金融工程專業(yè)的專業(yè)課程設(shè)置及學(xué)時分配表課組課

1、金融數(shù)學(xué)與金融工程人才培養(yǎng)基地培養(yǎng)方案(專業(yè)代碼)(Base for Financial Mathematics andFinancial Engineering Major)一、專業(yè)簡介(I、 Major Introduction )“金融數(shù)學(xué)與金融工程人才培養(yǎng)基地”是山東大學(xué)整合數(shù)學(xué)與系統(tǒng)科學(xué)學(xué)院和經(jīng)濟學(xué) 院的學(xué)科優(yōu)勢、師資隊伍力量、教學(xué)資源和條件而成立的校級本科人才培養(yǎng)基地。基地按照“目標(biāo)明確、改革領(lǐng)先、成果突出、師資優(yōu)化、設(shè)備先進、教學(xué)優(yōu)秀、質(zhì)量一流”的要求進行建設(shè)，全面整合金融學(xué)和應(yīng)用數(shù)學(xué)等相關(guān)本科專業(yè)的教育資源，打破原有學(xué)科、專業(yè)界限，培養(yǎng)跨學(xué)科交叉型金融人才，是一個集理論性、應(yīng)用

2、性和技術(shù)性為一體的綜合性金融人才培 養(yǎng)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、培養(yǎng)目標(biāo)(n、 Academic Objectives )基地以培養(yǎng)“政治思想素質(zhì)高、身心健康、學(xué)科基礎(chǔ)扎實、富有創(chuàng)新精神、知識面寬、 能力強、綜合素質(zhì)高”的優(yōu)秀復(fù)合型、應(yīng)用型金融專業(yè)人才為目標(biāo)。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、培養(yǎng)要求(出、 Academic Requirements )即對畢業(yè)生應(yīng)獲得的知識與能力的要求。具體地，基地培養(yǎng)的學(xué)生要求達到：.具有堅

6、定的政治信念，具有高度的愛國主義熱情，具有崇高的理想，具有強烈的社 會責(zé)任心，過硬的社會競爭力乃至國際競爭力，個性與人格得到充分、健康地發(fā)展。.具備扎實的數(shù)學(xué)、經(jīng)濟學(xué)理論基礎(chǔ)，掌握扎實的基本金融理論、金融數(shù)學(xué)、金融工 程和金融管理理論與實務(wù)知識，能夠開發(fā)、設(shè)計、操作新型的金融工具和手段。.具備扎實的數(shù)理分析基礎(chǔ)和運用數(shù)學(xué)模型的技能，能夠綜合運用經(jīng)濟金融分析方法 和手段進行社會調(diào)查、分析以及解決金融實務(wù)問題。.學(xué)生畢業(yè)后能夠勝任在銀行、保險、證券、信托等金融部門從事金融業(yè)務(wù)性、技術(shù) 性以及管理性工作；勝任在企業(yè)從事財務(wù)、理財、風(fēng)險管理工作；勝任在教育、科研部門從 事教學(xué)、科研工作。.部分具有學(xué)術(shù)

7、培養(yǎng)潛力的優(yōu)秀畢業(yè)生能夠達到直接升入碩士研究生階段學(xué)習(xí)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、學(xué)制與學(xué)位(IV、 Length of Study and Degree )學(xué)制四年。按計劃要求完成學(xué)業(yè)者，授予經(jīng)濟學(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 b

12、achelor degree in economics.五、學(xué)時與學(xué)分(V、Hours/Credits)總學(xué)分：(Total Credits : 157)課程教學(xué)學(xué)時/學(xué)分：2436 /149占總學(xué)分的比例：94.90 %(Curriculum Class Hours/Credits : 2436 /149 Percentage in Total Credits : 94.90 %)六、專業(yè)主干課程 (VI、Main Courses)數(shù)學(xué)分析、高等代數(shù)(1-2)、概率論、數(shù)理統(tǒng)計、政治經(jīng)濟學(xué)、宏微觀經(jīng)濟學(xué)(初級和 中級)、貨幣經(jīng)濟學(xué)、公共經(jīng)濟學(xué)、國際經(jīng)濟學(xué)、計量經(jīng)濟學(xué)、常微分方程、運籌學(xué)、復(fù)變

