UniMate AI
昆士兰大学/课程目录

FINM7103

金融课程

2 学分难度 超难

课程定位 FINM7103（Derivatives and Applied Risk Management）是 UQ 商科体系中的关键课程，目标是把课堂概念转成可执行分析与决策能力。课程强调“理解框架、验证数据、输出结论”的完整流程，既服务后续高阶课程，也直接对应实习中的真实业务任务。 技术栈与学习内容 内容通常覆盖财务分析、管理决策、市场洞察或国际商务方法，并结合 Excel、统计分析、案例研究与商业表达训练。你不只要会算结果，还要解释口径、假设和限制条件，保证结论可复核、可落地。 课程结构 课程一般 13 周推进：前段打基础，中段做案例与作业，后段综合冲刺。考核常见为 Quiz/Lab、报告/作业、小组展示与期末评估。评分除正确性外，也重视结构化表达、论证逻辑和交付质量。 适合人群 适合想提升分析、表达和协作能力的商科学生，尤其是准备走咨询、金融、运营、市场或管理方向的同学。建议每周投入 8-12 小时，保持“预习-练习-复盘”节奏，比考前突击更稳。

Course decision

选课先看

先看考核重心、截止节奏和入门要求，再决定这门课是否适合你的学期安排。

考核总权重

100%

4 项考核

最高单项

35%

Assignment / Case Report

期末考试

有

以官方 outline 为准

Hurdle

未列出

当前考核表没有 Hurdle 标记

What you learn

学完能做什么

学习成果来自官方 Unit Outline，关键词来自这门课的逐周主题。

课程能力关键词

OnlineLearning/Self-Directed3April-29Face-to-FaceDay12025Refreshon

Syllabus

每周大纲

默认只展示每周独有的知识重点；节奏、考核、Tutorial 和避坑信息按需展开。

  1. 1

    Online Learning / Self-Directed Learning 3 April - 29 April (Self-Directed Learning) Evolution and globalisation of derivatives Types of derivative contracts Derivative asset classes covered include interest rate, foreign exchange, equity, commodity, credit, and ESG Applications in a business context with practical hedging and speculative examples across the asset classes and derivative contracts Approaches to treating risk and derivative regulation

    ### 📖 核心知识点：Online Learning / Self-Directed Learning 3 April - 29 April (Self-Directed Learning) Evolution and globalisation of derivatives Types of derivative contracts Derivative asset classes covered include interest rate, foreign exchange, equity, commodity, credit, and ESG Applications in a business context with practical hedging and speculative examples across the asset classes and derivative contracts Approaches to treating risk and derivative regulation 本周内容基于 UQ 官方 Course Profile 的 Learning activities。先理解定义边界，再做 tutorial/workshop 练习，最后用新场景复述方法，形成可迁移的答题框架。 - **核心概念/公式**: Online Learning / Self-Directed Learning 3 April - 29 April (Self-Directed Learning) Evolution and globalisation of derivatives Types of derivative contracts Derivative asset classes covered include interest rate, foreign exchange, equity, commodity, credit, and ESG Applications in a business context with practical hedging and speculative examples across the asset classes and derivative contracts Approaches to treating risk and derivative regulation, analysis, modelling, application ⏰ **本周节奏**: 难度 ⭐⭐⭐ | 预计投入 8h（Lecture 2h + 自学 3h + 作业/Lab 3h） 🎯 **考试关联**: 常见题型为概念辨析 + 场景应用，建议用“问题-方法-理由”组织答案。 🧪 **Tutorial/Lab**: 围绕“Online Learning / Self-Directed Learning 3 April - 29 April (Self-Directed Learning) Evolution and globalisation of derivatives Types of derivative contracts Derivative asset classes covered include interest rate, foreign exchange, equity, commodity, credit, and ESG Applications in a business context with practical hedging and speculative examples across the asset classes and derivative contracts Approaches to treating risk and derivative regulation”完成练习并记录错因。 📌 **作业关联**: 对应本周作业模块，建议本周完成第一版。 ⚠️ **易错点**: 只记结论不做推导，综合题容易失分。 ，FINM7103）

    OnlineLearning/Self-Directed3April-29
  2. 2

    Face-to-Face Learning: Day 1 29 April 2025 Refresh on financial derivatives, interest rate and foreign exchange risk management Case Study Over the counter derivative regulatory changes Guest speaker from industry to discuss practical applications of derivative risk management

