旨在培养学生国际金融服务行业所需的、有关金融产品和服务知识的特定职业技能；同时使学生了解国际金融产品和服务提供主体在业内所起的作用。培养针对个人，家庭和中小企业、机构的理财目标提供综合性理财咨询服务的人员。
课程设置
| 序号 | 英文名称 | 中文名称 | 学分 |
| 1 | Business Accounting | 商务会计 | 2 |
| 2 | Business Law: An Introduction | 商法导论 | 1 |
| 3 | Communication: Analysing and Presenting Complex Communication | 商务沟通技巧 | 1 |
| 4 | Creating a Culture of Customer Care | 客户服务文化构建 | 1 |
| 5 | Economic Issues: An Introduction | 经济学导论 | 1 |
| 6 | Financial Sector: An Introduction | 金融业导论 | 1 |
| 7 | Information Technology: Applications Software 1 | 信息技术应用软件Ⅰ | 1 |
| 8 | Managing People and Organisations | 人力和组织管理 | 2 |
| 9 | Marketing: An Introduction | 市场学导论 | 1 |
| 10 | Personal Financial Services | 个人理财服务 | 2 |
| 11 | Principles of Insurance | 保险原理 | 1 |
| 12 | Financial Services: Group Award Graded Unit 1 | 记分单元1 | 1 |
| 13 | Economics 2: The World Economy | 经济学Ⅱ:世界经济 | 1 |
| 14 | Financing International Trade | 国际贸易融资 | 2 |
| 15 | Financial Services Regulatory Framework | 金融服务业规范 | 1 |
| 16 | Income Tax | 所得税 | 1 |
| 17 | Information Technology: Applications Software 2 | 信息技术应用软件Ⅱ | 1 |
| 18 | Investment | 投资学 | 2 |
| 19 | Pension Provision | 养老金规划 | 2 |
| 20 | Personal and Commercial Lending | 个人和商业信贷 | 2 |
| 21 | Preparing Financial Forecasts | 财政预算 | 1 |
| 22 | Financial Services: Group Award Graded Unit 2 | 记分单元2 | 1 |
| 23 | Financial Services: Group Award Graded Unit 3 | 记分单元3 | 1 |
| 合计 | 30 | ||
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