《2022年金融工程专业培养专业技术方案.docx》由会员分享，可在线阅读，更多相关《2022年金融工程专业培养专业技术方案.docx（17页珍藏版）》请在taowenge.com淘文阁网|工程机械CAD图纸|机械工程制图|CAD装配图下载|SolidWorks_CaTia_CAD_UG_PROE_设计图分享下载上搜索。
1、精选学习资料 - - - - - - - - - 金融工程专业培育方案（020229W）（Financial Engineering020229W）一、专业简介（、Major Introduction）金融工程专业是为适应我国市场经济进展中社会对应用型中高级金融专业人才需求设立的一个应用经济学本科专业；本专业培育同学扎实的现代经济学理论基础,扎实的大金 融理论和实务学问,突出金融工程专业理论和实务学问,能够开发、设计、操作新型的金融工具和交易手段,适应金融高技术化、国际化和信息化的需要,胜任在金融机构和企业从事财务、风险治理以及从事教案、科研工作；The major in financial
2、engineering 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
3、 focus is 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, internati
4、onalized 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、培育目标（、Academic Objectives）本专业以培育“ 政治思想素养高、身心健康、学科基础扎实、富有创新精神、学问面宽、才能强、综合素养高” 的理论与应用相结合的金融专业人才为目标；The o
5、bjective of this major is to 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、培育要求（、Academic Requirements）基本要求是：1具有坚决的政治信念,
6、具有高度的爱国主义热忱,具有崇高的抱负,具有剧烈的社 会责任心,过硬的社会竞争力乃至国际竞争力,个性与人格得到充分、健康地进展；2系统把握现代经济学理论、宏微观金融理论、金融工程与金融治理理论与实务知 识,熟识各种现代金融工具的特性、功能并有相应的操作才能；3具备综合运用经济金融分析方法和手段进行社会调查、分析以及解决金融实际问题 的才能；4熟识国家金融改革与金融进展状况,金融政策与法规；5明白中外金融学术进展动态及应用前景；6毕业后能够胜任在银行、保险、证券、信托等实际金融部门从事金融业务性、技术 性以及治理性工作；胜任在企事业单位从事财务、理财工作；胜任在训练、科研部门从事 教案、科研工作
7、；The 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, a 名师归纳总结 - - - - - - -第 1 页,共 9 页精选学习资料 - - - - - - - - - healthy and fully deve
8、loped individuality. 2. Student should have a solid foundation in economic theory, macro and micro finance theory, financial management, and professional knowledge, and become familiar with the characteristics and functions of various them. modern financial instruments, and be able to work with 3. S
9、tudents should have the ability to combine economic methods and 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 s financial developme
10、nt, as well as financial policies and regulations. 5. Students 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, secu
11、rities firms, trust companies； 2 accounting and managerial jobs in private firms and public organizations ； 3 teaching and research jobs in academia. 四、学制与学位（、Length of Study and Degree）学制四年；按方案要求完成学业者,授予经济学学士学位；It takes four years to complete this major. Those who satisfy all requirements as planne
12、d will be awarded a bachelor degree in economics. 五、学时与学分 、 Hours/Credits 总学分： 140Total Credits ：140 课程教案学时 /学分： 2168 /132 占总学分的比例：94.3 Curriculum Class Hours/Credits ：2168/132Percentage in Total Credits ：94.3 % 六、专业主干课程 、 Main Courses 政治经济学、宏微观经济学（初级和中级）、货币经济学、公共经济学、国际经济 学、计量经济学、经济学说史、金融投资学、金融工程学、公
13、司理财、商业银行经营管 理、西方货币金融理论、国际金融（英）、国际结算（英）、金融经济学、国际金融治理（英）、金融风险治理、金融市场学、固定收益证券、中国金融史、投资组合治理、银行 会计、市场营销、商业银行系列讲座；Political Economy, Macroeconomics and Microeconomics, Monetary Economics, Public Economics, International Economics, Econometrics, History of Economic Thoughis, Financial Investment, Financial
