1、金融工程專業培養方案(020109W/(FinancialEngineering020109W/一、專業簡介(I、MajorIntroduction)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。Themajorinfinancialengineeringisanappliedundergrad

2、uatemajorestablishedtosatisfytheneedforintermediateandadvancedfinancialexpertsinChinesesocialistmarketeconomy.Studentsinthismajorwillbetrainedtohaveasolidfoundationinmoderneconomictheory,financetheoryandprofessionalknowledge.Afocusisonthetheoryandprofessionalknowledgeinfinancialengineeringsuchthatst

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

4、ndfirms,aswellasteachingandresearchjobsinacademia.二、培養目標(n、AcademicObjectives)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。Theobjectiveofthismajoristotrainfinancialexpertswithhighmorality,healthybodyandmind,solidexpertise,innovatingspirit,broadknowledge,strongability,andhighc

5、omprehensivequalities,whocancombinetheoryandprofessionalknowledge.三、培養要求(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。.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。.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。.熟悉國家金融改革與金融發展狀況，金融

6、政策與法規。.了解中外金融學術發展動態及應用前景。.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。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、學制與學位(IV、LengthofStudyandDegree)學制四年。按計劃要求完成學業者，授予經濟學學士學位。Ittakesfouryearstocompletethismajor.Thosewhosatisfyallrequirementsasplannedwillbeawardedabachelordegreeineconomics.五、學時與學分(V、Hours/Credits)總學分：140(TotalCredits:140)課程教學學時/學分：2168/132占總學分的比例：94.3%(CurriculumClassHours/Credits:2168/1

11、32PercentageinTotalCredits:94.3%)六、專業主干課程(VI、MainCourses)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。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、主要專業實驗和實習安排（口、MainLaboratoryCoursesandInternships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。Laboratorycoursesrelatedtocomputers,financi

14、alinvestments,commercialbanking,accounting,andeconometrics,aswellasinternsbeforegraduation.八、專業優勢及特色(W、MajorStrengthandCharacteristics)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。Thismajorincludesonespecializationinfinancia

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

16、ocialinvestigationsandeconomicanalysis,andaswellassolvingpracticeeconomicandfinancialproblems.九、各類課程學時學分比例(IX、Theproportionofcredithoursofcourses)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%7.14%通識教育選修課程6964.29%專業選修課程3

17、454424.29%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,hoursandcredits)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CourseNo.課程名稱CourseName學分數總學時總學時分配按學期周學時分配備注Notes授課實驗上機學期期1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

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自主學習48體(1-4)PhysicalEducation(1-4)41281282222大學計算機基礎IntroductionofComputer232322計臭機技木基礎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必選課組號創新創業類InnovationandEntrepreneurshipEducationGroup232322課組號藝術審美類ArtAesthetic232322課組號自然科學類ScienceGroup232322人文社科必選課組號工程技術類EngineeringandTechnologyGroup232322小計Subtotal101601602224通識教育選修課程通識教育

20、選修課GeneralEducationSelective69696222小計Subtotal69696222學科力微積分(1-2)Calculus(1-2)816012844課外學時32（習題）線性代數LinearAlgebra480644課外學時16（習題）概率論與數理統計ProbabilityandMathematicalStatistics480644課外學時16（習題）政治經濟學(1-2)PoliticalEconomy(1-2)4646422十臺箕微觀經濟學Microeconomics348483e礎課程宏觀經濟學Macroeconomics348483統計學Statistics34

21、8483基礎會計學PrinciplesofAccounting348483管理學概論PrinciplesofManagement348483小計Subtotal35624560121346課外64專業貨幣經濟學MonetaryEconomics348483基礎課程公共經濟學PublicEconomics348483國際經濟學I(國際貿易理論)nternationalEconomicsI(TheoryofInternationalTrade)232322I國際經濟學口(國際金融理論)nternationalEconomicsII(TheoryofInternationalFinance)2323

22、22計量經濟學Econometrics37240162.5+1課外學時16（習題）經濟學說史HistoryofEconomicThoughts22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CompulsoryGroup16272240325.511.5課組號金融工程選修課組ElectiveGroup1818818822644專業課基本要求小計MajorBasicRequirementsSubtotal345445442210.514.54實踐環節必修課程軍訓MartialTraining03周3周畢業實習Internships44周4周畢業論

