Time flies. Inadvertently, our work will come to an end, and our work will achieve new results with our efforts. I think it's time to make a career plan. But do you know how to write it? The following is the financial career planning book I compiled for you, hoping to help you.

Financial Career Planning 1 I. Self-assessment

I have a wide range of interests, especially music, reading and learning. Introverted, not good at talking. But he is honest, conscientious, not afraid of difficulties, brave in struggle and enterprising. Have the patience to do a good job. Helpful, few friends but sincere, United and friendly, helping each other. Have a beautiful vision for the future and be willing to work hard for your dreams.

Second, the future development evaluation of the financial industry

Financial industry, especially banking and securities industry, is a capital-intensive industry engaged in currency and capital business. Because of its good liquidity and liquidity, it belongs to an industry with high RMB assets. The appreciation of RMB will attract a lot of international funds and have a positive impact on the development of financial industry. Various research institutions also expounded the development prospects of the industry from the perspective of the industry.

Third, the choice of occupation

Major in finance, with a wide range of employment. There are three main types: business, politics and academic. Individuals choose the career direction of business administration. Future employment can be financial institutions (banks, insurance companies, securities companies) and non-financial enterprises (mainly doing financial and investment and financing analysis).

Fourth, the design scheme:

1, master's plan: through university study, study hard your own professional knowledge and master the necessary management skills. Take an active part in social practice and enhance your social practice experience. Take part in short-term social work in winter and summer vacations, and at least earn enough for your own life. Accumulate one's own contacts, and further improve one's communication ability, teamwork ability and enterprise leadership ability. Summarize the entrepreneurial direction suitable for contemporary China's national conditions.

2. Specific planning scheme:

Second semester of 2XX -20xx academic year:

1, April: Obtained the second-class certificate of national computer grade examination.

2. June: Obtained the national CET-4 certificate.

The first semester of the 20xx-20xx school year:

1,1February: Obtained CET-6 certificate.

Second semester of 20xx-20xx academic year:

1, and obtain the qualification certificate of financial English.

2. Review for next year's postgraduate exam.

20xx-20xx academic year:

1, prepare for the exam with all your strength and have no distractions.

Design scheme:

20xx-20xx years: studying for a postgraduate degree.

20xx -20xx five-year plan:

These five years are mainly to accumulate their own work experience, leadership and capital reserves.

Job objectives: from ordinary employees to department managers (preferably foreign-funded or joint ventures).

Ability goal: Skillfully handle the work in this position, and the work performance occupies a prominent position among colleagues at the same level; Familiar with the operation mechanism and corporate culture of foreign-funded enterprises, able to communicate with the upper level of the company without obstacles. Exercise your leadership and accumulate contacts, gold veins and knowledge.

Economic goal: the average annual salary for five years is above 50,000.

Planning after 20xx:

Work goal: starting a business.

Ability goal: form your own management concept, have a high level of speech, and have the ability to organize and lead the team; Have certain communication with the decision-making level of relevant companies; Have the psychological quality and ability to deal with emergencies; Has a wide range of social activities, has a certain popularity in the industry.

Economic goal: the annual salary is above xx thousand.

Verb (verb's abbreviation) success criteria:

My success criteria: a person has set a positive goal, made efforts and achieved positive results, which is success.

At every stage, as long as I do my best and give full play to my ability, I will improve myself. Even if my goal is not achieved, I won't feel failed. At least I have worked hard, tried my best and struggled, and I won't leave myself any reason to regret.

There are many roads to success, and there are many definitions of success. As long as you really do what you want to do under the guidance of your ideals and realize your life value, it is a success, and you should be proud and happy about it.

Sixth, finally:

As college students, we should cherish this hard-won learning opportunity. Not everyone can spend the best time of his life in the university auditorium. A person's college time may only come once in his life. If you don't grasp it well, you will regret it later.

Financial Career Planning Volume II: Preface to Planning

This is a competitive society full of challenges. Everyone has his own goals and ideals, and he has a vision for the future in his heart. However, realizing the ideal is a process, a difficult but full of warmth and memories. Some roads are too long to persist; Some roads are too bumpy to walk. Sometimes the road to the ideal is like this, giving people a feeling of being close but not available. But that doesn't mean we can only stagnate.

