金融工程专业培养方案

1、金融工程专业培养方案(020109W/(FinancialEngineering020109W/一、专业简介(I、MajorIntroduction)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。Themajorinfinancialengineeringisanappliedundergrad

2、uatemajorestablishedtosatisfytheneedforintermediateandadvancedfinancialexpertsinChinesesocialistmarketeconomy.Studentsinthismajorwillbetrainedtohaveasolidfoundationinmoderneconomictheory,financetheoryandprofessionalknowledge.Afocusisonthetheoryandprofessionalknowledgeinfinancialengineeringsuchthatst

3、udentswillbeabletodevelop,designandoperatecutting-edgefinancialinstrumentsandtransactiontools,inordertomeettheneedsasthefieldoffinancebecomesincreasinglytechnology-intensive,internationalizedandinformation-intensive.Studentswillbequalifiedtoworkinaccountingandriskmanagingjobsinfinancialinstitutionsa

4、ndfirms,aswellasteachingandresearchjobsinacademia.二、培养目标(n、AcademicObjectives)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。Theobjectiveofthismajoristotrainfinancialexpertswithhighmorality,healthybodyandmind,solidexpertise,innovatingspirit,broadknowledge,strongability,andhighc

5、omprehensivequalities,whocancombinetheoryandprofessionalknowledge.三、培养要求(出、AcademicRequirements)基本要求是：.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。.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。.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。.熟悉国家金融改革与金融发展状况，金融

6、政策与法规。.了解中外金融学术发展动态及应用前景。.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。Thebasicrequirementsinclude,Studentsshouldhaveafirmpoliticalbeliefandstrongpatriotism,loftyideals,astrongsenseofsocialresponsibility,andadvancedsocialoreveninternationalcompetitivepower,aheal

7、thyandfullydevelopedindividuality.Studentshouldhaveasolidfoundationineconomictheory,macroandmicrofinancetheory,financialmanagement,andprofessionalknowledge,andbecomefamiliarwiththecharacteristicsandfunctionsofvariousmodernfinancialinstruments,andbeabletoworkwiththem.Studentsshouldhavetheabilitytocom

8、bineeconomicmethodsandfinancialanalysisinconductingsocialinvestigations,economicfinancialanalysisandsolvingpracticalfinancialproblems.StudentsshouldbecomefamiliarwithChinesefinancialreformsandthestateofChinasfinancialdevelopment,aswellasfinancialpoliciesandregulations.Studentsshouldbeawareofthedynam

9、icsoffinancialresearchesinandoutsideofChina,andtheirpotentialsofapplication.Aftergraduation,studentswillbequalifiedfor(1)financialandmanagerialjobsinbanks,insurancecompanies,securitiesfirms,trustcompanies;(2)accountingandmanagerialjobsinprivatefirmsandpublicorganizations;(3)teachingandresearchjobsin

10、academia.四、学制与学位(IV、LengthofStudyandDegree)学制四年。按计划要求完成学业者，授予经济学学士学位。Ittakesfouryearstocompletethismajor.Thosewhosatisfyallrequirementsasplannedwillbeawardedabachelordegreeineconomics.五、学时与学分(V、Hours/Credits)总学分：140(TotalCredits:140)课程教学学时/学分：2168/132占总学分的比例：94.3%(CurriculumClassHours/Credits:2168/1

11、32PercentageinTotalCredits:94.3%)六、专业主干课程(VI、MainCourses)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、市场营销、商业银行系列讲座。PoliticalEconomy,MacroeconomicsandMicroeconomics,MonetaryEconomics,PublicE

12、conomics,InternationalEconomics,Econometrics,HistoryofEconomicThoughis,FinancialInvestment,FinancialEngineering,CorporateFinance,ManagementofCommercialBanking,WesternTheoryonMonetaryandFinance,InternationalFinance,InternationalSettlements,FinancialEconomics,InternationalFinancialManagement,Managemen

13、tofFinancialRisk,FinancialMarkets,FixesIncomeSecurities,HistoryofChineseFinance,ManagementofInvestmentPortfolios,BankAccounting,Marketing,LecturesinCommercialBanking.七、主要专业实验和实习安排（口、MainLaboratoryCoursesandInternships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。Laboratorycoursesrelatedtocomputers,financi

