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knowledge, the student will understand the development in personal financial planning field, and be familiar with main contents and pattern of personal financial planning, to have the preparation knowledge and skills to deepen the business of personal financial planning and then to lay a solid foundation so as to have further study detail other courses in the personal financial planning field.Course book:《Personal Financial Planning》,, Zhongxin Press,F(xiàn)irst edition,Reference: undetermined序 號:8課程編碼:16009020課程名稱:信用管理概論 Credit management學(xué) 分:2 周 學(xué) 時:2開課系部:金融學(xué)系預(yù)修課程:會計學(xué)基礎(chǔ)、金融學(xué)修讀對象:本科生課程簡介:本課程是專業(yè)基礎(chǔ)課,主要介紹信用管理的相關(guān)基礎(chǔ)知識,包括研究信用問題的意義,信用管理相關(guān)概念的內(nèi)涵和外延,信用的產(chǎn)生和發(fā)展,中外歷史上的信用觀,信用管理與市場經(jīng)濟(jì)的關(guān)系,社會信用管理的建立和維護(hù)等信用管理的基本理論和實踐。通過本課程的學(xué)習(xí),使學(xué)生了解信用在市場經(jīng)濟(jì)建設(shè)中的重要性,掌握信用管理的基本理論,從而為以后的專業(yè)知識學(xué)習(xí)打下基礎(chǔ)。擬用教材:《信用論綱》,李新庚著,中國方正出版社,2004年3月第1版參考教材:《信用管理概論》, 孫毅著,中央廣播電視大學(xué)出版社,2004年6月第1版Course Code: 16009020Course Name: Summary of Credit management Department: Finance DepartmentCredit: 2Periods Per Course: 2Students: Undergraduates Prerequisite Course: Money amp。 Finance, Fundamentals of Accounting,Contents: This course is basic professional course, it mainly introduces relevant knowledge of credit management, including the meaning of studying the credit problem, the relevant concepts of intension and extension in credit, formulation and development of credit, the credit views in Chinese and foreign histories, the relationship of market economy and credit management, basic theory and practice in the settingup and maintenance of social credit management, etc. Through the studying of this course, it make students understand the importance of credit in the market economic construction, and grasp the basic theories of credit management, thus lay the foundation for the professional knowledge for the future.Course book:《Summary of Credit management》,lixingen, Fangzheng Press,F(xiàn)irst edition,Reference: 《Summary of Credit management》,Sunyi, Central radio and TV university Press,F(xiàn)irst edition,序 號:9課程編碼:16010016010030課程名稱:公司金融Corporate Finance學(xué) 分:3 周 學(xué) 時:3開課系部:金融學(xué)系預(yù)修課程:會計學(xué)基礎(chǔ)、金融學(xué)修讀對象:本科生課程簡介:本課程將現(xiàn)代企業(yè)經(jīng)營活動置于發(fā)達(dá)的金融市場之下,圍繞公司財務(wù)活動的核心問題——資金的籌集和運(yùn)用,闡述有關(guān)微觀金融的基本理論和實務(wù),主要內(nèi)容包括資本預(yù)算、風(fēng)險和收益管理、資本成本和股利政策、長期融資、投資決策、金融計劃和短期融資、現(xiàn)金流量分析、流動資產(chǎn)管理,并涉及有關(guān)兼并、保險、信托和國際公司金融等特殊問題。擬用教材:《公司金融》(第二版),陳琦偉主編,中國金融出版社,2003年版參考教材:1.《公司金融》,李光洲主編,立信會計出版社,2004年第1版;2.《公司理財》(第六版),斯蒂芬羅斯等著,機(jī)械工業(yè)出版社,2003年9月版Course Code: 160100160010030Course Name: Corporate FinanceDepartment: Finance DepartmentCredit: 3Periods Per Course: 3Students: Undergraduates Prerequisite Course: Fundamentals of Accounting, Money amp。 