金融学专业培养方案(020104) (Finance 020104) 一、专业简介(Ⅰ、Major Introduction) 金融学专业是为适应中国社会主义市场经济的需要而设立的应用性本科专业.本专业培养学生扎实的现代经济学理论基础,扎实的宏观金融理论、微观金融理论以及金融管理知识,比较熟练地掌握现代经济分析方法,具备从事金融经济管理、实务以及教学研究工作的能力. The finance major is an applied undergraduate major established to satisfy the need for Chinese socialist market economy. Students in this major will be trained to have a solid foundation in modern economic theory, macro finance theory, micro finance theory, as well as financial management. Students will become familiar with modern methods for economic analysis, and acquire the ability to work in the fields of finance, economics, and management, as well as teaching and researches in academia. 二、培养目标(Ⅱ、Academic Objectives) 本专业以培养"政治思想素质高、身心健康、学科基础扎实、富有创新精神、知识面宽、能力强、综合素质高" 的理论与应用相结合的金融专业人才为目标. The objective 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、培养要求(Ⅲ、Academic Requirements) 即对毕业生应获得的知识与能力的要求. 基本要求是: 1.具有坚定的政治信念,具有高度的爱国主义热情,具有崇高的理想,具有强烈的社会责任心,过硬的社会竞争力乃至国际竞争力,个性与人格得到充分、健康地发展. 2.具备扎实的经济学基本理论、宏微观金融理论、金融管理与实务知识,具备综合运用经济金融分析方法和手段进行社会调查、经济金融分析以及解决实际问题的能力. 3.熟悉国家金融改革与金融发展状况,金融政策与法规. 4.了解中外金融学术发展动态及应用前景. 5.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、管理性工作,胜任在企事业单位从事财务及经济管理工作,以及胜任在科研院所从事教学研究工作. This section lays out requirements in knowledge and ability for graduating students. 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 healthy and fully developed individuality. 2. Student should have a solid foundation in economic theory, macro and micro finance theory, financial management, and professional knowledge, as well as the ability to combine economic methods and financial analysis in conducting social investigations, economic financial analysis and solving practical problems. 3. Students should become familiar with Chinese financial reforms and the state of China's financial development, as well as financial policies and regulations. 4. Students should be aware of the dynamics of financial researches in and outside of China, and their potentials of application. 5. After graduation, students will be qualified for (1) financial and managerial jobs in banks, insurance companies, securities 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(Ⅳ、Length of Study and Degree) 学制四年. 按计划要求完成学业者,授予经济学学士学位. It takes four years to complete this major. Those who satisfy all requirements as planned will be awarded a bachelor degree in economics. 五、学时与学分(Ⅴ、Hours/Credits) 总学分:140(Total Credits:140) 课程教学学时/学分:2168 /132 占总学分的比例:94.3 % (Curriculum Class Hours/Credits: 2168/132 Percentage in Total Credits:94.3 %) 六、专业主干课程(Ⅵ、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、国际金融管理(英)、金融风险管理、金融市场学、固定收益证券、中国金融史、投资组合管理、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 Engineering, Corporate Finance, Management 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 Portfolios, Bank Accounting, Marketing, Lectures in Commercial Banking . 七、主要专业实验和实习安排(Ⅶ、Main Laboratory Courses and Internships) 计算机类、金融投资类、商业银行类、财务类、计量经济类专业课程实验,以及毕业实习. Laboratory courses related to computers, financial investments, commercial banking, accounting, and econometrics, as well as interns before graduation. 