Junior financial personnel, more professional and skilled

Operating system and office software

Many white-collar workers know little about operating systems and daily office software, and Don't pay much attention to it. In fact, being proficient in operating operating systems and office software can greatly reduce work time and improve work efficiency. Moreover, most companies use operating system and office software proficiency as a very important indicator when evaluating new employees. For financial practitioners, there are a lot of professional software and collaboration software that are the main platforms for daily office work. Now most financial and financial work has been IT-based and informatized. The most basic skills are the daily proficiency in using computers. .

EXCEL

For people who deal with numbers on a daily basis, EXCEL can be said to be the most powerful artifact, and there is no one else, so it deserves a separate explanation. After entering the financial industry for a few years, whether you can skillfully use EXCEL can make a world of difference. The use of EXCEL does not only mean making tables and statistics. Some functions and "black technologies" in tabulation will allow users to see a whole new world.

English

The importance goes without saying.

Financial Analysis

Due to the wide variety of financial market segments, the scope of financial analysis work is also very wide, from investment, securities, foreign exchange and even gold, non-ferrous metals, industrial Wait. But overall, the roles they play are similar. The job of a financial analyst is similar to that of a consultant, using their professional knowledge to help a group make decisions. The knowledge here includes economic knowledge, financial knowledge, etc.

Teacher Chris said that if you want to quickly acquire financial analysis skills, the easiest way is to study financial analyst-related courses and obtain certification from authoritative organizations, such as applying for the Chartered Financial Analyst (CFA) exam. .

Financial model

A financial model uses regression analysis to make a formula that affects the analyzed data based on the collected data. According to the formula, the data can be brought into the prediction, such as predicting price trends. . Financial model is one of the tools of financial analysis.

Corporate Finance

Financial practitioners conduct analysis based on market data such as securities, and to look at securities, you must learn to analyze the financial statements of listed companies. In fact, it is not just finance. Professional knowledge in finance and accounting is a required course for all major economics majors. The essence of finance and accounting is an economic language, and work in various financial fields is carried out on a quantitative basis.

Teacher Chris introduced that the content of the Accounting Qualification Examination can quickly introduce finance and accounting, while the content covered by the Certified Public Accountant (CPA) and Certified Management Accountant (CMA) includes a comprehensive and in-depth financial knowledge system. .

Banking business

Understanding of bank liability business, asset business, and intermediary business.

Due Diligence

Few people in non-financial industries understand due diligence. Due diligence refers to a comprehensive and in-depth review of a company's historical data and documents, management background, market risks, management risks, technical risks and financial risks in the fields of investment, securities and other fields. It is one of the main tasks of intermediary financial institutions. , mostly occurs in the public issuance and listing of corporate stocks, corporate acquisitions and fund management.

Senior financial practitioners, focusing on management and strategy

From a junior financial practitioner to a senior financial practitioner, in addition to the rapid growth in status and remuneration, a major feature is the The requirements for skills and abilities have changed from basic abilities and professional skills to strategic and management abilities.

Investment

Investment includes a process from fund raising, analysis, trading to final implementation. From the perspective of analysis, the change in investment capabilities seems to be simply an expansion of the scope and an increase in the knowledge system. In fact, it is actually a change from separate academic skills research to a process management. Financial ability, analytical ability, trading ability, execution ability, and management ability also constitute the basic abilities of traders.

Investment Banking

Understanding of investment banking business processes such as corporate financing, mergers and acquisitions, and financial consulting, and familiarity with related skills such as asset evaluation and legal affairs.

Management

Team management and organizational skills, including communication skills, coordination skills, planning and coordination skills, and decision-making skills, to prepare for future team projects.

Risk Management

Due to the integration of the Internet and the financial industry, the financial industry has produced many new forms of financial products including P2P, which is both a challenge and an opportunity for the financial industry. There are more and more opportunities in the financial industry, but the management and control of financial risks will also become increasingly important. At present, the domestic financial industry lacks a large number of financial risk management professionals. Teacher Chris introduced that authoritatively recognized professional knowledge related to financial risk management can be obtained by applying for the Financial Risk Manager (FRM) exam.

Valuation

Company valuation refers to the evaluation of the company's intrinsic value by focusing on the company itself. The intrinsic value of a company is determined by its assets and its profitability. The logic of company valuation is that "value determines price."

The valuation methods of listed companies are usually divided into two categories: one is the relative valuation method (such as the price-earnings ratio valuation method, the price-to-book ratio valuation method, the EV/EBITDA valuation method, etc.); the other is the absolute valuation method ( Such as dividend discount model valuation, free cash flow discount model valuation, etc.).

PE

The legendary private equity, the main investment strategy of private equity investment. At present, the private equity investment industry is roughly divided into eight categories: stock strategy, bond strategy, market neutral, event-driven, macro futures, quantitative arbitrage, fund of funds and compound strategy.

Corporate Strategy

Business management education such as MBA and EMBA defines corporate strategic management as an art about how to formulate, implement, and evaluate corporate strategies to ensure that corporate organizations effectively achieve their goals. and science. It mainly studies the functions and responsibilities of the enterprise as a whole, the opportunities and risks it faces, and focuses on the comprehensive decision-making issues involved in business operations across functional areas such as marketing, technology, organization, finance, etc. Through enterprise strategic management, enterprises use analysis, forecasting, planning, control and other means at the macro level to fully utilize the enterprise's human, financial, material and other resources, and ultimately achieve the purpose of optimizing management and improving economic benefits.