1. Trang chủ
  2. » Luận Văn - Báo Cáo

final report of the research difficulties in financial management practices that students in advanced education programs encounter

39 1 0
Tài liệu đã được kiểm tra trùng lặp

Đang tải... (xem toàn văn)

Tài liệu hạn chế xem trước, để xem đầy đủ mời bạn chọn Tải xuống

THÔNG TIN TÀI LIỆU

Thông tin cơ bản

Tiêu đề Difficulties in Financial Management Practices That Students in Advanced Education Programs Encounter
Tác giả Do Thi Bich Ha, Nguyen Thi Minh Chau, Ngo Duy Anh
Người hướng dẫn M.A. Do Kieu Lan
Trường học National Economics University
Chuyên ngành Financial Management
Thể loại Final Report
Năm xuất bản 2020
Định dạng
Số trang 39
Dung lượng 3,89 MB

Cấu trúc

  • CHAPTER I: INTRODUCTION (8)
    • 1. Background of the research (8)
    • 2. Rationale (9)
    • 3. Purposes of the research (9)
    • 4. Research questions (9)
    • 5. Scope of the research (9)
    • 6. Research methods (9)
    • 7. Structure of the research (10)
  • CHAPTER II: LITERATURE REVIEW (12)
    • I. Overview of financial management practices (12)
      • 1. Definitions (12)
      • 2. Facts about students’ attitude toward spending money (12)
      • 3. Impact university students’ difficulties in financial management practices (12)
        • 3.1. Changing opinion about money (12)
        • 3.2. Awareness of financial management practices (13)
      • 4. Individual Financial Management Courses around the world (13)
      • 5. Savings plan to improve the financial management practices (13)
      • 6. Overview about the freshmen in Advanced Education Programs of National (14)
    • II. Difficulties in Financial Management Practices based on documents (15)
      • 1. The necessity of financial management practice skills for freshmen (15)
      • 2. Students’ difficulties when managing finances (15)
      • 3. Solutions to improve financial management practice skills (15)
      • 4. Drawbacks of some wrong solutions of improving financial management (16)
    • III. Conclusion (17)
  • CHAPTER III: METHODOLOGY (18)
    • I. Research participants (18)
    • II. Research instruments (18)
    • III. Research procedure (19)
  • CHAPTER IV: FINDINGS & DISCUSSIONS (20)
    • I. Difficulties of financial management practices (20)
    • II. Reasons for financial management practices (21)
    • III. The necessity of online course (22)
      • 1. Impacts of financial management practices (23)
      • 2. Reasons for organizing course for freshmen (23)
      • 3. Advantages and disadvantages of available courses (24)
    • IV. Individual financial management course online (25)
      • 1. Overview (25)
        • 1.1. Overview of the course (25)
        • 1.2. About the purpose of the course (25)
      • 2. Preparation step (26)
        • 2.1. Communcation (0)
      • 3. Formation (26)
        • 3.1. Curriculum analysis (26)
        • 3.2. The boundaries of knowledge constituted in the teaching (27)
        • 3.3. The course’s cost, learning application and teaching method (27)
      • 4. Performance (27)
        • 4.1. Syllabus (27)
        • 4.2. Teaching guide (29)
          • 4.2.1. Dominant patterns of knowledge appear in the teaching (29)
          • 4.2.2. Teaching requirements (31)
        • 4.3. Learning guide (32)
        • 4.4. The evaluation method (32)
      • 5. Opportunities (32)
        • 5.1. The practical implication of a social theorist perspective (0)
        • 5.2. Job opportunities (33)
      • 6. Potential value (0)
    • V. Other recommendations (34)
  • CHAPTER V: CONCLUSION (35)
    • I. Short research summary (35)

Nội dung

FINAL REPORT OF THE RESEARCHTITLE: DIFFICULTIES IN FINANCIAL MANAGEMENTPRACTICES THAT STUDENTS IN ADVANCEDEDUCATION PROGRAMS ENCOUNTER NATIONAL ECONOMICS UNIVERSITY SCHOOL OF ADVANCED EN

INTRODUCTION

Background of the research

In recent years, the financial management practices of youth generally and university students specifically have received the increasing attention of a wide range of organizations such as government agencies, community organizations, colleges, and universities, etc The youth are growing up in a culture of debt facilitated by expensive lifestyles and easy credit However, young adults often begin their university careers without ever having been solely responsible for their finance It also points out that university students rarely practiced basic financial skills, such as developing a regular savings plan or planning for long-term requirements.

Based on the research on Vietnamnet in 2012, one-third of Vietnamese students questioned thought the amounts were less than they needed for their daily expenditure. The situation proves that the young cannot plan for their spending in meeting their day-to-day obligation They splurge a huge amount of money and most of all people cannot pay for debts The bank's foreclosures make the debts become a burden to the country's economy Besides, according to the recent survey, this situation hasn't even improved and increasingly becomes an alarming problem.