14、 Engineering, Corporate Finance, Management of Commercial Banking, Western Theoryon Monetary and Finance, International Finance, International Settlements, Financial Economics, International Financial Management, Management of Financial Risk, Financial Markets, Fixes Income Securities, History of Ch
15、inese Finance, Management of Investment Portfolios, Bank Accounting, Marketing, Lectures in Commercial Banking . 七、主要专业试验和实习支配（、Main Laboratory Courses and Internships）运算机类、金融投资类、商业银行类、财务类、计量经济类专业课程试验,以及毕业 实习；名师归纳总结 - - - - - - -第 2 页,共 9 页精选学习资料 - - - - - - - - - Laboratory courses related to compu
16、ters, financial investments, commercial banking, accounting, and econometrics, as well as interns before graduation. 八、专业优势及特色 、 MajorStrength and Characteristics 本专业包括金融工程一个专业方向,培育同学扎实的经济学理论功底,扎实的金融理 论、金融工程、金融治理学问及应用方法,初步具备开发、设计、操作新型金融工具的能 力,综合运用各种经济金融分析工具和方法进行社会调查、经济分析和解决经济金融实际 问题的才能；This major in
17、cludes one specialization in financial engineering. It trains students to have a solid foundation 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 financ
18、ial instruments, and use various economic and financial analyzing tools to conduct social investigations and economic analysis, and as well as solving practice economic and financial problems. 九、各类课程学时学分比例（、The proportion of credit hours of courses）必修课课程类别90 学分32 学时占总学分百分比通识训练必修课程771 22.86% 学科基础平台课程
19、35 1723+ 11 周624 232 64.28% 25% 10.71% 专业基础课程15 选修课实践环节50 140 8 11 周5.71% 通识训练核心课程10 160 7.14% 通识训练选修课程6 800 96 35.72% 4.29% 专业选修课程34 544 24.29% 毕业要求总合计2223+11 周100% 十、教案进程、学时学分总体支配（见下表）（、Curriculum, hours and credits ）名师归纳总结 类性课程号金融工程 专业课程设置及学时安排表 总表 八备注课程名称学总授总学时上一按 学 期 周 学 时 分 配安排二三四五六七分学实Course
20、No. Course Name Notes 别质数时学学学学学学学学通必课验机期期期期期期期期课外 10 中国化的马克思主义3 58 48 3 Chinese Marxism道德与法律3 58 48 3 课外 10 Morals and Law 马克思主义原理课外 10 Basic Principles of 3 58 48 3 识Marxism教中 国近现代史纲要育修课外 5 Brief of Chinas Modern 1.5 29 24 1.5 必课History修程自主学习 48 高校英语 二级起点 1-3 9 240 96 96 2+2 2+2 2+2 课College Englis
21、h1-3程体育 1-4 第 3 页,共 9 页Physical Education 1-4 128 128 2 2 2 2 4 高校运算机基础2 32 32 2 Introduction of Computer - - - - - - -精选学习资料 - - - - - - - - - 运算机技术基础Foundation of Computer 3 64 32 32 1 2 1 1 1 1 课外 48 Technologies 2 32 32 1 军事理论Military Theory 形势政策与社会实践1-6 1.5 72 24 Trend, Policy and Social Practi
22、ce1-6 通选课组号小计32 771 512 96 32 10+ 2 8.5 +4 8+2 3 4 1 2 课外 131 Subtotal 国学修养类2 32 32 2 TraditionalChinese 必选Culture Group 2 创新创业类课组号2 32 32 2 Innovation and Entrepreneurship 识EducationGroup 教课组号2 32 32 育艺术审美类核Art Aesthetic 心课组号自然科学类2 32 32 2 课Science Group 程修课组号工程技术类2 32 32 2 2 2 2 2 2 人文社科必选课Enginee
