中国社会科学院大学国际结算课程大纲课程基本信息(CourseInformation)学时学分课程编号3221232031002(Course ID)(Credit Hours)(Credits)国际结算课程名称(CourseName)InternationalSettlement先修课程无(Prerequisite Courses)主要的专业必修课程。在整个专业培《国际结算》是国际经济有贸易专业的养中,该课程承接学三在学期学习的经济学基础课程及国际贸易实务课程引入后续多门国相关的理论及实备课科包括《国际贸易理论》,《国际金融》,《外贸报关实《国际结和国际金融的相关基本课程简介原理和理论,着重研究国际间(Description)债权债务的清适用的玉你借刻规常见的结算风学有效安全便捷的结算方式方法,以满所提出的越来越高的要求。该课主具备高系质从业人员所必需的业务操作基本技能,另当今国际结算在全球经贸形势下的使用进行研究型学习,培养学生发现问题、分析问题、进而解决问题的能力,毕业后能胜任政府、银行或进出口贸易公司相关部门工作。InternationalSettlementisa compulsory course for allsophomoresmajoring in international economics and trade.Through the wholeundergraduate education program, International Settlement carries on thebasic courses in international economics and trade that students havelearned in the first three semesters,and further introduces subsequenttheories and practice courses, including International Trade Theory,International Finance,Practice of Foreign Trade Declaration,etc.,playing acrucial role in connecting the previous and the next.课程简介Under the guidance of Marxism,the course of International Settlement is(Description)based on not only basic principles and theories in international trade andinternational finance but also relevant international practices and operatingrules in international settlement business. In order to meet the continuousdevelopment of international trade and international finance on thesettlement services,this course focus on the study of monetary receipt andpayment occurred in international trade liquidation of claims and debts. Inparticular,the lectures of International Settlement are consisted of followingparts: international settlement methods (remittance, collection, and letter ofcredit etc.),international settlement instruments (exchange,promissory
中国社会科学院大学国际结算课程大纲 课程基本信息(Course Information) 课程编号 (Course ID) 1232031002 学时 (Credit Hours) 32 学分 (Credits) 2 课程名称 (Course Name) 国际结算 International Settlement 先修课程 (Prerequisite Courses) 无 课程简介 (Description) 《国际结算》是国际经济与贸易专业的一门主要的专业必修课程。在整个专业培 养中,该课程承接学生在大学前三学期学习的经济学基础课程及国际贸易实务课程, 引入后续多门国际贸易相关的理论及实务课程,包括《国际贸易理论》,《国际金融》, 《外贸报关实务》等,起到关键的承上启下作用。 《国际结算》坚持以马克思主义为指导,立足于国际贸易和国际金融的相关基本 原理和理论,以有关国际惯例和银行国际结算业务操作规程为指导,着重研究国际间 债权债务的清偿方式和方法、所适用的结算工具和单据、所适用的国际惯例和规则、 常见的结算风险及防范、以及结算中的资金融通等问题,探讨更加科学有效安全便捷 的结算方式方法,以满足不断发展的国际贸易及国际金融对结算服务所提出的越来越 高的要求。该课程一方面培养学生的国际结算实际业务操作能力,使学生具备高素质 从业人员所必需的业务操作基本技能,另一方面引导学生对当今国际结算在全球经贸 形势下的使用进行研究型学习,培养学生发现问题、分析问题、进而解决问题的能力, 毕业后能胜任政府、银行或进出口贸易公司相关部门工作。 课程简介 (Description) International Settlement is a compulsory course for all sophomores majoring in international economics and trade. Through the whole undergraduate education program, International Settlement carries on the basic courses in international economics and trade that students have learned in the first three semesters, and further introduces subsequent theories and practice courses, including International Trade Theory, International Finance, Practice of Foreign Trade Declaration, etc., playing a crucial role in connecting the previous and the next. Under the guidance of Marxism, the course of International Settlement is based on not only basic principles and theories in international trade and international finance but also relevant international practices and operating rules in international settlement business. In order to meet the continuous development of international trade and international finance on the settlement services, this course focus on the study of monetary receipt and payment occurred in international trade liquidation of claims and debts. In particular, the lectures of International Settlement are consisted of following parts: international settlement methods (remittance, collection, and letter of credit etc.), international settlement instruments (exchange, promissory
