Investment

I. Program Objectives

The Investment program responds to the strategic development needs of the Guangdong-Hong Kong-Macao Greater Bay Area and is committed to fostering virtue through education. It cultivates students who are well developed morally, intellectually, physically, aesthetically and in labour, and who master broad and solid basic theories and methods of financial and industrial investment. Adopting the OBE concept, the program develops global awareness, an international perspective, practical skills and data-analytical thinking, and cultivates application-oriented, interdisciplinary senior professionals competent in investment analysis, portfolio management, risk management, investment and financing decision-making and investment consulting at banks, securities firms, asset management companies, funds and trust companies. Graduates may work in investment analysis, financial asset portfolio management, risk management, investment and financing decision-making and investment consulting at financial institutions such as banks, securities firms, asset management companies, funds and trust companies.

The program objectives are further specified as follows:

Objective 1 (Ethical and legal literacy): Maintain a correct political orientation and firmly support the leadership of the Party; possess sound awareness of the rule of law, social morality and professional ethics; understand and uphold professional codes of conduct; take into account legal, environmental and sustainability factors; bring humanistic concern, scientific literacy and innovative spirit to professional practice; possess sound critical thinking and the ability to correctly understand and analyse socio-economic development trends.

Objective 2 (Professional theoretical literacy): Possess sound scientific knowledge and literacy in investment and wealth management, master scientific methods of thinking and demonstrate strong comprehensive foreign language ability; be proficient in modern information technology and able to search, collect, identify and evaluate information and use information materials for comprehensive analysis and application in the investment field.

Objective 3 (Practical and pioneering capacity): Through research-industry-education cooperation with leading banks, securities firms and technology companies and close tracking of changes in talent demand, develop strong operational and managerial skills and the ability to flexibly apply the basic theories, methods and techniques of investment to analyse investment-related issues; cultivate a degree of innovation and innovative potential, grasp development trends in the investment field, creatively solve practical investment problems and propose solutions. Maintaining close ties with leading enterprises, the program keeps improving its curriculum on the basis of deepened industry-education integration, so that students master wealth management methods and investment analysis tools, are able to use a range of technologies, including intelligent algorithms, to design personalized wealth management plans for clients and write targeted investment analysis reports, becoming interdisciplinary professionals capable of solving real financial investment problems of moderate complexity.

Objective 4 (Lifelong learning capacity): Possess the awareness and ability for lifelong learning, with intrinsic motivation for independent and continuous learning; adapt to the rapid development of investment theory and wealth management; master the basic methods and approaches for tracking the academic frontier and development trends of investment, and continuously improve the capacity for independent learning and adapting to development.

Objective 5 (International competition and cooperation): possess global awareness and an international perspective, and the ability to update knowledge through modern information technology or other learning channels, proactively adapt to the changing domestic and international situation and environment, and grow into an interdisciplinary professional able to compete and cooperate in a globalized context.

II. Graduation Requirements

In line with the above objectives, graduates of this program are required to meet the following graduation requirements covering knowledge, abilities and qualities:

Requirement 1 (Ideological and moral qualities)

Master the basic principles of Marxism, be familiar with the Party and the state's basic lines, principles, policies and regulations, possess patriotic sentiment and cultural literacy, maintain a firm and correct political orientation, sound moral character and an integrated personality; practice socialist core values, implement the new development philosophy and demonstrate a strong sense of social responsibility.

Requirement 2 (Disciplinary knowledge)

Master the basic theories and analytical skills of modern economics and investment, and understand domestic and international developments in the field; master the research approaches and methods of investment and possess financial investment analysis and wealth management capabilities; demonstrate communication skills, team awareness and the ability to withstand pressure, communicate with peers and clients, organize and manage work, and possess the ability to interactand solve complex problems in interdisciplinary and cross-cultural settings.

Requirement 3 (Innovative capacity)

Possess logical reasoning and innovative capacity, and the ability to identify, analyse and evaluate phenomena and problems in financial investment, together with creative thinking, solid critical reasoning and innovation and entrepreneurship capabilities; be able to use professional investment knowledge to conduct research, carry out systematic and in-depth analysis, conduct scientific valuation and pricing, plan funds rationally and formulate detailed, targeted solutions to specific investment problems.

Requirement 4 (Practical capacity)

Be able to apply basic theories of economics and investment to quantitative analysis of practical or academic problems, and possess the basic professional skills required for employment in the investment field; be able to use cutting-edge tools such as Python, Stata and artificial intelligence models to collect, organize, analyse and forecast financial big data; understand the core logic of financial modeling, master the basic strategies of quantitative investment, and be able to summarize and test financial market phenomena and patterns in a timely and objective manner and apply them to investment practice.

Requirement 5 (Information application)

Possess information technology application skills, master the basic methods of literature retrieval and data search, possess data collection and analysis capabilities, and be proficient in the use of relevant statistical software and databases.

Requirement 6 (Communication and expression)

Possess strong communication and expression skills, be able to use standard and accurate language, express views logically and clearly, and communicate effectively and coordinate work with others orally and in writing.

Requirement 7 (Teamwork)

Possess sound teamwork ability, a strong sense of responsibility and team spirit, and grow into specialized professionals with well-rounded qualities who adapt well to team work, collaborate effectively and play an important role in teams.

Requirement 8 (International perspective)

Be proficient in English and able to read English professional literature quickly; understand differences in investment environments across countries and international developments, follow global issues, and understand and respect the diversity of world cultures.

Requirement 9 (Learning and development)

Possess strong self-learning ability, be able to independently explore frontier issues and innovative business in investment, and possess lifelong learning awareness; adapt to socially and personally sustainable development.

III. Matrix of Program Objectives and Graduation Requirements

IV. Core Courses
Finance; International Finance; Securities Investment; Corporate Finance; Investment; Theory and Practice of Investment Banking; Theory and Practice of Wealth Management (with Beijing Jinfuzi Wealth); Financial Engineering; Investment Project Evaluation; Financial Risk Management

V. Standard Duration of Study

The standard duration of undergraduate study is 4 years; our university operates a flexible 3-7 year system.

VI. Degree Awarded

Students who complete the credits required by the curriculum and meet the degree conferral conditions are awarded a Bachelor of Economics degree.
VII. Curriculum Structure and Credit Proportions

The program consists of three modules: general education courses, discipline foundation courses and major courses. Courses are divided into compulsory and elective categories, with compulsory courses including general education compulsory courses, discipline foundation courses and major compulsory courses, and electives including general education electives and major electives. The program requires a total of 155 credits, of which 131 credits are compulsory (84.51%), 24 credits are elective (15.49%), and 40 credits are for practical teaching (25.8%).

VIII. Course Requirements

Students majoring in this program must complete 155 credits (excluding co-curricularcredits): 57 credits of general education compulsory courses, 10 credits of general education electives, 36 credits of discipline foundation courses, 38 credits of major compulsory courses and 14 credits of major electives. In addition, except for students from Hong Kong, Macao and Taiwan, each student must obtain 10 co-curricularcredits, as specified in the Implementation Measures for the Co-curricularTranscript System of Guangdong University of Finance and Economics (Yue Cai Da [2026] No. 75).

Students minoring in this program must take all courses applicable to the minor as set out in the Teaching Plan Schedule. The minor requires a total of 45 credits, including 19 credits of discipline foundation courses and 26 credits of major compulsory courses. Under the National Student Physical Health Standard of the Ministry of Education, students must pass the physical health test to graduate. As required by higher authorities, students must complete military training before graduation (except international students, students from Hong Kong, Macao and Taiwan, and students upgrading from junior college to undergraduate programs).