八、专业优势及特色(Ⅷ、Major Strength and Characteristics) 本专业包括金融学一个专业方向,培养学生系统掌握经济学、金融学基本理论和相关的专业知识,了解中国金融改革和发展状况,了解中外金融学的学术动态及应用前景,具有运用现代经济方法进行社会调查、经济分析的能力,具备从事经济研究和经济实际工作的能力. This major includes one specialization in finance. It trains students to systematically master basic theories in economics and finance and related professional knowledge. Students will become familiar with Chinese financial reforms and financial development, and be aware of the dynamics of financial researches in and outside of China, and their potentials of application. Students will acquire the ability to use modern economic methods to conduct social investigations and economic analysis, and as well as the ability to do economic researches and work in a practical economic field. 九、各类课程学时学分比例(Ⅸ、The proportion of credit hours of courses) 课程类别 学分 学时 占总学分百分比 必修课 通识教育必修课程 90 32 1723+ 11周771 64.28% 22.86% 学科基础平台课程 35 624 25% 专业基础课程 15 232 10.71% 实践环节 8 11周5.71% 选修课 通识教育核心课程 50 10 800 160 35.72% 7.14% 通识教育选修课程 6 96 4.29% 专业选修课程 34 544 24.29% 毕业要求总合计 140 2223+11周100% 十、教学进程、学时学分总体安排(见下表)(Ⅹ、Curriculum, hours and credits) 金融学专业课程设置及学时分配表 [总表] 类别性质课程号 Course No. 课程名称Course Name 学分数总学时总学时 分配 按学期周学时分配备注Notes 授课实验上机一学期 二学期 三学期 四学期 五学期 六学期 七学期 八学期 通识教育必修课程必修课程中国化的马克思主义 Chinese Marxism 3 58 48 3 课外10 道德与法律 Morals and Law 3 58 48 3 课外10 马克思主义原理 Basic Principles of Marxism 3 58 48 3 课外10 中国近现代史纲要 Brief of China's Modern History 1.5 29 24 1.5 课外5 大学英语(二级起点1-3) College English(1-3) 9 240 96 96 2+2 2+2 2+2 自主学习48 体育(1-4) Physical Education (1-4) 4 128 128 2 2 2 2 大学计算机基础 Introduction of Computer 2 32 32 2 计算机技术基础 Foundation of Computer Technologies 3 64 32 32 2+2 军事理论 Military Theory 2 32 32 形势政策与社会实践(1-6) Trend, Policy and Social Practice(1-6) 1.5 72 24 1 1 1 1 1 1 课外48 小计Subtotal 32 771 512 96 32 10 8.5 +4 8.5 + 3 4 1 课外131 通识教育核心课程选修课程课组号 国学修养类 Traditional Chinese Culture Group 2 32 32 2 必选 课组号 创新创业类 Innovation and Entrepreneurship Education Group 2 32 32 2 课组号 艺术审美类 Art Aesthetic 2 32 32 2 课组号 自然科学类 Science Group 2 32 32 2 人文社科必选 课组号 工程技术类 Engineering and Technology Group 2 32 32 2 小计 Subtotal 10 160 160 2 2 2 4 通识教育选修课程通识教育选修课 General Education Selective 6 96 96 2 2 2 小计 Subtotal 6 96 96 2 2 2 学科平台基础课程微积分(1-2) Calculus(1-2) 8 160 128 4 4 课外学时32(习题) * 线性代数 Linear Algebra 4 80 64 4 课外学时16(习题) * 概率论与数理统计 Probability and Mathematical Statistics 4 80 64 4 课外学时16(习题) * 政治经济学(1-2) Political Economy(1-2) 4 64 64 2 2 * 微观经济学 Microeconomics 3 48 48 3 * 宏观经济学 Macroeconomics 3 48 48 3 * 统计学 Statistics 3 48 48 3 * 基础会计学 Principles of Accounting 3 48 48 3 * 管理学概论 Principles of Management 3 48 48 3 小计 Subtotal 35 624 560 12 13 4 6 课外64 专业基础课程货币经济学 Monetary Economics 3 48 48 3 * 公共经济学 Public Economics 3 48 48 3 * 国际经济学Ⅰ (国际贸易理论) International Economics I (Theory of International Trade) 2 32 32 2 * 国际经济学Ⅱ (国际金融理论) International Economics II (Theory of International Finance) 2 32 32 2 * 计量经济学 Econometrics 3 72 40 16 2.5 +1 课外学时16 (习题) 经济学说史 History of Economic Thoughts 2 2 小计Subtotal 15 232 200 16 6 9.5 课外16 专业课程选修课程课组号 金融学必修课组 Compulsory Group 16 280 232 课组号 金融学选修课组 Elective Group 18 288 288 专业课基本要求小计 Major Basic Requirements Subtotal 34 544 544 2 2 6 4 4 实践环节必修课程军训 Martial Training 0 3周 3周 毕业实习 Internships 4 4周 4周 毕业论文(设计) Dissertation 4 8周 8周 小计 Subtotal 8 15 周 3周 12周合计Total 140 2779 2168 112 32 24 +2 +3周23.5 +4 22.5 24.5 +1 16 19.5 6 8周 备注: 1.