notes and cheques etc.),international trade documents (invoice,bill oflading,insurance policy, country of origin, inspection certificate, etc.),international tradefinance (forfeiting,international factoring,bank s letterofguarantee,etc..).andrelatedinternationalconventions(UCP6oo,URc522URDG 758 etc.).In the teaching-learning process,this course cultivatesstudents'practical operational abilities of international settlement, enablingthem to have basic operational skills necessary for international trade andpayment practice. Besides that, lecturers are devoted to guide students toconduct research-based studies on the use of international settlementknowledges under current international trade and economic situation,andfurther cultivate students'abilities to discover,analyze and solve practicalproblems occurred in international businesses.《国际结算(第二版)(适用于双语教学)》,吴国新主编,清华大学出版社,2008年教材第1版,2017年第2版,ISBN978-7-3024-5687-2("十二五"普通高等教育规划教材·国(Textbooks)际经济与贸易学系列)《国际结算》,苏宗祥等著,中国金融出版社,2020年第7版,ISBN:978-7-5049-3374-4;参考资料UniformCustomsandPracticeforDocumentary Credits(UCP600),国际商会第600号(OtherReferences)出版物TheUniformRulesforCollection(URC522),国际商会第522号出版物课程类别公共基础课/全校公共必修课口通识教育课口专业基础课口其他(CourseCategory)■专业核心课/专业必修课口专业拓展课/专业选修课口线上口教学平台授课对象国际经济与贸易授课模式■线下口混合式口融合式口其他专业本科生(TargetStudents)(ModeofInstruction)口实践类(70%以上学时深入基层)■中文口全外语语种开课部门授课语言应用经济学院口双语:中文+语种(外语讲授不低于(School)(Languageof Instruction)50% )
notes and cheques etc.), international trade documents (invoice, bill of lading, insurance policy, country of origin, inspection certificate, etc.), international trade finance (forfeiting, international factoring, bank’s letter of guarantee, etc.). and related international conventions (UCP 600, URC 522, URDG 758 etc.). In the teaching-learning process, this course cultivates students' practical operational abilities of international settlement, enabling them to have basic operational skills necessary for international trade and payment practice. Besides that, lecturers are devoted to guide students to conduct research-based studies on the use of international settlement knowledges under current international trade and economic situation, and further cultivate students' abilities to discover, analyze and solve practical problems occurred in international businesses. 教材 (Textbooks) 《国际结算(第二版)(适用于双语教学)》,吴国新主编,清华大学出版社,2008 年 第 1 版,2017 年第 2 版,ISBN 978-7-3024-5687-2(“十二五”普通高等教育规划教材·国 际经济与贸易学系列) 参考资料 (Other References) 《国际结算》,苏宗祥等著,中国金融出版社,2020 年第 7 版,ISBN:978-7-5049-3374-4; Uniform Customs and Practice for Documentary Credits (UCP600),国际商会第 600 号 出版物 The Uniform Rules for Collection (URC522),国际商会第 522 号出版物 课程类别 (Course Category) 公共基础课/全校公共必修课 通识教育课 专业基础课 专业核心课/专业必修课 专业拓展课/专业选修课 其他 授课对象 (Target Students) 国际经济与贸易 专业本科生 授课模式 (Mode of Instruction) 线上 教学平台 线下 混合式 融合式 其他 实践类(70%以上学时深入基层) 开课部门 (School) 应用经济学院 授课语言 (Language of Instruction) 中文 全外语 语种 双语:中文+ 语种(外语讲授不低于 50%)
