Books: Financial Marketing (2 1 Century National Applied Undergraduate Financial Management Series Practical Planning Textbook-Financial Marketing).
Reading method: king speed reading method
Reading purpose: to accumulate and expand financial knowledge and build a financial knowledge system.
First of all, what information do you want? Financial knowledge, financial system structure, financial market, financial products and other aspects of knowledge.
Second, what information can be obtained. Systematically study financial theory knowledge, understand the operating rules of financial markets, and discuss and analyze real economic and financial problems.
Third, clear the key content. Build a systematic financial theory and master the basic theoretical knowledge of finance.
1. Cover. 2 1 Century National Practical Planning Textbook for Applied Undergraduate Financial Management Series; Huang Jieyu, edited by Li Chao; China Agricultural University Press.
2. Copyright page. Printed 1 in April 2009; The introduction summarizes the contents of the book.
3. Preface. The healthy operation of financial markets has become a close concern of monetary authorities, economists and managers of enterprises and institutions in various countries. Financial marketing is not only a basic course for economic majors, but also a main course for financial majors. On the basis of referring to relevant textbooks at home and abroad, this book highlights the following characteristics: on the basis of expounding the basic theory of financial market, it pays attention to the combination with practice, and adds explanations to the market operation in some financial sub-markets; Use a large number of economic cases, economic books and life examples to supplement and prove the theoretical content; Each chapter has seven parts: teaching objectives, teaching requirements, cited examples, introduction of this chapter, text, summary of this chapter and exercises. The preface mainly explains the conception, basic content and value of this book, as well as the structure of the text.
4. content. * * * Chapter 8, chapter 1, general, overview of financial markets; Chapters 2 to 5 describe different financial markets (products), including money market, capital market, foreign exchange market and derivative market; Chapter six and chapter seven are financial risks and financial market supervision; The eighth chapter is the review and prospect of the world financial market.
"Financial Marketing" is a subject that studies the operating mechanism of financial market and the behavior law of individual economic subjects under the condition of market economy. It is the most basic requirement to engage in financial investment and understand the financial market.
Looking through all the pages, titles, charts, photos and other most conspicuous contents, charts are mainly structural diagrams and content supplements of some theoretical knowledge.
From the end of the table of contents, the whole book is less than 2 14 pages, of which references account for the last two pages and eight chapters account for 2 12 pages. It's a bit difficult to turn pages in five minutes. At this time, we can only build a knowledge architecture according to the catalogue, and combine the existing knowledge to determine which ones can be browsed and which ones need to be read in detail. The most important thing in page-turning reading is to roughly construct the knowledge system, make important judgments on some contents, and have a preliminary understanding of book knowledge. Combined with the book Financial Markets edited by Li Jialing, this book focuses on the last three chapters.
Flipping through the whole book quickly is only to prepare for the second reading and skipping, to build a preliminary knowledge system, and then to enrich it.
Teaching goal: to have a certain understanding of the financial market and make a simple analysis of the financing phenomena involved in life.
Teaching requirements: understand the concept and composition of finance and financial market, understand the classification of financial market, and master the functions of financial market.
Citation: Thinking about the phenomenon of listed economic life related to financial market.
Introduction of this chapter: leads to the content and significance of this chapter.
Text: the concept of finance; The concepts of financial assets and financial instruments; The concept of financial market; Types of financial markets (including money market, capital market, foreign exchange market and gold market). According to the transaction object; Divided into direct financial market and indirect financial market according to financing methods; Divide the primary market, distribution market, primary market, secondary market and secondary market according to the transaction level; Divided by trading place; Divided by transaction mode; By geographical division); The components of financial market: market subject, object of market, market transaction intermediary and transaction price; Functions of financial markets (financing, allocating resources, transferring and dispersing risks, and reflecting and regulating economic conditions). The text contains economic cases, economic reading materials and life examples.
Summary of this chapter: summary of the main contents.
Exercise: Examine the content of the text.
Teaching objectives: Have a certain understanding of the trading mechanism and available money market tools, and be able to engage in short-term investment and financing transactions with simple money market tools.
Teaching requirements: Understand the definition and structure of money market, and master the basic trading principles of interbank lending market, bank acceptance bill market, commercial paper market, large negotiable certificate of deposit market, repurchase market, treasury bill market and money market.
Citation: Thinking about the practice of listed financial transactions related to the money market.
Introduction of this chapter: The main content of this chapter is drawn out, that is, the money market with short-term financial instruments (assets) as trading objects will be analyzed emphatically.
Text: the concept and characteristics of money market; Pay special attention to the interest rate (benchmark interest rate) in the money market.
Summary of this chapter: summary of the main contents.
Exercise: Examine the content of the text.
Teaching objective: To have a certain understanding of the capital market and be able to operate the capital market in practice.
Teaching requirements: understand the concept of capital market and its composition, the process of issuance and operation, understand the concepts of stocks, bonds and securities investment funds, clarify the classification of stocks, bonds and securities investment funds, and master the value analysis of stocks and bonds and the establishment and operation of securities investment funds.
Citation: Think about several basic issues related to the capital market and put forward your own views.
Introduction of this chapter: leads to the main content of this chapter. The capital market mainly includes stock market, bond market and securities investment fund market.
