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金融学

预修课程:微观经济学

主要内容:本课程以货币、信用和银行的产生、发展及其运行为研究对象,旨在揭示其运行规律及其在运行中所形成的货币金融关系。金融学的教学内容和体系结构是:以货币为主线,逐次讲解货币的产生、发展、本质、运动规律、信用的本质、形式及金融交易方式和工具、银行的特性及在金融市场中的地位、行为,各种经济主体在金融市场的交易活动,金融产品的定价,中央银行的宏观调控,货币供求理论、通货膨胀和通货紧缩、国际金融体系及国际交往中的货币运动。

Finance

Requisites: Microeconomics

Content:This course will mainly introduce thegeneration; development and operation of money, credits and banking. Thecourse mainly focuses on exploring the operating rules and relationships between money and finance. The structure and the context of monetary bankingarebased onmoney,then gradually introducethe generating,developmentand the characteristics and forms of credits, and finance trading models and tools, the characteristics of bank and position of bank in financial market, trading action of all kinds of economic organizations in financial market, the price decision of financial products, adjustment action of central bank, monetary supplication theory; inflation and deflation; international finance system and movement rule of monetary in international business.  

国际金融学(全英语)

预修课程:微观经济学、宏观经济学、金融学

主要内容:国际金融学是一门研究国际间货币流通与资金融通的一般规律的一门学科,是集国际金融理论、政策和实务为一体的一门课程。国际金融研究对象是国际货币金融关系,包括国际货币流通与国际资金融通两个方面;研究任务是阐述国际货币金融关系发展的历史与现状,揭示国际货币流通与国际资金融通的基本规律;研究的具体内容为国际收支、外汇汇率、国际储备、国际货币体系、国际货币流动、国际金融市场及国际金融机构。

International Finance (English Teaching)

Requisites: Finance, Microeconomics, and Macroeconomics

Content:This course is to introduceinternational finance theorypolicy and practice, by especially focusing on the relationship of international monetary finance (movement of internationalmoneyand international funds); basic rules of movement of international monetary and international funds; international payments, exchange rates of foreign currency, international reserve; international monetary system, movement of international monetary; international financial market and international financial organization.  

金融市场学(全英语)

预修课程:金融学

主要内容:金融市场学是研究市场经济条件下金融市场运行机制及其各主体行为规律的科学。本课程全面介绍金融市场的基本理论、运行机制,包括利率机制、汇率机制、风险机制和证券价格机制;以及金融资产的定价方法,包括货币资金、外汇、风险资产、股票、债券、期货、期权等的定价方法;同时介绍国际金融市场及我国金融市场的发展状况、改革趋势;使学生深刻领悟金融市场的内涵与外延,从而全面掌握金融市场学的核心理论及实务操作的各个环节。

Financial Market (English Teaching)

Requisites: Finance

Content:This course is to introducethe fundamental theory of financial market; operation system; interest rates system, exchange rate system; risk management system; security price system, methods of price decision of financial assets (monetary funds; foreign currency; risk assets, shares; bonds; futures and options); the development and reform trends of international financial market and Chinese financial market.

国际结算(全英语)

预修课程:国际金融学、国际贸易学

主要内容:国际结算是国际金融领域的一个分支,它从微观角度探讨国际间货币运动的实务问题。本课程以阐述国际结算中的票据原理为基础,以介绍国际结算中的基本方式为主要内容,以解析信用证结算方式为重点,介绍国际结算中的汇票、本票、支票等金融工具;汇款、托收、信用证、付款保理、福费廷等结算方式,以及信用证跟单及审核、银行保函、备用信用证等基本内容。该课程的性质为专业实务课。

International Settlement (English Teaching)

Requisites: International Finance, International Trade

Content: International settlement is a branch of international finance. The course introduces practice problems of international monetary movement from micro point of view; and explains note principles of international settlement; as well as basic methods of international settlement; Credits settlement; draft; promissory note; letter of Credits; money order; check and other financial tools and settlements.   

商业银行学

预修课程:金融学  

主要内容:本课程讲授商业银行经营管理的理论、方法、主要业务和其管理活动。具体内容有:商业银行的发展历程、商业银行的职能和经营原则,全面介绍商业银行的负债业务、资产业务、中间业务及其金融创新业务,商业银行的资产负债管理、风险管理、财务管理等,并对商业银行的发展趋势进行展望。

Commercial Bank Management

Requisites: Finance

Content:This course is to introducethe theory ofoperationand management of commercial bank; management methods; commercial bank business, the development procedure of commercial bank, operation rule and duty of commercial bank, liability business; assets business; the middle business and some financial special business, assets and liability management of commercial bank; risk management and financial management.