23、ring and 程Technology Group 10 160 160 4 通小计Subtotal 通识训练选修课6 96 96 识教General Education 育Selective选修小计6 96 96 4 4 3 2 2 2 课外学时 32 课Subtotal 程微积分 1-2 8 160 128 Calculus1-2 习题 线性代数4 80 64 4 课外学时 16 Linear Algebra 习题 学概率论与数理统计4 80 64 4 课外学时 16 2 Probability and 习题 Mathematical Statistics 4 64 64 2 政治经济学
24、 1-2 科Political Economy1-2平微观经济学3 48 48 3 台Microeconomics 3 基宏观经济学3 48 48 础Macroeconomics 课统计学3 48 48 程Statistics 专基础会计学3 48 48 3 13 4 3 课外 64 Principles of Accounting 治理学概论3 48 48 Principles of Management12 小计35 624 560 6 Subtotal 货币经济学3 48 48 3 Monetary Economics 公共经济学3 48 48 3 2 业Public Economics
25、 基国际经济学础2 32 32 （国际贸易理论）课International Economics I 程Theory of International Trade 名师归纳总结 - - - - - - -第 4 页,共 9 页精选学习资料 - - - - - - - - - 国际经济学（国际金融理论）International Economics II 2 32 32 2 Theory of International Finance 专选计量经济学3 72 40 16 3 周6 2.5 4 4 周课外学时 16 Econometrics+1 习题 经济学说史2 2 课外 16 History
26、 of Economic Thoughts15 232 200 16 9.5 小计Subtotal 课组号金融工程必修课组 Compulsory Group 16 272 240 32 5.5 11.5 业修课组号金融工程选修课组 Elective Group 18 188 188 2 2 6 4 课课程程专业课基本要求小计34 544 544 2 2 10.5 14.5 4 实必MajorBasic Requirements Subtotal 军训0 3 周Martial Training 毕业实习4 4 周践修Internships 环课毕业论文 设计 4 8 周3 周6 8 周节程dis
27、sertation 8 15 周小计12 周Subtotal 合计140 2779 2168 Total 备注：1.本表必修课部分为专业（大类）必修课（全部同学必需学习的）课程设置表,即综合教务系统中的课程方案表； 2.选修课部分为课组设置表,即综合教务系统中的课组方案表；3.课程号栏目中必修课部分为课程号,选修课部分为课组号；金融工程专业的专业课程设置及学时安排表 课组课程 表二 类性课组号课程号 Course No. 课程名称学总总学时安排一按 学 期 周 学 时 分 配八专业课组名称Course group number 授实上二三四五六七分学Specialized group name
28、 别质Course Name 学学学学学学学学数时课验机期期期期期期期期专选02040 02071001 02068001 02037001 金融投资学 Financial Investments 金融工程学 Financial Engineering 公司理财 Corporate Finance 商业银行经营治理3 56 40 16 2.5 +1 第 5 页,共 9 页02040 3 48 48 3 02040 3 48 48 3 业课1.5 +1 02040 2 40 24 16 修必02092000 Management of Commercial Banking课修程课02040 3
29、48 48 02120000 02041000 金融经济学 Financial Economics 国际金融（英）International Finance3 组02040 2 32 32 2 小计16 272 240 32 5.5 11.5 专Subtotal 02041 中级微观经济学2 32 32 2 02159000 Intermediate Microeconomics 中级宏观经济学业选02041 2 32 32 2 修02158000 Intermediate Macroeconomics 课名师归纳总结 - - - - - - -精选学习资料 - - - - - - - - -
30、 组 国际金融治理 英 02041 02043000 02076000 02110000 02097001 International Financial Management 经济法Economic Law 国际结算 英 International Settlements 时间序列分析Time Series Analysis 2 32 32 16 2 2 02040 2 32 32 2 02041 2 40 24 1.5 +1 02041 2 32 32 02041 金融风险治理2 32 32 16 2 2 02155000 Management of Financial Risk 西方货币
31、金融理论02040 2 32 32 02120000 Western Theory on Money & Finance数理经济学02170001 Mathematical Economics2 02041 2 32 32 2 02041 02070000 金融市场学 Financial Markers 2 32 32 2 02041 固定收益证券 02148000 Fixed Income Securities 中国金融史 02142001 History of Chinese Finance 审计学 02095000 Auditing 2 32 32 2 02041 2 32 32 2 0