National Economics University’s students are in our research because this university has a national top rank of the high tuition fee Besides, the location of the university is Hanoi, the capital of Vietnam which makes citizens higher life-standard Due to that reason, National Economics University’s students have to balance their money thoroughly.

Regarding tuition fees, Advanced Education Programs have the highest cost at the university, with an annual average of $9,600 over four years Furthermore, this fee rises by 10% annually, resulting in a $1,000 increase since 2010, with projections for further escalation To mitigate this financial burden, students must develop sound money management skills, which include a thorough understanding of financial management.

“Difficulties of students in Advanced Education Programs in financial management practices”.

Rationale

Enhancing financial management is a crucial topic in Advanced Educational Program at National Economics University due to its multifaceted benefits Firstly, it equips students with the skills to prevent financial instability and avoid unmanageable debt Secondly, it empowers them to make sound financial decisions, cultivate savings habits, and experience the joy of financial well-being By mastering these skills, students gain confidence and reduce financial anxieties, ensuring a more secure and prosperous future.

Purposes of the research

This is a real problem that most of the students are bad at their finances There are two reasons related to this issue The first reason is the lack of proper education Students are not taught about financial management either by teachers or parents clearly so they do not know how to spend wisely and reasonably The second reason is the overloaded items surrounding them in the current period Thus, students are more likely to have difficulty in controlling their finances.

Research questions

However, it is necessary that answering these following questions tackle this issue:

1 What are the difficulties that students in Advanced Education Programs, National Economics University encounter in financial management?

2 What are the reasons for difficulties that students in Advanced Education Programs, National Economics University encounter in financial management?

3 What are suggestions for solving difficulties that students in AdvancedEducation Programs, National Economics University encounter financial management?

Scope of the research

By choosing the topic “Difficulties of students in Advanced Education Programs in financial management practices”, we perform this research for 15 weeks within theNational Economics University’s students, especially the students of AdvancedEducation Programs The people selected for this research are students from 18 to 20 who are having difficulties in financial management.

Research methods

The methodology is online surveys We use online surveys with a large number of students using social networks today, accessing surveys is easy and highly effective.

Structure of the research

There are a total of six chapters in this research To be more specific, in the Background of the research chapter, we will mention the financial management practices of youth generally and university students Next, we will state our main reason to do this research is to improve their financial management skills in the Rationale chapter Then, we will list some reasons why students are having trouble managing their finances nowadays in the Purpose of the research chapter However, to achieve this, we choose specific questions and delve into the problems that students are facing in the Research questions and perform the research within the whole university student range, especially students of Advanced Education Program in 15 weeks in the Scope of the research chapter.

LITERATURE REVIEW

Overview of financial management practices

Financial management is an expansive notion However, with financial management practices’ definition, it merely defines as “reasonable expenses.” (Widener, 2017). Concerning individual financial management practices, it can occur through various manners of university students mainly As they define, this time is a turning-point shift from childhood to adulthood (Howe, 2001) University is the first independent experience, making them vulnerable to overspend since they have difficulties controlling their money for necessary fees.

2 Facts about students’ attitude toward spending money

Most students today have a lot of work to use the money For students in the early years of college today, money is not so important when it is only used for entertainment and food But for the final year students, money is appreciated, when they have so many things to worry about, such as work, entertainment and living for themselves Through this study, students who are having certain difficulties in managing their expenses can apply the measures outlined in it to know how to handle them.

3 Impact university students’ difficulties in financial management practices 3.1 Changing opinion about money

The human behavior psychologists have found money's influence unconsciously on people with the central aspect is educational attainment (Carolyn G., 2018) One of the psychological activities affected is spending habits There is an aspect of the psychology of money: the relationship between happiness and money.

There are no direct correlations between spending money and happiness According to a 2013 LifeTwist study, most young Americans are initiating a look beyond the cash while defining success Besides, 75% believe that spending money is to satisfy their need, which tends to be a disease called money addiction.

Money addiction, known as shopaholism, is the symptom of a mental problem In other words, it is an addiction to the good feeling coming from spending money It is the result of society nowadays With the rapid growth of the Internet and the tough competition in the labor market, university students’ psychology has some problems. They feel depressed and tend to splurge their money to cheat because they could not get a satisfying job and afford to buy an apartment for their own

3.2 Awareness of financial management practices

According to Money Habitudes, published in 2017, people, especially the young generation, are primarily influenced by what’s around, such as the relatives, culture and society, religion and spiritual beliefs, the individuals, and the media On the other hand, financial management skills still do not play an essential role in people’s awareness Because people around the young generation haven’t yet had the ideology to manage their money, for that reason, the digital management apps are not used widely as apps supporting soft skills.

Besides, there is no reasonable financial management practice course route for students who use real situations to figure out the radical remedy Most of the knowledge students learn about finance is theoretical and not updated Students are the generation that solidifies soft skills For that reason, it needs to have an effective course to enhance the awareness of financial management practices.

