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Financial management career planning book
Financial management career planning book

Flowing water in the east leaves fall in succession. Time passes quietly and slowly. You have been working for a long time. Do you remember your original goal? It's time to make a career plan for yourself. In order to make you no longer have a headache for career planning, here are the financial career planning books I collected for you. You are welcome to study for reference. I hope it helps you.

Financial management career planning book 1 (1) self-analysis

1, self-interested inventory

(1) hobbies: studying stocks and China economy, listening to music, English and Korean.

(2) Favorite book: Currency War, Complete Works of Human Weakness, The Catcher in the Rye.

(4) My idols: Warren Buffett (fortunately, he also studied financial management at Buffett University), Kobe Bryant and roger federer.

(5) believe in dogma: people rely on themselves!

2, their own advantages and advantages inventory

(1) Dare to take risks and be proactive. Diligent, as long as I think I should do something, no matter how troublesome it is, but I am tired of doing things that I think are meaningless.

(2) Being pragmatic, seeking truth from facts, having goals and ideas, pursuing specific things and enjoying practical considerations. I like to think, collect and investigate rich external information by myself. I don't like logical thinking and theoretical application, and I have a strong memory for details.

(3) When dealing with people, be sensitive, humble and compassionate, be loyal and friendly to friends, be dedicated and enthusiastic, like to care about others and provide practical help.

(4) Have a strong principle in doing things, be more organized in study and life, and be willing to take responsibility. I make decisions based on clear assessment and collected information, and give full play to my objective judgment and keen insight.

3. Self-weakness Scale

Lack of self-confidence, afraid to try new things; Sexy to be nervous and stressed about failure and uncertainty; Don't admit defeat to others' objections to yourself; Sometimes mild-tempered, sometimes irritable, easily excited, afraid to show themselves in public, a little shy; Doing things sometimes drags on.

4, personal analysis (combined with professional evaluation):

My professional values: well-off type. Pursue vanity, have a strong sense of superiority, long for social status and reputation, and hope to often receive books on financial career planning that people admire. When a person's desires are not satisfied, he sometimes feels inferior because of excessive self-awareness.

Corresponding professional types: bookkeeper, accountant, bank teller, court stenographer, cost estimator, tax collector, etc.

My professional interest: enterprise work. Including planning, management, administration and commerce. Leadership, determination and ability to work independently under pressure are required.

My temperament: blood. Lively and active, responsive, willing to communicate, easy to divert attention, changeable interests and emotions, lack of endurance, with extroverted financial career planning.

My occupational character: Sensitive and thoughtful. Sensitive-energetic, active and quick-witted, but often blind. When interacting with people, they often show all their enthusiasm, but when encountering setbacks, they are prone to depression and disappointment. Thinking-This kind of people work and live regularly, love neatness, have a strong sense of time, attach importance to investigation and accuracy, but are rigid, dogmatic, obsessed with details and lack flexibility. It is suitable for engineers, teachers, finance and data processing.

The so-called know yourself and know yourself, through the above objective self-analysis, I think, the most basic thing is that I know that the major I am studying now is still a major leading to my ideal career, and it is more in line with my own personality.

(b) Organizational and social environment assessment

1, three hot spots in the financial management industry: "hot"-accounting employment is relatively wide, and state-owned enterprises and private enterprises all need accounting personnel to be "high"-highly educated, high quality of work and high salary-senior financial personnel such as accountants, certified public accountants and actuaries above the intermediate level.

2, the special environment of financial management:

Due to the late development of management science in China, most of the management knowledge originated from abroad, and there are still many imperfections in the financial management of Chinese enterprises. China urgently needs management talents, especially senior management talents who have been systematically trained. Therefore, the wealth management market has broad prospects.

Financial management career planning book career planning

. However, while the economy is in line with the world, financial management is also in line with the world. In order to adapt to the future work, students who do financial management should be fully prepared.

(3) Goal setting

1, occupation orientation: white-collar, intermediate accountant, chief financial officer.

2. Career development route: cashier-"learning by doing"-accounting or financial manager of Korean-funded or foreign-funded enterprises.

Although I majored in financial management, financial management and accounting are closely linked. Therefore, if I want to learn financial management well, I should also strive to be an excellent accountant. To be an excellent accountant, I should seriously start from the following steps:

(1) Fully study accounting knowledge and computerized accounting before graduation.

