金融工程专业培养方案（020109W）

1、金融工程专业培养方案（020109W）（Financial Engineering 020109W）一、专业简介（、Major Introduction）金融工程专业是为适应我国市场经济发展中社会对应用型中高级金融专业人才需求设立的一个应用经济学本科专业。本专业培养学生扎实的现代经济学理论基础，扎实的大金融理论和实务知识，突出金融工程专业理论和实务知识，能够开发、设计、操作新型的金融工具和交易手段，适应金融高技术化、国际化和信息化的需要，胜任在金融机构和企业从事财务、风险管理以及从事教学、科研工作。The major in financial engineering is an applied

2、 undergraduate major established to satisfy the need for intermediate and advanced financial experts in Chinese socialist market economy. Students in this major will be trained to have a solid foundation in modern economic theory, finance theory and professional knowledge. A focus is on the theory a

3、nd professional knowledge in financial engineering such that students will be able to develop, design and operate cutting-edge financial instruments and transaction tools, in order to meet the needs as the field of finance becomes increasingly technology-intensive, internationalized and information-

4、intensive. Students will be qualified to work in accounting and risk managing jobs in financial institutions and firms, as well as teaching and research jobs in academia. 二、培养目标（、Academic Objectives）本专业以培养“政治思想素质高、身心健康、学科基础扎实、富有创新精神、知识面宽、能力强、综合素质高”的理论与应用相结合的金融专业人才为目标。The objective of this major is t

5、o train financial experts with “high morality, healthy body and mind, solid expertise, innovating spirit, broad knowledge, strong ability, and high comprehensive qualities”, who can combine theory and professional knowledge. 三、培养要求（、Academic Requirements）基本要求是：1具有坚定的政治信念，具有高度的爱国主义热情，具有崇高的理想，具有强烈的社会责

6、任心，过硬的社会竞争力乃至国际竞争力，个性与人格得到充分、健康地发展。2系统掌握现代经济学理论、宏微观金融理论、金融工程与金融管理理论与实务知识，熟悉各种现代金融工具的特性、功能并有相应的操作能力。3具备综合运用经济金融分析方法和手段进行社会调查、分析以及解决金融实际问题的能力。4熟悉国家金融改革与金融发展状况，金融政策与法规。5了解中外金融学术发展动态及应用前景。6毕业后能够胜任在银行、保险、证券、信托等实际金融部门从事金融业务性、技术性以及管理性工作；胜任在企事业单位从事财务、理财工作；胜任在教育、科研部门从事教学、科研工作。The basic requirements include,

7、1. Students should have a firm political belief and strong patriotism, lofty ideals, a strong sense of social responsibility, and advanced social or even international competitive power, a healthy and fully developed individuality. 2. Student should have a solid foundation in economic theory, macro

8、and micro finance theory, financial management, and professional knowledge, and become familiar with the characteristics and functions of various modern financial instruments, and be able to work with them. 3. Students should have the ability to combine economic methods and financial analysis in con

9、ducting social investigations, economic financial analysis and solving practical financial problems. 4. Students should become familiar with Chinese financial reforms and the state of Chinas financial development, as well as financial policies and regulations. 5. Students should be aware of the dyna

10、mics of financial researches in and outside of China, and their potentials of application. 6. After graduation, students will be qualified for (1) financial and managerial jobs in banks, insurance companies, securities firms, trust companies; (2) accounting and managerial jobs in private firms and p

11、ublic organizations; (3) teaching and research jobs in academia.四、学制与学位（、Length of Study and Degree）学制四年。按计划要求完成学业者，授予经济学学士学位。It takes four years to complete this major. Those who satisfy all requirements as planned will be awarded a bachelor degree in economics. 五、学时与学分(、Hours/Credits)总学分：140(Total

12、 Credits：140)课程教学学时/学分：2168 /132占总学分的比例：94.3 (Curriculum Class Hours/Credits： 2168/132Percentage in Total Credits：94.3 %)六、专业主干课程(、Main Courses)政治经济学、宏微观经济学（初级和中级）、货币经济学、公共经济学、国际经济学、计量经济学、经济学说史、金融投资学、金融工程学、公司理财、商业银行经营管理、西方货币金融理论、国际金融（英）、国际结算（英）、金融经济学、国际金融管理（英）、金融风险管理、金融市场学、固定收益证券、中国金融史、投资组合管理、银行会计、市

13、场营销、商业银行系列讲座。Political Economy, Macroeconomics and Microeconomics, Monetary Economics, Public Economics, International Economics, Econometrics, History of Economic Thoughis, Financial Investment, Financial Engineering, Corporate Finance, Management of Commercial Banking, Western Theory on Monetary a

