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对金融专业专科、本科教学计划进行一体化设计，制定专科、本科有机衔接的开放式教学计划是金融专业开放教育试点工作的首要步骤。考虑到金融在市场经济中“核心”地位、社会和经济发展对金融人才的旺盛需求以及注重培养专业复合型、综合型人才等因素，把培养目标的定位在：培养应用型、实践性高等专门人才上。教学计划在专科段注重技能培养、突出专业方向和应用性，而在本科段重基础、实行适度的宽口径。因此，在课程设置方面应作相应重大调整，同时强调实践环节。开放教育试点教学计划的设计必须最大限度的强化开放性，体现在教育对象完全开放性；学习者可以自主选择模块、自主选择一定比例的选修课程；取消学年制，实行学分制，并允许学分替换。
It is the first step of the pilot project of open education in finance that the integrated design of finance specialty and undergraduate teaching plan and the development of open teaching plan with specialty and undergraduate organic convergence. Taking into account the “core” position of finance in the market economy, the strong demand for financial professionals by social and economic development, and the focus on cultivating professional compound talents and comprehensive talents, the training target should be positioned as follows: cultivating practical and practical higher specialized Talent. Teaching plan focuses on skills training in the specialist section, highlighting the professional direction and applicability, and heavy basis in the undergraduate course, the implementation of a moderate wide caliber. Therefore, the curriculum should be adjusted accordingly, while emphasizing practical aspects. The pilot program of open education must be designed to maximize openness and be fully open to the education target. Learners can choose their own modules and independently choose a certain percentage of elective courses. The academic year system is canceled, the credit system is implemented, and the credits are allowed to be replaced .