A careful career planning can make us clearly see our own shortcomings and what we urgently need to master and understand on the way to our ideal. By constantly comparing with your plan, adjust your pace and work hard in a faster way.

From the moment we entered the university, our life goal changed from struggling for a passionate dream in June to storing enough theoretical knowledge and practical experience for our future career. However, the colorful university life and the binding changes of parents and teachers often make us lose our way when we first enter the ivory tower. The university life is so muddled that we are at a loss when we leave the school four years later.

Through the study of teacher Zhou's career planning course this semester, I have a deeper understanding of the significance of career planning.

First of all, "a ship without a goal can never reach the other side of success." Career planning allows us to define our future career goals and always restrain ourselves to achieve this goal, so as to seek more professional knowledge and rich experience for ourselves.

Secondly, career planning also gives you a corresponding plan for your four-year college life. At each stage, what should you do to prevent precious college time from being wasted, so that college students will be more enriched.

Finally, correct and reasonable career planning is the guarantee for you to have a good job when you enter the workplace in the future. It can even be said that a successful career plan is a person's life plan and the foundation of a brilliant life. Therefore, for college students, it is more important to plan their future career in detail.

Two. Self - analysis

1. Personal personality: extroverted and manic. Because I like to explore unknown things since I was a child and have a strong desire to discover, I resolutely chose science when I was divided into arts and sciences in high school. When doing things, I will definitely choose what I am interested in, and I want to be the best once I start. I like solving problems independently, and I prefer success, which is a sense of accomplishment.

2. Hobbies: I like watching football matches and badminton. Many people may find it strange that a girl is keen on watching football leagues. This is probably due to my personality. My outgoing personality makes me more eager to explore something energetic and infectious. Of course, I also like listening to music and reading books when I am quiet. In the book, we can see a wider world from the perspective of others and learn a richer life from the perspective of others.

3. Basic skills: Have a certain basic knowledge of English, be proficient in the corresponding office software, have a certain financial professional foundation, and have a certain oral ability.

4. Advantage analysis: If you are enthusiastic, you will complete the task with great enthusiasm and maximum efficiency. I like the intense and full sense of existence in life. I have a good research spirit for things I am interested in, and I will take the initiative to explore the phenomenon and essence of things. With curiosity about the world, to understand the things around you. At the same time, I have good communication skills, and I am good at communicating with people around me to increase mutual understanding. Even if you stand on the podium, you are not afraid. You can speak your mind generously.

5. Shortcomings analysis: too impulsive, doing things without fully considering the details and consequences. I often do something irreversible on impulse. Moreover, I lack patience for things that I am not very interested in, and I can't calm down and learn more.

6. Self-suggestion: Keep the sunshine positive and welcome life with full enthusiasm. At the same time, we should pay more attention to things that we are not interested in at ordinary times and increase our knowledge. We should be considerate, decisive and take into account the necessary details, so that we can act more efficiently and steadily.

Three. Career prospects

Finance is a very popular subject now. Finance majors mainly study the movement laws of modern financial institutions, financial markets and the whole financial economy. The specific research contents include: the theory and practice of banks and non-bank financial institutions such as securities and insurance, the theory and practice of money market, capital market and international financial market, the theory and practice of financial macro-control and the whole financial economy, and the theory and practice of financial management, especially financial risk management. His main research interests are monetary banking, financial economics (including international finance and financial theory), investment, insurance and corporate finance (corporate finance). The demand for high-end talents in the financial industry is particularly strong. The typical high-paying positions that enterprises need more are fund managers, senior investment consultants, investment and financing managers, financial analysts and so on. Judging from the characteristics of the financial industry, a company's high-end talents or high-end services determine its competitiveness in the industry. The financial market covers a wide range. Banks, securities, insurance and funds all hope to cover a wider range and provide more service channels. Therefore, they will pay attention to reserve talents to enhance the level of domestic and international competitiveness.

Employment direction of finance major: economic forecast analysis and management consultant

Economic forecasting analysts are widely distributed in various industries, but generally only multinational companies, large and medium-sized enterprises, government economic decision-making departments, and public research institutions in various industries will set up. Mainly responsible for the collection and analysis of various market data. The importance of this position is becoming more and more obvious. Management consultants mainly flow to some consulting companies, such as IT consulting, strategic consulting, marketing consulting, auditing and listing counseling.