(2) Engaged in and familiar with this industry within 3 years after graduation.

(3) Become an excellent intermediate accountant within 10 years after graduation.

(d) Short-term goal planning-the three-year goal of the university.

Sophomore: study hard and try to get a scholarship. Participate in various activities, run for the student union, make up for the regret of not entering the student union as a freshman, and exercise your courage in the student union. But the most important thing is that I passed the CET-2 and CET-4 last semester, and I taught myself and got the accounting qualification certificate and the accounting computerization certificate in my sophomore year, and I passed three of the self-taught exams. I have passed Grade 6 in my sophomore year.

Junior year: In junior year, try to join the Party and prepare for IELTS test, read more professional-related knowledge and expand your professional knowledge, not just what the school teaches.

Financial Management Career Planning Volume II This semester, through one semester's study of college students' career planning course, I learned that career is a process in which all career-related behaviors and activities, as well as related attitudes, values and aspirations, are constantly experienced, and it is also a process in which a person's career, position changes and work ideals are realized in his life. Simply put, a career is a person's life-long work experience. Generally speaking, our career begins with vocational study and training before employment and ends with retirement. What occupation we choose as our job is self-evident to each of us.

The course of career planning is of great educational significance to me, and the video is highly targeted, which has sounded the alarm for us ignorant students who have just entered the university. This is also the reason why Teacher Zhou opened this course in freshman year. The course of career planning is like a bright light, illuminating our direction. I remember that Dr. Edward banfield of Harvard University once studied the motive force of social progress in the United States and found that those successful people often have a long-term view of time. They will take a long-term view when planning their daily, weekly and monthly activities. They will plan for the future for five, ten or even twenty years. They allocate resources or make decisions according to their expected location in a few years. This research result is of great significance to professionals who have just entered the society. Only by planning your life well can you avoid taking many detours.

I. Self-analysis

(1), birth background

I come from an inland province near the southeast coast of China, and I was born in a relatively backward small county. Although the economy in my hometown is not very developed, I still feel the great influence of the 30 years of reform and opening up on China because of the surrounding coastal provinces. Although the idea is not very trendy, it is basically acceptable for new things. The conditions at home were passable in a small county, so I didn't suffer much when I was a child. I know that if I enter the society, my experience is far from enough, and the society is complicated, so we college students should try all kinds of experiences, so I hope I can exercise myself in the next three years and strengthen my independent survival ability and self-solving ability.

(2), personality and ability

My personality is not the extroverted type. I like to experience many things alone, and sometimes I exclude myself from the group. In addition, I don't like to communicate with others, and it is difficult to accept other people's opinions, so I am more assertive. Sometimes it's just a three-minute passion for something, and sometimes it's impossible to stick to the original goal. But I have an indomitable character. Every success will bring me great motivation. I like to surpass the people around me.

Although I sometimes forget things, I can be 100% energetic at critical moments. Also, I like to help people around me, regardless of the immediate gains and losses, and look farther.

Second, professional employment direction and prospect analysis

I majored in financial management. Generally speaking, financial management is the job of accountants and cashiers. Of course, financial management under the existing system is no longer a simple question of statistics and expenditure. The major of financial management was established late in China, so there is a big gap between the research level of financial management in China and the international level.

Employment orientation: Graduates are mainly engaged in financial analysis and management of large and medium-sized industrial and commercial enterprises, commercial banks, insurance companies, various investment funds, financial institutions and government departments, as well as financial management teaching and research in schools and scientific research units. A considerable number of undergraduates continue their studies in our school, domestic key scientific research institutes and famous foreign universities after graduation.

Employment prospect analysis: Financial management is an important part of enterprise management, and it is a management activity to raise, control and invest funds in enterprises. Therefore, most graduates majoring in financial management work in the financial department of enterprises, including some institutions. In a very popular phrase, it is "to become the central nervous system of capital flow in enterprises and institutions". However, as China is in the second stage of reform, from the separation of government and enterprise to the modern enterprise system, there is an urgent need for improvement in all aspects, including financial management. Enterprises not only need talents who can engage in internal financial management business, but also increasingly hope that these talents have higher quality, so as to contribute to the strategic decision-making of enterprises, including investment, risk avoidance and so on. The demand of enterprises for talents makes such talents very popular in the graduate market. Of course, the popularity mentioned here mainly refers to graduates from key universities. Because of the quality of these graduates and the level of school teachers, their ability after graduation basically meets the requirements of enterprises, and there is great potential for on-the-job training. Compared with these graduates, it seems that the supply of graduates from ordinary schools exceeds the demand, because no matter from the existing ability or potential, they have no advantage and cannot meet the requirements of employers. So generally speaking, the employment market for graduates majoring in financial management is relatively oversupply.

