1、金融工程專業培養方案( 020109W)( Financial Engineering 020109W)一、 專業簡介(I、 Major In troductio n) 金融工程專業是為適應我國市場經濟發展中社會對應用型中高級金融專業人才需求設立的一個應用經濟學本科專業。 本專業培養學生扎實的現代經濟學理論基礎， 扎實的大金融 理論和實務知識，突出金融工程專業理論和實務知識，能夠開發、設計、 操作新型的金融工具和交易手段， 適應金融高技術化、 國際化和信息化的需要， 勝任在金融機構和企業從事財 務、風險管理以及從事教學、科研工作。The major in financial engineeri

2、ng is an applied 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

3、 on the theory and 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

4、and information-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、培養目標(n、 Academic Objectives )本專業以培養“政治思想素質高、身心健康、學科基礎扎實、富有創新精神、知識面 寬、能力強、綜合素質高”的理論與應用相結合的金融專業人才為目標。The objective

5、 of this major is to train financial experts with“high morality, healthy body andmind, solid expertise, innovating spirit, broad knowledge, strong ability, and high comprehensive qualities”, who can combine theory and professional knowledge.三、 培養要求(川、Academic Requireme nts )基本要求是： 1具有堅定的政治信念，具有高度的愛國

6、主義熱情，具有崇高的理想，具有強烈的社 會責任心，過硬的社會競爭力乃至國際競爭力，個性與人格得到充分、健康地發展。2系統掌握現代經濟學理論、宏微觀金融理論、 金融工程與金融管理理論與實務知識，熟悉各種現代金融工具的特性、功能并有相應的操作能力。3具備綜合運用經濟金融分析方法和手段進行社會調查、分析以及解決金融實際問題 的能力。4熟悉國家金融改革與金融發展狀況，金融政策與法規。 5了解中外金融學術發展動態及應用前景。6畢業后能夠勝任在銀行、保險、證券、信托等實際金融部門從事金融業務性、技術 性以及管理性工作； 勝任在企事業單位從事財務、 理財工作； 勝任在教育、 科研部門從事教 學、科研工作。T

7、he basic requirements include,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, ahealthy and fully developed individuality.2. Student should have a solid foundatio

8、n in economic theory, macro 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 an

9、d financial analysis in conducting social investigations, economic financial analysis and solving practical financial problems.4. Students should become familiar with Chinese financial reforms and the state of China'sfinancial development, as well as financial policies and regulations.5. Student

10、s should be aware of the dynamics 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

11、 jobs in private firms and public organizations; (3) teaching and research jobs in academia.四、 學制與學位(W、Len gth of Study and Degree )學制四年。按計劃要求完成學業者，授予經濟學學士學位。It takes four years to complete this major. Those who satisfy all requirements as planned will be awarded a bachelor degree in economics.五、學時與

12、學分(V、Hours/Credits)總學分： 140(Total Credits ：140)課程教學學時 /學分： 2168 /132占總學分的比例： 94.3 (Curriculum Class Hours/Credits ： 2168/132 Percentage in Total Credits：94.3 %)六、專業主干課程 (W、Main Courses)政治經濟學、宏微觀經濟學(初級和中級) 、貨幣經濟學、公共經濟學、國際經濟學、 計量經濟學、經濟學說史、金融投資學、金融工程學、公司理財、商業銀行經營管理、西方 貨幣金融理論、國際金融(英) 、國際結算(英) 、金融經濟學、國際金

13、融管理(英) 、金融 風險管理、 金融市場學、 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, Managem

14、ent of Commercial Banking, Western Theory on Monetary and 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

15、 Portfolios, Bank Accounting, Marketing, Lectures in Commercial Banking .七、 主要專業實驗和實習安排(四、Mai n Laboratory Courses and In ternships)計算機類、金融投資類、商業銀行類、財務類、計量經濟類專業課程實驗，以及畢業實習。Laboratory courses related to computers, financial investments, commercial banking, acco un ti ng, and econo metrics, as well as

