金融工程專業(yè)培養(yǎng)方案

1、金融工程專業(yè)培養(yǎng)方案(020109W/(FinancialEngineering020109W/一、專業(yè)簡介(I、MajorIntroduction)金融工程專業(yè)是為適應(yīng)我國市場經(jīng)濟(jì)發(fā)展中社會對應(yīng)用型中高級金融專業(yè)人才需求設(shè)立的一個應(yīng)用經(jīng)濟(jì)學(xué)本科專業(yè)。本專業(yè)培養(yǎng)學(xué)生扎實的現(xiàn)代經(jīng)濟(jì)學(xué)理論基礎(chǔ)，扎實的大金融理論和實務(wù)知識，突出金融工程專業(yè)理論和實務(wù)知識，能夠開發(fā)、設(shè)計、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)從事財務(wù)、風(fēng)險管理以及從事教學(xué)、科研工作。Themajorinfinancialengineeringisanappliedundergrad

2、uatemajorestablishedtosatisfytheneedforintermediateandadvancedfinancialexpertsinChinesesocialistmarketeconomy.Studentsinthismajorwillbetrainedtohaveasolidfoundationinmoderneconomictheory,financetheoryandprofessionalknowledge.Afocusisonthetheoryandprofessionalknowledgeinfinancialengineeringsuchthatst

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

4、ndfirms,aswellasteachingandresearchjobsinacademia.二、培養(yǎng)目標(biāo)(n、AcademicObjectives)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、富有創(chuàng)新精神、知識面寬、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)。Theobjectiveofthismajoristotrainfinancialexpertswithhighmorality,healthybodyandmind,solidexpertise,innovatingspirit,broadknowledge,strongability,andhighc

5、omprehensivequalities,whocancombinetheoryandprofessionalknowledge.三、培養(yǎng)要求(出、AcademicRequirements)基本要求是：.具有堅定的政治信念，具有高度的愛國主義熱情，具有崇高的理想，具有強(qiáng)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。.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務(wù)知識，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。.具備綜合運(yùn)用經(jīng)濟(jì)金融分析方法和手段進(jìn)行社會調(diào)查、分析以及解決金融實際問題的能力。.熟悉國家金融改革與金融發(fā)展?fàn)顩r，金融

6、政策與法規(guī)。.了解中外金融學(xué)術(shù)發(fā)展動態(tài)及應(yīng)用前景。.畢業(yè)后能夠勝任在銀行、保險、證券、信托等實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)單位從事財務(wù)、理財工作；勝任在教育、科研部門從事教學(xué)、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、學(xué)制與學(xué)位(IV、LengthofStudyandDegree)學(xué)制四年。按計劃要求完成學(xué)業(yè)者，授予經(jīng)濟(jì)學(xué)學(xué)士學(xué)位。Ittakesfouryearstocompletethismajor.Thosewhosatisfyallrequirementsasplannedwillbeawardedabachelordegreeineconomics.五、學(xué)時與學(xué)分(V、Hours/Credits)總學(xué)分：140(TotalCredits:140)課程教學(xué)學(xué)時/學(xué)分：2168/132占總學(xué)分的比例：94.3%(CurriculumClassHours/Credits:2168/1

11、32PercentageinTotalCredits:94.3%)六、專業(yè)主干課程(VI、MainCourses)政治經(jīng)濟(jì)學(xué)、宏微觀經(jīng)濟(jì)學(xué)(初級和中級)、貨幣經(jīng)濟(jì)學(xué)、公共經(jīng)濟(jì)學(xué)、國際經(jīng)濟(jì)學(xué)、計量經(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、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(jì)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。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、主要專業(yè)實驗和實習(xí)安排（口、MainLaboratoryCoursesandInternships計算機(jī)類、金融投資類、商業(yè)銀行類、財務(wù)類、計量經(jīng)濟(jì)類專業(yè)課程實驗，以及畢業(yè)實習(xí)。Laboratorycoursesrelatedtocomputers,financi

14、alinvestments,commercialbanking,accounting,andeconometrics,aswellasinternsbeforegraduation.八、專業(yè)優(yōu)勢及特色(W、MajorStrengthandCharacteristics)本專業(yè)包括金融工程一個專業(yè)方向，培養(yǎng)學(xué)生扎實的經(jīng)濟(jì)學(xué)理論功底，扎實的金融理論、金融工程、金融管理知識及應(yīng)用方法，初步具備開發(fā)、設(shè)計、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)行社會調(diào)查、經(jīng)濟(jì)分析和解決經(jīng)濟(jì)金融實際問題的能力。Thismajorincludesonespecializationinfinancia

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

16、ocialinvestigationsandeconomicanalysis,andaswellassolvingpracticeeconomicandfinancialproblems.九、各類課程學(xué)時學(xué)分比例(IX、Theproportionofcredithoursofcourses)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90321723+11周77164.28%22.86%學(xué)科基礎(chǔ)平臺課程3562425%專業(yè)基礎(chǔ)課程1523210.71%實踐環(huán)節(jié)811周5.71%選修課通識教育核心課程501080016035.72%7.14%通識教育選修課程6964.29%專業(yè)選修課程3