王菲,经济学博士,现为中国社会科学院大学讲师。毕业于对外经济贸易大学国际经济贸易学院。兼任对外经济贸易大学奢侈品研究中心研究员。主要研究领域:国际经济与贸易。主要著作有《奢侈品消费者行为学》。主要论文有《中日贸易中的隐含碳及课程负责人姓名及简介结构分解分析》、《国际奢侈品企业中国市场经营模式变化影响因授课教师信息素研究》、《外商直接投资与产业集聚的形成一一基于中国的实证(Teacher Information)分析》等。曾任《环球时报》、《金融博览》等期刊专栏撰稿人,任中国人民广播电台经济之声栏目、中国网络电视台《大时尚》栏目特邀嘉宾,先后接受多家中外媒体采访。团队成员无姓名及简介1.了解国际结算与贸易融资的发展概况与历史脉络;2.掌握国际结算的常用工具、方法和单据;3.运用当代国际结算的主流方式解决国际进出口贸易的实际付款问题,提升国际结算学习目标(Learning Outcomes)实际业务操作能力:4.基于研究型学习,培养学生发现问题、分析问题、进而解决问题的能力,提高学生对国际结算相关问题的分析能力。采用形成性评价和终结性评价相结合的多元评价方式。在形成性评价的过程中,平时课堂表现占总成绩10%左右,研究成果的课堂展示占总成绩20%左右。在终结性评价考核方式(Grading)中,期末综合试卷成绩占70%左右。为突出课程的实践性特点,期末综合试卷的题目设计中,商务实践操作题占50%左右:为突出课程的国际化教学特点,期末综合试卷以英文出题为主。课程教学计划(TeachingPlan)填写规范化要求见附件其中教学内容摘要周课其实习周次讲(必含章节名称、讲述的内容提要、实验的名称、教学方法、课堂讨论的题目、程验阅读文献参考书目及作业等)时授课课论Chapter1Overview1.1 Origin and Development of International Settlement第一周1.2 Basis of International Settlement1.3International Payment Systems
授课教师信息 (Teacher Information) 课程负责人 姓名及简介 王菲,经济学博士,现为中国社会科学院大学讲师。毕业于对外 经济贸易大学国际经济贸易学院。兼任对外经济贸易大学奢侈品 研究中心研究员。主要研究领域:国际经济与贸易。主要著作有 《奢侈品消费者行为学》。主要论文有《中日贸易中的隐含碳及 结构分解分析》、《国际奢侈品企业中国市场经营模式变化影响因 素研究》、《外商直接投资与产业集聚的形成——基于中国的实证 分析》等。曾任《环球时报》、《金融博览》等期刊专栏撰稿人, 任中国人民广播电台经济之声栏目、中国网络电视台《大时尚》 栏目特邀嘉宾,先后接受多家中外媒体采访。 团队成员 姓名及简介 无 学习目标 (Learning Outcomes) 1.了解国际结算与贸易融资的发展概况与历史脉络; 2.掌握国际结算的常用工具、方法和单据; 3.运用当代国际结算的主流方式解决国际进出口贸易的实际付款问题,提升国际结算 实际业务操作能力; 4.基于研究型学习,培养学生发现问题、分析问题、进而解决问题的能力,提高学生 对国际结算相关问题的分析能力。 考核方式(Grading) 采用形成性评价和终结性评价相结合的多元评价方式。在形成性评价的过程中,平时 课堂表现占总成绩 10%左右,研究成果的课堂展示占总成绩 20%左右。在终结性评价 中,期末综合试卷成绩占 70%左右。为突出课程的实践性特点,期末综合试卷的题目 设计中,商务实践操作题占 50%左右;为突出课程的国际化教学特点,期末综合试卷 以英文出题为主。 课程教学计划(Teaching Plan)填写规范化要求见附件 周次 周 学 时 其中 教学内容摘要 (必含章节名称、讲述的内容提要、实验的名称、教学方法、课堂讨论的题目、 阅读文献参考书目及作业等) 讲 授 实 验 课 习 题 课 课 程 讨 论 其 他 环 节 第一周 2 2 Chapter 1 Overview 1.1 Origin and Development of International Settlement 1.2 Basis of International Settlement 1.3 International Payment Systems
Chapter2Instruments of International Settlement2.1AnOverviewofNegotiableInstruments第二周22.2Bill of Exchange (Definition, Features, Contents, Classification,liabilities etc.)Chapter 2 Instruments of International Settlement Cont.2.3 Promissory Note (Definition,Features,Contents, Classification,第三周liabilities etc.)2.4Check(Definition,Features,Contents,Classification,liabilities etc.)Chapter3Remittance第四周3.1OutlineofRemittance(Definition,Parties,Types,Characteristics)3.2ProcedureforRemittance(M/T,T/T,D/D)3.2Procedure for Remittance (M/T, T/T, D/D) Cont.第五周3.3Application of Remittance (Payment in advance, Cash on Delivery)Case StudyChapter4Collection第六周4.1 An Overview ofCollection (Definition, Parties, Types)24.2 Documentary Collection Practice (Procedures, Documents)Chapter4CollectionCont.4.3Risk Protection and Financing under Collection (Risk involved,第七周Financing under Collection)Case StudyChapter5Letterof Credit5.1 An Overview ofL/C (Definition, Parties, Types)第八周5.2Procedures of L/C(Issuance, Amendment, Utilization andSettlement)Chapter 5Letter of Credit Cont.5.2ProceduresofL/CCont.(UtilizationandSettlement)第九周5.3 Types of L/C (Confirmed, Sight Payment/Acceptance/DeferredPayment/Negotiation,StraightCredit)Chapter5 Letter of Credit Cont.5.3 Types of L/C Cont. (Anticipatory Credit, Transferable Credit,第十周Back-to-back credit,Revolving credit,Reciprocal credit,Standbyletters of credit)Chapter5Letterof Credit Cont.第十一周5.4Key issues under the L/C (RiskofMarket,Fraudulence,Clauses)Case Study
