金融工程专业的专业课程设置及学时分配表课组课

1、金融数学与金融工程人才培养基地培养方案(专业代码)(Base for Financial Mathematics andFinancial Engineering Major)一、专业简介(I、 Major Introduction )“金融数学与金融工程人才培养基地”是山东大学整合数学与系统科学学院和经济学 院的学科优势、师资队伍力量、教学资源和条件而成立的校级本科人才培养基地。基地按照“目标明确、改革领先、成果突出、师资优化、设备先进、教学优秀、质量一流”的要求进行建设，全面整合金融学和应用数学等相关本科专业的教育资源，打破原有学科、专业界限，培养跨学科交叉型金融人才，是一个集理论性、应用

2、性和技术性为一体的综合性金融人才培 养基地。The base for financial mathematics and financial engineering is an undergraduate training base at Shandong University, which combines the strength, faculty and resources of both School of Mathematics and School of Economics. The base is set up following the guideline of clear o

3、bjects, priority on reform, emphasis on research, distinguished faculty, advanced facility, excellent teaching, and top quality. The purpose is to integrate undergraduate teaching resources in finance, applied mathematics and related fields, and break the traditional boundaries between different fie

4、lds. The base offers comprehensive trainings in financial theory, applications and techniques, and is dedicated to training cross-disciplinary high-level financial experts.二、培养目标(n、 Academic Objectives )基地以培养“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”的优秀复合型、应用型金融专业人才为目标。The objective of this major

5、is to train advanced financial experts with high morality, healthy body and mind, solid expertise, innovating spirit, broad knowledge, strong ability, and high comprehensive qualities ”, who can do both research and applied work.三、培养要求(出、 Academic Requirements )即对毕业生应获得的知识与能力的要求。具体地，基地培养的学生要求达到：.具有坚

6、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。.具备扎实的数学、经济学理论基础，掌握扎实的基本金融理论、金融数学、金融工 程和金融管理理论与实务知识，能够开发、设计、操作新型的金融工具和手段。.具备扎实的数理分析基础和运用数学模型的技能，能够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务问题。.学生毕业后能够胜任在银行、保险、证券、信托等金融部门从事金融业务性、技术 性以及管理性工作；胜任在企业从事财务、理财、风险管理工作；胜任在教育、科研部门从 事教学、科研工作。.部分具有学术

7、培养潜力的优秀毕业生能够达到直接升入硕士研究生阶段学习的要求。This section lays out requirements in knowledge and ability for graduating students.The basic requirements include,Students should have a firm political belief and strong patriotism, lofty ideals, a strong sense of social responsibility, and advanced social or even int

8、ernational competitive power, a healthy and fully developed individuality.Student should have a solid foundation in mathematics and economic theory, finance theory, financial mathematics, financial engineering, financial management, and professional knowledge, and be able to develop, design and oper

9、ate cutting-edge financial instruments and tools.Students should have a solid training in mathematical and quantitative analysis, and be able to apply mathematical models. Students should acquire the ability to combine economic methods and financial analysis in conducting social investigations and a

10、nalysis, as well as solving practical financial problems.After graduation, students will be qualified for (1) financial, technical and managerial jobs in banks, insurance companies, securities firms, trust companies; (2) accounting and risk-managing jobs in private firms; (3) teaching and research j

11、obs in academia.Some outstanding graduates will meet the requirements for being directly admitted into post-graduate studies.四、学制与学位(IV、 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 b

12、achelor degree in economics.五、学时与学分(V、Hours/Credits)总学分：(Total Credits : 157)课程教学学时/学分：2436 /149占总学分的比例：94.90 %(Curriculum Class Hours/Credits : 2436 /149 Percentage in Total Credits : 94.90 %)六、专业主干课程 (VI、Main Courses)数学分析、高等代数(1-2)、概率论、数理统计、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、常微分方程、运筹学、复变

13、 函数、实变函数、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、市场营销、商业银行 系列讲座。Mathematical Analysis, Advanced Algebra(1-2), Probability, Mathematical Statistics, Political Economy, Macroeconomics and Microeconomics, Monetary Economics, Public Econ