13、 函數(shù)、實變函數(shù)、金融投資學(xué)、金融工程學(xué)、公司理財、商業(yè)銀行經(jīng)營管理、西方貨幣金融 理論、國際金融(英)、國際結(jié)算(英)、金融經(jīng)濟學(xué)、國際金融管理(英)、金融風(fēng)險管理、 金融市場學(xué)、固定收益證券、中國金融史、投資組合管理、銀行會計、市場營銷、商業(yè)銀行 系列講座。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、要專業(yè)實驗和實習(xí)安排(叫、 Main Laboratory Courses and Internships ) 計算機類、金融投資類、財務(wù)類、商業(yè)銀行類、計量經(jīng)濟類專業(yè)課程實驗，以及畢業(yè)實 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)勢及特色 (M、Major Strength and Characteristics)基地按照

17、復(fù)合型、應(yīng)用型金融專業(yè)人才培養(yǎng)目標(biāo)，培養(yǎng)學(xué)生扎實的數(shù)學(xué)、經(jīng)濟學(xué)理論功底，扎實的金融理論、金融數(shù)學(xué)、金融工程和金融管理知識，初步具備開發(fā)、設(shè)計、操作新 型金融工具的能力，以及綜合運用各種金融分析工具解決金融實務(wù)問題的能力?；亟⒁惶转毩?、完整的教學(xué)計劃，單獨編班；對部分優(yōu)秀、有培養(yǎng)潛質(zhì)的學(xué)生實行本碩打通培養(yǎng)。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、各類課程學(xué)時學(xué)分比例(IX、 The proporti

20、on of credit hours of courses)課程類別學(xué)分學(xué)時占總學(xué)分百分比必修課通識教育必修課程95321723+11周77160.5120.38%學(xué)科基礎(chǔ)平臺課程3967024.84%專業(yè)基礎(chǔ)課程1627810.19%實踐環(huán)節(jié)811周5.10%選修課通識教育核心課程621099216040.196.37%通識教育選修課程6963.82%專業(yè)選修課程4673630%畢業(yè)要求總合計1572223+11 周100%十、教學(xué)進程、學(xué)時學(xué)分總體安排(見下表) (X、Curriculum, hours and credits )金融數(shù)學(xué)與金融工程專業(yè)課程設(shè)置及學(xué)時分配表總表類別性質(zhì)課程號

21、Course No.課程名稱Course Name學(xué) 分 數(shù)總 學(xué) 時總學(xué)時 分配按學(xué)期周學(xué)時分配備 注Notes授課實驗上機一學(xué)期學(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 識必 修中國化的馬克思主義Chinese Marxism358483課外10教 育 必 修 課 程堞程坦儲匕法律Morals and Law358483課外10當(dāng)克思主義原理Basic Principles of Marxism358483課外10中國近現(xiàn)代史綱要Brief of Chinas Modern History1.529241.5課外5大學(xué)英語(二級起點1-3)College English

22、(1-3)924096962+2 2+2 2卜2自主學(xué)習(xí)48體育(1-4)Physical Education (1-4)41281282222大學(xué)計算機基礎(chǔ)Introduction of Computer232322計算機技術(shù)基礎(chǔ)Foundation of Computer Technologies36432322軍事理論Military Theory232322形勢政策與社會實踐(1-6)Trend, Policy and Social Practice(1-6)1.57224111111課外48小 計Subtotal32771512963212+18.5 +28341課外131通 識 教

23、 育 核 心 課 程選 修 課 程課組號國學(xué)修養(yǎng)類Traditional Chinese Culture Group232322必選課組號創(chuàng)新創(chuàng)業(yè)類Innovation and Entrepreneurship Education Group232322課組號藝術(shù)審美類Art Aesthetic232322課組號自然科學(xué)類Science Group232322人文社科必選課組號工程技術(shù)類Engineering and Technology Group232322小計Subtotal101602222通識教育選修課程通識教育選修課General EducationSelectiv e696222