第二周 2 2 Chapter 2 Instruments of International Settlement 2.1 An Overview of Negotiable Instruments 2.2 Bill of Exchange (Definition, Features, Contents, Classification, liabilities etc.) 第三周 2 2 Chapter 2 Instruments of International Settlement Cont. 2.3 Promissory Note (Definition, Features, Contents, Classification, liabilities etc.) 第四周 2 2 2.4 Check (Definition, Features, Contents, Classification, liabilities etc.) Chapter 3 Remittance 3.1 Outline of Remittance (Definition, Parties, Types, Characteristics) 3.2 Procedure for Remittance (M/T, T/T, D/D) 第五周 2 2 3.2 Procedure for Remittance (M/T, T/T, D/D) Cont. 3.3 Application of Remittance (Payment in advance, Cash on Delivery) Case Study 第六周 2 2 Chapter 4 Collection 4.1 An Overview of Collection (Definition, Parties, Types) 4.2 Documentary Collection Practice (Procedures, Documents) 第七周 2 1 1 Chapter 4 Collection Cont. 4.3 Risk Protection and Financing under Collection (Risk involved, Financing under Collection) Case Study 第八周 2 2 Chapter 5 Letter of Credit 5.1 An Overview of L/C (Definition, Parties, Types) 5.2 Procedures of L/C (Issuance, Amendment, Utilization and Settlement) 第九周 2 2 Chapter 5 Letter of Credit Cont. 5.2 Procedures of L/C Cont. (Utilization and Settlement) 5.3 Types of L/C (Confirmed, Sight Payment/Acceptance/Deferred Payment/Negotiation, Straight Credit) 第十周 2 2 Chapter 5 Letter of Credit Cont. 5.3 Types of L/C Cont. (Anticipatory Credit, Transferable Credit, Back-to-back credit, Revolving credit, Reciprocal credit, Standby letters of credit) 第十一周 2 1 1 Chapter 5 Letter of Credit Cont. 5.4 Key issues under the L/C (Risk of Market, Fraudulence, Clauses) Case Study
Chapter6Documentsused inInternationalSettlement6.1Commercial documents (CommercialInvoice,Custom Invoice第十二周Packing list)6.2Transport documents (Marine B/L,Air waybill, rail waybill)Chapter6Documents used in International Settlement Cont.第十三周6.3Insurancedocuments (InsurancePolicy,InsuranceCertificate)6.4Official documents (CertificateofOrigin,Inspection Certificate)Chapter6Documents used in International Settlement Cont.6.5Documentsexaminationsanddisposalofdiscrepancies(Principle,第十四周Standards)Case StudyChapter7International TradeFinance第十五周7.1 Facilities on Import&ExportFinanceForfeiting(Concepts,Characteristics,Process)Chapter 7 International Trade Finance7.3International Factoring (Concepts, Characteristics, Types, Process)第十六周7.4Bank's Letter of Guarantee(Concepts, Characteristics, Types,Contents)讲授法:29节总计专题研讨:3节备注(Notes)
第十二周 2 2 Chapter 6 Documents used in International Settlement 6.1 Commercial documents (Commercial Invoice, Custom Invoice, Packing list) 6.2 Transport documents (Marine B/L, Air waybill, rail waybill) 第十三周 2 2 Chapter 6 Documents used in International Settlement Cont. 6.3 Insurance documents (Insurance Policy, Insurance Certificate) 6.4 Official documents (Certificate of Origin, Inspection Certificate) 第十四周 2 1 1 Chapter 6 Documents used in International Settlement Cont. 6.5 Documents examinations and disposal of discrepancies (Principle, Standards) Case Study 第十五周 2 2 Chapter 7 International Trade Finance 7.1 Facilities on Import & Export Finance Forfeiting (Concepts, Characteristics, Process) 第十六周 2 2 Chapter 7 International Trade Finance 7.3 International Factoring (Concepts, Characteristics, Types, Process) 7.4 Bank’s Letter of Guarantee(Concepts, Characteristics, Types, Contents) 总计 讲授法:29 节 专题研讨:3 节 备注(Notes)