本表必修课部分为专业(大类)必修课(所有学生必须学习的)课程设置表,即综合教务系统中的课程计划表.2.选修课部分为课组设置表,即综合教务系统中的课组计划表. 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. 金融学专业的专业课程设置及学时分配表(课组课程) [表二] 类别性质课组号 Course group number 课程号 Course No. 课程名称Course Name 学分数总学时总学时分配 按学期周学时分配专业课组名称 Specialized group name 授课实验上机一学期 二学期 三学期 四学期 五学期 六学期 七学期 八学期 专业课必修课组选修课程02040 02071001 金融投资学 Financial Investments 3 56 40 16 2.5 +1 * 02040 02068001 金融工程学 Financial Engineering 2 32 32 2 * 02040 02037001 公司理财 Corporate Finance 3 48 48 3 * 02040 02092000 商业银行经营管理 Management of Commercial Banking 2 40 24 16 1.5 +1 * 02040 02120000 西方货币金融理论 Western Theory on Money & Finance 2 32 32 2 * 02040 02041000 国际金融(英) I International Finance 2 32 32 2 * 02041 02110000 国际结算(英) International Settlements 2 40 24 16 1.5+1 * 小计 Subtotal 16 280 232 8 9.5 专业选修课组02041 02159000 中级微观经济学 Intermediate Microeconomics 2 32 32 2 02041 02158000 中级宏观经济学 Intermediate Macroeconomics 2 32 32 2 02040 02120000 金融经济学 Financial Economics 2 32 32 2 02041 02043000 国际金融管理(英) International Financial Management 2 32 32 2 02040 02076000 经济法 Economic Law 2 32 32 2 02041 02097001 时间序列分析 Time Series Analysis 2 32 32 2 02041 02155000 金融风险管理 Management of Financial Risk 2 32 32 2 02041 02170001 数理经济学 Mathematical Economics 2 32 32 2 02041 02070000 金融市场学 Financial Markers 2 32 32 2 02041 02148000 固定收益证券 Fixed Income Securities 2 32 32 2 02041 02142001 中国金融史 History of Chinese Finance 2 32 32 2 02041 02095000 审计学 Auditing 2 32 32 2 02041 02085000 中级财务会计学 Intermediate Corporation Financial Accounting 2 32 32 2 02041 02013001 财务报表分析 Analysis of Financial Statements 2 32 32 2 02041 02144000 中国经济思想史 History of Chinese Economic Thoughts 2 32 32 2 02041 02019000 产业经济学 Industrial Economics 2 32 32 2 * 02041 02061000 会计电算化 Accounting Computerization 2 40 24 16 1.5 +1 02041 02026000 电子商务 Electronic Commerce 2 32 32 2 02041 02130001 应用经济软件选讲 Applied Economics Soft wares 2 32 32 2 投资组合管理 Management of Investment Portfolios 2 32 32 2 银行会计 Bank Accounting 2 40 24 16 1.5+1 市场营销 Marketing 2 32 32 2 商业银行系列讲座 Lectures in Commercial Banking 2 32 32 2 02020 02052000 国际投资学 International Investments 2 32 32 2 02020 02050000 国际市场营销 International Marketing 2 40 24 16 1.5 +1 国际贸易学 International Trade 2 32 32 2 02020 02048001 国际商法 International Business Law 2 32 32 2 02020 02075000 进出口业务 Import and Export Business 2 40 24 16 1.5 +0.5 02020 02114000 外贸函电(英) Business Correspondence in English 2 32 32 2 02020 02049000 国际商务谈判(英) International Business Negotiation 2 32 32 2 02021 02083000 欧盟经济 Economy of European Union 2 32 32 2 02020 02171000 贸易政策与商务外交 Policy & Commercial Diplomacy 2 32 32 2 02021 02080000 美国经济(英) American Economy 2 32 32 2 02021 02089001 日本经济 Japanese Economy 2 32 32 2 02021 020900 (1-2)0 日语 Japanese 3 48 48 3 02021 02113000 外贸保险 International Trade Insurance 2 32 32 2 02021 02118000 物流管理 Logistics Management 2 32 32 2 专业限选课 国际服务贸易 International Trade in Service 2 32 32 2 社交.