4 Individual Financial Management Courses around the world

In Vietnam, financial management education remains inadequate, particularly for university students, who face a growing problem of financial insecurity Without comprehensive financial management curricula, students are unprepared to navigate their finances responsibly The prolonged absence of practical solutions resembles the situation in South Korea, where young adults' irresponsible spending habits have led to widespread debt and economic strain.

To avoid the worst situation, university students should improve financial management practices One of the solutions is a financial management course The attitudes of countries around the world about financial management courses are different While the Western countries found critical concern, the Eastern seemly do not have much attention to the individual financial management skills.

5 Savings plan to improve the financial management practices

According to Business Dictionary, “savings plan” is a contribution of each person to achieve financial targets in a short or long time It is also a word to describe the procedure of adequate money to purchase or reach life goals which are vital to individuals and encourages them to gain estimable, maintainable, and suitable moves toward what they desire (Benzinga) There are three greatest reasons that people need a savings plan First of all, it is important for major life events It is an unforeseen time that people may encounter, for example studying abroad, marriage Therefore, they must save their money to tackle these issues easily The second reason is minimizing financial risk People may have some emergencies or desire to purchase necessities (laptop, car, house) which make them vulnerable to debt So a savings plan plays an integral role in paying these amounts of money Last but not least, it makes them reduce stress about money and encourages them to have a better life Particularly, with a savings plan, students can overcome financial weight in university It is the fact that this is the time when they are independent of their parents in every aspect of life, especially finance They have to track their money and expend it controllably. Therefore, it is vital for students to be equipped with financial knowledge so that they are able to have a maintainable life without any financial burdens Besides, if they are conscious of managing their money, they will come up with effective solutions for the future However, generating a savings plan is not hard Although it depends on various financial status and goals, this process must include the following steps: establishing targets, deciding the money to save, operating savings.

6 Overview about the freshmen in Advanced Education Programs of National Economics University

Established in 1956, National Economics University in Hanoi, Vietnam, boasts its status as the country's premier economics institution However, it also stands out for its high tuition fees, ranking as the second most expensive university in Vietnam (Uni page, n.d.).

There are two main reasons that the freshmen in National Economics University are confused when spending money: changing the living environment and financial status. Most of the students need to separate their family and move to the city of the university They have to be independent and balance their finance, in other words, their pocket money Moving into a new environment leads to social shock while first-year students have many things to do by themselves than ever before Considering the financial status, the amount of money the freshmen have is limited Students need to use capital efficiently For this reason, the students need to have financial management skills to balance the wage they earn from a part-time job, types of fees, and the amount of money they have.

On the other hand, Advanced Education Programs is a school in National Economics University founded in 2006 With the function “training talented bachelors who have intensive knowledge to meet the higher requirements of work and contribute to the university’s progress of reaching the regional and international standard” (Advanced

Advanced Education Program (AEP) tuition fees are significantly higher than traditional programs AEP students tend to have greater disposable income and distinctive spending patterns due to their unique characteristics This study explores the financial management challenges faced by AEP freshmen, aiming to identify solutions to address these difficulties and enhance financial literacy among this student population.

Difficulties in Financial Management Practices based on documents

1 The necessity of financial management practice skills for freshmen

As teenage students enter universities across the country, the demand for money increases dramatically, including tuition, living expenses, money to buy necessary items, and personal spending Especially when they move to a completely new place, it is challenging for them to manage their finances on account of a distinctive standard of living Therefore, this research gives these reasons to help them manage their finances scientifically, the theories of money-saving, how to practice, and how to make money virtually.

2 Students’ difficulties when managing finances

Effective personal financial management is not a simple task that can be done every day to succeed because of the following reasons The first reason is their neglect of financial management practices If the young do not manage what they already have well, their life will never add any value Therefore, managing their finances every day will help them build great habits and benefit their life Financial management is not merely about knowing how to spend and using the financial resources they create appropriately Financial management also implies many factors, such as a scientific spending division plan, building a savings fund, selecting effective investment channels In addition, economic management principles for individuals, families, children, and enterprises have different characteristics Thus, to apply in life, university students need to understand and have knowledge of each specific situation

3 Solutions to improve financial management practice skills

According to a business theorist’s report (Stanley & Danko, 1996), the average millionaire spends about 8.4 hours some studies focusing a month on financial management and planning Unfortunately, most of the young generation do not have efficient financial management methods So, how to build effective economic management methods and habits? Here are some tips to help the young quickly make smart and effective financial management methods The first one is to learn from people with financial knowledge Undeniably, the fastest way to learn financial knowledge is to communicate, chat, and learn from financial experts and people with economic backgrounds The lessons they share will be valuable practical knowledge students can apply to manage their finances The second one is that they can take a course or consult a book on financial management If they lack knowledge of how to spend appropriately, collect money, save money, invest with money they save, etc., they should schedule a time to take a course on how to manage their money Effective financial management to further expand their knowledge and address their current financial situation Lastly, and most importantly, make a plan for smart financial management This plan should clearly state goals, daily, weekly, monthly implementation steps to bring maximum efficiency Learn how to manage their finances from the smallest coins Once the young know how to manage it, they won't have to worry about financial freedom To have financial freedom, they must have the habit of the skill of managing the smallest amount Managing their finances is more important than how much money people have

