Management 301: Management Career Lectures

ACADEMIC PLANNING OVERVIEW

Name:

Wanshan Chen Section 2 (10:30 11:45)

Date:

10/25/2012

ACADEMIC GENERAL PROFILE Degree(s) and Major(s) being earned:

Bachelor of Science Major: Accounting Economics Bachelor of Science in Industrial Management Other Degree/Major: Management

Minor(s): Concentration(s): Certification(s):

Finance

CAREER PROFILE Internship/Full-Time Positions being considered (you can list more than one title as you may have numerous positions that interest you right now): Financial Analyst Financial Manager Accountant Fields or Industries being considered: Finance Manufacture Industry Service Industry

EVALUATION OF KNOWLEDGE, SKILLS & CREDENTIALS

Key to career success is acquiring the necessary knowledge, skills and credentials to advance in your chosen field or discipline. This exercise guides you through a process of examining your academic experience up to this point in time and forecasting what future academic experiences you will need to consider as you develop professionally. PART ONE: Past/Current Coursework and Academic Experiences All of your courses potentially have provided a solid foundation for your educational development. However, on the table below, list key courses (descriptive names not numerical listings such as MGMT 301) that are relevant to the career position/field/industry you seek. These courses may have provided you with specific knowledge, experiences or skills that would be useful for you as a professional. These courses may come from your majors, minors, concentrations, as well as other courses such as electives or certification programs. Add more rows or subtract rows as needed. COURSES MA 373 KNOWLEDGE, EXPERIENCES, or SKILLS GAINED This course will give me some clues about some fundamental concepts of financial mathematics and financial economics, and their application to real world business situations and basic risk management. Includes discussions of valuing investments, capital budgeting, valuing contingent cash flows, yield curves, spot rates, forward rates, short sales, Macaulay duration, modified duration, convexity, and immunization, financial derivatives, and their use in risk management. The course talks about the financial reporting for interested external parties. Emphasis on asset valuation, income measurement, and preparation of financial statements. The course gives me the fundamental concepts in investment management, includes optimal portfolio selection and asset allocation, asset pricing models, performance evaluation, individual security selection and valuation. The course is a study of the reasons, as well as the benefits and costs of international trade. Balance of payments, foreign exchange, and international macroeconomics linkages are also discussed.

MGMT 350 MGMT 411 ECON 419

In addition to coursework, you may have joined specific academic (or professional) associations, clubs or project groups. List any that would be key to your professional development. Add more rows or subtract rows as needed. ASSOCIATIONS, CLUBS or PROJECTS Greater Lafayette Commerce Business Mentors Program KNOWLEDGE, EXPERIENCES, or SKILLS GAINED Meet with local business leaders to talk about the networking, communication, business decision making, and workplace conflict and work life balance.

List any additional experiences that have impacted your professional development while attending Purdue. This might include Study Abroad, Volunteerism, Social Clubs, Internships, Part-Time Work, etc. You do not need to re-state your resume but if there is something specific to note, put it in the table below.

EXPERIENCES Intern in China Construction Bank Intern in Yongxing Scale Manufactory

KNOWLEDGE, EXPERIENCES, or SKILLS GAINED The internship provides me a lot of information about the real work environment in a bank and as a financial analyst what is their daily routines. I had an intern in financial department in Yongxing Scale Manufactory. During the two months intern, I learned a lot of things about accounting by assisting accountants to analyze financial reports and gained experience with recording journals and adjusted entries

PART TWO: Future Coursework, Certifications, Associations, Experiences As you look at your future, consider and respond to the questions below: What other courses will you need to complete in order to earn your degree (if you are not graduating this semester!)? Complete the information below and make sure you follow-up with your Academic Advisor with any questions/concerns/issues that you may have. Remember, courses may not always be offered when you expect them to be (i.e. a course may need to be moved to another semester). This is for PLANNING purposes only to help you be aware of what you need to complete your degree in a timely manner.
COURSE CATEGORY GUIDE Required Minor/Concentration Elective (World History, Literature, Fine Arts, International, Professional, or Free) CREDIT HOUR REVIEW

Make sure you consult MyPurdue for up-to-date course information!

Term Year: 2013 Spring

Transfer/AP Credits 56 Total Completed Credits Current Semester Credits Subtract any retakes Credit Hours for Remaining Semesters Subtract any no credit courses Total Credit Hours Required Credit Hours for Degree
Term Year: 2013 Fall

70 20 30 126 30

Subject MGMT 504 MGMT 351 MGMT 413 MGMT 451 OBHR 428

Number 3 3 3 3 3

Category Accounting Accounting Finance Management Management

Subject MGMT 503 MGMT 505 MGMT 506 ENGL 420 MGMT 354

Number 3 3 3 3 3

Category Accounting Accounting Accounting Business Writing Management

Are there certain electives, concentrations, or minors that you should consider taking because they would provide you with additional knowledge, skills and experiences for your field of interest? If so, add them into your above planning. If you cannot fit them into your degree and graduate by your targeted goal date, would you consider staying for an additional semester? Consult with your Academic Advisor to make sure you correctly are interpreting your degree information. Since I already have double majors in Management and Accounting, and a concentration in Finance, therefore I would not consider another minor or concentration.

What certification programs and professional association would be important for you to obtain and join to enhance your professionalism? I will choose Purdue Accounting Association. In my opinion, to gain some accounting information is very critical in financial fields, because we have to read the financial statements and try to find problems from those reporting. And in order to improving our ability to analyze problems, to be member of accounting association is a great choice. Since the purpose of this organization is to provide a social setting for Purdue students to expand their educational and social boundaries through peer interaction, professional engagements and community service, therefore, we can learn amount of information about accounting by attending this organization.

To advance in your field, will you need to obtain an advanced degree and when would be the best time to pursue that (directly after earning your undergraduate degree or after you gain professional experience in your field)? Actually, I am thinking about to continue my study and apply for the graduate school. And I want to learn more knowledge about accounting or finance. Therefore, now I need to prepare for the GMAT test and TOEFL test and try my best to gain a great score. Since my estimated graduation time is December in 2013, this means if I get the offer for 2014 fall, then I would have six months free. My plan for these six months is to get a job which is related to financial fields, such as bank. With the related work experience, I will be much more familiar about the finance or accounting. It will help me to figure out what is my real interests in their fields.

FINAL STEP: Once you have completed this review, please upload this document into your Passport Account within the Academic Planning Challenge. This review is due in Passport by October 30th.