精品資料（2021-2022年收藏）金融數(shù)學(xué)與金融工程專業(yè)培養(yǎng)方案020109

1、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(jiǎn)介（、Major Introduction）金融數(shù)學(xué)與金融工程專業(yè)是隨著經(jīng)濟(jì)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(biāo)。經(jīng)過4年的學(xué)習(xí)，使畢業(yè)生具備良好的數(shù)學(xué)素養(yǎng),掌握扎實(shí)的金融數(shù)學(xué)、金融工程和金融管理知識(shí)，能夠運(yùn)用金融工具和數(shù)量分析方法解決金融實(shí)務(wù)問題。學(xué)生畢業(yè)后可以在銀行、保險(xiǎn)、證券、信托等金融部門從事財(cái)務(wù)、理財(cái)、風(fēng)險(xiǎn)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。

2、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 st

3、udents 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 th

4、eir 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 alterna

5、tives 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(biāo)（、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(biāo)，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(jì)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

6、有突破、有創(chuàng)新，使該基地建設(shè)成為一個(gè)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(shí)驗(yàn)園，成為打破學(xué)科、專業(yè)界限，實(shí)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(tái)。 “The National Base of Financial Mathematics & Financial Engieering”aims to provide the interdisciplinary theoretical and practical financial training at undergraduate level. It is intended

7、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 crea

8、ting 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 interdis

9、ciplinary 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(shí)的基本金融理論、金融數(shù)學(xué)、金融工程和金融管理知識(shí)，能夠開發(fā)、設(shè)計(jì)、操作新型的金融工具和手段，能夠綜合運(yùn)用各種金融工具和數(shù)量分析方法解決金融實(shí)務(wù)問題。 Students majoring in Financial Mathematics & Financial Engieering

10、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 fu

11、ndamental 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(jì)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(shí)與學(xué)分（、 Credit Hours

12、and College Credits）總學(xué)分：144 (Total Credits：144 )課程教學(xué)學(xué)時(shí)/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(jì)、經(jīng)濟(jì)計(jì)量學(xué)、西方經(jīng)濟(jì)學(xué)、貨幣銀行學(xué)、會(huì)計(jì)學(xué)、金融工程學(xué)、保險(xiǎn)學(xué)、應(yīng)用統(tǒng)計(jì)、政治經(jīng)濟(jì)學(xué)。Mathematical Analysis, Advanced Algebra, Probability Theo

13、ry, 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(shí)驗(yàn)和實(shí)習(xí)安排（、Laboratory Practice and Internship Programs）專業(yè)實(shí)驗(yàn)包括：應(yīng)用統(tǒng)計(jì)課的計(jì)算機(jī)上機(jī)實(shí)驗(yàn)等。實(shí)習(xí)包括數(shù)據(jù)搜集實(shí)習(xí)和畢業(yè)實(shí)習(xí)等。Main laboratory prac

14、tices 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(shì)及特色（、Major Priority and Character

15、istics）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(shì)，結(jié)合中國(guó)國(guó)情和國(guó)際金融人才的需求，以科研理論上的創(chuàng)新促進(jìn)人才培養(yǎng)的創(chuàng)新，構(gòu)建創(chuàng)新教育模式，利用金融實(shí)驗(yàn)室和金融工程與金融數(shù)學(xué)基地從事實(shí)踐活動(dòng)，豐富學(xué)生金融實(shí)踐的經(jīng)歷，提高學(xué)生的實(shí)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(yùn)作，既適應(yīng)中國(guó)國(guó)情又具有國(guó)際競(jìng)爭(zhēng)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

16、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 program

17、s 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 experi

18、ence accumulated in their internship programs. 九、各類課程學(xué)時(shí)學(xué)分比例（、The Partition of Credit Hours by Courses）課程類別學(xué)分學(xué)時(shí)占總學(xué)分百分比必修通識(shí)教育必修課程114322019+9周77179.5%22%學(xué)科基礎(chǔ)平臺(tái)課程111928%專業(yè)平臺(tái)課程4368829.5%專業(yè)方向基礎(chǔ)課2336816%實(shí)踐環(huán)節(jié)59周4%選修通識(shí)教育核心課程301048016020.5%7%通識(shí)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(jì)1442499+9周100%十、教學(xué)進(jìn)程、學(xué)時(shí)學(xué)分總體安排（見

19、下表）（、Curriculum, Hours and Credits）金融工程專業(yè)課程設(shè)置及學(xué)時(shí)分配表 總表類別性質(zhì)課程號(hào)Course No.課 程 名 稱Course Name學(xué)分?jǐn)?shù)總學(xué)時(shí)總學(xué)時(shí)分配按 學(xué) 期 周 學(xué) 時(shí) 分 配備 注Notes授課實(shí)驗(yàn)上機(jī)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(shí)教育必修課程必修課程28050001中國(guó)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(guó)近現(xiàn)

20、代史綱要Brief of China's Modern History1.529241.5課外5310020（1-3）4大學(xué)英語(yǔ)(二級(jí)起點(diǎn)1-3)College English(1-3)924096962+22+22+2自主學(xué)習(xí)48290410（1-4）0體育(1-4)Physical Educational (1-4)4128128111113103000大學(xué)計(jì)算機(jī)基礎(chǔ)Introduction of Computer232322計(jì)算機(jī)技術(shù)基礎(chǔ)Foundation of Computer Technologies36432322+269001001軍事理論Military Theory