14、alinvestments,commercialbanking,accounting,andeconometrics,aswellasinternsbeforegraduation.八、专业优势及特色(W、MajorStrengthandCharacteristics)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。Thismajorincludesonespecializationinfinancia

15、lengineering.Ittrainsstudentstohaveasolidfoundationintheoriesineconomicsandfinance,financialengineering,financialmanagementandrelatedprofessionalknowledge.Studentswillacquiretheabilitytodevelop,designandoperatecutting-edgefinancialinstruments,andusevariouseconomicandfinancialanalyzingtoolstoconducts

16、ocialinvestigationsandeconomicanalysis,andaswellassolvingpracticeeconomicandfinancialproblems.九、各类课程学时学分比例(IX、Theproportionofcredithoursofcourses)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3

17、454424.29%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)(X、Curriculum,hoursandcredits)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CourseNo.课程名称CourseName学分数总学时总学时分配按学期周学时分配备注Notes授课实验上机学期期1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ChineseMarxism358483课外10道德与法律MoralsandLaw358483课外10马克思主义原理BasicPrinciplesofMarxism358483课外10中国近现

18、代史纲要BriefofChinasModernHistory1.529241.5课外5大字央诺(二级起点1-3)CollegeEnglish(1-3)924096962+22!+22+2自主学习48体(1-4)PhysicalEducation(1-4)41281282222大学计算机基础IntroductionofComputer232322计臭机技木基础FoundationofComputerTechnologies36432322年事埋论MilitaryTheory23232形势政策与社会实践(1-6)Trend,PolicyandSocialPractice(1-6)1.5722411

19、1111课外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字修乔突TraditionalChineseCultureGroup232322必选课组号创新创业类InnovationandEntrepreneurshipEducationGroup232322课组号艺术审美类ArtAesthetic232322课组号自然科学类ScienceGroup232322人文社科必选课组号工程技术类EngineeringandTechnologyGroup232322小计Subtotal101601602224通识教育选修课程通识教育

20、选修课GeneralEducationSelective69696222小计Subtotal69696222学科力微积分(1-2)Calculus(1-2)816012844课外学时32（习题）线性代数LinearAlgebra480644课外学时16（习题）概率论与数理统计ProbabilityandMathematicalStatistics480644课外学时16（习题）政治经济学(1-2)PoliticalEconomy(1-2)4646422十台箕微观经济学Microeconomics348483e础课程宏观经济学Macroeconomics348483统计学Statistics34

21、8483基础会计学PrinciplesofAccounting348483管理学概论PrinciplesofManagement348483小计Subtotal35624560121346课外64专业货币经济学MonetaryEconomics348483基础课程公共经济学PublicEconomics348483国际经济学I(国际贸易理论)nternationalEconomicsI(TheoryofInternationalTrade)232322I国际经济学口(国际金融理论)nternationalEconomicsII(TheoryofInternationalFinance)2323

22、22计量经济学Econometrics37240162.5+1课外学时16（习题）经济学说史HistoryofEconomicThoughts22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CompulsoryGroup16272240325.511.5课组号金融工程选修课组ElectiveGroup1818818822644专业课基本要求小计MajorBasicRequirementsSubtotal345445442210.514.54实践环节必修课程军训MartialTraining03周3周毕业实习Internships44周4周毕业论

23、文（设计）dissertation48周8周小计Subtotal815周3周12用合计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Coursegroupnumber课程号CourseNo.课程名称CourseName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Specializedgroupname授课实验上机学

24、期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FinancialInvestments35640162.5+10204002068001金融工程学FinancialEngineering3484830204002037001公司理财CorporateFinance3484830204002092000商业银行经营管理ManagementofCommercialBanking24024161.5+10204002120000金融经济学FinancialEconomics3484830204002041000国冰生融（央）Internationa