商务礼仪 Social and Business Etiquette 2 32 32 2 02030 02055001 国家税收 National Taxations 2 32 32 2 财政学 Public Finance 2 32 32 2 02030 02132001 政府预算管理 Management of Government Budget 2 32 32 2 02030 02013000 财务管理 Financial Management 2 32 32 2 02030 02141000 中国财政史 History of Public Finance in China 2 32 32 2 02030 02106000 税务管理 Tax Management 2 40 24 16 1.5 +1 纳税检查 Tax Auditing 2 32 32 2 02031 02051000 国际税收 International Taxation 2 32 32 2 02031 02034000 公共支出经济分析 Economic Analysis of Public Expenditures 2 32 32 2 02031 02172000 社会保障学 Social Security 2 32 32 2 02031 02105000 税收筹划 Tax Planning 2 32 32 2 税务代理实务 Tax Agent Practices 2 32 32 2 02031 02111001 外国财政 Public Finance of Foreign Countries 2 32 32 2 02031 02147000 中华人民共和国财政史 History of Public Finance for P. R. China 2 32 32 2 02031 02021000 成本会计 Cost Accounting 2 32 32 2 02031 02017000 公共政策分析(英) Analysis of Public Policies 2 32 32 2 02031 02006000 比较财政学 Comparative Public Finance 2 32 32 2 02031 02024000 地方财政 Local Public Finance 2 32 32 2 02031 02018000 财政专题讲座 Topics in Public Finance 2 32 32 2 税务会计 Tax Accounting 2 32 32 2 02031 02058000 国有资产管理 Management of State Assets 2 32 32 2 税收经济学 Economics of Taxation 2 32 32 2 02031 02079000 劳动经济学 Labor Economics 2 32 32 2 人力资源管理 Human Resource Management 2 32 32 2 保险学 Insurance 2 32 32 2 * 02050 02029001 风险管理 Risk Management 2 32 32 2 风险理论 Theory of Risk 2 32 32 2 02050 02002001 保险精算 Actuarial Science 2 32 32 2 02050 02011001 财产保险 Property Insurance 2 32 32 2 02050 02088001 人身保险 Personal Insurance 2 32 32 2 保险经济学 Insurance Economics 2 32 32 2 02050 02134000 再保险 Re-Insurance 2 32 32 2 02050 02174000 利息理论 Theory of Interest 2 32 32 2 社会保险 Social Insurance 2 32 32 2 02051 02153001 保险法学 Insurance Law 2 32 32 2 02051 02176000 海上保险 Maritime Insurance 2 32 32 2 02051 02003000 保险经营管理 Insurance Business Management 2 32 32 2 02051 02175000 保险会计 Insurance Accounting 2 32 32 2 非寿险精算 Actuarial Science for Non-life Insurance 2 32 32 2 02051 02005000 保险营销 Insurance Marketing 2 32 32 2 国际风险与保险 International Risk and Insurance 2 32 32 2 保险英语 Insurance English 2 32 32 2 博弈论 Game Theory 2 32 32 2 法经济学 Law and Economics 2 32 32 2 投资经济学 Investment Economics 2 32 32 2 制度经济学 Institutional Economics 2 32 32 2 当代中国经济问题 Contemporary Chinese Economic Issues 2 32 32 2 经济史 Economic History 2 32 32 2 * 发展经济学 Development Economics 2 32 32 2 经济学著作选读 Selected Readings in Economics Literature 2 32 32 2 区域经济学 Regional Economics 2 32 32 2 社会费用效益分析理论与方法 Social Costs and Benefits: Theory and Methods 2 32 32 2 生态经济学 Ecological Economics 2 32 32 2 应用经济学研究方法论 Research Methodology of Applied Economics 2 32 32 2 社会调查 Social Survey 2 32 32 2 福利经济学 Welfare Economics 2 32 32 2 信息经济学 Informational Economics 2 32 32 2 土地经济学 Land Economics 2 32 32 2 房地产经济 Real Estate Economics 2 32 32 2 品牌经济学 Brand Economics 2 32 32 2 人口资源与环境经济学 Population Resources & Environmental Economics 2 32 32 2 项目评估 Project Evaluation 2 32 32 2 劳资关系研究 Researches in Labor Relations 2 32 32 2 股票投资概要 Stock Investments 2 32 32 2 小计 Subtotal 18/ 207 288 /3352 288 /3272 6 /61 4 /83.5 4 /58 备注:本表为专业课组课程设置表,即综合教务系统中的课程课组对照表.凡是总表必修课程中不能全专业或全专业大类学生都适用的课程都应进入本表. 教学院长(签字)学院本科教学指导委员会主任(签字): 年月日年月日