金融工程專業(yè)培養(yǎng)方案（020109W）

1、金融工程專業(yè)培養(yǎng)方案（020109W）（Financial Engineering 020109W）一、專業(yè)簡(jiǎn)介（、Major Introduction）金融工程專業(yè)是為適應(yīng)我國(guó)市場(chǎng)經(jīng)濟(jì)發(fā)展中社會(huì)對(duì)應(yīng)用型中高級(jí)金融專業(yè)人才需求設(shè)立的一個(gè)應(yīng)用經(jīng)濟(jì)學(xué)本科專業(yè)。本專業(yè)培養(yǎng)學(xué)生扎實(shí)的現(xiàn)代經(jīng)濟(jì)學(xué)理論基礎(chǔ)，扎實(shí)的大金融理論和實(shí)務(wù)知識(shí)，突出金融工程專業(yè)理論和實(shí)務(wù)知識(shí)，能夠開發(fā)、設(shè)計(jì)、操作新型的金融工具和交易手段，適應(yīng)金融高技術(shù)化、國(guó)際化和信息化的需要，勝任在金融機(jī)構(gòu)和企業(yè)從事財(cái)務(wù)、風(fēng)險(xiǎn)管理以及從事教學(xué)、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、培養(yǎng)目標(biāo)（、Academic Objectives）本專業(yè)以培養(yǎng)“政治思想素質(zhì)高、身心健康、學(xué)科基礎(chǔ)扎實(shí)、富有創(chuàng)新精神、知識(shí)面寬、能力強(qiáng)、綜合素質(zhì)高”的理論與應(yīng)用相結(jié)合的金融專業(yè)人才為目標(biāo)。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、培養(yǎng)要求（、Academic Requirements）基本要求是：1具有堅(jiān)定的政治信念，具有高度的愛國(guó)主義熱情，具有崇高的理想，具有強(qiáng)烈的社會(huì)責(zé)

6、任心，過硬的社會(huì)競(jìng)爭(zhēng)力乃至國(guó)際競(jìng)爭(zhēng)力，個(gè)性與人格得到充分、健康地發(fā)展。2系統(tǒng)掌握現(xiàn)代經(jīng)濟(jì)學(xué)理論、宏微觀金融理論、金融工程與金融管理理論與實(shí)務(wù)知識(shí)，熟悉各種現(xiàn)代金融工具的特性、功能并有相應(yīng)的操作能力。3具備綜合運(yùn)用經(jīng)濟(jì)金融分析方法和手段進(jìn)行社會(huì)調(diào)查、分析以及解決金融實(shí)際問題的能力。4熟悉國(guó)家金融改革與金融發(fā)展?fàn)顩r，金融政策與法規(guī)。5了解中外金融學(xué)術(shù)發(fā)展動(dòng)態(tài)及應(yīng)用前景。6畢業(yè)后能夠勝任在銀行、保險(xiǎn)、證券、信托等實(shí)際金融部門從事金融業(yè)務(wù)性、技術(shù)性以及管理性工作；勝任在企事業(yè)單位從事財(cái)務(wù)、理財(cái)工作；勝任在教育、科研部門從事教學(xué)、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、學(xué)制與學(xué)位（、Length of Study and Degree）學(xué)制四年。按計(jì)劃要求完成學(xué)業(yè)者，授予經(jīng)濟(jì)學(xué)學(xué)士學(xué)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、學(xué)時(shí)與學(xué)分(、Hours/Credits)總學(xué)分：140(Total

12、 Credits：140)課程教學(xué)學(xué)時(shí)/學(xué)分：2168 /132占總學(xué)分的比例：94.3 (Curriculum Class Hours/Credits： 2168/132Percentage in Total Credits：94.3 %)六、專業(yè)主干課程(、Main Courses)政治經(jīng)濟(jì)學(xué)、宏微觀經(jīng)濟(jì)學(xué)（初級(jí)和中級(jí)）、貨幣經(jīng)濟(jì)學(xué)、公共經(jīng)濟(jì)學(xué)、國(guó)際經(jīng)濟(jì)學(xué)、計(jì)量經(jīng)濟(jì)學(xué)、經(jīng)濟(jì)學(xué)說史、金融投資學(xué)、金融工程學(xué)、公司理財(cái)、商業(yè)銀行經(jīng)營(yíng)管理、西方貨幣金融理論、國(guó)際金融（英）、國(guó)際結(jié)算（英）、金融經(jīng)濟(jì)學(xué)、國(guó)際金融管理（英）、金融風(fēng)險(xiǎn)管理、金融市場(chǎng)學(xué)、固定收益證券、中國(guó)金融史、投資組合管理、銀行會(huì)計(jì)、市