21、232322形勢(shì)政策與社會(huì)實(shí)踐(1-6)Trend, Policy and Social Practice(1-6)1.57224111111課外48小 計(jì)Subtotal3277151296329+29+44+2514課外131通識(shí)教育核心課程選修課程課組號(hào)國(guó)學(xué)修養(yǎng)類Traditional Chinese Culture Group232322必修課組號(hào)創(chuàng)新創(chuàng)業(yè)類Innovation and Entrepreneurship Education Group232322課組號(hào)藝術(shù)審美類Art Aesthetic 232322課組號(hào)人文學(xué)科類Humanities Group232322理工類必修

22、課組號(hào)社會(huì)科學(xué)類Social Sciences Group232322小計(jì)Subtotal10160160424通識(shí)教育選修課程通識(shí)教育選修課General Education Selective69696222小計(jì)Subtotal69696222學(xué)科基礎(chǔ)平臺(tái)課程必修課程100160(1-2)0大學(xué)物理College Physics 8128128441001610大學(xué)物理實(shí)驗(yàn)College Physics Lab1323211大學(xué)化學(xué)College Chemistry 232322大平臺(tái)課程小計(jì)Subtotal1119216032552090990(1-3)0數(shù)學(xué)分析（1-3）Mathema

23、tical 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P(yáng)robability464644*09094000數(shù)理統(tǒng)計(jì)Mathematical Statistics348483*02063000貨幣銀行學(xué)Money and Banking34848302068000金融工程學(xué)Financial Engineering464644*小平臺(tái)課程小計(jì)Subtota

24、l436886888+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(tái)選修課組Platform elective course group1016012832624表三實(shí)踐活動(dòng)必修課程69002001軍訓(xùn)Military Training03周3周09009500畢業(yè)論文G

25、raduation Thesis56周6周小計(jì)Subtotal59周3周6周（金融工程）合 計(jì)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(xí)的）課程設(shè)置表，即綜合教務(wù)系統(tǒng)中的課程計(jì)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(jì)劃表。3.課程號(hào)欄目中必修課部分為課程號(hào)，選修課部分為課組號(hào)。金融工程專業(yè)的專業(yè)課程設(shè)置及學(xué)時(shí)分配表(課組課程) 表二類別性質(zhì)課組號(hào)Course group number課程號(hào)Course No.課 程 名 稱Course Name學(xué)分?jǐn)?shù)總學(xué)時(shí)總

26、學(xué)時(shí)分配按 學(xué) 期 周 學(xué) 時(shí) 分 配備注專業(yè)課組名稱Specialized group name授課實(shí)驗(yàn)上機(jī)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(jì)學(xué)Political Economcs4646440901402062000會(huì)計(jì)學(xué)Basic Financial Accounting348483*0901409067000計(jì)量經(jīng)濟(jì)學(xué)Econometrics464644*091330(1-2)0西方經(jīng)濟(jì)

27、學(xué)(1-2)Western Economics(1-2)812812844*小計(jì)Subtotal23368368444434專業(yè)選修課組0901509038000復(fù)變函數(shù)Complex Function464644金融工程Financial Engineering0901509087000時(shí)間序列分析Time Series Analysis464644*0901509148000運(yùn)籌學(xué)基礎(chǔ)Basics of Operational Research4646440901509020001程序設(shè)計(jì)算法語(yǔ)言Programming and Algorithmic Language3.56448163+

28、10901509088000實(shí)變函數(shù)Functions of a Real Variable4646440901509104000數(shù)學(xué)實(shí)驗(yàn)Mathematical Experiments2323220901502047001國(guó)際貿(mào)易International Trade3484830901502026000電子商務(wù)Electronic Commerce2323220901502004001保險(xiǎn)學(xué) Insurance3484830901509101001數(shù)學(xué)模型Mathematical modeling4646440901502016001財(cái)政學(xué)Cameralistics348483090140

29、9147000應(yīng)用統(tǒng)計(jì)Applied Statistics3484830901402042000國(guó)際金融International Finance3484830901509033000泛函分析Functional Analysis4646440901509091000數(shù)據(jù)庫(kù)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(jī)過程基礎(chǔ)B

30、asics of Random Processes4646440901502142000中國(guó)金融史History of Chinese Finance3484830901509055001計(jì)算方法與軟件Computational Methods and Software4.58064164+10901502039000管理學(xué)原理Principlesof Management2323220901509171000統(tǒng)計(jì)分析軟件Software of Statistical Analysis3.56448163+1*0901502027000發(fā)展經(jīng)濟(jì)學(xué)Developing Economics2323220901502071001金融投資學(xué)Financial Investment3484830901509070000經(jīng)濟(jì)預(yù)測(cè)與決策Economic Forecast and Decision-Making3484830901509107000數(shù)學(xué)專題Topics on Mathematics4646440901502052000國(guó)際投資學(xué)International Investment Science2323220901502019000產(chǎn)業(yè)經(jīng)濟(jì)學(xué)Industrial Economics3484830901502076000經(jīng)濟(jì)法Economic Law348483090150906500