    ### 📖 核心知识点：Face-to-Face Learning: Day 1 29 April 2025 Refresh on financial derivatives, interest rate and foreign exchange risk management Case Study Over the counter derivative regulatory changes Guest speaker from industry to discuss practical applications of derivative risk management 本周内容基于 UQ 官方 Course Profile 的 Learning activities。先理解定义边界，再做 tutorial/workshop 练习，最后用新场景复述方法，形成可迁移的答题框架。 - **核心概念/公式**: Face-to-Face Learning: Day 1 29 April 2025 Refresh on financial derivatives, interest rate and foreign exchange risk management Case Study Over the counter derivative regulatory changes Guest speaker from industry to discuss practical applications of derivative risk management, analysis, modelling, application ⏰ **本周节奏**: 难度 ⭐⭐⭐ | 预计投入 8h（Lecture 2h + 自学 3h + 作业/Lab 3h） 🎯 **考试关联**: 常见题型为概念辨析 + 场景应用，建议用“问题-方法-理由”组织答案。 🧪 **Tutorial/Lab**: 围绕“Face-to-Face Learning: Day 1 29 April 2025 Refresh on financial derivatives, interest rate and foreign exchange risk management Case Study Over the counter derivative regulatory changes Guest speaker from industry to discuss practical applications of derivative risk management”完成练习并记录错因。 📌 **作业关联**: 对应本周作业模块，建议本周完成第一版。 ⚠️ **易错点**: 只记结论不做推导，综合题容易失分。 ，FINM7103）

    Face-to-FaceLearningDay129April2025Refreshonfinancial
  3. 3

    Online / Assessment 4 May - 16 May (Self-Directed Learning) In addition to self-directed learning, students will be working in their team(s) to develop their assessment.

    ### 📖 核心知识点：Online / Assessment 4 May - 16 May (Self-Directed Learning) In addition to self-directed learning, students will be working in their team(s) to develop their assessment. 本周内容基于 UQ 官方 Course Profile 的 Learning activities。先理解定义边界，再做 tutorial/workshop 练习，最后用新场景复述方法，形成可迁移的答题框架。 - **核心概念/公式**: Online / Assessment 4 May - 16 May (Self-Directed Learning) In addition to self-directed learning, students will be working in their team(s) to develop their assessment., analysis, modelling, application ⏰ **本周节奏**: 难度 ⭐⭐⭐ | 预计投入 8h（Lecture 2h + 自学 3h + 作业/Lab 3h） 🎯 **考试关联**: 常见题型为概念辨析 + 场景应用，建议用“问题-方法-理由”组织答案。 🧪 **Tutorial/Lab**: 围绕“Online / Assessment 4 May - 16 May (Self-Directed Learning) In addition to self-directed learning, students will be working in their team(s) to develop their assessment.”完成练习并记录错因。 📌 **作业关联**: 对应本周作业模块，建议本周完成第一版。 ⚠️ **易错点**: 只记结论不做推导，综合题容易失分。 ，FINM7103）

    Online/Assessment4May-16Self-DirectedLearning
  4. 4

    Online / Assessment 4 May - 16 May (Self-Directed Learning) In addition to self-directed learning, students will be working in their team(s) to develop their assessment.

    ### 📖 核心知识点：Online / Assessment 4 May - 16 May (Self-Directed Learning) In addition to self-directed learning, students will be working in their team(s) to develop their assessment. 本周内容基于 UQ 官方 Course Profile 的 Learning activities。先理解定义边界，再做 tutorial/workshop 练习，最后用新场景复述方法，形成可迁移的答题框架。 - **核心概念/公式**: Online / Assessment 4 May - 16 May (Self-Directed Learning) In addition to self-directed learning, students will be working in their team(s) to develop their assessment., analysis, modelling, application ⏰ **本周节奏**: 难度 ⭐⭐⭐ | 预计投入 8h（Lecture 2h + 自学 3h + 作业/Lab 3h） 🎯 **考试关联**: 常见题型为概念辨析 + 场景应用，建议用“问题-方法-理由”组织答案。 🧪 **Tutorial/Lab**: 围绕“Online / Assessment 4 May - 16 May (Self-Directed Learning) In addition to self-directed learning, students will be working in their team(s) to develop their assessment.”完成练习并记录错因。 📌 **作业关联**: 对应本周作业模块，建议本周完成第一版。 ⚠️ **易错点**: 只记结论不做推导，综合题容易失分。 ，FINM7103）

    Online/Assessment4May-16Self-DirectedLearning
  5. 5

    Face-to-Face Learning: Day 1 29 April 2025 Refresh on financial derivatives, interest rate and foreign exchange risk management Case Study Over the counter derivative regulatory changes Guest speaker from industry to discuss practical applications of derivative risk management

