What certificate does the financial major need to take?

What certificate does the financial major need to take? Let's get to know each other.

1. Qualification certificate: securities qualification certificate, fund qualification certificate, futures qualification certificate and banking qualification certificate.

Because it is a qualification certificate, it represents the threshold of the work of public institutions, so the difficulty is not high, and the conditions for entering the exam are not high. Except for the qualification certificate of bank, which requires college education or above, the other three qualification examinations only require high school education or above. Although the gold content of the qualification certificate is not as good as that of the qualification certificate, it is also cost-effective. Especially for financial students who are new to the workplace, when applying for a job, holding a certificate is one of the important criteria for recruiters to measure.

2. Qualification certificates: Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Financial Risk Manager (FRM) and Chartered Certified Public Accountant (ACCA).

(1) Certified Public Accountant Certificate: The examination is difficult and there are many subjects. Candidates must pass six subjects in the professional stage and comprehensive stage examination before they can obtain the CPA examination certificate. The average time for obtaining evidence is 3-4 years. The certificate of certified public accountant is widely recognized in China and has high gold content, so it is called the "ceiling" certificate in accounting field. In addition to accounting firms, large and medium-sized enterprises in China are also the backbone demanders of certified public accountants. Many companies usually write "giving priority to three or more subjects through meetings" on their recruitment resumes. Even if you fail to pass the CPA exam, general practice is very useful.

(2) Chartered Financial Analyst Certificate: Also known as the Wall Street Admission Ticket, it has extremely high gold content in the international financial field. CFA is an all-English exam, which requires basic knowledge of English. CFA involves a large number of professional words in the financial field, and the pass rate is very low. As an exam with high gold content, CFA's entry requirements are not too high. There are no restrictions on majors and working years for candidates who have obtained a bachelor's degree, otherwise they need to have 4 years of full-time working experience in related majors before they can apply for the exam.

(3) Financial Risk Manager Certificate: commonly known as the stepping stone of banks, risk management has always been the core of financial work, and FRM is a professional, strict and recognized qualification certificate for financial risk management. As a relatively advanced professional certificate of financial risk, FRM is applicable to a wide range of industries. And has become the certification in the field of financial risk management all over the world. FRM has no academic qualifications and industry restrictions for applicants, and college students can also apply.

(4) Chartered Certified Public Accountant Certificate: ACCA is the world's largest international professional accountant organization, providing preferred qualification certification for professionals interested in finance, accounting, management and other fields around the world. It is also the world's leading professional accountant organization with the largest number of international learners and the fastest growing number of students. Similarly, the entry threshold for ACCA is not high. College degree or above, even if you are a sophomore, you can sign up for ACCA.

Expand small knowledge

What's your major in finance?

1, ideological and political theory course

The course of ideological and political theory includes three aspects: ideological and political, moral cultivation and physical and mental quality, with a total credit of about 24 credits. Undergraduate students majoring in finance must complete ideological and political theory courses, including: introduction to the basic principles of Marxism, introduction to the theoretical system of Mao Zedong Thought and Socialism with Chinese characteristics, outline of modern history of China, ideological and moral cultivation and legal basis, situation and policy, physical education, national defense education and mental health education. Colleges and universities can arrange other courses based on the actual situation.

2. General education curriculum

General education courses involve knowledge in the fields of humanities, social sciences and natural sciences. The knowledge of humanities and social sciences mainly includes philosophy, history, literature, foreign languages and law. Natural science knowledge mainly includes mathematics, psychology, computer and information science. The total credits of general education courses are about 30 credits. Among them, foreign language courses total about 10 credits, and mathematics courses total about 12 credits.

Undergraduate students majoring in finance should at least complete the following general courses: logic, college Chinese, college foreign languages, mathematical analysis (or advanced mathematics and calculus), advanced algebra (or linear algebra), probability theory and mathematical statistics, computer foundation and application. Colleges and universities can arrange other courses based on the actual situation.

3, professional basic courses

Undergraduate students majoring in finance should complete the following eight professional basic courses: political economy, macroeconomics, microeconomics, econometrics, statistics, accounting, finance and finance, with a total credit of about 24 credits.

Colleges and universities can arrange other courses based on the actual situation. Other suggested professional basic courses include but are not limited to: development economics, institutional economics, mathematical economics, international economics, history of economic theory, industrial economics, information economics, management principles, financial statement analysis, management accounting, auditing, system engineering, management psychology, organizational behavior, project management, marketing, civil and commercial law, etc.

4. Professional courses

Undergraduate students majoring in finance should complete about 22 credits of compulsory courses. Professional compulsory courses adopt "5+X" mode. "5" refers to five compulsory courses that undergraduates majoring in finance must complete, including securities investment, corporate finance, operation and management of commercial banks, international finance and financial risk management. "X" refers to other compulsory courses arranged for students in colleges and universities according to the characteristics of running schools. Including financial institutions and financial markets, the operation and management of commercial banks, international finance, central banks, financial intermediaries, financial markets, monetary and financial history, trust and leasing, international trade, international settlement, international investment, financial economics, corporate finance, fixed-income securities, financial engineering, financial derivatives, financial metrology, ordinary differential equations, the application of stochastic processes, real variable functions, mathematical finance and financial time series. Investment banking, portfolio management, project evaluation and management, asset evaluation, investment value analysis and evaluation, real estate finance and investment, technical analysis of securities investment, financial product design, futures and options, financial ethics, financial psychology, bank accounting, insurance principles, actuarial science, life insurance, property insurance, insurance economics, insurance law, reinsurance, insurance accounting, social security, insurance management, insurance credit economics, insurance credit economics.

5. Interdisciplinary elective courses

Undergraduate students majoring in finance should complete about 20 credits of interdisciplinary elective courses. Colleges and universities can arrange their own alternative courses according to the characteristic training objectives, and encourage students to take interested interdisciplinary course.