23、文（設計）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（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）表二類別性質課組號Coursegroupnumber課程號CourseNo.課程名稱CourseName學分數總學時總學時分配按學期周學時分配專業課組名稱Specializedgroupname授課實驗上機學

24、期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0204002071001金融投資學FinancialInvestments35640162.5+10204002068001金融工程學FinancialEngineering3484830204002037001公司理財CorporateFinance3484830204002092000商業銀行經營管理ManagementofCommercialBanking24024161.5+10204002120000金融經濟學FinancialEconomics3484830204002041000國冰生融（央）Internationa

25、lFinance232322/、仃Subtotal16272240325.511.5專業選修課組0204102159000十級微觀經圻字IntermediateMicroeconomics2323220204102158000中級宏觀經濟學IntermediateMacroeconomics2323220204102043000國際金融管埋（英）InternationalFinancialManagement2323220204002076000經濟法EconomicLaw2323220204102110000國際結算（英）InternationalSettlements24024161.5+

26、10204102097001時間序列分析TimeSeriesAnalysis2323220204102155000金融風險管埋ManagementofFinancialRisk2323220204002120000西方貨幣金融埋論WesternTheoryonMoney&Finance2323220204102170001數理經濟學MathematicalEconomics2323220204102070000金融市場學FinancialMarkers2323220204102148000固定收益證券FixedIncomeSecurities2323220204102142001中國金融史Hi

27、storyofChineseFinance2323220204102095000審計學Auditing2323220204102085000中級財務會計學IntermediateCorporationFinancialAccounting2323220204102013001財務報表分析AnalysisofFinancialStatements2323220204102144000中國經濟思想史HistoryofChineseEconomicThoughts2323220204102019000產業經濟學IndustrialEconomics2323220204102061000會計電算化cc

28、ountingComputerization24024161.5+10204102026000電子商務ElectronicCommerce2323220204102130001應用經濟軟件選講AppliedEconomicsSoftwares232322投資組合管理ManagementofInvestmentPortfolios232322銀行會計BankAccounting24024161.5+1市場營銷Marketing232322商業銀行系列講座LecturesinCommercialBanking2323220202002052000國際投資學InternationalInvestme

29、nts2323220202002050000國際市場營銷InternationalMarketing24024161.5+0.5國際貿易學InternationalTrade2323220202002048001國際商法InternationalBusinessLaw2323220202002075000進出口業務ImportandExportBusiness24024161.5+0.50202002114000外貿函電（英）BusinessCorrespondenceirEnglish2323220202002049000國際商務談判（英）InternationalBusinessNegot

30、iation2323220202102083000J歐盟經濟EconomyofEuropeanUnion2323220202002171000貿易政策與商務外交Policy&CommercialDiplomacy2323220202102080000美國經濟（英）AmericanEconomy2323220202102089001日本經濟JapaneseEconomy23232202021020900（1-2）0日語Japanese3484830202102113000I外貿保險nternationalTradeInsurance2323220202102118000物流管理Logistics

31、Management232322國際服務貿易InternationalTradeinService232322社交.商務禮儀SocialandBusinessEtiquette2323220203002055001國家稅收NationalTaxations232322財政學PublicFinance2323220203002132001政府預算管理ManagementofGovernmenBudget2323220203002013000財務管理FinancialManagement2323220203002141000中國財政史HistoryofPublicFinanceinChina232

32、3220203002106000稅務管理TaxManagement24024161.5+0.5納稅檢查TaxAuditing2323220203102051000國際稅收InternationalTaxation2323220203102034000公共支出經濟分析EconomicAnalysisofPublicExpenditures2323220203102172000社會保障學SocialSecurity2323220203102105000稅收籌劃TaxPlanning232322機務代埋頭及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稅務會計TaxAccounting2323220203102058000國有資產管理ManagementofStateAssets;232322稅收經濟學EconomicsofTaxation2323220203102079000勞動經濟學LaborEconomics232322人力資源管理HumanResourceManagement232322保險學Insurance2323220205002029001風險管理RiskManagement232322風險理論TheoryofRisk2323220205002002001保險精算ActuarialScience2323220205002011001財產保險PropertyInsurance2323220205002088001人身保險PersonalInsurance232322保險經濟學InsuranceEconomics2323220205002134000再保險Re-Insurance2323220205002174000利息理論TheoryofInterest232322社會保險SocialInsurance2323220205102153001保險法學InsuranceLaw232322020510217