金融专业英语

预修课程:大学英语、金融学

主要内容:本课程以原版经济金融类文章为主,涉及内容包括经济学、外汇市场、资本市场、衍生市场、国际贸易、结算制度、涉外会计等,要求学生在掌握8000个基础英语词汇的基础上进一步掌握3000个金融专业英语词汇及其应用,能看懂与银行业务有关的一般文字材料,运用金融英语工具掌握原版报刊杂志中最新行业动态,并能对专业短文作英汉互译。本课程是对经济学、会计学、金融学、投资学等课程的有益补充。

Readingon Financial English

Requisites: College English, Finance

Content:This course is to introducefinancial English articles, including economics; foreign currency market; capital market; derivate market; international trade; settlement system and accounting. It requires that students grasp about 3000 new professional words and know how to use them in finance. Understanding bank business in English andtranslationskills for Chinese and English is another purpose of this course.        

金融发展动态

预修课程:金融学、商业银行学、金融市场

主要内容:本课程由富有经验的金融界人士讲授,其主要目的是为已经学过一定金融与财务理论的学生提供了解金融市场运作和金融业务操作方面知识的机会。主要内容是:商业银行的运作与主要业务,风险防范,证券市场与证券交易策略,期货市场操作实务等。

Finance Development

Requisites: Finance, Commercial Bank Operation and Management, Financial Market

Content: This course will be offered by some experienced financial experts to deliver some knowledge on operation of financial market and financial business, operation of commercial bank and main business, risk defenses, securities markets and securities trading politics, the operation practice of futures markets. 

金融工程学         

预修课程:金融学、投资学、高等数学、线性代数、概率论与数理统计、统计学

主要内容:本课程在讲述各类金融衍生证券(包括商品、证券、国债、利率、外汇及指数的远期、期货、期权、互换合约及各类新型期权合约)的基础上,讲述各类套期保值策略及各种风险度量(主要介绍Dalta, Theta, Gamma, Anga, Rho的计算方法及对冲策略)。同时讲述以Black-Scholes定价模型的推导及应用,及离散型的二叉树模型及有限差分方法的应用。介绍对于从正态随机过程或对数正态随机过程的利率衍生证券的几种当今流行的定价方法。讲述期权交易的各种策略(包括构造各种差价期权组合、组合期权及符合期权方法及损益分析)及如何在定价过程中考虑信用风险因素。

Financial Engineering    

Requisites: Finance, Investment, Advanced Mathematics, Linearity Algebra, Probability and Statistics, Statistics

Content: The course introduces various types of derivative instruments, including futures, options, forwards, swap agreements and exotic options, with different underlying assets such as commodities, securities, government bonds, interest rates, foreign currencies, and indexes. The course introduces arbitrage strategy and calculation of various risk metrics, including Delta, Theta, Gamma, Anga, andRho, and relevant hedging strategies. The course introduces the derivation and application of Black-Scholes pricing model, discrete binomial model and finite difference model; introduces various modern pricing methods for interest rate derivative securities from normal stochastic process to lognormal stochastic process; introduces various options trading strategies including establishing alternative option portfolios, portfolio options, and analysis of option profits and losses, and the consideration of credit risk in pricing process.

金融风险管理(双语)

预修课程:概率论与数理统计、商业银行经营管理、财务管理

主要内容:本课程主要涉及银行及非银行公司的金融风险及其管理问题。主要内容包括银行及非银行公司所处的金融环境的变化及金融风险的分类,各类金融风险的计量及管理方法,风险管理中衍生工具的运用,以及风险管理的发展等。课程的目的是使学生在学完财务管理与金融市场的基础知识后,能对金融风险管理的理论与方法有一个初步的认识。

Financial Risks Management (Bilingual Teaching)

Requisites: Probability and Statistics, Operation and Management of Commercial Banks, Finance Management 

Content: The course introduces financial risk management problems from banking industry and other industries. It focuses on risk measure and management and applications. The students will gain financial risk management knowledge after they finish the course.