4 Drawbacks of some wrong solutions of improving financial management practice skills for freshmen

Effective student financial management requires research that addresses specific student spending issues Asking detailed questions helps students identify their challenges and adjust their spending habits Budgeting is crucial for organizing finances, yet some studies dismiss it as unnecessary Moreover, obtaining financial knowledge from books and other sources is often undervalued, despite its importance in developing money management skills Finally, the psychological impact of financial stress must be considered, as it can hinder effective spending habits.

Specific and detailed research on students' financial management yields more effective solutions than general or superficial studies This in-depth approach allows for a thorough understanding of the causes and challenges faced by each student, resulting in tailored solutions that address their unique financial situations By considering both the apparent and hidden aspects of financial management, this study empowers students with the knowledge and strategies to effectively resolve their financial concerns.

11 around finance They will be known to manage their finances to develop both for themselves and society.

Conclusion

Financial management practices are so-called reasonable expenses However, it is a real problem that most of the students are bad at their finances, especially freshmen. There are two reasons related to this issue The first reason is changing the living environment Since they transfer to other places, which have different costs of living, it makes them challenging to control their money This is also the first time for students who are not dependent on parents; they have to take care of themselves so that it is harder for them to spend money wisely The second reason is financial status Unless they prioritize their money for spending the most necessary objects, they are vulnerable to overspending easily.

Our main purpose in doing this research is to alter their awareness of money Indeed, education is the key to develop managing finance skills, accurate characteristics, and sufficient knowledge to achieve the greatest of their lives With sufficient knowledge about financial management practices, students could avoid spiraling out of control of their money, leading to debt payments They would not feel worried about their finances as long as they know how to manage it Nevertheless, there are a variety of factors relevant to education are human, behavioral, and environmental factors, including the social and physical environments Therefore, some mentoring programs would help them how to use and save their money controllably

The potential meaning of the research is for the first-year university in AdvancedEducation Program, National Economics University specifically and in Vietnam specifically It could help the university students have firstly awareness about finance and improve financial management practices.

METHODOLOGY

Research participants

We perform this research among the freshmen of Advanced Education University, National Economics University, who enroll through various admissions, such as entrance exams, school reports National Economics University enrolls about 5800 students; therein, there are around 1380 freshmen selected to Advanced Education Programs annually As they are free from their parent’s control and move to live in another place, it is challenging for them to resolve everything efficiently, especially managing their finances Besides, the tuition fee of the Advanced Education Program is higher three times than the typically formal programs, making it harder for them to spend their money wisely Because of this type of students’ characteristics, this subject is targeted for our research to analyze the difficulties in financial management practices We expect that there will be 280 first-year students of Advanced EducationPrograms, National Economics University participating in our questionnaires & interviews, which accounts for approximately 20.3% of the selected population.

Research instruments

Based on the literature, the most efficient methods to gain information are questionnaires For that reason, this research approaches the thoughts of the freshmen by the questionnaire within 14 days A questionnaire collects the data in this research. The questionnaire consisted of one scale developed to measure students’ perceptions concerning their financial management practices, including some elements such as their management abilities of daily expenditure, spending plan, etc The perceived financial management practices were measured by asking students to evaluate their spending on those factors Eventually, tools for implementing this research project are

13 charting, grid, and data sheeting That way creates a scientific and easy-to-understand view of the research to help users grasp information quickly and effectively.

Research procedure

The primary resources for the research producers are the real-time survey for students in Advanced Education Programs, National Economics University It is a 5-minutes survey published via Facebook Our target for the online survey is 15% of participants.Besides, the primary sources are reputable websites, articles, university programs, and monographs They are highly accurate and screened items, so they are widely used and help make research faster and more efficient That saves researchers time and poses no significant risks In the end, we will collect and analyze the results.

FINDINGS & DISCUSSIONS

Difficulties of financial management practices

We carried out surveys around newcomers in Advanced Education Programs, National Economics University Of 280 participants (20.3% of the population) surveyed, we found that they encounter financial management practices because of some reasons

Not having any part-time jobs

Figure 1: Students’ difficulties when managing financial practices

In Figure 1, some reasons that participants would have difficulties when managing their finances were collected Each of them could choose more than one reason And we found that most of them have difficulty in spending their money wisely because of

“Overspending” (with 66.4%) The second-largest reason is “Having so many demands”, which accounts for 50% Meanwhile, the proportion of the reason

"Independent" (47.1%) is the most prevalent reason for not seeking freelance work, followed by "Having so many demands." The least common reason is "Not having any part-time jobs" (27.1%), representing almost half the proportion of the top reason.