Generally speaking, graduates prefer to hold important positions in big companies, but from my personal point of view, applying for a job in a big company requires not only profound financial skills and mastery of the essence of financial knowledge, but more importantly, strategic vision, planning and careful planning for the long-term development of enterprises, so as to keep the company's financial situation good and maintain a high return on investment. All the above requirements make every job seeker who wants to be competent in the financial department must have strong ability, keep a clear head every day, keep learning and make progress. Therefore, when choosing a job, you should not only envy those big companies, but also carefully analyze and think about your own strengths and weaknesses, foster strengths and avoid weaknesses, be targeted, and lay a good foundation for future work.

Third, the occupation analysis

For us, of course, it is to work in some financial institutions or some enterprises with better prospects. Compared with other management majors, financial management has a long history and plays a very important role in management and operation. Financial management needs to have a solid economic theoretical foundation, be familiar with the operation principle of market economy and management knowledge. Professional knowledge is wide, and the trained talents have strong adaptability. If you want to learn this major well, you should often go to the actual financial department for professional practice, understand the operation of actual financial work, be familiar with the circulation of actual financial funds, and improve your practical work ability.

Analysis of internal employment environment in financial management;

Under the influence of global economic integration, financial internationalization is an inevitable choice. China enterprises should go abroad, participate in international competition and emphasize the internationalization of finance. In the ever-changing economic and commercial environment, the bigger the enterprise, the more investment projects. The source of funds is no longer limited to equity and bank loans. In addition, different strategies and decisions bring different risks, such as: business internationalization involves foreign exchange risks; Floating interest rate financing will generate interest rate risk. For the demand of hedging, financial markets provide many hedging tools, such as futures and options. Managers at all levels must firmly establish the concepts of competition, time value of money and risk, proceed from overall optimization, make various financial decisions, dynamically realize the guidance, adjustment and control of production and operation, and finally realize the financial management objectives.

Analysis of external employment environment of financial management;

With the rise and development of scientific and technological revolution characterized by information technology, the scale of multinational corporations and the trend of international economic integration, especially the increasingly important position of financial markets, have increased investment risks. As we get closer and closer to internationalization. Therefore, our financial management should also be close to international practice. At present, international investment management has received unprecedented attention. The content of corporate finance has turned to the study of efficient market theory, portfolio theory, capital structure theory and pricing theory. The research methods of corporate finance gradually shift from descriptive to analytical, and from qualitative to quantitative. It should be noted that while the company's financial theory and methods are developing in depth, its extension is also constantly breaking through. The theories and methods of corporate financial management are widely used in non-corporate organizations, such as financial management of small and medium-sized enterprises and financial management of non-profit organizations. The research of corporate financial management extends to multinational enterprises, forming a special topic of international financial management.

My career goal is to work in a bank.

You should have various knowledge and abilities in your work.

I think this major should acquire the following knowledge and abilities: basic training in financial management methods and skills, strong basic ability to analyze and solve practical problems in financial management, scientific research ability and innovative ability to combine learned theories with practical business; Familiar with the relevant principles, policies and regulations of China's economic management and the practices and rules of international enterprise management; Strong writing ability, familiar with the application of computer in enterprise management; Master the basic principles and decision analysis methods of enterprise investment and financing decision-making, and learn to use financial analysis methods to analyze and predict the financial situation of enterprises.

The specific classification is as follows:

(1), master the basic theories and knowledge of management, economics and finance;

(2) Master the qualitative and quantitative analysis methods of finance and financial management;

(3), with strong language expression ability, interpersonal skills, information acquisition ability and basic ability to analyze and solve practical problems in finance and financial management;

(4) Be familiar with the principles, policies and regulations of China's financial management;

(5) Understand the theoretical frontier and development trend of this discipline;

I am far from the position I want, and I don't know the methods of financial management in predicting, organizing, coordinating, analyzing and controlling financial activities in company operation. For an enterprise that implements modern enterprise system, the center of enterprise management is financial management under the condition that the production direction, scale and quality level of products are certain. Therefore, managers involved in financial decision-making, especially financial managers, must have and master basic financial management knowledge. I lack too much in this respect, so I will enrich myself in the next three years.

