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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
							Class Teaching Hours	Curriculum Design	Experiment	Practical Training	Others	Autumn	Spring
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
8	5200610002		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
9	5300050001	PE (2)	PE Department	0.5	2-0	36	36	0	0	0	0		√	2	None
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
							Class Teaching Hours	Curriculum Design	Experiment	Practical Training	Others	Autumn	Spring
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		√	4	Liberal arts credits
13	0205610001	Quantitative Methods (English Version)	Economics	2	2-0	36	36	0		√	4	Liberal arts credits	Institution teaching
14	0205620001	Advanced Financial Reporting and Analysis (English Version)	Economics	3	3-0	54	54	0		√	4	Liberal arts credits	Institution teaching
15	0200790001	International Finance (English Version)	Economics	3	3-0	54	54	0	√		5	Liberal arts credits
16	0202960001	Operations and Management of Commercial Banks	Economics	3	2-2	72	36	36	√		5	Liberal arts credits
17	0204100002	Financial Derivatives (English Version)	Economics	3	3-0	54	54	0	√		5	Liberal arts credits
18	0205570001	Fixed Income Securities (English Version)	Economics	3	3-0	54	54	0	√		5	Liberal arts credits
19	0205630001	Ethical and Professional Standards (English Version)	Economics	2	2-0	36	36	0	√		5	Liberal arts credits	Institution teaching
20	0205640001	Portfolio Management (English Version)	Economics	2	2-0	36	36	0	√		5	Liberal arts credits	Institution teaching
21	0205580001	Financial Engineering (English Version)	Economics	3	3-0	54	54	0	√		7	Liberal arts credits
Total				64	/	1172	1046	72	/	/	/	/	/

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
							Class Teaching Hours	Curriculum Design	Experiment	Practical Training	Others	Autumn	Spring
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:

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2020CFA培养方案.doc