金融數(shù)學(xué)與金融工程專業(yè)培養(yǎng)的方案（020109）.docx

金融數(shù)學(xué)與金融工程專業(yè)培養(yǎng)方案（020109）（Financial Mathematics & Financial Engineering 020109）一、專業(yè)簡介（、Major Introduction）金融數(shù)學(xué)與金融工程專業(yè)是隨著經(jīng)濟的發(fā)展而設(shè)立的一門新的交叉學(xué)科，以培養(yǎng)復(fù)合型、應(yīng)用型金融本科人才為目標。經(jīng)過4年的學(xué)習，使畢業(yè)生具備良好的數(shù)學(xué)素養(yǎng),掌握扎實的金融數(shù)學(xué)、金融工程和金融管理知識，能夠運用金融工具和數(shù)量分析方法解決金融實務(wù)問題。學(xué)生畢業(yè)后可以在銀行、保險、證券、信托等金融部門從事財務(wù)、理財、風險管理工作，也可以在教育、科研部門從事教學(xué)、科研工作，或繼續(xù)攻讀研究生學(xué)位。 Financial Mathematics & Financial Engieering is a newly founded interdisciplinary subject responding to the fast developing economy, aiming to provide the fundamental theoretical and practical training in several financial areas at undergraduate level. Upon completing the 4 years courses, the students will acquire, in addition to advanced mathematical background training, profound knowledge of financial mathematics, financial engineering and financial management. They would be acquainted with the general financial instruments and quantitative analysis techniques in financial pratice. At their graduation, the students are competitive for positions at financial institutions such as banks, insurance companies, security corporations and trust companies. They would be confident in handling financial affairs involving financing, wealth management and risk management. They have also alternatives for positions as scientific researcher and/or teachers at colleges and research institutions, or to pursue further academic career for graduate degrees.二、培養(yǎng)目標（、Academic Objectives）“金融數(shù)學(xué)與金融工程人才培養(yǎng)基地”以培養(yǎng)復(fù)合型、應(yīng)用型金融本科人才為目標，以現(xiàn)代化的教育思想和教育理念，全面整合金融學(xué)和應(yīng)用數(shù)學(xué)本科專業(yè)人才培養(yǎng)計劃，全面改革課程體系、教學(xué)內(nèi)容、教學(xué)方法和手段，力求在探索新型金融人才培養(yǎng)模式方面有突破、有創(chuàng)新，使該基地建設(shè)成為一個集理論性、應(yīng)用性、技術(shù)性為一體的綜合性金融人才培養(yǎng)的實驗園，成為打破學(xué)科、專業(yè)界限，實現(xiàn)學(xué)科融合，培養(yǎng)跨學(xué)科交叉型金融人才的示范地，也成為培養(yǎng)更高層次金融人才的搖籃和輸送平臺。 “The National Base of Financial Mathematics & Financial Engieering”aims to provide the interdisciplinary theoretical and practical financial training at undergraduate level. It is intended to keep in line with the modern education ideals and schemes, endeavoring to integrate the undergraduate instructing projects of finance and applied mathematics, reform the course system, contents, instructing schemes. The professors and instructors would make their efforts in the innovation in creating the effective instructing modes in financial mathematics. With proper unification of theoretical instruction, financial practices, and the most updated general techniques, the base is to be built as a comprehensive laboratory for the advanced financial brains, and a successful model of interdisciplinary instructing. The graduates would be the most demanding talents for the ever growing financial institutions. 三、培養(yǎng)要求（、Academic Requirement）要求學(xué)生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知識，能夠開發(fā)、設(shè)計、操作新型的金融工具和手段，能夠綜合運用各種金融工具和數(shù)量分析方法解決金融實務(wù)問題。 Students majoring in Financial Mathematics & Financial Engieering are demanded to acquire proper background training in elementary finance, financial mathematics, financial engineering and financial management, to build up the ability in developing, designing and proper handling of new financial instruments and techniques, and to be capable of using most of the fundamental financial techniques and numerical analysis methods to solve problems in financial practice.