24、小計Subtotal696222學(xué)科平臺基礎(chǔ)課程數(shù)學(xué)分析(1-3)Mathematical Analysis(1-3)12216216444課外學(xué)時32（習(xí)題）高等代數(shù)(1-2)Advanced Algebra(1-2)814414444課外學(xué)時16（習(xí)題）概率論Theory of Probability354543課外學(xué)時16（習(xí)題）政治經(jīng)濟學(xué)(1-2)Political Economy(1-2)4646422微觀經(jīng)濟學(xué)Microeconomics348483宏觀經(jīng)濟學(xué)Macroeconomics348483統(tǒng)計學(xué)Statistics348483基礎(chǔ)會計學(xué)Principles of Acco

25、unting348483小計Subtotal396706701213113專 皿貨巾經(jīng)濟學(xué)Monetary Economics348483公共經(jīng)濟學(xué)Public Economics348483n目加經(jīng)濟字I (國加員易埋論) nternational Economics I (Theory of InternationalTrade)236362一基礎(chǔ)課程國際經(jīng)濟學(xué)口 (國際金融理論) nternational Economics II(Theory of International Finance)236362計量經(jīng)濟學(xué)Econometrics35640162.5 +1課外學(xué)時16（習(xí)題）數(shù)

26、理統(tǒng)計Mathematical Statistics354543小計Subtotal1627826269.5 +1課外16專 業(yè) 課 程選 修 課 程課組號金融數(shù)學(xué)與金融工程 必修課組Compulsory Group24 338438439.563課組號金融數(shù)學(xué)與金融工程 選修課組Elective Group2235235222644專業(yè)課基本要求小計Major Basic Requirements Subtotal467367362515.5107實踐環(huán)節(jié)必 修 課 程軍訓(xùn)Martial Training03周3周畢業(yè)實習(xí)Internships44周4周畢業(yè)論文（設(shè)計）Dissertatio

27、n48周8周小計Subtotal815周3周12用合計Total140 296724368周備注：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)中的課組計劃表。3.課程號欄目中必修課部分為課程號，選修課部分為課組號。金融數(shù)學(xué)與金融工程專業(yè)的專業(yè)課程設(shè)置及學(xué)時分配表（課組課程）表二類別性質(zhì)課組號Course group number課程號Course No.課程名稱Course Name學(xué)分?jǐn)?shù)總學(xué)時總學(xué)時分配按學(xué)期周學(xué)時分配專業(yè)課組名稱 Specialized group name授課實驗上機一學(xué)

28、 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0207002071001金融投資學(xué)Financial Investments35640162.5+10207002068001金融工程學(xué)Financial Engineering3545430207002037001公司理財Corporate Finance3545430207002152000金融經(jīng)濟學(xué)Financial Economics35454302070）2020001吊檄力方程Ordinary Differential Equations35454302070）2133001運籌字Operational Re

29、search35454302071）2097000時間序刻分析Time Series Analysis354543小計Subtotal2138036439.5630207102159000中級微觀經(jīng)濟字 IntermediateMicroeconomics2363620207102158000中級宏觀經(jīng)濟學(xué)Intermediate Macroeconomics2363620204002041000國際金融（英）International Finance2363620207102154000復(fù)受困數(shù)Complex Analysis23636202071）209800q實受因數(shù)Real Varia

30、ble Functions23636202071）2092000商業(yè)銀行經(jīng)營管理Management of Commercia Banking2363620207102043000國際財務(wù)管理（英）nternational Financial Management2363620207102041000國際結(jié)算（英）International Settlements24024161.5+，0207102070000金融市場學(xué)Financial Markets2363620204102142001中國金融史Financial History of China236362020700212000Q西