14、omics, International Economics, Econometrics, Ordinary Differential Equations, Operational Research, Complex Variable Functions, Real Variable Functions, Financial Investment, Financial Engineering, Corporate Finance, Management of Commercial Banking, Western Theory on Monetary and Finance, Internat

15、ional Finance, International Settlements, Financial Economics, International Financial Management, Management of Financial Risk, Financial Markets, FixesIncome Securities, History of Chinese Finance, Management of Investment Portfolios, Bank Accounting, Marketing, Lectures in Commercial Banking .七、主

16、要专业实验和实习安排(叫、 Main Laboratory Courses and Internships ) 计算机类、金融投资类、财务类、商业银行类、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 (M、Major Strength and Characteristics)基地按照

17、复合型、应用型金融专业人才培养目标，培养学生扎实的数学、经济学理论功底，扎实的金融理论、金融数学、金融工程和金融管理知识，初步具备开发、设计、操作新 型金融工具的能力，以及综合运用各种金融分析工具解决金融实务问题的能力。基地建立一套独立、完整的教学计划，单独编班；对部分优秀、有培养潜质的学生实行本硕打通培养。The base follows the educational goal of training comprehensive and applied financial experts. Students will have a solid foundation in mathemati

18、cs and economic theory, finance theory, financial mathematics, financial engineering and financial management, and be able to develop, design and operate cutting-edge financial instruments. Students will also acquire the ability to use various tools of financial analysis to deal with practical finan

19、cial problems. The base has an independent and complete teaching plan with a separate class. In particular, some outstanding students with great potentials could be directly admitted into a corresponding graduate program, integrating undergraduate and graduate education.九、各类课程学时学分比例(IX、 The proporti

20、on 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95321723+11周77160.5120.38%学科基础平台课程3967024.84%专业基础课程1627810.19%实践环节811周5.10%选修课通识教育核心课程621099216040.196.37%通识教育选修课程6963.82%专业选修课程4673630%毕业要求总合计1572223+11 周100%十、教学进程、学时学分总体安排(见下表) (X、Curriculum, hours and credits )金融数学与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

21、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学 期三 学 期四 学 期五 学 期六学期七学期八 学 期通 识必 修中国化的马克思主义Chinese Marxism358483课外10教 育 必 修 课 程堞程坦储匕法律Morals and Law358483课外10当克思主义原理Basic Principles of Marxism358483课外10中国近现代史纲要Brief of Chinas Modern History1.529241.5课外5大学英语(二级起点1-3)College English

22、(1-3)924096962+2 2+2 2卜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 Theory232322形势政策与社会实践(1-6)Trend, Policy and Social Practice(1-6)1.57224111111课外48小 计Subtotal32771512963212+18.5 +28341课外131通 识 教

23、 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Subtotal101602222通识教育选修课程通识教育选修课General EducationSelectiv e696222

24、小计Subtotal696222学科平台基础课程数学分析(1-3)Mathematical Analysis(1-3)12216216444课外学时32（习题）高等代数(1-2)Advanced Algebra(1-2)814414444课外学时16（习题）概率论Theory of Probability354543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统计学Statistics348483基础会计学Principles of Acco

25、unting348483小计Subtotal396706701213113专 皿货巾经济学Monetary Economics348483公共经济学Public Economics348483n目加经济字I (国加员易埋论) nternational Economics I (Theory of InternationalTrade)236362一基础课程国际经济学口 (国际金融理论) nternational Economics II(Theory of International Finance)236362计量经济学Econometrics35640162.5 +1课外学时16（习题）数

26、理统计Mathematical Statistics354543小计Subtotal1627826269.5 +1课外16专 业 课 程选 修 课 程课组号金融数学与金融工程 必修课组Compulsory Group24 338438439.563课组号金融数学与金融工程 选修课组Elective Group2235235222644专业课基本要求小计Major Basic Requirements Subtotal467367362515.5107实践环节必 修 课 程军训Martial Training03周3周毕业实习Internships44周4周毕业论文（设计）Dissertatio