14、nd Finance, International Finance, International Settlements, Financial Economics, International Financial Management, Management of Financial Risk, Financial Markets, Fixes Income Securities, History of Chinese Finance, Management of Investment Portfolios, Bank Accounting, Marketing, Lectures in Co

15、mmercial Banking .七、主要专业实验和实习安排（、Main Laboratory Courses and Internships）计算机类、金融投资类、商业银行类、财务类、计量经济类专业课程实验，以及毕业实习。Laboratory courses related to computers, financial investments, commercial banking, accounting, and econometrics, as well as interns before graduation. 八、专业优势及特色(、Major Strength and Chara

16、cteristics)本专业包括金融工程一个专业方向，培养学生扎实的经济学理论功底，扎实的金融理论、金融工程、金融管理知识及应用方法，初步具备开发、设计、操作新型金融工具的能力，综合运用各种经济金融分析工具和方法进行社会调查、经济分析和解决经济金融实际问题的能力。This major includes one specialization in financial engineering. It trains students to have a solid foundation in theories in economics and finance, financial engineeri

17、ng, financial management and related professional knowledge. Students will acquire the ability to develop, design and operate cutting-edge financial instruments, and use various economic and financial analyzing tools to conduct social investigations and economic analysis, and as well as solving prac

18、tice economic and financial problems. 九、各类课程学时学分比例（、The proportion of credit hours of courses）课程类别学分学时占总学分百分比必修课通识教育必修课程90321723+11周77164.28%22.86%学科基础平台课程3562425%专业基础课程1523210.71%实践环节811周5.71%选修课通识教育核心课程501080016035.72%7.14%通识教育选修课程6964.29%专业选修课程3454424.29%毕业要求总合计1402223+11周100%十、教学进程、学时学分总体安排（见下表）

19、（、Curriculum, hours and credits）金融工程专业课程设置及学时分配表 总表类别性质课程号Course No.课 程 名 称Course Name学分数总学时总学时分配按 学 期 周 学 时 分 配备 注Notes授课实验上机一学期二学期三学期四学期五学期六学期七学期八学期通识教育必修课程必修课程中国化的马克思主义Chinese Marxism358483课外10道德与法律Morals and Law358483课外10马克思主义原理Basic Principles of Marxism358483课外10中国近现代史纲要Brief of China's Mo

20、dern History1.529241.5课外5大学英语(二级起点1-3)College English(1-3)924096962+22+22+2自主学习48体育(1-4)Physical Education (1-4)41281282222大学计算机基础Introduction of Computer232322计算机技术基础Foundation of Computer Technologies36432322军事理论Military Theory23232形势政策与社会实践(1-6)Trend, Policy and Social Practice(1-6)1.57224111111课

21、外48小 计Subtotal32771512963210+28.5+48+2341课外131通识教育核心课程选修课程课组号国学修养类Traditional Chinese Culture Group232322必选课组号创新创业类Innovation and Entrepreneurship Education Group232322课组号艺术审美类Art Aesthetic232322课组号自然科学类Science Group232322人文社科必选课组号工程技术类Engineering and Technology Group232322小计Subtotal101601602224通识教育

22、选修课程通识教育选修课General Education Selective69696222小计Subtotal69696222学科平台基础课程微积分(1-2)Calculus(1-2)816012844课外学时32(习题)线性代数Linear Algebra480644课外学时16(习题)概率论与数理统计Probability and Mathematical Statistics480644课外学时16(习题)政治经济学(1-2)Political Economy(1-2)4646422微观经济学Microeconomics348483宏观经济学Macroeconomics348483统计

23、学Statistics348483基础会计学Principles of Accounting348483管理学概论Principles of Management348483小计Subtotal35624560121346课外64专业基础课程货币经济学Monetary Economics348483公共经济学Public Economics348483国际经济学（国际贸易理论）International Economics I (Theory of International Trade)232322国际经济学（国际金融理论）International Economics II (Theory

24、 of International Finance)232322计量经济学Econometrics37240162.5+1课外学时16(习题)经济学说史History of Economic Thoughts22小 计Subtotal152322001669.5课外16专业课程选修课程课组号金融工程必修课组Compulsory Group16272240325.511.5课组号金融工程选修课组Elective Group1818818822644专业课基本要求小计Major Basic Requirements Subtotal345445442210.514.54实践环节必修课程军训Mart

25、ial Training03周3周毕业实习Internships44周4周毕业论文(设计)dissertation48周8周小计Subtotal815周3周12周合 计Total140277921686备注：1.本表必修课部分为专业（大类）必修课（所有学生必须学习的）课程设置表，即综合教务系统中的课程计划表。2.选修课部分为课组设置表，即综合教务系统中的课组计划表。3.课程号栏目中必修课部分为课程号，选修课部分为课组号。金融工程专业的专业课程设置及学时分配表(课组课程) 表二类别性质课组号Course group number课程号Course No.课 程 名 称Course Name学分数