16、 interns before graduati on.八、專業優勢及特色 (忸、Major Strength and Characteristics)本專業包括金融工程一個專業方向，培養學生扎實的經濟學理論功底，扎實的金融理論、 金融工程、金融管理知識及應用方法，初步具備開發、設計、操作新型金融工具的能力，綜 合運用各種經濟金融分析工具和方法進行社會調查、經濟分析和解決經濟金融實際問題的能力。This major includes one specialization in financial engineering. It trains students to have a solid f

17、oundation in theories in economics and finance, financial engineering, 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 an alyz ing tools to con duct so

18、cial in vestigati ons and econo mic an alysis, and as well as solvi ng practice econo mic and finan cial problems.九、各類課程學時學分比例(區、The proportion of credit hours of courses)課程類別學分學時占總學分百分比必修課通識教育必修課程90321723+11周77164.28%22.86%學科基礎平臺課程3562425%專業基礎課程1523210.71%實踐環節811周5.71%選修課通識教育核心課程501080016035.72%7.1

19、4%通識教育選修課程6964.29%專業選修課程3454424.29%畢業要求總合計1402223+11 周100%十、教學進程、學時學分總體安排(見下表)(X、Curriculum, hours and credits )金融工程專業課程設置及學時分配表總表類別性質課程號 Course No.課程名稱Course Name學分數總學時總學時 分配按學期周學時分配備 注Notes授課實驗上機一學期學 期三期四 學 期五 學 期六學期七學期八 學 期通識教育必修課程必 修 課 程中國化的馬克思主義Chinese Marxism358483課外10道德與法律Morals and Law358483

20、課外10馬克思主義原理Basic Principles ofMarxism358483課外10中國近現代史綱要Brief of China's ModernHistory1.529241.5課外5大學英語(二級起點1-3)College English(1-3)924096962+2 2+2 2卜2自主學習48體育(1-4)Physical Education(1-4)41281282222- J0r2rnr 礎nps 篇.e 破ofnol亠 訂oncc一 序aaTT 討dn u ff二643232232口n口口口口nn6)踐SOC6) 士cya畑7224T-T-T-T-T-T-4外

21、frrK wual 、 J力5129910+234丄XI3 T- 外 frrK w通識教育核心課程 通識教育選修課程選 修 課 程號 組 mK2 -32322232322號 組 mK2nnn號 組 mK尖rrU 字& 料ce 然5n 目cc22選J號 組 mK2 一32322計oo 、 -t刀2X269999222計oo*99222學科平臺基礎課程 專業基礎切2) 仆 分lul 積CU 微calFI23時題洋習丄L64n6鉗題洋習4 一806446鉗題洋習2) (y 學om 濟on 經EE 治al 政ici-t p46422FI033 一0000n3nn學cs 計前 統測30039 學

22、ountin 計8 會Ac 礎of 基soQ nnc3 一33448n-3nn計Otam623-6 64 外 frrK w學g 濟8 經E 幣ry 貨ee3n3348一48D3課 程國際經濟學I (國際貿易理論) nternational Economics I (Theory of International Trade)232322I國際經濟學H (國際金融理論) nternational Economics II (Theory of International Finance)232322計量經濟學Econometrics37240162.5+1課外學時16（習題）經濟學說史Histo

23、ry of EconomicThoughts22小計Subtotal152322001669.5課外16專 業 課 程選 修 課 程課組號金融工程必修課組Compulsory Group16272240325.511.5課組號金融工程選修課組Elective Group1818818822644專業課基本要求小計Major Basic Requirements Subtotal345445442210.514.54實踐環節必 修 課 程軍訓Martial Training03周3周畢業實習Internships44周4周畢業論文（設計）dissertation48周8周小計Subtotal81