Explaining this, the first problem is that they cannot prioritize their spendings, which leads to their money out of control It comes as no surprise that when appealing necessities and objects surround them, they could not control their money smartly The second one is that this is their first independent time to not depend on parents as they live far away from home and take care of themselves In addition to having no part- time jobs, it is more challenging for them to manage their finances wisely.

Indulgent spending can lead to a cycle of financial distress Individuals who spend beyond their means struggle to set aside funds for essential purchases and emergencies The constant worry over expenses and the inability to fully utilize their earnings create a sense of anxiety Over time, lavish spending can trap one in a cycle of debt, further exacerbating their financial woes.

Reasons for financial management practices

Figure 2: Money that participants spend monthly on average

According to the data collected from figure 2, surprisingly, most first-year students in the Advanced Education Programs, National Economics University spend is not much (about 500,000 - 2,000,000 VND), which accounted for approximately 50%; however, they are still having problems with financial management practices.

It is useful for us to discover that this had two main kinds of reasons: secondary and primary causes

A study revealed gender-based spending patterns While both genders prioritize food and dining, females prioritize utilities and clothing, reflecting their focus on essential household needs and personal appearance Males, on the other hand, allocate more funds to entertainment and health and fitness, indicating a preference for leisure activities and physical well-being.

The primary one is that they do not have any spending plans, making them always lack money Unless they spend based on a spending list, they will arrange their spendings rationally and consume wisely.

Need not spend on most important utilities

Figure 3: Reasons for not having a spending plan among participants

To be more specific, we analyzed data by asking participants why they did not plan on spending, creating Figure 3 And we identified that most of them need not spend on essential utilities (for example, cars, houses), which accounted for 51% 47% of students said that they were unconcerned about their spendings as money is borrowed from parents Only 2% of them were afraid to make a plan or wanted to live only once.

The necessity of online course

Figure 4: Circumstances of managing money in a month among participants

According to our survey, in Figure 4, nearly 70% of the participants lack money every time in a month although 88.6% of them said they save money It was found that most of the students do not have educationally individual finance while the students are aware of the importance of financial management.

1 Impacts of financial management practices

There is a fact that financial management practices do not merely know how to spend and use the financial resources you create correctly, but also imply many factors In

2012, there were many surveys on financial management skills in 25 countries, including Asian countries The survey shows that one-third of respondents (33%) in Vietnam do not set up a family budget to manage income and expenditure The assessment also found that people aged 18-24 tended to be less budget planning than those aged 18-24 In the past five years, the financial industry’s growth and the number of people participating in Vietnam’s banking system have increased significantly. Financial management skills are essential to individuals but also society It helps young people to spend more reasonably and responsibly This includes: scientific spending division plan, building a savings fund, selecting effective investment channels If you have management skills, you can save money for yourself to use in emergency times and have a sustainable, long-term way to spend without falling into too much debt Also, as people spend money more efficiently, businesses can grow and make more profits Young people approach technology with the passion they live for technology, smartphones, and apps At one point, young people needed to be financially independent Forgetting your current financial management skills can easily lead to future crises There are some social media such as Facebook fan page, Instagram, and Youtube page to guide students on how to manage the budget, save, and spend responsibly We genuinely believe financial management tools are not products but knowledge We consider this sacred in our business values is a critical factor in creating a prosperous economy for society and individuals, and any business that wants to thrive in the background economy Therefore, we think young people, especially first-year students, will be the most suitable.

2 Reasons for organizing course for freshmen

In order to equip first-year students with financial literacy from the outset, it is crucial to initiate financial education at the commencement of their academic journey Most college freshmen possess part-time employment and accumulate savings, but often lack the knowledge to effectively manage their funds Research indicates that many newcomers tend to spend more than they earn, highlighting the significance of educating them as early as possible By providing financial guidance from the start, students can navigate their financial choices more confidently, potentially enabling them to generate higher earnings dès their first year.

3 Advantages and disadvantages of available courses

There are many free courses available and only need one laptop with an internet connection to learn, especially when the world is affected by the Covid-19 pandemic. However, nowadays, many studies show that classroom tradition brings benefits to both students and teachers that online teaching and learning cannot That is why online learning is creating a buzz and causing concern for many professional professors and managers of higher education A recent study by the University of Pennsylvania on a sample of one million online learners found that only 4% of people surveyed completed a course, and 50% never viewed a full lecture These numbers indicate a dimension of education that we have defaulted or forgotten Although some studies are supported by technology platforms that allow teachers and learners to interact, online learning has not yet created much motivation Going to class with teachers, teachers, and friends is especially important It is the motivation for learners to open books in the course to study It helps to link between theoretical and practical knowledge and transforms receiving information into interaction with data Besides, online instructors also encounter specific difficulties such as preparing lectures differently, requiring specialized expertise and experience, and using technology.

