Guiding Cultivation Plan for the Financial ManagementMajor
2023
Major Code: 120204
Drafter: LinlinBian Reviewer: LeiYuan
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.
IIAcademic 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.
IIICourse 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 ofFinancial Managementrequiresstudents 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 andIntroduction 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).
VIISecond 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.