ACBSP

Guiding Cultivation Plan for the Financial Management Major

2023

Major Code: 120204

Drafter: Linlin Bian      Reviewer: Lei Yuan     

 

ICultivation Objectives

1. Overall cultivation objectives

The Financial Management major aims to cultivate well-rounded individuals who meet the needs of socialist modernization. This includes development in morality, intelligence, physical fitness, aesthetics, and labor, embracing socialist values. Graduates will possess knowledge and skills in finance, banking, law, and other economic and management fields. They will be capable of undertaking tasks in accounting, financial reporting, capital raising, operations, allocation, as well as financial forecasting, decision-making, planning, organizing, controlling, and analysis in various enterprises, businesses, and government departments.

2. Goals to be achieved within five years after graduation

(1)Embrace sustainable development values and social responsibility, adhering to professional ethical standards in finance.

(2) Possess professional skills in accounting, financial reporting, capital management, and financial analysis in enterprises, businesses, and government departments.

(3) Have strong teamwork and communication skills, with the abilities to lead or implement simple financial decision-making projects.

(4)Maintain a lifelong learning attitude, with a CPA perspective, adaptable to the continuously changing socio-economic environment.

(5) Maintain physical health and a stable psychological state, ready to undertake significant responsibilities in future societal development.

 

II Academic Requirements for Program Completion

Graduation Requirements and Degree Conferral

Students of this major must complete the minimum credits required by the various courses according to the requirements of the guiding cultivation plan, and complete the corresponding extracurricular arrangements. Students can graduate only when they reach at least 153 credits; those who meet the requirements for the conferral of a bachelor's degree will be awarded a Bachelor of Economics or Management degree.

 

Program duration

Flexible academic period, generally 4 years, with a flexible range of no less than 3 years and no more than 6 years.

 

III Course System Composition and Distribution of Class Hours (excluding Second Classroom)

Course type

Total credits

％

Total study hours

Theoretical hours

Practical hours

Public Fundamental Courses

47.5

31

896

814

82

General Education Courses

10

7

160

160

0

Professional Fundamental Courses

22

14

352

336

16

Core Courses

47

31

752

660

92

Professional Practice

26.5

17

784

0

784

Total

153

100

2944

1970

974

Theoretical hours: practical hours (%):

67:33

 

 

Program requirements

The Bachelor of Financial Management requires students to successfully complete 153 credits, which are comprised of:

· At least 47.5 credits from Public Fundamental Courses;

· At least 10 credits from General Education Courses;

· At least 22 credits from Professional Fundamental Courses;

· All 47 credits from Core Courses;

· All 26.5 credits from Professional Practice.

 

 

IVSchedule of Teaching Arrangement (1)

Course Type

Course Code

Course Title

Total Credits

Total Hours

Recommended Semester

 

b1080001

Introduction to Basic Principles of Marxism

3

48

Autumn1

 

b1080009

Political Thought, Moral Ethics and Law

3

48

Autumn1

 

b1080006

Modern Chinese Historical Figures

3

48

Spring1

 

b1080010

Mao Zedong-Thoughts and Introduction to Theoretical System of Socialism with Chinese Characteristics

3

48

Autumn2

 

b1080011

Xi Jinping-Thoughts on Socialism with Chinese Characteristics for a New Era

3

48

Spring2

Public Fundamental Courses

-----

Situation and Policy (Modules 1 to 4)

2

32

Autumn1～Spring2

b1080008

Labor Education A

0.5

16

Spring1

b1020082

Advanced Mathematics B1

4

64

Autumn1

b1020083

Advanced Mathematics B2

2

32

Spring1

b1020012

Linear Algebra

2

32

Spring1

b1020013

Probability and Statistics

2

32

Autumn2

b1020018

College Chinese

2

32

Autumn1

-----

Physical Education I to VI

3

160

Autumn1～Autumn4

b1110003

Military Training

0.5

112

Autumn1

b1110002

Military Theory

0.5

32

Spring1

b1090001

Basic Engineering Training

2

32

Spring1

b1110004

Mental Health Education of College Students

2

32

Spring1

b1020003

English for General Purposes III

3

48

Autumn1

 

b1020004

English for General Purposes IV

3

48

Spring1

 

b1020005

English for General Academic Purposes A

2

32

Autumn2

 

---

English Expansion

2

32

Spring2

 

b1020002

English for General Purposes II

3

48

Autumn1

 

b1020003

English for General Purposes III

3

48

Spring1

 

b1020006

English for General Academic Purposes B

2

32

Autumn2

 

---

English Expansion

2

32

Spring2

 

b1020001

English for General Purposes I

4

64

Autumn1

 

b1020002

English for General Purposes II

3

48

Spring1

 

b1020003

English for General Purposes III

3

48

Autumn2

 

b1020040

German I

3

48

Autumn1

 

b1020041

German II

3

48

Spring1

 

b1020042

German III

4

64

Autumn2

 

b1020077

Japanese I

3

48

Autumn1

 

b1020078

Japanese II

3

48

Spring1

 

b1020079

Japanese III

4

64

Autumn2

Subtotal (Public Fundamental Courses)

87.5

1648

 

General Education Courses

b0-----

Aesthetic Education

2

32

Autumn，Spring

 

Social Sciences and Humanities

4

64

Autumn，Spring

b0-----

Natural Science and Technological Innovation

4

64

Autumn，Spring

Subtotal (General Education Courses)

10

160

 

(* Note: The first foreign language course has a total of 10 credits, including College English, College German, and College Japanese. Students shall choose the appropriate language based on their needs. For those who choose College English, select the appropriate module from Modules A, B, or C.)