Traditional classrooms offer significant advantages over online learning They foster cooperation, stimulating self-awareness and enhancing the learning experience Classroom discussions promote deep thinking and critical thinking skills as learners engage in debates, requiring them to articulate ideas and defend their views Social communication is strengthened through direct interactions between students and teachers, developing essential social abilities Moreover, traditional classrooms instill disciplinary skills such as time management and preparedness, teaching learners to adhere to classroom norms Additionally, teachers can adjust their teaching methods in real-time based on student reactions and tailor content to meet their specific needs.

19 problems From the learner perspective, questions or questions raised about a specific area of the lecture can be quickly explained by the teacher before entering the next learning topic Finally, the traditional classroom develops personality and career skills that are important to learners In the traditional classroom, problem-solving skills, the ability to confidently present to friends and teachers, and developing teamwork are rarely found in online classes.

So why should students choose this course? Through this study, we give them a huge opportunity in managing finances and a huge amount of knowledge and experience in courses and how to apply it This course is all about what they want.

Individual financial management course online

To improve the difficulties in financial management practices of students in Advanced Education Programs, National Economics University, the researchers suggest learning the Individual Finance course of Zhejiang Institute of Finance and Vocational Studies with online method with the first foundation step is a workshop about the financial management course on university students.

All the applications the researchers recommend below are for the Advanced Education Programs students.

This part mentions 6 main parts: overview, preparation step, form, performance, opportunities, and limitations.

The course, offered by Zhejiang Institute of Finance and Vocational Studies, has been implemented as a mandatory requirement in all universities across Zhejiang, China This includes renowned institutions such as Zhejiang University, ranked 53rd globally, indicating the significance of the course and the emphasis placed on financial literacy in the region.

Individual Finance course mentions a wide range of financial knowledge To adapt to the situation in Viet Nam, the course should adjust after being paid for the copyright

1.2 About the purpose of the course

The Personal Finance course integrates certifications, lectures, and community service to prepare students for the national financial planners' examination By emphasizing the collaboration between faculty and students, it fosters a seamless blend between academic instruction and real-world financial management skills This curriculum serves as a vital platform for college students to become financially savvy individuals, equipping them with essential knowledge and practical experience in the field.

Raising the awareness about financial management practices on students through the posts on social media with the support of the inner-university clubs especially the academic clubs On the other hand, the communication campaigns receive professional patronage from the university mentors.

The workshop facilitates student interaction with experts on financial management practices, accommodating approximately 800 attendees Its purpose is to assess student interest in an online financial course Based on positive feedback and support for the course, the Board of Advanced Education Programs will consider making it a mandatory foundation course for freshmen.

56,7% of Advanced Education Program students asked to say that they manage their money pocket using the spending plan on phone applications, while 44,2% belong to learning from people with financial knowledge Just 1% knows about the educationally financial management course, which means the aware percentage of the educationally financial management course is low For the mentioned reasons, the researchers decide to use individual financial management courses to boost university students’ awareness The course also methodizes personal management and illustrates the overview, the vision of individuals, society, and the economy The performance way of the course is the offline course on campus The researchers find out that how subject- matter and fact-oriented content is expressed in teaching would give the students as accurate and objective a picture The traditional teaching method helps the students easily understand the subject-specific concepts.

This teaching is divided into eight modules:

3.2 The boundaries of knowledge constituted in the teaching

Personal Finance is the core course of investment finance major in higher vocational schools, and it is also the professional ability of finance foremost to expand the course. The primary teaching task is to learn and practice through the teaching content so that students understand the main types of financial products that personal finance can use, characteristics and current market conditions, master the basic principles and basic operating norms of personal finance, with the use of banks, securities, insurance, The main teaching task is to pass foreign exchange, trust, gold, and other financial products for financial planning capabilities which are critical public policies concern relating to retirement preparedness.

3.3 The course’s cost, learning application and teaching method

The Individual Finance course values 426 CNY which is approximately 1,500,000 VND If National Economics University wants to use the course materials, the university will have to pay for the copyright of the course and the update The course lasts 27 hours including learning and practice time which equals 2 credits The university students could enroll in the course by applying for the credit as the normal course Each credential with the practical training projects Each training project will be equivalent to each module The teaching method is online through the web of the Advanced Education Programs board

Modules Content Total school hours.

Section 1 Preamble: Financial Management and Life.

Section II Personal Financial Basics 4

Section II Risk Characteristics and Financial Needs Analysis.

Section III Customer Analysis Synthesis.

Section II Consumer Credit Management.

Section III Housing Mortgage Management.

Section III Foreign trade exchange and 3

Section III Banking and Other Investment Products.