投资银行学

预修课程:商业银行经营管理、财务管理

主要内容:本课程介绍投资银行的基本业务、理论与管理方法。共分八个部分。第一部分介绍投资银行的发展演变、功能与主要业务。第二部分介绍投资银行的证券承销业务,包括证券发行与承销的基本知识、股票发行。第三部分介绍证券经纪和交易业务。第四部分介绍投资银行的投资基金业务,包括证券组合投资理论、基金的运作管理。第五部分介绍投资银行的并购业务,包括并购的动因与风险、并购的操作、杠杆收购与反收购操作等。第六部分介绍风险投资理论与业务。第七部分介绍金融衍生产品业务,包括操作原理、风险管理与控制。第八部分介绍投资银行的内部管理与外部监管。

Investment Banking

Requisites: Operation and Management of Commercial Banks, Finance Management 

Content: This course introduces business, theories and management of investment banks. It includes eight parts: 1) Introduction to development, functions and main businesses of investment banks; 2) Introduction to securities underwriting business, including basic knowledge of securities issuance and underwriting. 3) Introduction to securities brokerage and trading business. 4) Introduction to investment fund business, including securities portfolio investment theory, operation and management of fund. 5) Introduction to merger business of investment banks, including motivations, risk and operations of mergers, leveraged buy outs, and counter merger operations. 6) Introduction to theories and operations related to venture capital. 7) Introduction to financial derivatives instruments, including operation principles, risk management and control. 8) Introduction to internal management and external supervision of investment management.

固定收益证券

预修课程:金融市场学、概率论与数理统计

主要内容:本课程主要讲授固定收益证券的计价习惯,零息债券,附息债券,债券持续期、凸性和时间效应,利率期限结构模型,含权债券定价,利率期货、期权和互换的定价,住房贷款支撑证券(MBS)等。

Fixed Income Securities

Requisites: Financial Market, Probability and Statistics Analysis

Content: The course studies fixed income knowledge such as price conventions, coupon bond, zero-coupon bond, duration, convexity, interest rate term structure, bond with embedded option, interest rate futures, (MBS), interest rate options and swaps.

期货与期权

预修课程:金融学、投资学、证券投资学

主要内容:本课程系统地介绍期货与期权的起源、特征与功能,详细介绍利率期货、指数期货、货币期货及各种期权交易的操作、交易策略及各种定价模型,并在此基础上,介绍金融期货与期权的管理以及世界主要的交易市场,以期学生较全面地了解期货与期权。

Futures and Option

Requisites: Finance, Investment, Security Investment

Content:This course will systematically introducesthe origin, characteristics and function of futures and option, interest futures; index futures; monetary futures; operation of all kinds of option trading; trading strategy and all kinds of location models of price; management of financial futures and financial option; international trading markets of futures and option. With the help of this course, students are expected to know more about futures and option.    

金融交易技术分析

预修课程:金融学、投资学

主要内容:本课程以证券为核心、以期货外汇为一体,对技术分析的基本思想、三大基本原理、K线图、点数图等技术分析的基本元素进行了介绍,论述了传统的技术分析理论如形态、切线等,使学生能看懂各种交易的历史走势,阑述了最富盛名的波浪理论,为预测市场日后发展趋势提供了一个有用的工具,最后分析了各种技术分析的指数。

Financial Trade Technical Analysis

Requisites: Finance, Investment

Content: The course introduces basic ideas on financial technical analysis such as K-lines, Trend Analysis, Elloit Wave Theory and so on. It also introduces their applications on stock market , futures market and foreign exchange market.

项目评估     

预修课程:金融学、会计学、投资学、统计学

主要内容:学习并掌握项目评估的基本原理和实用的评估方法,主要包括投资项目可行性研究、市场研究与项目规模的选择、项目的生产建设条件与技术评估、竞争性投资项目的财务评价、投资项目的不确定性分析、投资项目的财务状况分析。

Project Valuation  

Requisites: Finance, Accounting, Investments, Statistics

Content: This course is to study and master the basic theories and valuation methods in project valuation, including analyzing and assessing the investment project and mastering the origin, nature and effect of social security, know the type of social security system in different country, master the reason and means of the social security system’s reformation and knowing its moving pattern. This course aims at the social security system’s reformation of China, introducing its history, actuality and the reformation’s principle, goal and direction in order that students master the investment principle, direction and management mode of the social security fund, know theinsufficiency of China social security fund’s investment management.

金融理财学

预修课程:政治经济学、微观经济学、金融学

主要内容:金融理财学课程是金融学(金融理财方向)的专业必修课。本课程主要介绍从货币市场、资本市场、金融衍生品市场到个人与家庭理财市场、包括黄金和邮币卡在内的其他理财市场的主要产品与工具以及金融理财财务预算分析与编制、金融理财核心产品价值评价、现代金融理财技术与理论等金融理财方法。本课程学习的目的是使学生熟悉各类金融理财市场主要产品与工具的风险收益特征,掌握各种金融理财核心产品价值评价方法和相应的理财策略,了解金融理财市场主要产品和资产的收益与风险定量分析、均衡条件下优化的理财产品和资产组合确定方法,同时为学生进一步学习金融理财规划、金融理财分析技术与技巧、金融理财综合实验等后期的其它金融学(金融理财方向)专业必修课程奠定基础。