 

VSchedule of Teaching Arrangement (2)

Course Type

Course Code

Course Title

Total Credits

Total Hours

Recommended Semester

Professional Fundamental Courses

b2030145

Economics

4

64

Spring1

b2030037

Management

3

48

Autumn1

b2030159

Applied Statistics

3

48

Spring2

b2030060

Principles of Accounting

3

48

Autumn1

b2030081

Finance

3

48

Spring2

b2030163

Operations Management

3

48

Autumn2

b2030299

Economic Law (for the Financial Management major)

3

48

Spring1

Subtotal (Professional Fundamental Courses)

22

352

 

 

b2030008

Financial Accounting (I)

3

48

Autumn2

Core Courses

b2030009

Financial Accounting (II)

3

48

Spring2

b2030005

Financial Management (I)

3

48

Spring2

b2030006

Financial Management (II) 

3

48

Autumn3

b2030004

Financial Analysis

3

48

Spring3

b2030117

Auditing

4

64

Spring3

b2030126

Tax Law and Tax Accounting

3

48

Autumn3

b2030413

Management Accounting

3

48

Autumn2

b2030414

Cost Accounting

3

48

Spring2

b2030093

Multinational Financial Management

3

48

Spring3

b2030127

Investment Economics

3

48

Autumn3

b2030300

International Settlement - Theories and Application

3

48

Autumn4

 

 

 

 

 

 

 

Subtotal (Core Courses)

37

592

 

Select 10 credits from Module A, B, or C

b2030415

Internal Control

3

48

Autumn3

b2030099

Tax Planning

2

32

Spring3

b2030416

Corporate Strategy

3

48

Autumn4

b2030213

Applications of Excel on Financial Decisions

2

32

Autumn4

b2030417

Financial Engineering

3

48

Autumn3

b2030167

Theory and Practice of Securities Investment

2

32

Spring3

b2030269

Risk and Investment

2

32

Autumn4

b2030418

Ethical and Professional Standards

3

48

Autumn4

b2030419

Data Analysis based on SPSS

3

48

Autumn3

b2030075

Performance Management

2

32

Spring3

b2030172

Valuation of Assets

2

32

Autumn4

b2030418

Ethical and Professional Standards

3

48

Autumn4

 

 

Subtotal (Elective Core Courses)

30

480

 

 

Subtotal (Core Courses)

89

1424

 

 

VISchedule of Teaching Arrangement (3)

Course Type

Course Code

Course Title

Total Credits

Total Hours

Recommended Semester

Professional Practice

b4000024

Innovation and Entrepreneurship

2

48

Spring3

b4030034

Accounting Principles Simulation

3

72

Summer1

b4030074

Operations of Economics Simulation

1

24

Summer1

b4030110

Virtual Business Social Environment (VBSE) Practice

1

24

Summer1

b4030063

Marketing Practice

1

24

Autumn2

b4030053

Financial Computerization Simulation

2

48

Spring2

b4030052

Specific Accounting Standards Simulation

1.5

36

Summer2

b4030005

Financial Management Case Analysis

1.5

36

Summer2

b4030020

Cost Managerial AccountingSimulation

1

24

Summer2

b4030206

Financial Decision-making and Big Data Simulation

1

24

Summer2

b4030098

Comprehensive Simulation of Financial Management Positions

2

48

Summer3

b4030064

Experiment of Tax Planning Simulation

1

24

Summer3

b4030099

Financial Analysis Simulation

2

48

Summer3

b4030200

Labor Education B

0.5

16

Spring3

b4030130

Graduation Practice and Graduation Project (Thesis)

6

288

Spring4

Subtotal (Professional Practice)

26.5

784

 

The Second Classroom

b5110001

The Second Classroom

1

-

Autumn，Spring，Summer

 

 

 

154

2944

 

 

Notes

1.Elective Course Selection Guidelines:

Elective courses in the major are divided into different modules based on various skill requirements. Students must choose one module and attain the required credits for that module.

(1) Module A: Focuses on internal corporate management.

(2) Module B: Focuses on external corporate investments.

(3) Module C: Focuses on enhancing students' professional competence.

 

2.Relationship between Professional Qualifications and Courses:

Students who study courses such as Principles of Accounting, Economic Law (Finance), Financial Accounting I, Financial Accounting II, Financial Management I, Financial Management II, Auditing, Tax Law and Tax Accounting, Internal Control, Venture Capital, and Corporate Strategic Management can participate in professional qualification examinations related to this major: Junior Accountant and Certified Public Accountant (CPA).

Students who obtain the Junior Accountant qualification certificate can apply for course exemptions and receive corresponding credits for Principles of Accounting and Economic Law (Finance).

 

VII Second Classroom Credits Policy

Through the development of the Second Classroom activities, students are encouraged to actively participate in academic lectures, social practice activities, campus cultural and sports activities, innovation and entrepreneurship activities, volunteer service activities, etc., to cultivate the students' social adaptability and quality, and enhance the students' employability. Please refer to the provisions of the Shanghai Polytechnic University's 'Second Classroom Credit' Implementation Measures (Trial) in the Student Handbook for more details.