Four. Plans for the next three years

My major is not a strong major in our school. But there is an ordinary me here, but my heart is extraordinary. My "ambition" can conquer me every day here and everything I do. Since I can't change the reality, I don't want to change myself. I want to change myself. Make my life full of struggle.

College students should have a plan for the future. In my life, I have always established such an employment barrier: making a living should not be mental work; More idealism should be to harvest happiness, fulfill each other and be worthy of dedication. I choose the latter. Job hunting, study and ability are two barriers, but only when the education and ability are almost the same can the personality quality be valued by the examiner. Honest, grateful, diligent and confident.

In the next three years, my plan is as follows:

The first thing is to get some necessary certificates.

1, first take CET-4 and CET-6, then CET-4 and CET-6. These are the basic conditions that a major must have.

Next, take the accounting certificate, which is very important for our major. This will be an important weight when we look for a job.

3. Secondly, the difficulty of the CPA exam is ACCA. Since 1972 introduced the ACCA accounting qualification certificate, more than 10000 people around the world have obtained the certificate. Many of them have benefited from this graduate-level course and worked as financial managers, chief financial officers and general managers all over the world. Take the internal auditor for example.

Then I went to the enterprise for an internship.

In an enterprise, you can learn knowledge that you can't learn in school and textbooks, and you can also integrate into society quickly.

If I have the conditions, I will still choose the postgraduate entrance examination, because graduate students have two advantages.

1. Compared with college students, master's and doctoral students have obvious advantages in depth and breadth of knowledge and proficiency of skills, especially doctoral graduates. Moreover, most graduate students have the experience of doing projects with tutors, and science graduate students also have the experience of participating in practical projects. These experiences are very valuable and are of great help in finding a job. Many large companies favor graduate students in technology research and development positions because of this experience.

2. The job-hunting goal is clearer and the mentality is more mature.

Graduate students can learn more and more professional knowledge, and it is also a good opportunity to go to their ideal school.

This has always been what I often say to myself: individuals strive for victory and seize the spiritual property of success, and the rich and the poor will always be uneven. On the other side of life, you should proudly tell the world that you have pursued and struggled, and you have never given up hope and never stopped fighting for a brilliant life. And this world that created everything will answer you proudly and happily: as long as you struggle, life will eventually be brilliant!

Before I knew it, I was now a junior college student. Finally, I gave up the postgraduate entrance examination and took a very ordinary road. I don't know how far and how tortuous this road is, but I think I should know what kind of road I should take and be responsible for my future and life, so I wrote this planning book:

First, self-analysis and yearning career

According to my own situation and everyone's comments, I find that I still have many problems in my study. I can get scholarships every semester, but I don't study hard enough, which leads to low efficiency.

In life, I feel that I have good adaptability and can accept new things quickly. Moreover, I am cheerful, responsible, have a strong team spirit, can do my best for the collective, and have a high professional ethics. But I have some shortcomings. I am indecisive and have a poor eloquence. Careless work, but carelessness is the taboo of accounting, so we must constantly improve in our future study, life and work.

I think, as a student majoring in financial management, I feel more or less about accounting in my heart, at least I do. I know my ambition is not great, so I am not infatuated with cpa. I think accounting should be my own yearning career.

Secondly, it analyzes the environment and situation of the future demand for human resources in this industry.

Today, with China's reform and opening up, slow economic development and global economic crisis, we are facing opportunities, but it also brings us more challenges.

Opportunities:

According to experts' speculation, it is estimated that the 4 trillion RMB policy issued by the central government to stimulate domestic demand and economic development will make better and more effective use of human resources, provide a lot of employment space for all aspects of China, and will inevitably bring many development opportunities to China's accounting industry.

(2) In the reconstruction of Wenchuan disaster area, frustrated enterprises have gradually recovered like mushrooms after rain, which inevitably requires a large number of courageous talents to rebuild and fight for their homes, which provides many employment opportunities and brings a lot of vitality to the accounting industry.

