金融工程专业的专业课程设置与学时分配表(课组课

金融数学与金融工程人才培养基地培养方案（专业代码）（Base for Financial Mathematics and

Financial Engineering Major）

一、专业简介（Ⅰ、Major Introduction）

“金融数学与金融工程人才培养基地”是山东大学整合数学与系统科学学院和经济学院的学科优势、师资队伍力量、教学资源和条件而成立的校级本科人才培养基地。基地按照“目标明确、改革领先、成果突出、师资优化、设备先进、教学优秀、质量一流”的要求进行建设，全面整合金融学和应用数学等相关本科专业的教育资源，打破原有学科、专业界限，培养跨学科交叉型金融人才，是一个集理论性、应用性和技术性为一体的综合性金融人才培养基地。

“The base for financial mathematics and financial engineering” is an undergraduate training base at Shandong University, which combines the strength, faculty and resources of both School of Mathematics and School of Economics. The base is set up following the guideline of “clear objects, priority on reform, emphasis on research, distinguished faculty, advanced facility, excellent teaching, and top quality.” The purpose is to integrate undergraduate teaching resources in finance, applied mathematics and related fields, and break the traditional boundaries between different fields. The base offers comprehensive trainings in financial theory, applications and techniques, and is dedicated to training cross-disciplinary high-level financial experts.

二、培养目标（Ⅱ、Academic Objectives）

基地以培养“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”的优秀复合型、应用型金融专业人才为目标。

The objective of this major is to train advanced financial experts with “high morality, healthy body and mind, solid expertise, innovating spirit, broad knowledge, strong ability,

and high comprehensive qualities”, who can do both research and applied work.

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。

具体地，基地培养的学生要求达到：

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．具备扎实的数学、经济学理论基础，掌握扎实的基本金融理论、金融数学、金融工程和金融管理理论与实务知识，能够开发、设计、操作新型的金融工具和手段。

3．具备扎实的数理分析基础和运用数学模型的技能，能够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务问题。

4．学生毕业后能够胜任在银行、保险、证券、信托等金融部门从事金融业务性、技术性以及管理性工作；胜任在企业从事财务、理财、风险管理工作；胜任在教育、科研部门从事教学、科研工作。

5．部分具有学术培养潜力的优秀毕业生能够达到直接升入硕士研究生阶段学习的要求。

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 mathematics and economic theory, finance theory, financial mathematics, financial engineering, financial management, and professional knowledge, and be able to develop, design and operate cutting-edge financial instruments and tools.

3. Students should have a solid training in mathematical and quantitative analysis, and be able to apply mathematical models. Students should acquire the ability to combine economic methods and financial analysis in conducting social investigations and analysis, as well as solving practical financial problems.

4. After graduation, students will be qualified for (1) financial, technical and managerial jobs in banks, insurance companies, securities firms, trust companies; (2) accounting and risk-managing jobs in private firms; (3) teaching and research jobs in academia.

5. Some outstanding graduates will meet the requirements for being directly admitted into post-graduate studies.

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.