13、場(chǎng)營(yíng)銷、商業(yè)銀行系列講座。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、主要專業(yè)實(shí)驗(yàn)和實(shí)習(xí)安排（、Main Laboratory Courses and Internships）計(jì)算機(jī)類、金融投資類、商業(yè)銀行類、財(cái)務(wù)類、計(jì)量經(jīng)濟(jì)類專業(yè)課程實(shí)驗(yàn)，以及畢業(yè)實(shí)習(xí)。Laboratory courses related to computers, financial investments, commercial banking, accounting, and econometrics, as well as interns before graduation. 八、專業(yè)優(yōu)勢(shì)及特色(、Major Strength and Chara

16、cteristics)本專業(yè)包括金融工程一個(gè)專業(yè)方向，培養(yǎng)學(xué)生扎實(shí)的經(jīng)濟(jì)學(xué)理論功底，扎實(shí)的金融理論、金融工程、金融管理知識(shí)及應(yīng)用方法，初步具備開發(fā)、設(shè)計(jì)、操作新型金融工具的能力，綜合運(yùn)用各種經(jīng)濟(jì)金融分析工具和方法進(jìn)行社會(huì)調(diào)查、經(jīng)濟(jì)分析和解決經(jīng)濟(jì)金融實(shí)際問題的能力。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、各類課程學(xué)時(shí)學(xué)分比例（、The proportion of credit hours of courses）課程類別學(xué)分學(xué)時(shí)占總學(xué)分百分比必修課通識(shí)教育必修課程90321723+11周77164.28%22.86%學(xué)科基礎(chǔ)平臺(tái)課程3562425%專業(yè)基礎(chǔ)課程1523210.71%實(shí)踐環(huán)節(jié)811周5.71%選修課通識(shí)教育核心課程501080016035.72%7.14%通識(shí)教育選修課程6964.29%專業(yè)選修課程3454424.29%畢業(yè)要求總合計(jì)1402223+11周100%十、教學(xué)進(jìn)程、學(xué)時(shí)學(xué)分總體安排（見下表）

19、（、Curriculum, hours and credits）金融工程專業(yè)課程設(shè)置及學(xué)時(shí)分配表 總表類別性質(zhì)課程號(hào)Course No.課 程 名 稱Course Name學(xué)分?jǐn)?shù)總學(xué)時(shí)總學(xué)時(shí)分配按 學(xué) 期 周 學(xué) 時(shí) 分 配備 注Notes授課實(shí)驗(yàn)上機(jī)一學(xué)期二學(xué)期三學(xué)期四學(xué)期五學(xué)期六學(xué)期七學(xué)期八學(xué)期通識(shí)教育必修課程必修課程中國(guó)化的馬克思主義Chinese Marxism358483課外10道德與法律Morals and Law358483課外10馬克思主義原理Basic Principles of Marxism358483課外10中國(guó)近現(xiàn)代史綱要Brief of China's Mo

20、dern History1.529241.5課外5大學(xué)英語(二級(jí)起點(diǎn)1-3)College English(1-3)924096962+22+22+2自主學(xué)習(xí)48體育(1-4)Physical Education (1-4)41281282222大學(xué)計(jì)算機(jī)基礎(chǔ)Introduction of Computer232322計(jì)算機(jī)技術(shù)基礎(chǔ)Foundation of Computer Technologies36432322軍事理論Military Theory23232形勢(shì)政策與社會(huì)實(shí)踐(1-6)Trend, Policy and Social Practice(1-6)1.57224111111課

21、外48小 計(jì)Subtotal32771512963210+28.5+48+2341課外131通識(shí)教育核心課程選修課程課組號(hào)國(guó)學(xué)修養(yǎng)類Traditional Chinese Culture Group232322必選課組號(hào)創(chuàng)新創(chuàng)業(yè)類Innovation and Entrepreneurship Education Group232322課組號(hào)藝術(shù)審美類Art Aesthetic232322課組號(hào)自然科學(xué)類Science Group232322人文社科必選課組號(hào)工程技術(shù)類Engineering and Technology Group232322小計(jì)Subtotal101601602224通識(shí)教育