Finance major II Employment direction: foreign trade personnel

Selling products produced by "World Factory" to foreign customers; Looking for foreign sources for domestic customers; Organize international trade goods logistics, etc. A considerable number of foreign trade personnel have set up their own foreign trade companies after their experience is mature.

Finance major 3 Employment direction: management position

Graduate students are different from undergraduates. Most of them have participated in some social practice and have some work experience during their master's studies, so when they formally enter the society, they can also get some management positions, such as production management, administrative management, personnel management and financial management.

Finance major 4 Employment direction: fund manager

With the emergence of more fund projects and fund management companies, society will need a large number of fund managers, and fund managers are high-level talents in this industry. Their duties can be roughly divided into: responsible for raising a certain fund; Responsible for the operation and management of the fund; Responsible for the listing of funds and monitoring after listing. At present, there is a shortage of talents in this field and the career prospects are promising. The fund industry has the greatest demand for professional managers. It is not easy to be a qualified fund manager. Generally, you need a master's degree or above, have a professional knowledge background in risk control, have strong analytical judgment ability in multiple disciplines and industries, have a keen sense of market smell and rich practical experience.

Finance major 5 Employment direction: stock analyst

Stock analysts mainly provide stock market investment consulting services for stock market investors and hold relevant lectures, reports and analysis meetings. Some stock analysts publish stock review articles in newspapers and provide stock market investment services through public media such as radio and TV stations. To engage in stock analysis in China, you must have a bachelor's degree or above, and have more than two years' experience in securities industry. You need to take two courses: Basic Theory of Securities Investment and Securities Investment Analysis. Those who pass the examination and meet the requirements need to apply to the local securities management department or directly to the China Securities Regulatory Commission, and the qualification certificate can only be obtained after examination and approval. Those who have obtained the qualification certificate apply to the securities management department through the securities investment consulting institution to which they belong, so as to obtain the practicing qualification, and finally the practicing certificate is issued by the China Securities Association.

Four. Development goals

Become a stockbroker.

The quality requirements of securities brokers mainly focus on two aspects: first, solid knowledge of financial funds; Second, based on the investment experience of long-term observation of the market; Because securities investment is a high-risk and high-return investment, as a securities broker, we must study the price change trend of the regime market, grasp the regularity, and combine the analysis of various factors affecting securities prices to gradually accumulate considerable investment experience and skilled business operation ability.

In recent years, the number of investors in China has surged. This huge investment group provides a huge market for the rise of securities brokers. At present, China's securities brokers are divided into securities salesmen, commission brokers, intermediary brokers and exchange intermediary brokers.

Therefore, securities brokers can be a good goal for my future career development.

Verb (abbreviation for verb) planning and design

1. English: sophomore and senior. CET-4 has become the basic proof of English learning ability and a skill that a college student should master. Especially in the increasingly open China, the continuous influx of foreign capital and the continuous exaggeration of China enterprises make English communication a communication tool. Therefore, you should have a good English foundation during college. After obtaining the CET-4 certificate, you can also take an active part in the certificate examination of English interpretation and translation according to the relevant requirements of your major. Make your English truly achieve the purpose of communicating with people and facilitate your work.

2. major: take the securities qualification certificate in the next semester of sophomore year. Since the securities broker is the professional goal, as the qualification certificate of the securities industry, it is essential to pass the examination and comprehensively check your professional knowledge, and it is also an essential certificate for the securities industry.

3. Thought: I hope I can set an example, actively play a leading role, exercise myself in practice, and become a China party member at an early date.

4. Social practice: actively participate in social practice related to majors, understand the skills needed for work, narrow the distance between oneself and society, and promote the realization of professional goals. At the same time, social practice can exercise a person's perseverance, emphasize teamwork ability, help him to transform the complicated knowledge system in books into work, and strengthen the connection between textbooks and learning.

An intransitive verb summarizes expectations.