(3) From the development trend of China, a large number of human resources flow to the eastern and coastal areas, while the western region is short of human resources and talents. Although the environment is relatively hard and the economy is relatively backward, the harder it is, the greater the challenges and opportunities, which has many good effects on the long-term career development of individuals.

(4) China's accounting industry has developed for a long time, but with the development of modern science and technology, the requirements for accounting are also quite strict. The accounting industry in China is constantly advancing with the times, and many enterprises have begun to use complete sets of professional system software for accounting treatment. Because many old accountants are not familiar with the operation of computers, there will inevitably be the problem of exchanging old ones for new ones, which provides many opportunities for newcomers.

Challenges: ① The global financial crisis is bound to have a profound impact on China, which will inevitably affect the development of Chinese enterprises and bring some adverse effects, resulting in smaller employment space and increased pressure.

(2) In recent years, China has continuously expanded the enrollment scale of colleges and universities. Many colleges and universities have accounting-related majors, and the effective social demand has limited growth in the short term. However, in the current social situation, the supply of ordinary and junior accountants obviously exceeds the demand, which has certain obstacles for new accountants who have just graduated from school.

Third, determine the career goals.

target

Achieving the goal requires conditions.

Short-term career goal: get a bachelor's degree and qualification.

Graduated smoothly, with accumulated credits reaching more than 75 points;

Pass the accounting qualification examination

Medium-term career goals: assistant accountant, accountant

Pass the assistant accountant certificate examination and the intermediate accountant certificate examination.

Long-term career goal: senior accountant

Pass the senior accountant exam

Fourth, determine the career strategy and evaluation.

(1) 16-22 years old Employment preparation stage (imagine) This stage is a charging stage for continuous learning in school. Although it is only a "dry battery", it will pave the way for future employment. The most important task at this stage is to study hard, master professional knowledge and other knowledge, get good grades every semester and get scholarships for outstanding students, with credits above 80 points, graduate smoothly and get a bachelor's degree; During my junior year and senior year, I passed the accounting qualification certificate.

On the other hand, during this period of school life, I also learned to be hard-working, proactive, independent, and kind to others, and constantly cultivated decisive work, good team spirit, good sense of honor and strong sense of responsibility, which improved my comprehensive ability in all directions.

(2) Employment at the age of 22-25 (adjustment) During my senior year, I paid attention to the talent exchange meeting in Guilin and Nanning, and paid attention to xx Group and other enterprises. Striving to enter this enterprise was my initial employment goal. This enterprise is a good listed company in Guangxi, and it has a great development trend in China by developing and utilizing many resources in Guangxi. Now a new factory is being built in the suburbs of Nanning, which will be the second xx and the new xx. If you can enter the new xx, you don't necessarily need to work in the finance department. I will take the initiative to ask to start at the grass-roots level, so that I can have a more comprehensive understanding of the whole enterprise and have a deeper understanding of production, procurement and sales, which will be of great help to my future work in the finance department.

(3) After 25-40 years old have a more comprehensive understanding of the whole enterprise (tend to have a more stable career), they are familiar with production, procurement, sales and other aspects, develop in the finance department, get along well with their superiors and colleagues, actively complete the tasks assigned by their superiors, and get along well with their colleagues. At this time, we must bear greater responsibility. On the one hand, pressure comes from family, on the other hand, it comes from social work, which requires both to be balanced. Although the work is stable at first, I still have to continue to learn to charge and be a "battery" that keeps pace with the times. At this time, if you have worked for about 4 years, you should carefully review the intermediate accounting and pass the accountant exam to become a professional accountant.

(4) The development stage of 40-45 years old (designing a higher-level career) is the stage after the peak of career. When I passed the senior accountant exam and became a senior accountant, my professional skills became mature, my guiding ability was enhanced, my life and work experience were broadened, and I tried to be promoted to accounting supervisor.

(5) In the retirement stage, we will shift from power to consulting services, and make use of professional knowledge to properly invest our savings in securities. Or invest and register a small company, serve some small institutions, and prepare statements and accounts.

The above is my overall career planning, planning my career and planning my own beautiful life. Of course, it is good to plan, but it is more important to put it into practice and achieve results. Although this is also a very common winding path, I will work hard for the goal and stick to it step by step until I reach the bright road and come to an end.

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