四、學(xué)制與學(xué)位（、Academic Structure and Degree）學(xué)制四年。按計劃要求完成學(xué)業(yè)者，授予理學(xué)學(xué)士學(xué)位。Length of Schooling: 4 yearsStudents who complete all the required courses will be conferred bachelors degrees.五、學(xué)時與學(xué)分（、 Credit Hours and College Credits）總學(xué)分：144 (Total Credits：144 )課程教學(xué)學(xué)時/學(xué)分：2216/133.5占總學(xué)分的比例： 92(Curriculum Class Hours/Credits：2216 /133.5Percentage in Total Credits：92 %)六、專業(yè)主干課程（、Main Curriculum)數(shù)學(xué)分析、高等代數(shù)、概率論、數(shù)理統(tǒng)計、經(jīng)濟計量學(xué)、西方經(jīng)濟學(xué)、貨幣銀行學(xué)、會計學(xué)、金融工程學(xué)、保險學(xué)、應(yīng)用統(tǒng)計、政治經(jīng)濟學(xué)。Mathematical Analysis, Advanced Algebra, Probability Theory, Mathematical Statistics, Econometrics, Western Economics, Money and Banking, Basic Financial Accounting, Financial Engieering, Insurance, Applied Statistics, Political Economics.七、主要專業(yè)實驗和實習安排（、Laboratory Practice and Internship Programs）專業(yè)實驗包括：應(yīng)用統(tǒng)計課的計算機上機實驗等。實習包括數(shù)據(jù)搜集實習和畢業(yè)實習等。Main laboratory practices include those attached to the related courses involving computer programming and/or software aided projects, such as Applied Statistics, etc.Internship programs include public data processing and/or joint internship programs at the financial institutions.八、專業(yè)優(yōu)勢及特色（、Major Priority and Characteristics）本專業(yè)充分利用自身金融數(shù)學(xué)的科研和教學(xué)優(yōu)勢，結(jié)合中國國情和國際金融人才的需求，以科研理論上的創(chuàng)新促進人才培養(yǎng)的創(chuàng)新，構(gòu)建創(chuàng)新教育模式，利用金融實驗室和金融工程與金融數(shù)學(xué)基地從事實踐活動，豐富學(xué)生金融實踐的經(jīng)歷，提高學(xué)生的實際應(yīng)用能力，培養(yǎng)既掌握現(xiàn)代金融數(shù)學(xué)理論、又熟悉金融運作，既適應(yīng)中國國情又具有國際競爭力的金融數(shù)學(xué)復(fù)合型人才。This major structure takes advantages of the instructing staffs research outputs and profound teaching experiences in financial mathematics over decades, betting serious concerns upon the fast expanding Chinese market and the ever growing demands for the international financial talents. The instructing programs are fully innovated with the most updated theoretical advances. The laboratory practices and the internship programs have been enriching students experiences on real financial market. The students, upon their graduation, would be fairly confident confronting the modern international financial market and the up surging Chinese economy with their broad modern mathematical financial training and the precious experience accumulated in their internship programs. 九、各類課程學(xué)時學(xué)分比例（、The Partition of Credit Hours by Courses）課程類別學(xué)分學(xué)時占總學(xué)分百分比必修通識教育必修課程114322019+9周77179.5%22%學(xué)科基礎(chǔ)平臺課程111928%專業(yè)平臺課程4368829.5%專業(yè)方向基礎(chǔ)課2336816%實踐環(huán)節(jié)59周4%選修通識教育核心課程301048016020.5%7%通識教育選修課程6964%專業(yè)方向選修課程142249.5%畢業(yè)要求總合計1442499+9周100%十、教學(xué)進程、學(xué)時學(xué)分總體安排（見下表）（、Curriculum, Hours and Credits）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)期通識教育必修課程必修課程28050001中國化的馬克思主義Chinese Marxism358483課外1028030001道德與法律Morals and Law358483課外1028040001馬克思主義原理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5310020（1-3）4大學(xué)英語(二級起點1-3)College English(1-3)924096962+22+22+2自主學(xué)習48290410（1-4）0體育(1-4)Physical Educational (1-4)4128128111113103000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+269001001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Subtotal3277151296329+29+44+2514課外131通識教育核心課程選修課程課組號國學(xué)修養(yǎng)類Traditional Chinese Culture