22、選修課程通識(shí)教育選修課General Education Selective69696222小計(jì)Subtotal69696222學(xué)科平臺(tái)基礎(chǔ)課程微積分(1-2)Calculus(1-2)816012844課外學(xué)時(shí)32(習(xí)題)線性代數(shù)Linear Algebra480644課外學(xué)時(shí)16(習(xí)題)概率論與數(shù)理統(tǒng)計(jì)Probability and Mathematical Statistics480644課外學(xué)時(shí)16(習(xí)題)政治經(jīng)濟(jì)學(xué)(1-2)Political Economy(1-2)4646422微觀經(jīng)濟(jì)學(xué)Microeconomics348483宏觀經(jīng)濟(jì)學(xué)Macroeconomics348483統(tǒng)計(jì)

23、學(xué)Statistics348483基礎(chǔ)會(huì)計(jì)學(xué)Principles of Accounting348483管理學(xué)概論P(yáng)rinciples of Management348483小計(jì)Subtotal35624560121346課外64專業(yè)基礎(chǔ)課程貨幣經(jīng)濟(jì)學(xué)Monetary Economics348483公共經(jīng)濟(jì)學(xué)Public Economics348483國(guó)際經(jīng)濟(jì)學(xué)（國(guó)際貿(mào)易理論）International Economics I (Theory of International Trade)232322國(guó)際經(jīng)濟(jì)學(xué)（國(guó)際金融理論）International Economics II (Theory

24、 of International Finance)232322計(jì)量經(jīng)濟(jì)學(xué)Econometrics37240162.5+1課外學(xué)時(shí)16(習(xí)題)經(jīng)濟(jì)學(xué)說史History of Economic Thoughts22小 計(jì)Subtotal152322001669.5課外16專業(yè)課程選修課程課組號(hào)金融工程必修課組Compulsory Group16272240325.511.5課組號(hào)金融工程選修課組Elective Group1818818822644專業(yè)課基本要求小計(jì)Major Basic Requirements Subtotal345445442210.514.54實(shí)踐環(huán)節(jié)必修課程軍訓(xùn)Mart

25、ial Training03周3周畢業(yè)實(shí)習(xí)Internships44周4周畢業(yè)論文(設(shè)計(jì))dissertation48周8周小計(jì)Subtotal815周3周12周合 計(jì)Total140277921686備注：1.本表必修課部分為專業(yè)（大類）必修課（所有學(xué)生必須學(xué)習(xí)的）課程設(shè)置表，即綜合教務(wù)系統(tǒng)中的課程計(jì)劃表。2.選修課部分為課組設(shè)置表，即綜合教務(wù)系統(tǒng)中的課組計(jì)劃表。3.課程號(hào)欄目中必修課部分為課程號(hào)，選修課部分為課組號(hào)。金融工程專業(yè)的專業(yè)課程設(shè)置及學(xué)時(shí)分配表(課組課程) 表二類別性質(zhì)課組號(hào)Course group number課程號(hào)Course No.課 程 名 稱Course Name學(xué)分?jǐn)?shù)

26、總學(xué)時(shí)總學(xué)時(shí)分配按 學(xué) 期 周 學(xué) 時(shí) 分 配專業(yè)課組名稱Specialized group name授課實(shí)驗(yàn)上機(jī)一學(xué)期二學(xué)期三學(xué)期四學(xué)期五學(xué)期六學(xué)期七學(xué)期八學(xué)期專業(yè)課必修課組選修課程0204002071001金融投資學(xué)Financial Investments35640162.5+10204002068001金融工程學(xué)Financial Engineering3484830204002037001公司理財(cái)Corporate Finance3484830204002092000商業(yè)銀行經(jīng)營(yíng)管理Management of Commercial Banking24024161.5+10204002

27、120000金融經(jīng)濟(jì)學(xué)Financial Economics3484830204002041000國(guó)際金融（英）International Finance232322小計(jì)Subtotal16272240325.511.5專業(yè)選修課組0204102159000中級(jí)微觀經(jīng)濟(jì)學(xué)Intermediate Microeconomics2323220204102158000中級(jí)宏觀經(jīng)濟(jì)學(xué)Intermediate Macroeconomics2323220204102043000國(guó)際金融管理(英)International FinancialManagement2323220204002076000經(jīng)濟(jì)法E

28、conomic Law2323220204102110000國(guó)際結(jié)算(英)International Settlements24024161.5+10204102097001時(shí)間序列分析Time Series Analysis2323220204102155000金融風(fēng)險(xiǎn)管理Management of Financial Risk2323220204002120000西方貨幣金融理論Western Theory on Money & Finance2323220204102170001數(shù)理經(jīng)濟(jì)學(xué)Mathematical Economics2323220204102070000金融市場(chǎng)學(xué)