Planning always presents the ideal in a beautiful way and shows the clearest way to the goal. But more importantly, I am determined to work hard according to my career plan, and every step is practical and serious. Only by really following your own plan and working hard step by step can you reach your ideal height. Through career planning, I have seen more of my own shortcomings. In the future, I will study and exercise harder and cultivate myself into an ideal talent in the planning!

Know yourself in chapter 1 of the third volume of financial career planning.

1. Career interests

Influenced by my father since childhood, I like cars, so I hope to be engaged in the automobile industry. I am an extroverted girl, and I don't like to spend a whole day in Xiaoping Rice, so I like to do sales work. It is right to get a job first and then choose a job. But I think if I don't like this job, some bloody people will quit sooner or later, so I'm glad I can choose a job I like. Coming to Anxin classroom is the first step for me to step into the society, and it is also the cornerstone of my sales industry.

2. Professional values

Like most people, I don't pay much attention to fame and status, and I want to find a job that suits me like most people. I think it's only a matter of time before I step into the society and have correct professional values. Like most people, I think girls should have stable jobs, nine to five, with little pressure, and on weekends, they should be administrative assistants and secretaries. These are all jobs that can be done right out of society. But I think this is too low for myself. If people don't struggle when they are young, they will regret when they are old. Sales is a more challenging and energetic occupation than office work, and there are many capable people. So my values are very clear, and I apply what I have learned. I will use my knowledge of financial guarantee to be a salesman in Anxin Wenzhou Branch, work hard, learn more from the experience of my predecessors and learn the quality of this industry.

3. Personality characteristics

As I said before, I am a lively girl, and I usually talk to a stranger quickly. I have done a lot of sales work in winter and summer vacations, and I can quickly grasp useful information in conversations with customers and know what customers want and need. Many sales experiences make me completely uncomfortable in front of strangers. My personality and acquired exercise have added some experience for me to enter the society and engage in sales work.

4. Ability

Because I am sincere, I am relatively friendly, which is also my greatest advantage. Combined with my professional advantages, as an accountant, I can make good use of my own development, with gentle personality and solid professional knowledge. I believe I can do my job well and repay the society. Secondly, I have a wide range of hobbies. In addition to my normal work, I think my extensive hobbies will also add a wonderful stroke to my work. As for my own shortcomings, I think I need to increase my courage in some aspects, such as my public speaking ability. I think I should take part in more social activities, increase my social practice, improve myself in various activities, make continuous progress, overcome my shortcomings, carry forward my advantages and improve myself.

5. Self-analysis Section

According to the above analysis and summary, I know myself to a great extent. I have many advantages, but I also have many disadvantages. Lu Xun once said that a good beginning equals a successful beginning. Therefore, a correct understanding of myself, a clear understanding of what kind of work I am suitable for, and a reasonable planning of my career can make me think about my success faster. Career is a lifetime thing, so you must first choose a job that suits you, so you can continue to study and continue in your future work. Of course, work and daily life must be well coordinated, and health can not be ignored. In short, self-awareness, correct choice, serious and responsible, comprehensive coordination and harmonious development.

Chapter II: Environmental Analysis

1. Family environment

My family lives in a small mountain village. They are all farmers. In order to make a living, my father is not allowed to go out to work, and my mother mostly stays at home to take care of her daily life. So the situation at home is not very good, but the family attaches great importance to my education. They don't care how much I spend on my study. They support my study under any circumstances and try their best to create a better learning environment for me. My family is very happy to be admitted to the university. In fact, they don't expect me to do anything great. They just want me to live a good life and be with them. I want to thank my parents and I want to spend time with them in the future.

2. School environment

To tell the truth, I study in an ordinary college, but the teaching facilities in the school are very complete, which is undoubtedly a very strong condition for students and the school environment is also very good. However, as a contemporary college student, I always think that a person's self-study ability is the most important. The school only gives a learning environment and a learning platform. Most of my professional studies at school are mastered through my own study, and most of them are given by teachers.

The financial crisis has hit almost every industry in different ways, and the form of employment is grim and worrying. Many enterprises have laid off employees on a large scale, and most enterprises have greatly reduced the number of recruits, which undoubtedly fuels the employment of college students. Migrant workers, graduate students and undergraduates are all vying for their jobs.

