Guiding Cultivation Planfor the Investment Major

2023

Major Code: 020304

Drafter: Shufeng He     Reviewer: WuyangZhuo, Hailan Pan

I      Cultivation Objectives

1. General Objectivesof Talent Cultivation

This program aims tocultivate senior applied talents who meet the needs of the wealth managementmarket and the development of the Shanghai International Financial Center, havegood political theory knowledge and ideological and moral qualities, haveall-round development in morality, intelligence, physicality, aesthetics andaesthetics, have a sense of innovation and an international vision, have amastery of basic knowledge in the fields of economy, finance, investment,finance, etc., are familiar with financial products, financial laws andregulations, investment rules and methods, are able to comprehensively utilizemacro- and microeconomic information to make investment and financingdecisions, and are competent to work in all kinds of financial institutions andnon-financial enterprises.

2. Expected goals to beachieved by students five years after graduation

Objective 1: Possesspatriotism and national pride, a sense of social responsibility, goodhumanities and social sciences literacy, and adhere to the code of professionalethics;

Objective 2: Possessprofessional knowledge and skills, constantly explore and forge ahead, masterthe professional abilities of financial investment consulting, financial Big Dataanalysis, securities trading and quantitative investment, and have the abilitiesto solve complex problems in the field of financial investment.

Objective 3: Possessgood communication and expression skills, innovation abilities and teamworkspirit, and have certain leadership abilities, and be able to provide investorswith sound and specialized comprehensive solutions for wealth management;

Objective 4: To havelifelong learning abilities, international vision, and to maintain physical andmental health and continuous development momentum.

II     Academic Requirementsfor Program Completion

Graduation Requirementsand Degree Conferral

Students of this majormust complete the minimum credits required by the various courses according tothe requirements of the guiding cultivation plan, and complete thecorresponding extracurricular arrangements. Students can graduate only whenthey obtain at least 153 credits; those who meet the requirements for theconferral of a bachelor's degree will be awarded a Bachelor of Economics degree.

Program duration

Flexible academicperiod, generally 4 years, with a flexible range of no less than 3 years and nomore than 6 years.

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

Program requirements

The Bachelor ofInvestment requires students to successfully complete 153 credits, which are comprisedof:

• At least 48.5 credits from Public Fundamental Courses;

• At least 35 credits from General Education Courses;

• At least 31 credits from Professional Fundamental     Courses;

• All 28.5 credits from Core Courses;

• All 10 credits from Professional Practice. 

IV      Schedule of TeachingArrangement (1)

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

V       Scheduleof Teaching Arrangement (2)

VI   Schedule of Teaching Arrangement (3)

*Professional Module Courses and Practical Module Courses optionalinstructions:

Professional courses are divided into modules according todifferent ability requirements, and students are required to choose one of themodules and earn the credits required for that module. The Professional Practicemodule must be selected according to the corresponding professional coursemodule.

Module A: Financial Investment Advisor Module

Module A focuses on the study of financial products, financialmarkets, personal finance, corporate finance, financial regulations, etc. Itenables students to familiarize themselves with financial products, financialmarkets, financial regulations, and to have the abilities to carry outinvestment consulting business in various types of financial institutions, soas to cultivate wealth management professionals who are capable of carrying outproduct marketing, investment consulting, and financial planning for customers.

Module B: Financial Big Data Analysis Module

Module B focuses on securities investment, the Python programminglanguage, data mining, financial modeling, financial Big Data processing andother knowledge learning, so that students have the abilities to analyzefinancial data, financial data mining and applications, and cultivate compositetalents with both financial investment and data analysis abilities.

Module C: Securities Trading and Quantitative Investment Module

Module C focuses on securities investment theory, risk managementand portfolio management, financial derivatives, investment research,quantitative trading and other knowledge learning, so that students have theabilities of securities trading, quantitative investment strategy developmentand application, and cultivate specialists who can be engaged in securitiestrading and quantitative strategy development and application in financialinstitutions and enterprises.

VII  Second Classroom Credits Policy

       Throughthe development of the Second Classroom activities, students are encouraged toactively participate in academic lectures, social practice activities, campuscultural and sports activities, innovation and entrepreneurship activities,volunteer service activities, etc., to cultivate the students' socialadaptability and quality, and enhance the students' employability. Please referto the provisions of the "Shanghai Polytechnic University's 'Second ClassroomCredit' Implementation Measures (Trial)" in the "StudentHandbook" for more details.