29、Financial Markers2323220204102148000固定收益證券Fixed Income Securities2323220204102142001中國(guó)金融史History of Chinese Finance2323220204102095000審計(jì)學(xué)Auditing2323220204102085000中級(jí)財(cái)務(wù)會(huì)計(jì)學(xué)Intermediate Corporation Financial Accounting2323220204102013001財(cái)務(wù)報(bào)表分析Analysis of Financial Statements2323220204102144000中國(guó)經(jīng)濟(jì)思想史H

30、istory of Chinese Economic Thoughts2323220204102019000產(chǎn)業(yè)經(jīng)濟(jì)學(xué)Industrial Economics2323220204102061000會(huì)計(jì)電算化Accounting Computerization24024161.5+10204102026000電子商務(wù)Electronic Commerce2323220204102130001應(yīng)用經(jīng)濟(jì)軟件選講Applied Economics Softwares232322投資組合管理Management of Investment Portfolios232322銀行會(huì)計(jì)Bank Account

31、ing24024161.5+1市場(chǎng)營(yíng)銷Marketing232322商業(yè)銀行系列講座Lectures in Commercial Banking2323220202002052000國(guó)際投資學(xué)International Investments2323220202002050000國(guó)際市場(chǎng)營(yíng)銷International Marketing24024161.5+0.5國(guó)際貿(mào)易學(xué)International Trade2323220202002048001國(guó)際商法International Business Law2323220202002075000進(jìn)出口業(yè)務(wù)Import and Export Bu

32、siness24024161.5+0.50202002114000外貿(mào)函電(英)Business Correspondence in English2323220202002049000國(guó)際商務(wù)談判(英)International Business Negotiation2323220202102083000歐盟經(jīng)濟(jì)Economy of European Union2323220202002171000貿(mào)易政策與商務(wù)外交Policy & Commercial Diplomacy2323220202102080000美國(guó)經(jīng)濟(jì)（英）American Economy2323220202102

33、089001日本經(jīng)濟(jì)Japanese Economy23232202021020900(1-2)0日語Japanese3484830202102113000外貿(mào)保險(xiǎn)International Trade Insurance2323220202102118000物流管理Logistics Management232322國(guó)際服務(wù)貿(mào)易International Trade in Service232322社交.商務(wù)禮儀Social and Business Etiquette2323220203002055001國(guó)家稅收National Taxations232322財(cái)政學(xué)Public Finan

34、ce2323220203002132001政府預(yù)算管理Management of Government Budget 2323220203002013000財(cái)務(wù)管理Financial Management2323220203002141000中國(guó)財(cái)政史History of Public Finance in China2323220203002106000稅務(wù)管理Tax Management24024161.5+0.5納稅檢查Tax Auditing2323220203102051000國(guó)際稅收International Taxation2323220203102034000公共支出經(jīng)濟(jì)分析E

35、conomic Analysis of Public Expenditures2323220203102172000社會(huì)保障學(xué)Social Security2323220203102105000稅收籌劃Tax Planning232322稅務(wù)代理實(shí)務(wù)Tax Agent Practices2323220203102111001外國(guó)財(cái)政Public Finance of Foreign Countries2323220203102147000中華人民共和國(guó)財(cái)政史History of Public Finance for P. R. China2323220203102021000成本會(huì)計(jì)Cost

36、Accounting2323220203102017000公共政策分析（英）Analysis of Public Policies2323220203102006000比較財(cái)政學(xué)Comparative Public Finance2323220203102024000地方財(cái)政Local Public Finance2323220203102018000財(cái)政專題講座Topics in Public Finance232322稅務(wù)會(huì)計(jì)Tax Accounting2323220203102058000國(guó)有資產(chǎn)管理Management of State Assets232322稅收經(jīng)濟(jì)學(xué)Economi

37、cs of Taxation2323220203102079000勞動(dòng)經(jīng)濟(jì)學(xué)Labor Economics232322人力資源管理Human Resource Management232322保險(xiǎn)學(xué)Insurance2323220205002029001風(fēng)險(xiǎn)管理Risk Management232322風(fēng)險(xiǎn)理論Theory of Risk2323220205002002001保險(xiǎn)精算Actuarial Science2323220205002011001財(cái)產(chǎn)保險(xiǎn)Property Insurance2323220205002088001人身保險(xiǎn)Personal Insurance232322保險(xiǎn)經(jīng)濟(jì)學(xué)Insurance Economics2323220205002134000再保險(xiǎn)Re-Insurance2323220205002174000利息理論Theory of Interest232322社會(huì)保險(xiǎn)Social Insurance2323220205102153001保險(xiǎn)法學(xué)Insurance Law23