Examination purpose
Check whether the candidates understand the theoretical principles of the financial profession, master the professional working methods and skills, understand the relevant laws and regulations of the profession, and have the ability to apply the above knowledge to the practical work of the financial profession and implement financial services and management scientifically and reasonably.
Examination content and requirements
1.
Financial markets and financial instruments. Understand the nature and types of financial markets and financial instruments, money markets and their tools, capital markets and their tools, financial derivatives markets and their tools, analyze various financial markets and their tools in China, understand the characteristics and models of internet finance, and analyze internet finance in China.
2.
Interest rate and financial asset pricing. Calculate simple interest and compound interest, present value and final value, understand interest rate risk structure, interest rate term structure and interest rate determination theory, calculate various rates of return, understand and master the pricing of financial assets, and analyze China's interest rate marketization.
3. Financial institutions and financial system. Understand the nature, function, type and system composition of financial institutions, understand the financial systems of different types of financial institutions, and analyze China's financial institutions and financial systems.
4.
Business management of commercial banks. Understand the contents, principles and relationships of commercial banks' management, carry out the management of commercial banks' liabilities, loans, intermediary business and wealth management business, manage commercial banks' assets and liabilities, capital, risks and finance, develop and manage human resources, and analyze the management of commercial banks in China.
5.
Investment banks and securities investment funds. Understand the nature, operation mechanism, function and equity management of investment banks, analyze the main business of investment banks, understand the nature, characteristics, participants, legal forms, operation methods and categories of securities investment funds, understand fund managers and fund custodians, and analyze the main business of fund management companies.
6.
Trust and lease. Understand the nature, function, origin and development, establishment and management, market and its system of trust, master the operation and management of trust companies, understand the nature, type, characteristics, function, emergence and development of leasing, understand the rent management, financial leasing contract and financial leasing market system, and master the operation and management of financial leasing companies.
7. Financial engineering and financial risks. Understand financial engineering and its content, emergence and development, apply the basic knowledge, methods and advantages, application fields and analysis methods of risk management, understand and apply financial forward contracts, financial futures, financial swaps and financial options, understand the theory, types, internal control and comprehensive risk management of financial risks, apply financial risk management processes, analyze various risk management, understand the development and perfection of Basel Accord, and analyze financial risk management in China.
8.
Money supply and demand and its equilibrium. Understand the money demand theory, analyze the influencing factors and similarities and differences of different money demand theories, understand the money supply theory, analyze the process and level of money supply, calculate the money multiplier, analyze the money balance and its realization mechanism, and analyze inflation, deflation and its governance.
9.
Central bank and financial supervision. Understand the relative independence, nature, functions and business of the central bank, analyze the financial macro-control and monetary policy, macro-prudential policy system, understand the basic principles and main theories of financial supervision, and analyze the development, evolution, basic framework and main contents of financial supervision in China.
10.
International finance and its management. Understand the determinants and economic impact of exchange rate, identify the basic contents and categories of exchange rate system, distinguish the composition of international balance of payments, analyze the causes and adjustment measures of international balance of payments imbalance, understand the composition, function and management of international reserves, summarize the development and evolution of international monetary system, explain the composition and characteristics of offshore financial market, and understand the basic requirements of foreign exchange management and foreign debt management.
The above is the reference outline of the 202 1- examination for intermediate economists majoring in finance. The specific content of the exam is the above 10 score. You can review it carefully point by point, and you can establish a frame diagram of knowledge points. At the same time, you should also pay attention to the relevant information of examination registration, especially the common problems of intermediate economists applying for the first time. You must know and pay attention to them in advance. I wish you success in your exam!