Chapter III Career Goal Orientation and Its Decomposition and Combination

1. Determination of career goals

Conclusion: Career goal-to engage in accounting, cashier or audit in the future.

Career development strategy-planning the future choice of management industry

Career development path-management route

2. Personal SWOT analysis

Now I will make a SWOT analysis based on my own specific situation, including my graduate school, education, major, study, personal expertise, awards, social work experience and work intention.

1, advantages (advantages, advantages). First of all, there is an advantage in professionalism. Because at present, banks generally lack international financial professionals who are proficient in international business (such as international settlement and foreign exchange transactions). Secondly, my excellent academic performance can also be a powerful stepping stone. Furthermore, as far as my personal specialty is concerned, my spoken English is better. Fourthly, as a representative of English class in my class, my English application ability has been greatly improved. Fifth, in terms of social work experience, I was rated as an excellent cadre when I was in the Health Department of the Student Union, and I worked as a part-time marketing outside the school during my sophomore summer vacation.

2. Weaknesses (weaknesses, disadvantages). First of all, there are obvious disadvantages in graduate schools and academic qualifications. In terms of academic qualifications, college education is not competitive at the beginning of employment, and there are certain obstacles to future promotion.

3. Opportunities. First of all, we should seize the opportunity of the shortage of international financial talents and strive to strengthen our professional ability, especially the ability of international settlement and foreign exchange trading. Secondly, we should strive to increase our working experience in various enterprises to increase our promotion opportunities. Because with the internationalization of banks, there will be more international business, and mastering more business will increase more chips for yourself.

4. threats. First of all, if I choose employment, I will lose the opportunity for further study. Secondly, once the international financial talents tend to be saturated, it is difficult to survive in the banking and financial industry only with college education and certain work experience.

Chapter IV Evaluation and Adjustment

Career planning is a dynamic process, which must be evaluated and revised in time according to the implementation results and changes.

1. Evaluation time

Generally speaking, the plan is evaluated regularly (half a year or a year). When there are special circumstances, we should evaluate them at any time and make corresponding adjustments.

3. The principle of plan adjustment: keep pace with the times and improvise.

According to the possible career development path, make a preliminary plan for the next five to ten years, as follows:

20xx to 20xx years

Complete the main contents:

A) Education background and knowledge structure: college diploma, CET-3, computer certificate, accounting certificate,

Prepare the qualification certificate of certified public accountant if possible.

B) Personal development: get along well with classmates and teachers and have good interpersonal relationships. Take part in physical exercise regularly and have a strong body. Participate in students' union, societies and other practical activities to improve their practical ability.

20xx—20xx

Complete the main contents:

A) Education background and knowledge structure: graduated from master's degree and obtained the qualification certificate of certified public accountant through step-by-step examination. Improve oral English expression ability.

B) Personal development: get along well with classmates and teachers and have good interpersonal relationships. Get to know some economic and financial figures and improve the quality of interpersonal network.

20xx years later.

Join the finance bureau or the tax bureau, but it is better to be a better enterprise, handle interpersonal relationships well and accumulate experience continuously. Strive to reach the middle level of the company within five years.

3) Short-term goal planning

A journey of a thousand miles begins with a single step. Do what I should do every day, and the door to success will open to me one day. What I am doing now is to make every day full and meaningful.

First, the overall planning during the university:

1. Ideological and political aspects: improve ideological understanding and join the China * * * production party.

2. Academically: I completed my college studies with excellent results and obtained the qualification certificate of accountant.

3. Personality development: strive to do everything you want to do, read books you want to read and learn things you want to learn within three years. Try not to leave regrets.

4, physical fitness: ensure adequate sleep every day, do not stay up late. Take part in physical exercise regularly to improve your own quality.

B, the university three-year specific planning:

1, freshman: Take part in club activities as much as possible to increase your knowledge and improve your ability.

2. Sophomore: I have passed the basic English ability test.

3. Junior year: get the accounting qualification certificate and prepare for promotion.

Verb (abbreviation of verb) conclusion

This is my career planning book, but I'm not sure I can do it completely, but I may do it in general. Nobody knows what will happen in the future. There are too many unknowns in the future, so improvise.

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