    ### 📖 核心知识点：Face-to-Face Learning: Day 1 29 April 2025 Refresh on financial derivatives, interest rate and foreign exchange risk management Case Study Over the counter derivative regulatory changes Guest speaker from industry to discuss practical applications of derivative risk management 本周内容基于 UQ 官方 Course Profile 的 Learning activities。先理解定义边界，再做 tutorial/workshop 练习，最后用新场景复述方法，形成可迁移的答题框架。 - **核心概念/公式**: Face-to-Face Learning: Day 1 29 April 2025 Refresh on financial derivatives, interest rate and foreign exchange risk management Case Study Over the counter derivative regulatory changes Guest speaker from industry to discuss practical applications of derivative risk management, analysis, modelling, application ⏰ **本周节奏**: 难度 ⭐⭐⭐ | 预计投入 8h（Lecture 2h + 自学 3h + 作业/Lab 3h） 🎯 **考试关联**: 常见题型为概念辨析 + 场景应用，建议用“问题-方法-理由”组织答案。 🧪 **Tutorial/Lab**: 围绕“Face-to-Face Learning: Day 1 29 April 2025 Refresh on financial derivatives, interest rate and foreign exchange risk management Case Study Over the counter derivative regulatory changes Guest speaker from industry to discuss practical applications of derivative risk management”完成练习并记录错因。 📌 **作业关联**: 对应本周作业模块，建议本周完成第一版。 ⚠️ **易错点**: 只记结论不做推导，综合题容易失分。 ，FINM7103）

    Face-to-FaceLearningDay129April2025Refreshonfinancial
  6. 6

    Online / Assessment 4 May - 16 May (Self-Directed Learning) In addition to self-directed learning, students will be working in their team(s) to develop their assessment.

    ### 📖 核心知识点：Online / Assessment 4 May - 16 May (Self-Directed Learning) In addition to self-directed learning, students will be working in their team(s) to develop their assessment. 本周内容基于 UQ 官方 Course Profile 的 Learning activities。先理解定义边界，再做 tutorial/workshop 练习，最后用新场景复述方法，形成可迁移的答题框架。 - **核心概念/公式**: Online / Assessment 4 May - 16 May (Self-Directed Learning) In addition to self-directed learning, students will be working in their team(s) to develop their assessment., analysis, modelling, application ⏰ **本周节奏**: 难度 ⭐⭐⭐ | 预计投入 8h（Lecture 2h + 自学 3h + 作业/Lab 3h） 🎯 **考试关联**: 常见题型为概念辨析 + 场景应用，建议用“问题-方法-理由”组织答案。 🧪 **Tutorial/Lab**: 围绕“Online / Assessment 4 May - 16 May (Self-Directed Learning) In addition to self-directed learning, students will be working in their team(s) to develop their assessment.”完成练习并记录错因。 📌 **作业关联**: 对应本周作业模块，建议本周完成第一版。 ⚠️ **易错点**: 只记结论不做推导，综合题容易失分。 ，FINM7103）

    Online/Assessment4May-16Self-DirectedLearning
  7. 7

    Online / Assessment 4 May - 16 May (Self-Directed Learning) In addition to self-directed learning, students will be working in their team(s) to develop their assessment.

    ### 📖 核心知识点：Online / Assessment 4 May - 16 May (Self-Directed Learning) In addition to self-directed learning, students will be working in their team(s) to develop their assessment. 本周内容基于 UQ 官方 Course Profile 的 Learning activities。先理解定义边界，再做 tutorial/workshop 练习，最后用新场景复述方法，形成可迁移的答题框架。 - **核心概念/公式**: Online / Assessment 4 May - 16 May (Self-Directed Learning) In addition to self-directed learning, students will be working in their team(s) to develop their assessment., analysis, modelling, application ⏰ **本周节奏**: 难度 ⭐⭐⭐ | 预计投入 8h（Lecture 2h + 自学 3h + 作业/Lab 3h） 🎯 **考试关联**: 常见题型为概念辨析 + 场景应用，建议用“问题-方法-理由”组织答案。 🧪 **Tutorial/Lab**: 围绕“Online / Assessment 4 May - 16 May (Self-Directed Learning) In addition to self-directed learning, students will be working in their team(s) to develop their assessment.”完成练习并记录错因。 📌 **作业关联**: 对应本周作业模块，建议本周完成第一版。 ⚠️ **易错点**: 只记结论不做推导，综合题容易失分。 ，FINM7103）

    Online/Assessment4May-16Self-DirectedLearning
  8. 8

    Online / Assessment 4 May - 16 May (Self-Directed Learning) In addition to self-directed learning, students will be working in their team(s) to develop their assessment.