Financial Planning

Requisites: Plutonomy, Microeconomics, Finance

Content: Financial planning is a major required course of finance major (International Finance). The course mainly introduces two components: (i) main finance product and investment tool, which is from monkey market, capital market, derivativemarket, personal and family finance market, the other finance market involved in gold andstamp; (ii) fundamental methods of financial planning, which comprises analysis and workout of financial budget, evaluation of core product, fundamental theory and analysis skills financial planning. After fulfilling the course, students will acquaint themselves with the income-risk character of main products and tools of financial planning, master evaluation method of core product and financial strategy of financial planning, know quantity income-risk analysis method about finance product and investment tool, and the analysis methodconfirming the optimal financial product portfolio and capital portfolio underequilibrium. It will provide a good foundation for students tofurther some major required courses, such as program of financial planning, analysis skills of financial planning, synthetic practice of financial planning Programs etc.

金融理财分析与技巧

预修课程:投资学、金融理财学

主要内容:本课程主要介绍金融理财的分析方法和实用技巧。内容分为三大部分,第一部分是金融理财基本分析篇,主要从宏观经济分析、行业分析、公司分析三个角度介绍基本面分析方法,并结合具体理财产品介绍实用技巧;第二部分是金融理财技术分析篇,介绍技术分析的常用方法,如K线分析、形态分析、切线分析、波浪理论、技术指标分析等;第三部分是金融理财投资者行为分析篇,主要从投资心理、投资行为、投资策略三个角度介绍投资者在金融理财中的行为特征。本课程在全面介绍金融理财过程中的分析方法的同时,将密切结合我国金融理财市场迅速发展的实际来讲授,力求做到体系较为完整,讲授深入浅出,内容新颖,简明扼要,既具有较强的理论性,又具有较强的实用性和操作性。

Analysis Skills of Financial Planning

Requisites: Investment, Financial Planning

Content:This course focuses on introducing the analysis of financial management methods and practical skills. It comprises three components: (i) Fundamental analysis, including macroeconomics analysis, industry analysis and company analysis; (ii) Technical analysis, introducing commonly used tools in technical analysis such as chart analysis, quantitative analysis, analysis of sentiment indicators and cycle analysis; (iii) Analysis of investor behavior, discussing investors’ behavior upon investment psychology, investment behavior and investment strategy. In addition to introducing financial analysis methods currently available in the world, this course keeps abreast of the rapid development of Chinese financial market, addresses on innovation of teaching and integrity of knowledge system, and most importantly it not only provides the analytical, conceptual, and empirical foundations of modern business finance, but also develops the tools and skills students need for their future career in financial industry.

投资学          

预修课程:金融学、财务管理

主要内容:投资学是一门应用理论学科,是金融专业课的重要组成部分。本门课程的教学目的是阐明投资学基本知识和有用的金融工具,以及这些金融工具在市场中的实际运作,帮助学生开阔分析问题的思路,提供解决问题的原则和方法,以便为今后的学习打下良好的理论基础。本课程的主要分五部分。第一部分是导论和投资环境,大体介绍投资的概念、对象、有价证券买卖、证券市场、有效市场、税收。第二部分是现代投资理论,主要介绍资产组合的选择、投资组合分析、无风险借贷、资本资产定价模型、因素模型及套利定价模型。第三部分介绍了普通股,关于它的特征、金融分析、红利贴现模型、红利和收益、投资管理和资产组合业绩评估。第四部分是固定受益证券,介绍了其类型、债券估价基本原理、债券分析和债券资产组合管理。第五部分介绍了其他投资,如期权、期货和国际投资。

Investment       

Requisites: Finance, Financial Management

Content: The course focuses on fundamental knowledge of securities. It includes securities categories, functions, distribution channel; etc. Investment is a subject of application. It’s an important part of finance. The aim ofthis courseis to illustrate the basic knowledge of investment and financial tools, let our students know how to use these tools, bring up the ability of analyzing and solving financial problems, so as to supply the method and principle to financial problem. Therearefive parts in this course. The first part is the introduction and investment environment. It introduces the concept, object, securities dealing, security market, market validity, tax. The second part is modern investment theory, which introduces the choices of assembled asset, analyzing of assembled invest, free-risk debit and credit, CAPM, factor model, arbitrage model. The third part is about ordinary shares, and its characters ,finance analyzing , bonus discount modeldividend and lucre, investment management and evaluation of assembled asset. The forth part is about fix lucre security. It focuses on the types, fundamental of assessment for bond, bond analyzing and assembled bond asset management. The fifth part introduces some other investment, such as option, futures, and international investment.