【正文】 instruments ,etc.Course book: 《finance engineering》，zhengzhenglong, High Education Press, First edition, Reference book: 《managing finance risk: Financial Derivatives, Finance engineering and the management of value maximum》，Smith, Renmin University of China Press, third edition, 序 號(hào)：12課程編碼：16013020課程名稱：投資銀行學(xué)Investment Bank學(xué) 分：2 周 學(xué) 時(shí)：2開(kāi)課系部：金融學(xué)系預(yù)修課程：金融學(xué)、證券投資學(xué)修讀對(duì)象：本科生課程簡(jiǎn)介：本課程是一門實(shí)務(wù)性較強(qiáng)的課程，主要以國(guó)外投資銀行的發(fā)展歷史為背景，以國(guó)外投資銀行的機(jī)構(gòu)及運(yùn)作實(shí)踐為主要素材，結(jié)合中國(guó)投資銀行的實(shí)際情況，對(duì)投資銀行的實(shí)質(zhì)、主要業(yè)務(wù)及其功能，進(jìn)行論述和介紹，著重反映投資銀行的創(chuàng)新作用，力求從理論和實(shí)踐兩個(gè)方面探索現(xiàn)代投資銀行業(yè)的內(nèi)涵和投資銀行從業(yè)人員的專業(yè)素質(zhì)。 Mathematical Statistics Contents: Finance Engineering is one of the engineering subjects that appeared in the end of 8039。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(xiǎn):》，史密森編著，中國(guó)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。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(jì)算、網(wǎng)絡(luò)圖解、仿真模擬等）來(lái)設(shè)計(jì)、開(kāi)發(fā)和實(shí)施新型的金融產(chǎn)品，創(chuàng)造性地解決各種金融問(wèn)題。擬用教材：《國(guó)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(yǔ)叢書——國(guó)際結(jié)算業(yè)務(wù)》，史萬(wàn)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。同時(shí)，將詳細(xì)介紹當(dāng)代國(guó)際上通行的一些支付方式的通常做法，尤其是在中國(guó)對(duì)外貿(mào)易中的通常做法。國(guó)際結(jié)算也是一門適應(yīng)我國(guó)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(guó)際慣例使用英語(yǔ)辦理國(guó)際業(yè)務(wù)。 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 。擬用教材：《公司金融》（第二版），陳琦偉主編，中國(guó)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(huì)計(jì)出版社，2004年第１版；２．《公司理財(cái)》（第六版），斯蒂芬擬用教材：《信用論綱》，李新庚著，中國(guó)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 Contents: The course introduces the basic knowledge about the business of personal financial planning, the principles and the skills of personal financial planning. Its main contents include: financial planning and aging of man’s life, target and steps of personal financial planning, saving and deposit, credit and loan, investment and instruments, property and personal insurance, ine and expenditure, retirement and estate financial planning, disciplines of personal financial planning etc. After learning above 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(hào)：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(shí)：2開(kāi)課系部：金融學(xué)系預(yù)修課程：會(huì)計(jì)學(xué)基礎(chǔ)、金融學(xué)修讀對(duì)象：本科生課程簡(jiǎn)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(shí)，包括研究信用問(wèn)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(chǎng)經(jīng)濟(jì)的關(guān)系，社會(huì)信用管理的建立和維護(hù)等信用管理的基本理論和實(shí)踐。 Finance Contents: The course focuses on the general theory of securities investment analysis, the basic method and skill of securities investment analysis, the theory and practice of securities portfolio investment, Assets and Capital Pricing. And also, covering the behavior and conception of securities investor and variations of securities price in our securities markets, it is to carry on empirical analysis. The course not only introduces internal reason and essential rule of securities value and price fluctuate but also describes the basic principle and method on portfolio investment, such as K line charts, diagram analysis, line analysis and technical index analysis. In addition, on teaching, the course emphasizes the application of theory to practice, how to apply Portfolio investment analysis, as well as the principles and model of Assets and Capital Pricing, in other words, the course has very strong practicability and operation. This course requires students to grasp primary theory and method, to understand fluctuation of securities price, to have perceptual knowledge on circumstance on our securities market, fluctuation of security price and present state of investment securities.Course book: Teaching material:《Securities Investment》, Wuxiaoqiu、Jidongsheng, Renmin University of China Press, Reference book: 《Investment》, Zvi Bodie、Alex Kane、Alan , China Machine Press, Second edition, 序 號(hào)：7課程編碼：16008020課程名稱：金融理財(cái)Fundamentals of Financial Planning學(xué) 分：2 周 學(xué) 時(shí)：2開(kāi)課系部：金融學(xué)系預(yù)修課程：金融學(xué)修讀對(duì)象：本科生課程簡(jiǎn)介：本課程主要介紹個(gè)人理財(cái)業(yè)務(wù)的基本知識(shí)，基本原理與基本技能，其主要內(nèi)容包括：理財(cái)與個(gè)人規(guī)劃，理財(cái)目標(biāo)與理財(cái)步驟，節(jié)流與儲(chǔ)蓄理財(cái)，信用與貸款，投資與工具，財(cái)產(chǎn)與人身保險(xiǎn)，稅務(wù)理財(cái)，退休與遺產(chǎn)規(guī)劃，理財(cái)策劃，理財(cái)守則，通過(guò)上述內(nèi)容的學(xué)習(xí)，使學(xué)生了解個(gè)人理財(cái)業(yè)務(wù)的國(guó)內(nèi)外發(fā)展?fàn)顩r與趨勢(shì)，熟悉個(gè)人理財(cái)業(yè)務(wù)的主要內(nèi)容與方式，具備從事個(gè)人理財(cái)業(yè)務(wù)基本專業(yè)知識(shí)與專業(yè)技能，并為進(jìn)一步深入學(xué)習(xí)各門理財(cái)專業(yè)課程奠定基礎(chǔ)。本課程要求學(xué)生掌握證券投資分析的一般理論和方法、理解證券價(jià)格的變動(dòng)原因及變動(dòng)狀況，并對(duì)我國(guó)證券市場(chǎng)的狀況及證券價(jià)格的波動(dòng)情況及證券投資的狀況具有感性認(rèn)識(shí)。 Economics Press, First edition, Reference book:《A Course of Insurance》, Chenbing, Lixin Accounting Press, First edition, 序 號(hào)：6課程編碼：16007020課程名稱：證券投資學(xué)Securities Investment學(xué) 分：2