FinanceContents: This course discusses how to make the capital budget decision, the financing decision and the shortterm finance and net active capital decisions. All these decisions are made in the modern and active finance market environment, around the most important question of corporate finance——how to collect and use capital. In this course we will introduce the microfinance theories and practices, including cash flow analysis, value and capital budget, risk and return management, capital structure and dividend policy, longterm financing, financial planning and shortterm finance, cash and credit management, and some special topics, such as mergers and acquisitions, financial distress, international corporate finance, insurance, trust and etc.Course book: 《Corporate Finance》(Second edition),Chenqiwei,China Finance Press,2003Reference book: 1.《Corporate Finance》,Liguangzhou,Lixin Accounting Press,F(xiàn)irst 。 2.《Corporate Finance》(Sixth edition),Stephen ,China Machine Press,序 號:10課程編碼:16011020課程名稱:國際結(jié)算(雙語)International Settlement (Bilingual) 學(xué) 分:2 周 學(xué) 時:2開課系部:金融學(xué)系預(yù)修課程:金融學(xué)、國際金融修讀對象:本科生課程簡介:國際結(jié)算是一門理論與實際相結(jié)合的課程,它著重于理論在實際業(yè)務(wù)操作中的應(yīng)用。國際結(jié)算也是一門適應(yīng)我國銀行業(yè)務(wù)與世界銀行業(yè)務(wù)接軌需要的課程,偏重于按照國際慣例使用英語辦理國際業(yè)務(wù)。本課程系統(tǒng)的分析了國際貿(mào)易結(jié)算中常用的各種票據(jù)和單據(jù)。同時,將詳細(xì)介紹當(dāng)代國際上通行的一些支付方式的通常做法,尤其是在中國對外貿(mào)易中的通常做法。研究和討論各種支付方式在監(jiān)督和促使對方履約方面的有效性及其效率。擬用教材:《國際貿(mào)易結(jié)算新編》,朱意秋主編,青島海洋大學(xué)出版社,2001年12月第1版參考教材:《銀行業(yè)務(wù)英語叢書——國際結(jié)算業(yè)務(wù)》,史萬均編,金融出版社,2004年1月第1版Course Code: 16011020Course Name: international settlement Department: Finance DepartmentCredit: 2Periods Per Course: 2Students: Undergraduates Prerequisite Course: Money amp。 Finance, International financeContents: International settlement is a course of integrating theory with practice.It puts emphasis on the application of theory into actual business operations.International settlement is also a course of banking business in our country linking up with banking business of the world. It lays stress on handling international business in English in accordance with international practice. The course systematically analyzes the different instruments and documents in mon use. Simultaneity, the mon usage of monly used payment systems in current international society, particularly in China, is to be introduced in great detail. Effectiveness and efficiency in respect of supervising or impelling counterpart’s performance are to be researched and discussed.Course book: 《International Trade Payment New Edition》,Zhuyiqiu, Qingdao Sea University Press, First edition, Reference book: 《Series Books of Banking OperationInternational Settlement》,Shi Wanjun, China Financial Publishing House序 號:11課程編碼:16012020課程名稱:金融工程 Financial Engineering學(xué) 分:2周 學(xué) 時:2開課系部:金融學(xué)系預(yù)修課程:金融學(xué)、證券投資學(xué)、概率論與數(shù)理統(tǒng)計修讀對象:本科生課程簡介:金融工程是80年代末、90年代興起的一門工程型的新興學(xué)科。它將工程思維引入金融領(lǐng)域,綜合運(yùn)用各種工程技術(shù)方法(主要有數(shù)學(xué)建模、數(shù)值計算、網(wǎng)絡(luò)圖解、仿真模擬等)來設(shè)計、開發(fā)和實施新型的金融產(chǎn)品,創(chuàng)造性地解決各種金融問題。本課程從講解金融工程的構(gòu)建模塊入手,系統(tǒng)地介紹創(chuàng)新金融產(chǎn)品和技術(shù)的開發(fā)過程,包括:金融工程的知識基礎(chǔ)、估值關(guān)系與應(yīng)用、收益度量、風(fēng)險管理、投機(jī)、套利和市場效率、產(chǎn)品開發(fā)、互惠調(diào)換、期權(quán)、權(quán)益與權(quán)益有關(guān)的金融工具、資產(chǎn)負(fù)債管理、公司重組和杠桿贖買、套利和復(fù)合金融工具等。擬用教材:《金融工程》,鄭振龍編著,高等教育出版社出版社,2003年7月第1版參考教材:《管理金融風(fēng)險:》,史密森編著,中國人民大學(xué)出版社,2003年9月第3版Course Code: 16012020Course Name: Finance engineering Department: Finance DepartmentCredit: 2Periods Per Course: 2Students: Undergraduates Prerequisite Course: Money amp。 Finance, Securities Investment, Probability Theory amp。 Mathematical