version)
Economics
3
3-0
54
54
0
0
0
0

7
Liberal arts credits

Total
64
/
1172
1046
0
0
72
0
/
/
/
/
/


Overview of Curriculum Settings for Undergraduate Teaching of the 2019 Finance (CFA Specialty Class) Major (4)
Basic practice course (compulsory)
Code:

No.
Course Code
Course Name
Colleges
Credits
Teaching Hours-Practice Hours per Week
Total Hours
Allocation of Total Hours
Semesters
Study Term Suggested
Credits Type
Remarks
Class Teaching Hours
In-class Practice
Autumn
Spring
Curriculum Design
Experiment
Practical Training
Others
1
5100040001
Military training
Armed Forces Department, Student Department
1
1-0
16
16
0
0
0
0

1
None
Centralized arrangement for 4 weeks in the first semester
Military Training
2
0000010002
Professional internship

2
-
36






7

4 weeks
Specialized Practice
3
0000010003
Social practice/international exchange

1
-
18






7

Social practice (international exchange): once, including practice on holidays, practice on weekends, voluntary service, domestic/overseas visit (study tour) or other practice activities
4
0000010005
Graduation thesis/design/general training for graduation

6
-
108






8

15 weeks
Total
10
/
178
16
0
0
0
0
/
/
/
/
/



Overview of Curriculum Settings for Undergraduate Teaching of the 2019 Finance (CFA Specialty Class) Major (5)
Specialized optional course
Code:

No.
Course Code
Course Name
Colleges
Credits
Teaching Hours-Practice Hours per Week
Total Hours
Allocation of Total Hours
Semesters
Study Term Suggested
Credits Type
Remarks
Class Teaching Hours
In-class Practice
Autumn
Spring
Curriculum Design
Experiment
Practical Training
Others
1
0202660001
Political Economy
Economics
3
3-0
42
42
0
0
0
0

1
Liberal arts credits

2
0200950001
International Trade
Economics
3
3-0
54
54
0
0
0
0

3
Liberal arts credits

3
0200060001
Insurance
Economics
3
3-0
54
54
0
0
0
0

4
Liberal arts credits

4
0200250002
Public Finance
Economics
2
2-0
36
36
0
0
0
0

4
Liberal arts credits

5
0201560001
Economic Law
Economics
3
3-0
54
54
0
0
0
0

4
Liberal arts credits

6
0205650001
Economics (English Version)
Economics
2
2-0
36
36
0
0
0
0

4
Liberal arts credits
Institution teaching
7
0202700001
Tax Law
Economics
4
4-0
72
72
0
0
0
0

5
Liberal arts credits

8
0204560001
Introduction to Behavior Finance
Economics
2
2-0
36
36
0
0
0
0

5
Liberal arts credits

9
0205660001
Equity Investments (English Version)
Economics
3
3-0
54
54
0
0
0
0

5
Liberal arts credits
Institution teaching
10
0200420001
Principles of Risk Management
Economics
2
2-0
36
36
0
0
0
0

6
Liberal arts credits

11
0200780001

Economics
2
2-0
36
36
0
0
0
0

6
Liberal arts credits


11

International Settlement (English)

2
2-0
36
36
0
0
0
0



Liberal arts credits

12
0201350001
Econometrics
Economics
3
3-0
54
54
0
0
0
0

6
Liberal arts credits

13
0202170001
Investment Bank Business
Economics
2
2-0
36
36
0
0
0
0

6
Liberal arts credits

14
0204550001
Investments Principles
Economics
3
3-0
54
54
0
0
0
0

6
Liberal arts credits

15
0205670001
Intermediate Fixed Income Investment (English Version)
Economics
2
2-0
36
36
0
0
0
0

6
Liberal arts credits
Institution teaching
16
0205680001
Advanced Corporate Finance (English Version)
Economics
2
2-0
36
36
0
0
0
0

6
Liberal arts credits
Institution teaching
17
0205690001
Derivatives and Alternative Investment (English Version)
Economics
2
2-0
36
36
0
0
0
0

6
Liberal arts credits
Institution teaching
18
0208390001
Big Data Analytics (English Version)
Economics
3
3-0
54







6
Liberal arts credits

19
0202150001
Investment Project Evaluation
Economics
3
3-0
54
54
0
0
0
0

7
Liberal arts credits

20
0205710001
Finance Research Method (English Version)
Economics
4
4-0
72
72
0
0
0
0

7
Liberal arts credits
Institution teaching
Total
53
/
942
888
0
0
0
0
/
/
/
/
/
Remarks: