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宾夕法尼亚大学财经会计课程(15天)

项目宗旨

2015暑期财经会计夏令营将在历史名城,美国开国首府费城常春藤名府宾大举办,进行15天(14晩)的寓教于乐夏令营。学生们会在一个全浸泡英语环境,激发创造力和团队精神,注重实践的学术环境下,主攻有世界一等财经会计特色的 Finance Academy 课程 (独特的,高度学术风格及结合实际的FINANCE课程),并咐有其他最具宾大特色的辅助课程及参观。

15天宾大校园夏令营会让学生一生受益,尤其对日后报考美国精英大学及研究生
由专家提供每人定身入大学推荐信
年龄组群:大专及大学生

项目特色

  • 体验名校宾大大学校园浓郁的学术气氛,全方位使用宾大校园内课堂,图书馆,餐厅,咖啡休息厅, 绿草坪等所有设施。
  • 安全第一,出游等都配备足够老师陪同照顾。
  • 接触顶尖高等学府的教育模式。
  • 体验美国司法制度及讲解。
  • 游历宾大大学附近博物馆,画廊,海滩, 体育赛事,美国商场,电影院。
  • 15天(14晩)由宾大以及波音及洛马资深经理专门授课。
  • 美加教育专家,现仼20多所名校校长咨询讲解如何量体裁衣,进入最适合的院校深造。
  • 世界顶级卫星通讯专家,曾任休斯航太公司(现波音航太公司)及国防航太巨头洛马空间公司总设计师及工程副总裁讲授卫星通讯的过去、现在、及将来。
  • 住宾大学生宿舍,一屋两生, 男女分开。无缝隙体验长春藤生活。
  • 一天三餐和点心 ,在校上课期间。
  • 暢遊 — 紐約市、唐人街、費城、華盛頓、 康寧玻璃中心、 尼加拉瀑布、 水牛城、 波士頓…
  • 旅游期间一屋两生,男女生分开住, 包一天三餐。
  • 所有教科书和课程所有辅导材料, 课程完成颁发结业证书
  • 学生校内和出游全程意外和医疗保险。含机场接送。纽约三大国际机场任选肯尼迪(JFK), La Guardia Airport(LGA), Newark Airport(EWR)。 不含国际机票与签证。

宾夕法尼亚大学财经会计课程(15天) 宾夕法尼亚大学财经会计课程(15天)

Day 1, Night 1,
Arrival and Settle in @ UPenn Student Dorm, Welcome to All!宾夕法尼亚大学财经会计课程(15天)
第一天:机场专人迎接,住进宾大学生宿舍

Day 2, Night 2,
10:00AM – Registration, Tour of UPenn Campus fully with tour guide.
Visit UPenn Gift Shop, Library, Famous William Penn Statue, and walk through this legendary campus.
第二天:参观宾大大学礼品店,图书馆,宾大大学著名的雕像,然后步行游遍这个传奇式的校园。
12:00PM – LUNCH & Break
12:00 PM – 午餐及休息
2:00pm-4:00 pm– Find the Best Fit for Your Future Higher Education in US
下午2:00 – 4:00 PM-找到最适合你的未来美国高等教育
4:00 -6:00 pm – FINANCE Class #1, MONEY, BANKING & FINANCIAL MARKETS
4:00-6:00 pm – 金融课#1:金钱,银行与金融市场
6:00PM – DINNER
6:00 PM – 晚餐
8:00PM – RETURN TO Student Dorm
8:00 PM – 回学生宿舍

Day 3, Night 3
10:00AM-12:00AM – FINANCE Class #2, ADVANCED FINANCIAL MANAGEMENT
第三天:10:00 AM-12:00 AM – 金融课#2:高级金融管理
12:00pm – Lunch 下午12:00 – 午餐
2:00PM -6:00PM Visit # 1, A Leading Financial Service Company, ADP Financial Services, with Management Briefing & Presentation
2:00 PM-6:00 PM 参观#1:领先的金融服务公司ADP金融服务及管理层做简报与演示宾夕法尼亚大学财经会计课程(15天)
6:00PM – DINNER  6:00 PM – 晚餐
9:00pm – Return to Student Dorm  晚上9:00 – 返回学生宿舍

Day 4, Night 4
10:00AM-12:00AM – – WORKSHOP: US International Business Law, US Export Control (ITAR) by Retired Lockheed Martin Sr. Manager, Chief Designer for the Satellite Systems
第四天:10:00 AM – 上午12 点 – 美国国际商业法,美国出口控制(ITAR)由退休的洛克希德·马丁公司高级经理,卫星系统总设计师主讲
12:00pm – Lunch 下午12:00 – 午餐
2:00pm – 6:00pm –Visit # 2, Attending Philadelphia Court Trial For a Financial Case
下午2:00 – 下午6 点 – 参观#2费城出席庭审关于一个金融案例宾夕法尼亚大学财经会计课程(15天)
6:00pm – Mini Tour, Downtown Philadelphia Sightseeing and dinner, 下午6:00 – 迷你游,费城市中心观光和晚餐
9:00pm – Return to Student Dorm 下午晚上9:00 – 返回学生宿舍

Day 5, Night 5
10:00AM-12:00AM – FINANCE Class #3, INTERMEDIATE ACCOUNTING I
第五天:10:00 AM – 上午12 点 – 金融课#3:中级会计 1
12:00pm – Lunch 下午12:00 – 午餐
2:00pm – 4:00pm – FINANCE Class #4, Marketing
下午2:00 – 下午4:00 – 金融课#4:市场营销
4:00pm – 6:00pm – Visit # 3, US Mint @ Philadelphia
下午4:00 – 下午6:00 – 参观#3:费城美国铸币局
6:00pm – Mini Tour, Philadelphia downtown, Market Street,South Street (Little Italy) and Chinatown. 下午6:00 – 8:30 迷你游,费城市中心,市场街,南大街(小意大利)和唐人街。
8:30pm – Dinner at Chinatown  下午8:30 – 晚餐唐人街
9:30 pm Return to Student Dorm  晚上9:30 回到宿舍的学生

Day 6, Night 6
10:00AM-12:00AM –– FINANCE Class # 5, Corporate Finance
第六天:10:00 AM – 上午12 点 – 金融课#5:企业融资
12:00pm – Lunch 下午12:00 – 午餐
2:00pm – 4:00pm – FINANCE Class #6, – FOUNDATIONS OF ENTREPRENEURSHIP宾夕法尼亚大学财经会计课程(15天)
下午2:00 – 下午4:00 – 金融课#6:创业基础
2:00pm – 6:00pm – Visit # 4, Insurance Giant MetLife, Market Overview by the Management..
午2:00 – 下午6:00 – 参观#4:保险巨头大都会人寿,管理阶层做市场综述及管理报告
6:00pm – Dinner 下午6:00 – 晚餐
8:00pm – Return to Student Dorm 下午8:00 – 返回学生宿舍

Day 7, Night 7
10:00am-12:00pm – Visit #5 Philadelphia Head office of Bank of America & Management Presentation.
第七天:上午10:00 – 12:00 – 参观#5:美国银行费城总部及管理阶层介绍报告。
12:00pm – Lunch 下午12:00 – 午餐
2:00pm – 4:00PM – – FINANCE Class #7, – FINANCE INTERNSHIP
下午2:00 – 4:00 PM – 金融课#7:金融实习
4:00pm – 6:00PM – FINANCE Class #8, PRINCIPLES OF FINANCIAL PLANNING宾夕法尼亚大学财经会计课程(15天)
下午4:00 – 下午6 点 – 金融课#8:财务规划原理
6:00pm – Dinner  下午6:00 – 晚餐
8:00pm – Return to Student Dorm 下午8:00 – 返回学生宿舍

Day 8, Night 8
10:00AM-12:00AM –– FINANCE Class # 9, FINANCIAL ACCOUNTING
第八天:上午10:00 – 12:00 金融课#9:财务会计
12:00pm – Lunch 下午12:00 – 午餐
2:00pm – 4:00PM – FINANCE Class # 10, MANAGERIAL ACCOUNTING
下午2:00 – 4:00PM – 金融课#10:管理会计
4:00pm – 6:00PM – FINANCE Class #11, Summary of the Program and Present of Certificate
下午4:00 – 下午6 点 – 金融课#11:项目总结和颁发证书
6:00pm –Dinner 下午6:00 – 晚餐
8:00pm – Return to Student Dorm  下午8:00 – 返回学生宿舍

Day 9 Start of the Exciting Grand East Coast Tour

Fascinating 6-Day Classic U.S. East Coast Luxury Tour
六天美東自選豪华遊

特點:暢遊 — 紐約市、唐人街、費城、華盛頓、 康寧玻璃中心、 尼加拉瀑布、 水牛城、 波士頓…

宾夕法尼亚大学财经会计课程(15天)

Day 9, Night 9, Check out Student Dorm at UPenn. @ 8:30 am
到達世界聞名的紐約市,將送至紐約市曼哈頓參加“半天曼哈頓自由行”(獨家行程),沒有導遊及團隊的束縛,屆時訪客可利用提供的地圖自由遊覽蘇豪區、小意大利區及唐人街。在蘇豪區可找到所有最新最多的潮流服裝品牌;在小意大利區可品嚐正宗意大利菜及在露天咖啡廳品嚐意大利咖啡;在唐人街可找到中國各地佳餚及購買到最能代表紐約的精美記念品。自由行後,訪客可乘4:30PM從曼哈頓開往酒店的接駁巴士服務。酒店:Ramada Plaza 或同級

Day 10, Night 10:全世界最大的廠家直銷中心疯狂购物
早餐後乘車到全世界最大的廠家直銷中心,有著各大名店如Gucci, Prada, Miu Miu, Coach,Burberry, Fendi, Balenciaga等世界名牌,折扣價高達50%或更多,所有訪客更可免費獲贈價值$10的購物折扣手,再獲另外10-20%折扣,保證各訪客都以最優惠價買到心頭好!
酒店:Ramada Plaza 或同級。

Day 11, Night 11, 紐約市深度游
今天整天參觀世界首屈一指的大城市紐約市,到紐約市曼哈頓區用早餐過後,首先參觀全世界最繁忙金融地區華爾街,亦是紐約証卷交易所及聯邦大樓的所在地,而在其不遠處,更可找到華爾街象徵銅牛雕像;隨後前往南街碼頭,登上自由女神環島游船*(费用已包含),在船上不單可清楚觀賞自由女神,更可清楚觀賞到快將完成的新世界貿易中心及曼哈頓下城全景,遊船後坐著巴士更可近距離接近當年911遺址及欣賞到快將落成的新世界貿易中心;下一站沿著哈德遜河岸,帶大家登上花費超過一億美元重新修整的無畏號航空母艦*,航空母艦上有著各式各樣退役的戰鬥機及直升機,更可進入冷戰時代的潛水艇及太空穿梭機;之後帶大家從海上玩到天上,帶大家登上紐約最高摩天大樓帝國大廈*,首先觀賞虛擬動感直升機的紐約天空之旅,穿越天際,俯瞰紐約地標性建築,再到帝國大廈露天觀景台欣賞最壯觀的紐約全景,紐約五大區及鄰州盡收眼底;參觀帝國大廈後會再經過另一大廈聯合國總部大樓,之後到達紐約市的心臟地帶時報廣場,感受紐約燈光最燦爛時刻,在來自世界各地的巨型廣告液晶顯示屏的燈光閃爍下,真正感受到置身世界中心,亦是每年世界有名的元旦倒數地點,來到紐約,千萬不能錯過在時報廣場中心拍照留念!之後參觀洛克斐勒中心,由十八棟商業大廈圍塑出來的洛克斐勒中心,同時亦是NBC電視台總部;最後一站會到達世界三大博物館之一的大都會藝術博物館*,館內共十九個館部,藏著超過二百萬件藝術品, 是紐約數十個博物館最大的一個!
酒店:Ramada Plaza 或同級。

宾夕法尼亚大学财经会计课程(15天)

Day 12, Night 12:費城-華盛頓
美國歷史之旅的一天,首先參觀賓夕凡尼亞州最大最繁忙城市費城,在費城早餐後可漫步獨立廣場,參觀費城地標獨立宮及當年宣讀美國獨立宣言敲響的自由鐘,多位世界民權領袖亦曾特別參觀此鐘,意義重大,之後前往美國首都華盛頓D.C.,來到美國首都,參觀美國總統官邸白宮,在白宮專門接待外賓的花園可清晰看到她的全貌,之後更參觀杜莎夫人總統蠟像館*(獨家行程,费用已包含),該蠟像館是全世界唯一收藏著美國歷任四十四任總統的一比一蠟像,仿如走進時光隧道,與所有美國總統合照,再到史密森國家自然歷史博物館,該博物館收藏超一億件有關動物、植物、化石、礦物和人類文物等標本;參觀兩大展館後,會到達美國最高權力象徵的國會山莊,白色圓頂的國會山莊正是美國參眾兩院議政、同時亦是每位總統宣誓就職的地方,及後更可乘坐華盛頓首都遊船*遊覽華盛頓主要運河及波多馬克河,沿途欣賞首都風光,在船上更可眺望對岸國防部五角大樓;最後參觀莊嚴的林肯紀念堂、越戰紀念碑和朝鮮戰爭紀念碑,向在歷史及戰爭上犧牲的前人作最崇高致敬。
酒店:Best Western 或同級

宾夕法尼亚大学财经会计课程(15天)

Day 13, Night 13:康寧玻璃博物館-尼加拉瀑布
早上開始向北面的尼加拉大瀑布出發,再次回到紐約州,途經康寧市,參觀康寧玻璃博物館*,館內藏著超過四萬五千件從三千五百年前到現今的玻璃藝術品,更可欣賞熱玻璃表演,現場觀看玻璃製作過程;之後繼續北上,向美東第一大壯觀自然景點尼加拉大瀑布出發,到達大瀑布後,可以乘坐霧中少女號瀑布船*(4月-10月,费用已包含),穿上由船公司提供的雨衣,與宏偉的美國瀑布、新娘面紗瀑布及馬蹄瀑布(加拿大瀑布)作超近距離接觸,之後更可欣賞當地印第安人現場真人表現的印第安人民族表演*,感受原住民的舞蹈與熱情,欣賞表演後更可與印第安人一對一合照;入夜繼續留在大瀑布等待瀑布夜景,七彩繽紛的燈光效果影照著澎湃的大瀑布,份外壯觀!
酒店:Holiday Inn Grand Island 或同級。

宾夕法尼亚大学财经会计课程(15天)

Day 14, Night 14:尼加拉瀑布-波士頓
早上繼續尼加拉大瀑布之旅,前往位於尼加拉河上的公羊島,欣賞白天的大瀑布及與馬蹄瀑布(加拿大瀑布),更有機會看到掛在瀑布上的彩虹,之後到位於美國瀑布旁的電影院欣賞大瀑布IMAX電影*(费用已包含),在IMAX電影院內感受震撼的音響及超大銀幕,作為遊覽尼加拉大瀑布的完美結局;之後前往下一城市波士頓,晚上到達位於麻省的波士頓,首先當然要先品嚐當地最有名的波士頓龍蝦*(费用已包含)作為晚餐,大小適中的波士頓龍蝦,爽口甜美,酒店:BestWestern Royal Plaza 或同級。非吃不可!

Day 15, Night 15:波士頓 – 家園/紐約–家園 首先到達世界一等學府宾大大學的所在地宾大廣場,早餐後進入宾大大學主校園參觀,漫步在這人才輩出的世界級學府,體驗校園氣息,之後到訪另一世界級學府麻省理工大學,正是當年二次大戰原子彈研製的地方,亦是很多科學及物理學名人的母校;參觀兩大名校後將進入波士頓市中心,途經聖三一教堂及新英格蘭地區最高大廈約翰漢考克大廈,最後到達波士頓海港碼頭,乘坐波士頓海港遊船*,波士頓全景盡收眼底,更會經過當年獨立戰爭的源頭傾茶事件的碼頭;遊船後會到達波士頓最後一站昆西市場享用午餐,市場內有著大大小小來自美國各省的美食攤擋可供選擇,特別推薦一定要品嚐波士頓特產新英格蘭蛤蜊濃湯及龍蝦卷,多個旅遊節目亦爭相到訪,市場內外更可找到各式各樣有關波士頓的紀念品,是到波士頓必到之地. 到紐約後,送往(JFK,LGA 和 EWR) 機場返回家園。結束6天愉快的美東精華之旅。

航班離開時間:

  • 離開時間
    請訂於紐約機場”JFK” ,”LGA” 和 “EWR” 晚上7時後的航班。

費用包括:

  • 6 晚酒店住宿,房間以兩張床為主,全部附有私人浴廁。
  • 双人房。
  • 機場接送、當地交通。
  • 當地導遊及司機。

費用不包括:

  • 當地至紐約之來回機票。
  • 私人費用如洗衣、電話、汽水、酒類,個人保險費用。
  • 領隊、導遊及司機小費,每人每天$8.00總額。
  • 餐費、鬥票及小費。
  • 本行程之各項遊覽門票。
  • 各項遊覽門票如下:

各項遊覽門票

門票如有更改,恕不另行通知。

Major Area Course Descriptions

Finance Courses:

FINA 340 – MONEY, BANKING & FINANCIAL MARKETS
This course provides an overview of the financial system. The roles of money, financial intermediaries,financial markets, and central banks are discussed in the context of global economy.

FINA 403 – ADVANCED FINANCIAL MANAGEMENT
An introduction to advanced concepts and methods of financial management. Topics include risk and return, asset evaluation, capital budgeting, capital structure, business financial planning and working
capital management.

FINA 405 – INVESTMENTS
An examination of investment markets, transactions, planning and information. Topics include investment risk and return measures, debt and equity instruments, evaluation techniques, hybrid and derivative securities, mutual funds, real estate investments, tax planning and the investment process,and portfolio management.

FINA 450 – GLOBAL FINANCE
An examination of financial management in the global economy. Topics include international financial markets, exchange rates, interest rates and inflation, exchange rate risk management, working capital management, capital budgeting, country risk analysis, long-term financing, and global strategic planning.

FINA 495 – FINANCIAL POLICY SEMINAR
This course is designed to provide a capstone experience for Financial Management majors, challenging them to apply their knowledge of finance to actual business problems and cases. Topics considered may vary with each offering of the course.

Major Electives Course Descriptions

ACCT 310 – INTERMEDIATE ACCOUNTING I
The first of two in-depth financial accounting courses. Theory, the conceptual framework, development of generally accepted accounting principles, and applications are stressed. Topics include the income statement, the statement of cash flows and the balance sheet, specifically asset accounts.

ACCT 330 – COST MANAGEMENT
This course is an in-depth study of cost accounting focusing on its role in internal reporting and the resulting decision-making processes. Students will evaluate the foundation, ethics and basic costing systems employed in the management accounting profession; analyze budgeting, cost behavior, pricing and profitability concepts and principles; determine how cost allocations, product quality, and investment decisions are applied by management accountants; determine how current trends in various industries impact cost accounting; and demonstrate knowledge that is in accordance with the educational requirements for the Certified Management Accountant (CMA) exam.

ENTR 395 – FOUNDATIONS OF ENTREPRENEURSHIP (#9)
Foundations of Entrepreneurship is an introductory course that examines the theory, practice, and tools of entrepreneurship. Various entrepreneurship structures and how such structures result in different unique pathways to success are explored. Students will focus on the importance of developing an entrepreneurial mindset as they assess their individual values and determine their affinity for entrepreneurial thinking, while also reviewing the risks and rewards of entrepreneurial businesses in the context of their chosen entrepreneurial philosophy. Finally, students will identify and evaluate opportunities for new ventures, and consider a strategic approach for successful business plan development.

FINA 410 – FINANCE INTERNSHIP
This course provides qualified students with an opportunity to receive academic credit for supervised professional training and experience in an actual work environment. This Internship is an ongoing seminar between the student, the faculty member and the employment supervisor. It involves an Internship Application and Learning Agreement, periodic meetings with the faculty representative,professional experience at a level equivalent to other senior-level courses and submission of material as established in the Internship Application and Learning Agreement. Participation cannot be guaranteed for all applicants.

FINA 480 – SPECIAL TOPICS IN FINANCE
This course is designed to address significant issues of current interest outside the regular Financial Management curriculum. The course topic will vary. The topic description will be published online in the Course Schedule each trimester the course is offered.

FPLN 300 – PRINCIPLES OF FINANCIAL PLANNING
An introduction to personal financial planning. Topics include the financial planning process, money management and investments, insurance needs, income tax planning, retirement planning and estate planning. Cases are used to illustrate important planning concepts, techniques and issues.

FPLN 430 – INCOME TAX PLANNING
An introduction to federal income taxation and the role of the tax code in financial planning for individuals, businesses, and business owners. Topics include the tax environment, fundamentals of income tax planning, the measurement of taxable income, the taxation of business income, individual income taxation, and the tax compliance process.

FPLN 440 – INSURANCE PLANNING
An introduction to the techniques and issues of risk management and insurance for businesses and individuals. Topics include legal principles in risk and insurance, insurance contracts, personal property and liability risk, life and health risks, social insurance, insurance companies and product markets,insurance pricing, insurance taxation, government regulation of insurance, and professional ethics and market conduct.
Business Core Course Descriptions

ACCT 215 – FINANCIAL ACCOUNTING
An introduction to accounting emphasizing how general purpose financial statements communicate information about the business corporation’s performance and position for users external to management. Approximately one third of the course emphasizes how the accountant processes and presents the information and includes exposure to recording transactions, adjusting balances and preparing financial statements for service and merchandise firms according to established rules and procedures. The balance of the course examines major elements of the statements such as cash,receivables, inventory, long’lived assets, depreciation, payroll, bonds, and other liabilities and stocks.Concepts of this course are applied to Managerial Accounting (ACCT 225). Students are advised to avoid any time lapse between these courses.

ACCT 225 – MANAGERIAL ACCOUNTING
The study of management accounting for internal reporting and decision-making. The course introduces a business-management approach to the development and use of accounting information. Major topics include cost behavior, cost analysis, profit planning and control measures. Accounting for decentralized operations, capital budgeting decisions, and ethical challenges in managerial accounting are also covered.

BSAD 220 – BUSINESS LAW
A study of the everyday legal problems encountered in business with emphasis on the areas of legal procedure, contracts, agency, employment law, business organizations and torts, with cases relating to these and other areas.

ECON 210 – INTRODUCTION TO MICROECONOMICS
An introduction to economic theory involving the examination of how decision making by firms and individuals is shaped by economic forces. Emphasis is placed on demand, supply, market equilibrium analysis, and basic market structure models. The invisible hand as the driving force for economic decisions as well as market externalities are discussed. The class concentrates on providing a balanced approach to studying economic agents’ behavior and the global implications and outcomes.

FINA 301 – PRINCIPLES OF FINANCE
This course is designed to survey the field of finance and provide the foundation for more advanced finance coursework. Topics include sources of business and financial information, financial statement analysis, the time value of money, the nature and measurement of risk, financial institutions,investments and corporate finance.

MGMT 312 – PRINCIPLES OF MANAGEMENT
This course explores the basic concepts and processes of management. Students will explore the functional roles and processes of planning, leading, organizing, and controlling comprising the manager role. Students develop skills related to the manager function and required in today’s competitive environment.

MKTG 300 – MARKETING
A general course in marketing theory and methods. Among topics discussed are the importance of marketing, the interrelationship of the different phases of marketing, the differences between the marketing of goods and services, wholesaling, retailing, pricing strategies, analysis of markets, and distribution.