32、2041 2 32 32 中级财务会计学02041 2 32 32 2 02085000 Intermediate Corporation Financial Accounting 财务报表分析02041 2 32 32 2 02022001 Analysis of Financial Statements 中国经济思想史02041 2 32 32 2 02144000 History of Chinese Economic Thoughts 02041 2 32 32 2 产业经济学 02022000 Industrial Economics 会计电算化 02061000 Accountin
33、g Computerization 电子商务 02026000 Electronic Commerce 1.5 +1 02041 2 40 24 2 02041 2 32 32 02041 应用经济软件选讲2 32 32 16 2 2 02130001 Applied EconomicsSoftware 投资组合治理s2 32 32 Management of Investment Portfolios 银行会计2 40 24 1.5+1 Bank Accounting 02022 市场营销2 32 32 16 2 Marketing 商业银行系列讲座2 32 32 2 Lectures in
34、 Commercial Banking 2 32 32 2 02052000 国际投资学 International Investments 1.5 +0.5 02022 02050000 国际市场营销 International Marketing 2 40 24 02022 2 32 32 16 2 国际贸易学International Trade 国际商法 02048001 International Business Law 2 32 32 2 1.5 +0.5 02022 进出口业务 02075000 Import and Export Business 2 40 24 外贸函电 英
35、 02022 02114000 Business Correspondence in 2 32 32 2 English 名师归纳总结 - - - - - - -第 6 页,共 9 页精选学习资料 - - - - - - - - - 国际商务谈判 英 02022 02049000 International Business 2 32 32 2 Negotiation 02022 欧盟经济 02083000 Economy of European Union 2 32 32 2 贸易政策与商务外交02022 02171000 Policy & Commercial 2 32 32 2 Dipl
36、omacy 02022 02080000 美国经济（英）American Economy 2 32 32 2 2 02022 02089001 日本经济 Japanese Economy 2 32 32 2 02022 020900 1-20 日语 Japanese 3 48 48 3 02022 外贸保险 02113000 International Trade Insurance 2 32 32 02022 02118000 物流治理 Logistics Management 2 32 32 2 国际服务贸易International Trade in 2 32 32 2 Service
37、社交 .商务礼仪02030 Social and Business 2 32 32 16 2 2 2 Etiquette 2 32 32 02055001 国家税收 National Taxations 财政学2 32 32 2 Public Finance 02030 政府预算治理2 32 32 02132001 Management of Government 02030 Budget 2 32 32 2 2 2 02022000 财务治理 Financial Management 中国财政史02030 2 32 32 02141000 History of Public Finance
38、in 1.5 China 02030 2 40 24 02106000 税务治理 Tax Management +0.5 纳税检查2 32 32 2 02031 Tax Auditing 02051000 国际税收 International Taxation 2 32 32 2 2 公共支出经济分析02031 2 32 32 2 02034000 Economic Analysis of Public Expenditures 02031 2 32 32 02172000 社会保证学 Social Security 2 02031 02105000 税收筹划 Tax Planning 2 3
39、2 32 税务代理实务2 32 32 2 Tax Agent Practices 02031 外国财政2 32 32 02111001 Public Finance of Foreign Countries 中华人民共和国财政史名师归纳总结 02031 02147000 History of Public Finance for 2 32 32 2 第 7 页,共 9 页02031 P. R. China 2 32 32 2 02022000 成本会计 Cost Accounting 02031 02022000 公共政策分析（英）Analysis of Public Policies 2 3
40、2 32 2 - - - - - - -精选学习资料 - - - - - - - - - 02031 比较财政学 02006000 Comparative Public Finance 2 32 32 2 2 02031 02024000 地方财政2 32 32 Local Public Finance 02031 02022000 财政专题讲座2 32 32 2 2 2 Topics in Public Finance 02031 税务会计 Tax Accounting 2 32 32 2 国有资产治理 02058000 Management of State Assets 2 32 32 2 02031 税收经济学 Economics of Taxation 2 32 32 2 02079000 劳动经济学2 32 32 2 Labor Economics 人力资源治理 Human Resource Management 2 32 32 保险学 Insurance 2 32 32 02050 02029001 风险治理2 32 32 2 2 2