Group232322必修課組號創(chuàng)新創(chuàng)業(yè)類Innovation and Entrepreneurship Education Group232322課組號藝術(shù)審美類Art Aesthetic 232322課組號人文學(xué)科類Humanities Group232322理工類必修課組號社會科學(xué)類Social Sciences Group232322小計Subtotal10160160424通識教育選修課程通識教育選修課General Education Selective69696222小計Subtotal69696222學(xué)科基礎(chǔ)平臺課程必修課程100160(1-2)0大學(xué)物理College Physics 8128128441001610大學(xué)物理實驗College Physics Lab1323211大學(xué)化學(xué)College Chemistry 232322大平臺課程小計Subtotal1119216032552090990(1-3)0數(shù)學(xué)分析（1-3）Mathematical Analysis（1-3）162562564+15+14+1090440(1-2)1高等代數(shù)（1-2）Advanced Algebra（1-2）914414444+109018000常微分方程OrdinaryDifferential Equations46464409040000概率論Probability464644*09094000數(shù)理統(tǒng)計Mathematical Statistics348483*02063000貨幣銀行學(xué)Money and Banking34848302068000金融工程學(xué)Financial Engineering464644*小平臺課程小計Subtotal436886888+19+211+147專業(yè)課程選修課程“金融工程”專業(yè)基礎(chǔ)課組Financial Engineering Compulsory Group23368368444434表二“金融工程”選修課組Financial Engineering Elective Group14/122.5224/2000224/1952487+12/143/26+13/30+14/292/16表二平臺選修課組Platform elective course group1016012832624表三實踐活動必修課程69002001軍訓(xùn)Military Training03周3周09009500畢業(yè)論文Graduation Thesis56周6周小計Subtotal59周3周6周（金融工程）合 計Total1442499+9周22081283225+3+3周27+626+321161362+6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Course group number課程號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 配備注專業(yè)課組名稱Specialized group name授課實驗上機一學(xué)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)必修課組選修課程0901409064001解析幾何Analytical Geometry464644金融工程Financial Engineering0901402137011政治經(jīng)濟學(xué)Political Economcs4646440901402062000會計學(xué)Basic Financial Accounting348483*0901409067000計量經(jīng)濟學(xué)Econometrics464644*091330(1-2)0西方經(jīng)濟學(xué)(1-2)Western Economics(1-2)812812844*小計Subtotal23368368444434專業(yè)選修課組0901509038000復(fù)變函數(shù)Complex Function464644金融工程Financial Engineering0901509087000時間序列分析Time Series Analysis464644*0901509148000運籌學(xué)基礎(chǔ)Basics of Operational Research4646440901509020001程序設(shè)計算法語言Programming and Algorithmic Language3.56448163+10901509088000實變函數(shù)Functions of a Real Variable4646440901509104000數(shù)學(xué)實驗Mathematical Experiments2323220901502047001國際貿(mào)易International Trade3484830901502026000電子商務(wù)Electronic Commerce2323220901502004001保險學(xué) Insurance3484830901509101001數(shù)學(xué)模型Mathematical modeling4646440901502016001財政學(xué)Cameralistics3484830901409147000應(yīng)用統(tǒng)計Applied Statistics3484830901402042000國際金融International Finance3484830901509033000泛函分析Functional Analysis4646440901509091000數(shù)據(jù)庫與數(shù)據(jù)結(jié)構(gòu)Database and Data Structure464644*0901509152000證券組合優(yōu)化Portfolio Optimization of Securities3484830901509156000最優(yōu)化方法Optimization Method4646440901509119000隨機過程基礎(chǔ)Basics of Random Processes4646440901502142000中國金融史History of Chinese Finance3484830901509055001計算方法與軟件Computational Methods and Software4.58064164+10901502039000管理學(xué)原理Principlesof Management2323220901509171000統(tǒng)計分析軟件Software of Statistical Analysis3.56448163+1*0901502027000發(fā)展經(jīng)濟學(xué)Developing Economics2323220901502071001金融投資學(xué)Financial Investment3484830901509070000經(jīng)濟預(yù)測與決策Economic Forecast and Decision-Making3484830901509107000數(shù)學(xué)專題Topics on Mathematics4646440901502052000國際投資學(xué)International Investment Science2323220901502019000產(chǎn)業(yè)經(jīng)濟學(xué)Industrial Economics3484830901502076000經(jīng)濟法Economic Law3484830901509065000