31、方貨幣金融理論Vestern Theory on Money 2 Finance 2363620207102076000經(jīng)濟法Economic law2363620207102155000金融風(fēng)險管理Management of Financial Risk2363620207102002001保險精算Actuarial Science2363620207102174000利息理論Theory of Interest23636202041021480001固定收益證券Fixed Income Securitie s2363620207102047000國際貿(mào)易學(xué)International Tra

32、de2363620207102170001數(shù)理經(jīng)濟學(xué)Mathematical Economics2363620207102019000產(chǎn)業(yè)經(jīng)濟學(xué)Industrial Economy236362h投資組合管理Management of Investment Portfolios236362銀行會計Bank accounting24024161.5+1市場營銷Marketing236362冏業(yè)家仃示列訴挫Lectures in Commercial Banking2363620207102061000會計電算化Accounting Computerization24024161.5 +102071

33、02026000電子商務(wù)Electric CommercialAffairs2363620207102130001應(yīng)用經(jīng)濟軟件選講Applied Economics Softwares2363620204102095000審計字Auditing2323220204102085000中級財務(wù)會計學(xué) IntermediateCorporation Financial Accounting2323220204102013001財方報表分析Analysis of Financial Statements2323220204102144000中國經(jīng)濟思想史History of Chinese Econo

34、mic Thoughts2323220202002052000國際投資學(xué)International Investments232322020200205000C國際市場營銷nternational Marketing24024161.5 +0.50202002048001國際商法International BusinessLaw2323220202002075000進出口業(yè)務(wù)Import and Export Business24024161.5 +0.502020021140001外貿(mào)函電（英）Business Correspondence in English232322020200204

35、9000國際商務(wù)談判（英） International BusinessNegotiation2323220202102083000 E歐盟經(jīng)濟conomy of European Union2323220202002171000貿(mào)易政策與商務(wù)外交Policy & Commercial Diplomacy2323220202102080000美國經(jīng)濟（英）American Economy2323220202102089001日本經(jīng)濟Japanese Economy23232202021020900（1-2）0日語Japanese3484830202102113000外貿(mào)保險Internatio

36、nal Trade Insurance2323220202102118000物流管理Logistics Management232322國際服務(wù)貿(mào)易International Trade in Service232322社交.商務(wù)禮儀Social and Business Etiquette2323220203002055001國冢稅收National Taxations232322財政學(xué)Public Finance2323220203002132001政府預(yù)算管理Management of Government Budget2323220203002013000財務(wù)管理Financial M

37、anagement232322020300214100H中國財政史istory of Public Finance in China2323220203002106000稅務(wù)管理Tax Management24024161.5 +0.5納稅檢查Tax Auditing2323220203102051000國際稅收International Taxation2323220203102034000公共支出經(jīng)濟分析Economic Analysis of Public Expenditures2323220203102172000社會保障學(xué)Social Security232322020310210

38、5000稅收籌劃Tax Planning232322稅務(wù)代理實務(wù)Tax Agent Practices232322020310211100P外國財政ublic Finance of Foreign Countries232322020310214700H中華人民共和國財政史 istory of Public FinanceforP. R. China2323220203102021000成本會計Cost Accounting2323220203102017000公共政策分析（英）Analysis of Public Policies2323220203102006000比較財政學(xué)Compara

39、tive Public Finance2323220203102024000地方財政Local Public Finance2323220203102018000財政專題講座opics in Public Finance232322稅務(wù)會計Tax Accounting2323220203102058000國有資產(chǎn)管理Management of State Assets232322稅收經(jīng)濟學(xué)Economics of Taxation2323220203102079000勞動經(jīng)濟學(xué)Labor Economics232322H人力資源管理umanResource Management232322保險學(xué)Insurance2323220205002029001風(fēng)險管理Risk Management232322風(fēng)險埋論Theory of Risk2323220205002011001財產(chǎn)保險Property Insurance2323220205002088001人身保險Personal Insurance232322保險經(jīng)濟學(xué)Insurance Economics2323220