Section 1 Personal income tax practice 2

Section II Personal income tax saving planning.

Section 1 Integrated financial management process.

Section II Integrated Financial Planning.

4.2.1 Dominant patterns of knowledge appear in the teaching

Including two sections: Preamble: financial Management and Life; Basics of Personal Finance.

Key points: financial connotation and extension, personal finance financial basis, financial professional qualification certificate-related information, economic cycle. Difficulty: The time value calculation of money in the foundation of personal finance.

Including three sections: Financial Analysis; Risk Characteristics Analysis; FinancialNeeds Analysis.

Key points: Household balance sheet, household income expenditure statement, household financial ratio analysis, customer demand.

Difficulties: Preparing various tables and calculating financial ratios to analyze household finances, analyzing given information to make accurate judgments about the risks to clients' households, and analyzing risk appetite.

Including two sections: Education Planning; Pension Planning.

Key points: Maslow’s demand level, family life cycle, customer education needs analysis, pension planning products.

Difficulties: Education cost measurement, the basic principles of choosing educational planning tools, academic planning cases.

Module 4 Cash and consumption planning

Including three sections: Cash Management; Consumer Credit Management; Housing Mortgage Management.

Key points: Cash equivalents, cash management principles, preparation of customer income expenditure statement, development of customer cash planning program, cash management tools, bank card management.

Difficulties: Cash planning program and consumer expenditure planning program design process and methods, including customer housing consumption expenditure planning.

Including two sections: Personal Risk Management; Insurance Planning.

Key points: the meaning and type of risk, the characteristics of life insurance products, death insurance, and other types of insurance, family property insurance types.

Difficulties: Personal risk management, analysis of risk content, insurance planning steps, the purchase of insurance products should pay attention to the problem.

Including four sections: Equity and Bond Investments; Fund Investments; Foreign Exchange, Gold Investment; Banking and other product investments.

Key points: Definition of financial markets, investment characteristics of stocks, bonds, and funds.

Difficulties: Master the characteristics of foreign exchange, gold, and bank wealth management products investment.

Including two sections: Personal income tax practice; Personal income tax saving planning.

Key points: Basic personal income tax regulations, preferential tax policies, particular taxable amount, individual income tax collection method, time limit, location.

Difficulties: The basic concept of personal income tax, accurate calculation of individual income tax amount, fill in the personal income tax return.

Including two sections: Integrated financial management process; Integrated Financial Planning.

Key points: integrated financial core content, comprehensive financial management workflow, comprehensive financial planning, financial adviser meaning and quality, private banking content.

Difficulties: the relationship between integrated financial management and financial planners, financial planning evaluation.

Personal Finance courses offer comprehensive training through online instruction and interactive video calls Students explore financial products, conduct market research, engage in simulation financial planning, and master financial software They develop skills in communicating with clients, utilizing financial analysis tools, and designing financial plans Emphasizing professionalism, teamwork, and a thirst for knowledge, the course fosters interpersonal communication abilities and ethical conduct Ultimately, it provides students with a solid theoretical and practical foundation for successful employment as competent financial service professionals.

The lectures will rearrange the meeting duration and their teaching way to fulfill the aim of the course The course is just as a guiding book to orientate lectures and students

Based on the study of economics foundation, modern finance overview, investment science, financial management practice, fund, the teaching content is displayed by the structure of product cognition and planning process, so that students can master the relevant theoretical knowledge and develop professional ability in the process of completing specific projects The content of the course highlights the training of students' financial professional ability, and the selection of theoretical knowledge is based on the completion of project tasks, while the requirements of knowledge, ability, and quality of relevant vocational qualification certificates are integrated Teaching effect evaluation takes the combination of process evaluation and result evaluation, through the combination of theory and practice, focusing on the evaluation of students' professional ability and financial quality

After the course, the core target is helping Advanced Education Programs students understand how to spending money effectively, saving money, and earning money.

Freshmen in Vietnam, especially those in Advanced Education Programs at the National Economics University, often lack a clear understanding of their business roadmap To address this need, a course has been developed to provide a comprehensive overview of finance, serving as a foundational building block for both specific financial knowledge and general business acumen.

This course adopts the combination of process and module evaluation, pays attention to classroom questions, practical operation, after-school homework, and other means to assess practical teaching content The evaluation in the teaching process is the evaluation of the students' learning attitude and various kinds of homework in the teaching process, and the final comprehensive evaluation is the evaluation of the students' overall financial management ability and quality at the end of the teaching module.

In teaching, the task module is graded first, and then a comprehensive assessment is carried out This course is evaluated on a percentage-by-percentage system, with a score of 4.5 to pass.

5.1 The practical implications of a social theorist perspective

Experience with financial management practices, even small investment assets in daily life, explains the investment knowledge and savings rate The course aims to improve

27 financial management practices It could reduce youth splurging rates It also increases the savings behaviors and the insight of financial education on campus.