26、总学时总学时分配按 学 期 周 学 时 分 配专业课组名称Specialized group name授课实验上机一学期二学期三学期四学期五学期六学期七学期八学期专业课必修课组选修课程0204002071001金融投资学Financial Investments35640162.5+10204002068001金融工程学Financial Engineering3484830204002037001公司理财Corporate Finance3484830204002092000商业银行经营管理Management of Commercial Banking24024161.5+10204002

27、120000金融经济学Financial Economics3484830204002041000国际金融（英）International Finance232322小计Subtotal16272240325.511.5专业选修课组0204102159000中级微观经济学Intermediate Microeconomics2323220204102158000中级宏观经济学Intermediate Macroeconomics2323220204102043000国际金融管理(英)International FinancialManagement2323220204002076000经济法E

28、conomic Law2323220204102110000国际结算(英)International Settlements24024161.5+10204102097001时间序列分析Time Series Analysis2323220204102155000金融风险管理Management of Financial Risk2323220204002120000西方货币金融理论Western Theory on Money & Finance2323220204102170001数理经济学Mathematical Economics2323220204102070000金融市场学

29、Financial Markers2323220204102148000固定收益证券Fixed Income Securities2323220204102142001中国金融史History of Chinese Finance2323220204102095000审计学Auditing2323220204102085000中级财务会计学Intermediate Corporation Financial Accounting2323220204102013001财务报表分析Analysis of Financial Statements2323220204102144000中国经济思想史H

30、istory of Chinese Economic Thoughts2323220204102019000产业经济学Industrial Economics2323220204102061000会计电算化Accounting Computerization24024161.5+10204102026000电子商务Electronic Commerce2323220204102130001应用经济软件选讲Applied Economics Softwares232322投资组合管理Management of Investment Portfolios232322银行会计Bank Account

31、ing24024161.5+1市场营销Marketing232322商业银行系列讲座Lectures in Commercial Banking2323220202002052000国际投资学International Investments2323220202002050000国际市场营销International Marketing24024161.5+0.5国际贸易学International Trade2323220202002048001国际商法International Business Law2323220202002075000进出口业务Import and Export Bu

32、siness24024161.5+0.50202002114000外贸函电(英)Business Correspondence in English2323220202002049000国际商务谈判(英)International Business Negotiation2323220202102083000欧盟经济Economy of European Union2323220202002171000贸易政策与商务外交Policy & Commercial Diplomacy2323220202102080000美国经济（英）American Economy2323220202102

33、089001日本经济Japanese Economy23232202021020900(1-2)0日语Japanese3484830202102113000外贸保险International Trade Insurance2323220202102118000物流管理Logistics Management232322国际服务贸易International Trade in Service232322社交.商务礼仪Social and Business Etiquette2323220203002055001国家税收National Taxations232322财政学Public Finan

34、ce2323220203002132001政府预算管理Management of Government Budget 2323220203002013000财务管理Financial Management2323220203002141000中国财政史History of Public Finance in China2323220203002106000税务管理Tax Management24024161.5+0.5纳税检查Tax Auditing2323220203102051000国际税收International Taxation2323220203102034000公共支出经济分析E

35、conomic Analysis of Public Expenditures2323220203102172000社会保障学Social Security2323220203102105000税收筹划Tax Planning232322税务代理实务Tax Agent Practices2323220203102111001外国财政Public Finance of Foreign Countries2323220203102147000中华人民共和国财政史History of Public Finance for P. R. China2323220203102021000成本会计Cost

36、Accounting2323220203102017000公共政策分析（英）Analysis of Public Policies2323220203102006000比较财政学Comparative Public Finance2323220203102024000地方财政Local Public Finance2323220203102018000财政专题讲座Topics in Public Finance232322税务会计Tax Accounting2323220203102058000国有资产管理Management of State Assets232322税收经济学Economi

37、cs of Taxation2323220203102079000劳动经济学Labor Economics232322人力资源管理Human Resource Management232322保险学Insurance2323220205002029001风险管理Risk Management232322风险理论Theory of Risk2323220205002002001保险精算Actuarial Science2323220205002011001财产保险Property Insurance2323220205002088001人身保险Personal Insurance232322保险经济学Insurance Economics2323220205002134000再保险Re-Insurance2323220205002174000利息理论Theory of Interest232322社会保险Social Insurance2323220205102153001保险法学Insurance Law23