17、454424.29%畢業(yè)要求總合計1402223+11周100%十、教學(xué)進(jìn)程、學(xué)時學(xué)分總體安排(見下表)(X、Curriculum,hoursandcredits)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CourseNo.課程名稱CourseName學(xué)分?jǐn)?shù)總學(xué)時總學(xué)時分配按學(xué)期周學(xué)時分配備注Notes授課實驗上機(jī)學(xué)期期1期四學(xué)期五學(xué)期六學(xué)期七學(xué)期八學(xué)期通識教育必修課程-必修課程中國化的馬克思主義ChineseMarxism358483課外10道德與法律MoralsandLaw358483課外10馬克思主義原理BasicPrinciplesofMarxism358483課外10中國近現(xiàn)

18、代史綱要BriefofChinasModernHistory1.529241.5課外5大字央諾(二級起點1-3)CollegeEnglish(1-3)924096962+22!+22+2自主學(xué)習(xí)48體(1-4)PhysicalEducation(1-4)41281282222大學(xué)計算機(jī)基礎(chǔ)IntroductionofComputer232322計臭機(jī)技木基礎(chǔ)FoundationofComputerTechnologies36432322年事埋論MilitaryTheory23232形勢政策與社會實踐(1-6)Trend,PolicyandSocialPractice(1-6)1.5722411

19、1111課外48小計Subtotal32771512963210+28.5+48+2341課外131通識教育核心課程選修課程課組號國字修喬突TraditionalChineseCultureGroup232322必選課組號創(chuàng)新創(chuàng)業(yè)類InnovationandEntrepreneurshipEducationGroup232322課組號藝術(shù)審美類ArtAesthetic232322課組號自然科學(xué)類ScienceGroup232322人文社科必選課組號工程技術(shù)類EngineeringandTechnologyGroup232322小計Subtotal101601602224通識教育選修課程通識教育

20、選修課GeneralEducationSelective69696222小計Subtotal69696222學(xué)科力微積分(1-2)Calculus(1-2)816012844課外學(xué)時32（習(xí)題）線性代數(shù)LinearAlgebra480644課外學(xué)時16（習(xí)題）概率論與數(shù)理統(tǒng)計ProbabilityandMathematicalStatistics480644課外學(xué)時16（習(xí)題）政治經(jīng)濟(jì)學(xué)(1-2)PoliticalEconomy(1-2)4646422十臺箕微觀經(jīng)濟(jì)學(xué)Microeconomics348483e礎(chǔ)課程宏觀經(jīng)濟(jì)學(xué)Macroeconomics348483統(tǒng)計學(xué)Statistics34

21、8483基礎(chǔ)會計學(xué)PrinciplesofAccounting348483管理學(xué)概論P(yáng)rinciplesofManagement348483小計Subtotal35624560121346課外64專業(yè)貨幣經(jīng)濟(jì)學(xué)MonetaryEconomics348483基礎(chǔ)課程公共經(jīng)濟(jì)學(xué)PublicEconomics348483國際經(jīng)濟(jì)學(xué)I(國際貿(mào)易理論)nternationalEconomicsI(TheoryofInternationalTrade)232322I國際經(jīng)濟(jì)學(xué)口(國際金融理論)nternationalEconomicsII(TheoryofInternationalFinance)2323

22、22計量經(jīng)濟(jì)學(xué)Econometrics37240162.5+1課外學(xué)時16（習(xí)題）經(jīng)濟(jì)學(xué)說史HistoryofEconomicThoughts22小計Subtotal152322001669.5課外16專業(yè)課程選修課程課組號金融工程必修課組CompulsoryGroup16272240325.511.5課組號金融工程選修課組ElectiveGroup1818818822644專業(yè)課基本要求小計MajorBasicRequirementsSubtotal345445442210.514.54實踐環(huán)節(jié)必修課程軍訓(xùn)MartialTraining03周3周畢業(yè)實習(xí)Internships44周4周畢業(yè)論

23、文（設(shè)計）dissertation48周8周小計Subtotal815周3周12用合計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Coursegroupnumber課程號CourseNo.課程名稱CourseName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Specializedgroupname授課實驗上機(jī)學(xué)

24、期期三學(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)FinancialInvestments35640162.5+10204002068001金融工程學(xué)FinancialEngineering3484830204002037001公司理財CorporateFinance3484830204002092000商業(yè)銀行經(jīng)營管理ManagementofCommercialBanking24024161.5+10204002120000金融經(jīng)濟(jì)學(xué)FinancialEconomics3484830204002041000國冰生融（央）Internationa