With the "you do not manage money, money ignores you" consciousness gradually deeply rooted in the hearts of the people, to find a good financial planner to help their wealth preservation and appreciation has become a lot of people's top priority, to help people manage wealth financial planners in the world is a sunrise career

Other recommendations

There are some solutions for students to improve this situation First of all, they can use a spending plan on apps, for example, Money Lover, Mint, etc so that they could control their money better by prioritizing their spending on the most necessary things. The second one is they could learn from people with financial knowledge to broaden their horizons about this topic to be aware of financial management practices and spend money reasonably The third one is using the 50/30/20 method, which means each person will divide salary as follows: 50% for needs, 30% for wishes, and 20% for savings to split into equal parts for spending.

However, from our perspective, learning a course about financial management practices is the best choice because it makes them become self-motivated and take more responsibility for spending their money controllably.

CONCLUSION

Short research summary

The research is analyzed for the aim of improving financial management practices. The methodology of the research is to clarify the thesis by analyzing the data The reason for finding difficulty in financial management practices is overspending Why do the Advanced Education Program university students keep splurging their money? They do not have a spending plan Furthermore, they still have the awareness about individual finance but they still have a lack of money Because they do not have systemized financial management skills Thus, our recommendation is learning the Individual Finance course online to make the Advanced Education Program students know how to spend, save money.

II Limitations of the research

With the dramatic growth of technology and globalization, the mindset about money and spending has many changes On the other hand, the population of the research is first-year university students The young who are just 19, 20 years old is quite easy to get used to with the changes and trends, especially when the predicted double depression happens in the future Based on that reason, the result of the research just has meaning temporarily.

The time limit makes the limitation on the participants The small number of participants makes the research secondarily And it is challenging for us to advertise to students widely to raise their awareness about financial management practices

III Recommendation for further research

The researchers hope to analyze the big data of the university students in the country scale with various criteria such as the local element, age, financial status, etc, to figure out the generally long-term solution in the future in the young financial management problems The ambition of the team is to make the course common in Vietnam. Besides, educators should make the course adaptable to each situation in every area in Vietnam.

Carolyn, G (2018) How Money Changes the Way You Think and Feel Greater Good. Retrieved from https://greatergood.berkeley.edu/article/item/how_money _changes_ the_way_you_think_and_feel

Dan Tri (2017, May) Why should young people learn about financial management practice skills? Retrieved from https://dantri.com.vn/doi-song/tai-sao-gioi-tre-viet-can-hoc-ky-nang-quan-ly-tai- chinh20170511105722672.htm

Developing Youth Practice (2014) Young People and Money Toolkit Retrieved from https://mascdn.azureedge.net/cms/ypandmtoolkit.pdf

Howe, John E (2001, Aug) Helping College Students Manage Finances Virginia Polytechnic Institute and State University Retrieved from http://www.ext.vt.edu/news/periodicals/fmu/200108/helpngcollegestud.html

Individual Finance course (2012) Syllabus of financial management course Zhejiang Institute of Finance and Vocational Studies Retrieved from http://www.icourses.cn/sCourse/course_2947.html

National Economics University (n.d) Retrieved from https://www.unipage.net/en/21930/national_economics_university

Money Habitudes (2017, June) Understanding and Changing Spending Habits

31 https://www.moneyhabitudes.com/understanding-and-changing-spending-habits/ Pham Ngoc Anh (n.d) Why Do You Need to Manage Finances Effectively?

Retrieved from https://phamngocanh.com/blog/phat-trien-ca-nhan/tai-sao-ban-can-hoc-cach- quan-ly-tai-chinh/

School of Advanced Education Program (2010) Retrieved from http://www.aep.neu.edu.vn/web/vn/index.htm

Widener Katharine N (2017, April) Financial Management Issues of College-Aged

Students: Influences and Consequences Lakeland: Southeastern University

Retrieved from https://firescholars.seu.edu/cgi/viewcontent.cgi?article63& context=honors& fbclid=IwAR1co0Qg0E9qLETUrP22FLCJa36GJPOdqMAlAYW e8BD M5OA7APptIikHAQ0

1 Basic information a Full name b Class c School year

2 How much money do you spend a month on average? (not including the renting fee) (Multiple choice)

3 Please select the type of fees you spend in the decreasing order from the highest to the lowest, not including the renting fee)

Food and dining Utilities Transport Clothing Entertainment Gifts or donation Health and fitness Pet

4 When do you lack money in a month?

 At the end of the month

 Every time you feel lacking money

5 Why do you feel lacking money?

 Not having any part-time jobs

 if Yes: Which ways do you save money?

 spending plan through applications if written spending plan: name method, have you been trained to have individual financial management skills?

 if No: Why don’t you use any saving plan?

Have you ever overspent your pocket money?

Ngày đăng: 27/08/2024, 12:30

w