25、lFinance232322/、仃Subtotal16272240325.511.5专业选修课组0204102159000十级微观经圻字IntermediateMicroeconomics2323220204102158000中级宏观经济学IntermediateMacroeconomics2323220204102043000国际金融管埋（英）InternationalFinancialManagement2323220204002076000经济法EconomicLaw2323220204102110000国际结算（英）InternationalSettlements24024161.5+

26、10204102097001时间序列分析TimeSeriesAnalysis2323220204102155000金融风险管埋ManagementofFinancialRisk2323220204002120000西方货币金融埋论WesternTheoryonMoney&Finance2323220204102170001数理经济学MathematicalEconomics2323220204102070000金融市场学FinancialMarkers2323220204102148000固定收益证券FixedIncomeSecurities2323220204102142001中国金融史Hi

27、storyofChineseFinance2323220204102095000审计学Auditing2323220204102085000中级财务会计学IntermediateCorporationFinancialAccounting2323220204102013001财务报表分析AnalysisofFinancialStatements2323220204102144000中国经济思想史HistoryofChineseEconomicThoughts2323220204102019000产业经济学IndustrialEconomics2323220204102061000会计电算化cc

28、ountingComputerization24024161.5+10204102026000电子商务ElectronicCommerce2323220204102130001应用经济软件选讲AppliedEconomicsSoftwares232322投资组合管理ManagementofInvestmentPortfolios232322银行会计BankAccounting24024161.5+1市场营销Marketing232322商业银行系列讲座LecturesinCommercialBanking2323220202002052000国际投资学InternationalInvestme

29、nts2323220202002050000国际市场营销InternationalMarketing24024161.5+0.5国际贸易学InternationalTrade2323220202002048001国际商法InternationalBusinessLaw2323220202002075000进出口业务ImportandExportBusiness24024161.5+0.50202002114000外贸函电（英）BusinessCorrespondenceirEnglish2323220202002049000国际商务谈判（英）InternationalBusinessNegot

30、iation2323220202102083000J欧盟经济EconomyofEuropeanUnion2323220202002171000贸易政策与商务外交Policy&CommercialDiplomacy2323220202102080000美国经济（英）AmericanEconomy2323220202102089001日本经济JapaneseEconomy23232202021020900（1-2）0日语Japanese3484830202102113000I外贸保险nternationalTradeInsurance2323220202102118000物流管理Logistics

31、Management232322国际服务贸易InternationalTradeinService232322社交.商务礼仪SocialandBusinessEtiquette2323220203002055001国家税收NationalTaxations232322财政学PublicFinance2323220203002132001政府预算管理ManagementofGovernmenBudget2323220203002013000财务管理FinancialManagement2323220203002141000中国财政史HistoryofPublicFinanceinChina232

32、3220203002106000税务管理TaxManagement24024161.5+0.5纳税检查TaxAuditing2323220203102051000国际税收InternationalTaxation2323220203102034000公共支出经济分析EconomicAnalysisofPublicExpenditures2323220203102172000社会保障学SocialSecurity2323220203102105000税收筹划TaxPlanning232322机务代埋头及TaxAgentPractices2323220203102111001外国财政PublicF

33、inanceofForeignCountries2323220203102147000中华人民共和国财收史TistoryofPublicFinanceforP.R.China2323220203102021000成本会计CostAccounting2323220203102017000公共政策分析（英）AnalysisofPublicPolicies2323220203102006000比较财政字ComparativePublicFinance2323220203102024000地万财政LocalPublicFinance2323220203102018000财政专题讲座TopicsinPu

34、blicFinance232322税务会计TaxAccounting2323220203102058000国有资产管理ManagementofStateAssets;232322税收经济学EconomicsofTaxation2323220203102079000劳动经济学LaborEconomics232322人力资源管理HumanResourceManagement232322保险学Insurance2323220205002029001风险管理RiskManagement232322风险理论TheoryofRisk2323220205002002001保险精算ActuarialScience2323220205002011001财产保险PropertyInsurance2323220205002088001人身保险PersonalInsurance232322保险经济学InsuranceEconomics2323220205002134000再保险Re-Insurance2323220205002174000利息理论TheoryofInterest232322社会保险SocialInsurance2323220205102153001保险法学InsuranceLaw232322020510217