25、lFinance232322/、仃Subtotal16272240325.511.5專業(yè)選修課組0204102159000十級微觀經(jīng)圻字IntermediateMicroeconomics2323220204102158000中級宏觀經(jīng)濟(jì)學(xué)IntermediateMacroeconomics2323220204102043000國際金融管埋（英）InternationalFinancialManagement2323220204002076000經(jīng)濟(jì)法EconomicLaw2323220204102110000國際結(jié)算（英）InternationalSettlements24024161.5+

26、10204102097001時間序列分析TimeSeriesAnalysis2323220204102155000金融風(fēng)險管埋ManagementofFinancialRisk2323220204002120000西方貨幣金融埋論WesternTheoryonMoney&Finance2323220204102170001數(shù)理經(jīng)濟(jì)學(xué)MathematicalEconomics2323220204102070000金融市場學(xué)FinancialMarkers2323220204102148000固定收益證券FixedIncomeSecurities2323220204102142001中國金融史Hi

27、storyofChineseFinance2323220204102095000審計學(xué)Auditing2323220204102085000中級財務(wù)會計學(xué)IntermediateCorporationFinancialAccounting2323220204102013001財務(wù)報表分析AnalysisofFinancialStatements2323220204102144000中國經(jīng)濟(jì)思想史HistoryofChineseEconomicThoughts2323220204102019000產(chǎn)業(yè)經(jīng)濟(jì)學(xué)IndustrialEconomics2323220204102061000會計電算化cc

28、ountingComputerization24024161.5+10204102026000電子商務(wù)ElectronicCommerce2323220204102130001應(yīng)用經(jīng)濟(jì)軟件選講AppliedEconomicsSoftwares232322投資組合管理ManagementofInvestmentPortfolios232322銀行會計BankAccounting24024161.5+1市場營銷Marketing232322商業(yè)銀行系列講座LecturesinCommercialBanking2323220202002052000國際投資學(xué)InternationalInvestme

29、nts2323220202002050000國際市場營銷InternationalMarketing24024161.5+0.5國際貿(mào)易學(xué)InternationalTrade2323220202002048001國際商法InternationalBusinessLaw2323220202002075000進(jìn)出口業(yè)務(wù)ImportandExportBusiness24024161.5+0.50202002114000外貿(mào)函電（英）BusinessCorrespondenceirEnglish2323220202002049000國際商務(wù)談判（英）InternationalBusinessNegot

30、iation2323220202102083000J歐盟經(jīng)濟(jì)EconomyofEuropeanUnion2323220202002171000貿(mào)易政策與商務(wù)外交Policy&CommercialDiplomacy2323220202102080000美國經(jīng)濟(jì)（英）AmericanEconomy2323220202102089001日本經(jīng)濟(jì)JapaneseEconomy23232202021020900（1-2）0日語Japanese3484830202102113000I外貿(mào)保險nternationalTradeInsurance2323220202102118000物流管理Logistics

31、Management232322國際服務(wù)貿(mào)易InternationalTradeinService232322社交.商務(wù)禮儀SocialandBusinessEtiquette2323220203002055001國家稅收NationalTaxations232322財政學(xué)PublicFinance2323220203002132001政府預(yù)算管理ManagementofGovernmenBudget2323220203002013000財務(wù)管理FinancialManagement2323220203002141000中國財政史HistoryofPublicFinanceinChina232

32、3220203002106000稅務(wù)管理TaxManagement24024161.5+0.5納稅檢查TaxAuditing2323220203102051000國際稅收InternationalTaxation2323220203102034000公共支出經(jīng)濟(jì)分析EconomicAnalysisofPublicExpenditures2323220203102172000社會保障學(xué)SocialSecurity2323220203102105000稅收籌劃TaxPlanning232322機(jī)務(wù)代埋頭及TaxAgentPractices2323220203102111001外國財政PublicF

33、inanceofForeignCountries2323220203102147000中華人民共和國財收史TistoryofPublicFinanceforP.R.China2323220203102021000成本會計CostAccounting2323220203102017000公共政策分析（英）AnalysisofPublicPolicies2323220203102006000比較財政字ComparativePublicFinance2323220203102024000地萬財政LocalPublicFinance2323220203102018000財政專題講座TopicsinPu

34、blicFinance232322稅務(wù)會計TaxAccounting2323220203102058000國有資產(chǎn)管理ManagementofStateAssets;232322稅收經(jīng)濟(jì)學(xué)EconomicsofTaxation2323220203102079000勞動經(jīng)濟(jì)學(xué)LaborEconomics232322人力資源管理HumanResourceManagement232322保險學(xué)Insurance2323220205002029001風(fēng)險管理RiskManagement232322風(fēng)險理論TheoryofRisk2323220205002002001保險精算ActuarialScience2323220205002011001財產(chǎn)保險PropertyInsurance2323220205002088001人身保險PersonalInsurance232322保險經(jīng)濟(jì)學(xué)InsuranceEconomics2323220205002134000再保險Re-Insurance2323220205002174000利息理論TheoryofInterest232322社會保險SocialInsurance2323220205102153001保險法學(xué)InsuranceLaw232322020510217