1. 金融学科的本科教育与 课程设计 日期 : 2014 年 11 月 20 日 时间 : 9:25am - 10:10am 郑子云博士 香港理工大学金融学教授 Lecture 1.1 v4

2. Economics is the mother of all business disciplines Ch2 Macro Econ Ch1 Micro Econ Ch3 Finance Ch 4 Marketing Ch 5 xxxxx 2

3. Recently Popular Traditional Main Stream Concentration Specialized track Financial Services 金融服務 Corporate Finance 公司金融 Investment 投資學 Banking 銀行學 Insurance/ Risk Management 保險 / 風險管理 Real Estate 地產 Financial Planning 個人理財 規劃 But anything can happen under the sun. Finance Concentration 金融專科 3

4. TrackUniversity Lehigh UniversityCreighton UniversityUniversity of Taxes, Dallas 1Financial Analysis Finance 2Financial Marketing Financial PlanningFinance and Economics 3Analytical FinanceFinancial Services 4Financial Economics Insurance & Risk Management 5Real Estate Valuation Examples of Finance Concentration Sources: http://www4.lehigh.edu/business/academics/depts/finance/undergraduate/curriculum.aspx http://business.creighton.edu/undergraduate/undergraduate-majors/finance http://catalog.utdallas.edu/2014/undergraduate/programs/jsom/finance 4

5. TrackUniversity New York UniversityThe Chinese University HK 1Asset Pricing Insurance, Finance and Actuarial Analysis 2Corporate FinanceQuantitative Finance 3Real Estate Quantitative Finance and Risk Management Science 4Global Economics and Finance Many top universities have only one major without tracks, such as: - The University of Chicago - The Wharton School of the University of Pennsylvania Sources: http://www.bschool.cuhk.edu.hk/index.php/programs/undergraduate/bba-in-insurance-financial-and-actuarial-analysis/program-information-ifaa/curriculum-ifaa http://www.stern.nyu.edu/experience-stern/about/departments-centers-initiatives/academic-departments/finance/academic-programs/undergraduate/curriculum Examples of Finance Concentration 5

6. The Hong Kong Polytechnic University Bachelor of Business Administration in Financial Services Diagram of the Curriculum Source: http://www.af.polyu.edu.hk/programmes/detail/12 6

7. Indicative Progression Pattern for BBA (Hons) in Financial Services Sem 1SubjectSem 2Subject Year 1 S1.1 Foundation Mathematics for Accounting and Finance S1.2 Introduction to Statistics for Business S1.1Introduction to EconomicsS1.2Financial Accounting S1.1Introduction to PsychologyS1.2Introduction to Sociology S1.1LCR-English 1S1.2LCR-English 2 S1.1LCR-Chinese 1S1.2CAR 1 S1.1 & S1.2Freshman SeminarS1.2Healthy lifestyle S1.1 & S1.2Freshman Seminar Year 2 S2.1Management Accounting 1S2.2Business Finance S2.1Introduction to Business LawS2.2CAR 2 S2.1Global Economic EnvironmentS2.2 Workplace English for Business Students I S2.1Management and OrganisationS2.2 Managing Business Information Systems & Applications S2.1 Tango! Managing Self & Leading Others S2.2Introduction to Marketing 7

8. Sem 1SubjectSem 2Subject Year 3 S3.1Principles of InsuranceS3.2Investments S3.1Specialist Elective 1S3.2Risk Management S3.1Workplace English IIS3.2Specialist Elective 2 S3.1/2Service-learningS3.2Chinese Communication for Business S3.1Free Elective 1S3.2Principles of Operations Management S3.2Free Elective 2 Year 4 S4.1Derivative SecuritiesS4.2Capstone Entrepreneur Project S4.1Financial PlanningS4.2Capstone Research Project S4.1Corporate Social ResponsibilityS4.2Management of Financial Institutions S4.1Foundation of CapstoneS4.2Strategic Management S4.1Specialist Elective 3S4.2Free Elective 3 Indicative Progression Pattern for BBA (Hons) in Financial Services Specialist Electives Credit Analysis & Management Financial Systems in China Wealth Management Business Valuation International Financial Management and Trade 8

9. New York University Asset Pricing Source: http://www.stern.nyu.edu/sites/default/files/assets/documents/con_039686.pdf Prerequisites Econ Math Stat Essentials Foundations of Finance Corporate Finance The Financial System Statistical Inference and Regression Analysis OR Introduction to Econometrics Advanced Electives (choose 4) Financial Modeling and Analysis Macroeconomics Foundations for Asset Prices Advanced Topics in Modern Macroeconomics Econometrics I Computational Approaches to Fin’l Engineering Data Mining for Business Intelligence Decision Models Advanced Decision Models Trading Strategies and Systems Global Macroeconomics Forecasting Time Series Data Introduction to Stochastic Processes Introduction to Computer Programming Analysis I Stochastic Calculus 9

10. New York University Corporate Finance Source: http://www.stern.nyu.edu/sites/default/files/assets/documents/con_039688.pdf Prerequisites Microeconomics Statistics Fin’l Accounting Essentials Foundations of Finance Corporate Finance The Financial System Financial Statement Analysis Advanced Electives (choose 4) Principles of Managerial Accounting Financial Reporting and Analysis Accounting for Mergers and Acquisitions Financial Modeling and Analysis East Asian Economy Advanced Topics in Modern Macroeconomics Econometrics I Data Mining for Business Intelligence Decision Models Advanced Decision Models Strategic Analysis Game Theory Global Macroeconomics Regression and Multivariate Data Analysis or Statistical Inference and Regression Analysis Introduction to Computer Programming Analysis I 10

11. New York University Real Estate Source: http://www.stern.nyu.edu/sites/default/files/assets/documents/con_039688.pdf Prerequisites Microeconomics Statistics Fin’l Accounting Finance Law, Business, and Society Essentials Corporate Finance Real Estate Transactions Real Estate and Capital Markets Real Estate Primary Markets Advanced Electives (choose 4) Real Estate Development and Entrepreneurship Real Estate Investment Strategies Financial Statement Analysis Taxation of Individuals Monetary Policy and the Financial System Urban Economics Macroeconomic Foundations for Asset Prices Risk Management in Financial Institutions Topics in Emerging Financial Markets Debt Instruments Behavioral Finance Equity Valuation Mergers, Acquisitions, and Restructuring Topics in Entrepreneurial Finance Strategic Analysis Negotiation and Consensus Building Urban Design and Architecture Studies 11

12. Thank You