24、5周3周12 周合計Total140 277921686備注：1.本表必修課部分為專業（大類）必修課（所有學生必須學習的）課程設置表，即綜合教務系統中的課程 計劃表。2.選修課部分為課組設置表，即綜合教務系統中的課組計劃表。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。金融工程專業的專業課程設置及學時分配表 （課組課程）表二類別性質課 8gnll號- 程ounn mCP w c稱e 名nn 程urs w學分數總學時配 分 時 學 周 期 學 按授課實驗上機學 期二 期三學期四學期五學期六學期七學期八學期專業課必修課組選修課程3-5-12.5 +1q 融3n口n口n一 33一148一$

25、3 o .mi 一rl 理m 管om 營 cng 經ofnki 行ntan 窗erB 乍 n 業昕 商ag2402461.5 +1伽13一148一48n3n2一皀一工2nnn計oo r12232匚1專業選修課組0204102159000中級微觀經濟學Intermediate Microeconomics2323220204102158000中級宏觀經濟學Intermediate Macroeconomics2323220204102043000國際金融管理（英）International FinancialManagement2323220204002076000經濟法Economic Law

26、2323220204102110000國際結算（英）International Settlements24024161.5 +10204102097001時間序列分析Time Series Analysis2323220204102155000金融風險管理Management of Financial Risk2323220204002120000四方貨幣金融理論Western Theory on Money& Finance2323220204102170001數理經濟學Mathematical Economics2323220204102070000金融市場學Financial M

27、arkers2323220204102148000固定收益證券Fixed Income Securities2323220204102142001中國金融史History of Chinese Finance2323220204102095000審計學Auditing2323220204102085000中級財務會計學Intermediate CorporationFinancial Accounting2323220204102013001財務報表分析Analysis of Financial Statements2323220204102144000中國經濟思想史History of Ch

28、inese Economic Thoughts2323220204102019000產業經濟學Industrial Economics2323220204102061000會計電算化Accounting Computerization24024161.5 +10204102026000電子商務Electronic Commerce2323220204102130001應用經濟軟件選講Applied Economics Software ' s232322投資組合管理Management of Investment Portfolios232322銀行會計Bank Accounting2

29、4024161.5+1市場營銷Marketing232322商業銀行系列講座Lectures in CommercialBanking2323220202002052000國際投資學International Investments2323220202002050000國際市場營銷International Marketing24024161.5 +0.5國際貿易學International Trade2323220202002048001國際商法International Business Law2323220202002075000進出口業務Import and Export Busine

30、ss24024161.5 +0.50202002114000外貿函電（英）Business Correspondence irEnglish2323220202002049000國際商務談判（英）International BusinessNegotiation2323220202102083000 E歐盟經濟Economy of European Union2323220202002171000貿易政策與商務外交Policy & CommercialDiplomacy2323220202102080000美國經濟（英）American Economy23232202021020890

31、01日本經濟Japanese Economy23232202021020900（1-2）0日語Japanese3484830202102113000 I外貿保險n ternational Trade Insurance21323220202102118000物流管理Logistics Management232322國際服務貿易International Trade inService232322社交.商務禮儀Social and BusinessEtiquette2323220203002055001國家稅收National Taxations232322財政學Public Finance2

32府預算管理Management of GovernmentBudget2323220203002013000財務管理Financial Management2323220203002141000中國財政史History of Public Finance in China2323220203002106000稅務管理Tax Management24024161.5+0.5納稅檢查Tax Auditing2323220203102051000國際稅收International Taxation2323220203102034000公共支岀經濟分析Econom

33、ic Analysis of Public Expenditures2323220203102172000社會保障學Social Security2323220203102105000稅收籌劃一Tax Planning232322稅務代理實務Tax Age nt Practices2323220203102111001外國財政Public Finance of ForeignCountries232322乙2£乙qsi|bu souejnsui乙2£乙90UBJ nsu|pue 習S!占 |euo!ieuj9tu|乙2£乙6ui；9>|je|/| souej

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