Text: The concept and types of stocks, the issuance market and circulation market of stocks, and the analysis of stock value (the internal factors that affect the investment value of stocks: the company's net assets, the company's profit level, the company's dividend policy, share division, capital increase, capital reduction, asset reorganization, etc.). ; External factors affecting stock value: macroeconomic factors, political and natural factors, industry factors, market factors).
Summary of this chapter: summary of the main contents.
Exercise: Examine the content of the text.
Teaching objectives: To have a certain knowledge and understanding of the foreign exchange market, and systematically master and understand the basic knowledge, theories and skills of the foreign exchange market.
Teaching requirements: be familiar with the concepts of foreign exchange and exchange rate, the function and composition of foreign exchange market, the similarities and differences between direct quotation and indirect pricing methods, the types of exchange rate, the concept of foreign exchange market, and foreign exchange control around the world, and master the meaning and operation methods of exchange rate pricing method, foreign exchange spot trading, foreign exchange forward trading, foreign exchange recent trading, arbitrage trading and arbitrage trading.
Teaching goal: to fully understand financial derivatives and master the trading principles of various financial derivatives.
Teaching requirements: Understand the concept and principle of financial forward, the concept and characteristics of financial futures, the difference between financial futures and forward contracts, the current situation of China's financial futures market, the concept and types of financial options, the factors affecting option prices, the types and trading principles of financial swaps, and master the trading principles, trading rules and functions of financial options.
Teaching goal: to have a certain understanding of financial risks and make a simple analysis of financial risks in economic life.
Teaching requirements: Understand the classification, function and significance of financial risk management; Understand the causes of financial risks, the relationship between financial risks and globalization, and the objectives of financial risk management; Master the meaning, management procedures and strategies of financial risks.
Citation: Thinking about several economic life phenomena related to financial risks.
Introduction of this chapter: leads to the main content of this chapter. If financial risks are not prevented, controlled and resolved in time and effectively, it may lead to a major financial crisis and affect a country's macro-economy and even state power.
6. 1 Overview of financial risks
The concept of financial risk.
Types of financial risks: according to whether financial risks can be dispersed, they can be divided into systematic financial risks and unsystematic financial risks; According to the causes of financial risk, it can be divided into credit risk, liquidity risk, interest rate risk, exchange rate risk, operational risk, national risk, purchasing power risk, moral risk and legal risk. According to different financial instruments, it can be divided into traditional financial instrument risk and financial derivative risk.
6.2 Overview of Financial Risk Management
The concept of financial risk management; The significance of financial risk management; Financial risk management procedures (risk identification, risk measurement, risk management countermeasure selection and risk control); Financial risk management strategy.
Summary of this chapter: summary of the main contents.
Exercise: Examine the content of the text.
Teaching objective: To have a certain understanding of the theoretical knowledge of financial market supervision and make a simple analysis of different financial supervision cases.
Teaching requirements: understand the concept and elements of financial supervision, understand and master why financial supervision should be carried out, and what aspects should be carried out.
Citation: Thinking about several economic phenomena related to financial market supervision.
Introduction of this chapter: leads to the main content of this chapter. If financial risks are not prevented, controlled and resolved in time and effectively, it may lead to a major financial crisis and affect a country's macro-economy and even state power.
7. 1 Overview of financial market supervision
The concept of financial supervision.
The constituent elements of financial supervision: the subject of supervision (financial supervision authorities, unofficial non-governmental organizations) and the object of supervision (banks, securities, insurance, etc.). ), regulatory means (legal means, economic means, administrative means) and regulatory objectives.
7.2 the basis of financial supervision
The theoretical basis of financial supervision is the incompleteness of financial market (market failure).
7.3 The content of financial supervision
The contents of financial supervision include market access and institutional merger, banking business scope, risk control, liquidity management, capital adequacy ratio, deposit protection and bankruptcy treatment.
7.4 Financial Supervision in China
Financial supervision mode: centralized supervision (generally, the central bank assumes unified supervision responsibility) and separate supervision.
At present, China's financial supervision mode belongs to separate supervision. The CBRC, CSRC and CIRC perform their respective duties, cooperate with each other, and share the responsibility of financial supervision.
Summary of this chapter: summary of the main contents.
Exercise: Examine the content of the text.
Teaching objective: To fully understand the world financial market and simply analyze the problems existing in the development of China financial market.
Teaching requirements: Understand the general relationship between the development of the world financial market and economic development, the influence of the integration of the world financial market on China's financial market, the historical and logical development of the world financial market, and the existing problems and development direction of China's financial market.
Each chapter has seven parts: teaching objectives, teaching requirements, cited examples, introduction of this chapter, text, summary of this chapter and exercises, with simple details written; The content mainly includes financial related concepts; Several major financial markets according to transaction objects, such as money market, capital market, foreign exchange market and derivative market; Financial risks and financial supervision are the main contents that need to be supplemented.
There are two main sources of wealth, one is wealth created by productive economic activities, and the other is wealth gathered by financial and economic activities. In modern economic system, factor market, product market and financial market play a leading role in economic operation. The financial market is the market that is most directly dependent on funds, guiding the flow of funds and promoting the transfer of funds. Learning and mastering certain financial knowledge is an important way to develop economic competitiveness.
Financial knowledge is extensive and profound. A book can only give a rough introduction to financial knowledge, but reading a good financial book is the beginning of understanding finance.
Read Financial Marketing carefully, and you will have a preliminary and systematic understanding of finance, which will help you find your own investment channels.