27、n48周8周小计Subtotal815周3周12用合计Total140 296724368周备注：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。金融数学与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

28、 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0207002071001金融投资学Financial Investments35640162.5+10207002068001金融工程学Financial Engineering3545430207002037001公司理财Corporate Finance3545430207002152000金融经济学Financial Economics35454302070）2020001吊檄力方程Ordinary Differential Equations35454302070）2133001运筹字Operational Re

29、search35454302071）2097000时间序刻分析Time Series Analysis354543小计Subtotal2138036439.5630207102159000中级微观经济字 IntermediateMicroeconomics2363620207102158000中级宏观经济学Intermediate Macroeconomics2363620204002041000国际金融（英）International Finance2363620207102154000复受困数Complex Analysis23636202071）209800q实受因数Real Varia

30、ble Functions23636202071）2092000商业银行经营管理Management of Commercia Banking2363620207102043000国际财务管理（英）nternational Financial Management2363620207102041000国际结算（英）International Settlements24024161.5+，0207102070000金融市场学Financial Markets2363620204102142001中国金融史Financial History of China236362020700212000Q西

31、方货币金融理论Vestern Theory on Money 2 Finance 2363620207102076000经济法Economic law2363620207102155000金融风险管理Management of Financial Risk2363620207102002001保险精算Actuarial Science2363620207102174000利息理论Theory of Interest23636202041021480001固定收益证券Fixed Income Securitie s2363620207102047000国际贸易学International Tra

32、de2363620207102170001数理经济学Mathematical Economics2363620207102019000产业经济学Industrial Economy236362h投资组合管理Management of Investment Portfolios236362银行会计Bank accounting24024161.5+1市场营销Marketing236362冏业家仃示列诉挫Lectures in Commercial Banking2363620207102061000会计电算化Accounting Computerization24024161.5 +102071

33、02026000电子商务Electric CommercialAffairs2363620207102130001应用经济软件选讲Applied Economics Softwares2363620204102095000审计字Auditing2323220204102085000中级财务会计学 IntermediateCorporation Financial Accounting2323220204102013001财方报表分析Analysis of Financial Statements2323220204102144000中国经济思想史History of Chinese Econo

34、mic Thoughts2323220202002052000国际投资学International Investments232322020200205000C国际市场营销nternational Marketing24024161.5 +0.50202002048001国际商法International BusinessLaw2323220202002075000进出口业务Import and Export Business24024161.5 +0.502020021140001外贸函电（英）Business Correspondence in English232322020200204

35、9000国际商务谈判（英） International BusinessNegotiation2323220202102083000 E欧盟经济conomy of European Union2323220202002171000贸易政策与商务外交Policy & Commercial Diplomacy2323220202102080000美国经济（英）American Economy2323220202102089001日本经济Japanese Economy23232202021020900（1-2）0日语Japanese3484830202102113000外贸保险Internatio

36、nal 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国冢税收National Taxations232322财政学Public Finance2323220203002132001政府预算管理Management of Government Budget2323220203002013000财务管理Financial M

37、anagement232322020300214100H中国财政史istory 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Economic Analysis of Public Expenditures2323220203102172000社会保障学Social Security232322020310210

38、5000税收筹划Tax Planning232322税务代理实务Tax Agent Practices232322020310211100P外国财政ublic Finance of Foreign Countries232322020310214700H中华人民共和国财政史 istory of Public FinanceforP. R. China2323220203102021000成本会计Cost Accounting2323220203102017000公共政策分析（英）Analysis of Public Policies2323220203102006000比较财政学Compara

39、tive Public Finance2323220203102024000地方财政Local Public Finance2323220203102018000财政专题讲座opics in Public Finance232322税务会计Tax Accounting2323220203102058000国有资产管理Management of State Assets232322税收经济学Economics of Taxation2323220203102079000劳动经济学Labor Economics232322H人力资源管理umanResource Management232322保险学Insurance2323220205002029001风险管理Risk Management232322风险埋论Theory of Risk2323220205002011001财产保险Property Insurance2323220205002088001人身保险Personal Insurance232322保险经济学Insurance Economics2323220