    ### 📖 核心知识点：Online / Assessment 4 May - 16 May (Self-Directed Learning) In addition to self-directed learning, students will be working in their team(s) to develop their assessment. 本周内容基于 UQ 官方 Course Profile 的 Learning activities。先理解定义边界，再做 tutorial/workshop 练习，最后用新场景复述方法，形成可迁移的答题框架。 - **核心概念/公式**: Online / Assessment 4 May - 16 May (Self-Directed Learning) In addition to self-directed learning, students will be working in their team(s) to develop their assessment., analysis, modelling, application ⏰ **本周节奏**: 难度 ⭐⭐⭐ | 预计投入 8h（Lecture 2h + 自学 3h + 作业/Lab 3h） 🎯 **考试关联**: 常见题型为概念辨析 + 场景应用，建议用“问题-方法-理由”组织答案。 🧪 **Tutorial/Lab**: 围绕“Online / Assessment 4 May - 16 May (Self-Directed Learning) In addition to self-directed learning, students will be working in their team(s) to develop their assessment.”完成练习并记录错因。 📌 **作业关联**: 对应本周作业模块，建议本周完成第一版。 ⚠️ **易错点**: 只记结论不做推导，综合题容易失分。 ，FINM7103）

    Online/Assessment4May-16Self-DirectedLearning
  9. 9

    Online / Assessment 4 May - 16 May (Self-Directed Learning) In addition to self-directed learning, students will be working in their team(s) to develop their assessment.

    ### 📖 核心知识点：Online / Assessment 4 May - 16 May (Self-Directed Learning) In addition to self-directed learning, students will be working in their team(s) to develop their assessment. 本周内容基于 UQ 官方 Course Profile 的 Learning activities。先理解定义边界，再做 tutorial/workshop 练习，最后用新场景复述方法，形成可迁移的答题框架。 - **核心概念/公式**: Online / Assessment 4 May - 16 May (Self-Directed Learning) In addition to self-directed learning, students will be working in their team(s) to develop their assessment., analysis, modelling, application ⏰ **本周节奏**: 难度 ⭐⭐⭐ | 预计投入 8h（Lecture 2h + 自学 3h + 作业/Lab 3h） 🎯 **考试关联**: 常见题型为概念辨析 + 场景应用，建议用“问题-方法-理由”组织答案。 🧪 **Tutorial/Lab**: 围绕“Online / Assessment 4 May - 16 May (Self-Directed Learning) In addition to self-directed learning, students will be working in their team(s) to develop their assessment.”完成练习并记录错因。 📌 **作业关联**: 对应本周作业模块，建议本周完成第一版。 ⚠️ **易错点**: 只记结论不做推导，综合题容易失分。 ，FINM7103）

    Online/Assessment4May-16Self-DirectedLearning
  10. 10

    Online / Assessment 4 May - 16 May (Self-Directed Learning) In addition to self-directed learning, students will be working in their team(s) to develop their assessment.

    ### 📖 核心知识点：Online / Assessment 4 May - 16 May (Self-Directed Learning) In addition to self-directed learning, students will be working in their team(s) to develop their assessment. 本周内容基于 UQ 官方 Course Profile 的 Learning activities。先理解定义边界，再做 tutorial/workshop 练习，最后用新场景复述方法，形成可迁移的答题框架。 - **核心概念/公式**: Online / Assessment 4 May - 16 May (Self-Directed Learning) In addition to self-directed learning, students will be working in their team(s) to develop their assessment., analysis, modelling, application ⏰ **本周节奏**: 难度 ⭐⭐⭐ | 预计投入 8h（Lecture 2h + 自学 3h + 作业/Lab 3h） 🎯 **考试关联**: 常见题型为概念辨析 + 场景应用，建议用“问题-方法-理由”组织答案。 🧪 **Tutorial/Lab**: 围绕“Online / Assessment 4 May - 16 May (Self-Directed Learning) In addition to self-directed learning, students will be working in their team(s) to develop their assessment.”完成练习并记录错因。 📌 **作业关联**: 对应本周作业模块，建议本周完成第一版。 ⚠️ **易错点**: 只记结论不做推导，综合题容易失分。 ，FINM7103）

    Online/Assessment4May-16Self-DirectedLearning
  11. 11

    Online / Assessment 4 May - 16 May (Self-Directed Learning) In addition to self-directed learning, students will be working in their team(s) to develop their assessment.

    ### 📖 核心知识点：Online / Assessment 4 May - 16 May (Self-Directed Learning) In addition to self-directed learning, students will be working in their team(s) to develop their assessment. 本周内容基于 UQ 官方 Course Profile 的 Learning activities。先理解定义边界，再做 tutorial/workshop 练习，最后用新场景复述方法，形成可迁移的答题框架。 - **核心概念/公式**: Online / Assessment 4 May - 16 May (Self-Directed Learning) In addition to self-directed learning, students will be working in their team(s) to develop their assessment., analysis, modelling, application ⏰ **本周节奏**: 难度 ⭐⭐⭐ | 预计投入 8h（Lecture 2h + 自学 3h + 作业/Lab 3h） 🎯 **考试关联**: 常见题型为概念辨析 + 场景应用，建议用“问题-方法-理由”组织答案。 🧪 **Tutorial/Lab**: 围绕“Online / Assessment 4 May - 16 May (Self-Directed Learning) In addition to self-directed learning, students will be working in their team(s) to develop their assessment.”完成练习并记录错因。 📌 **作业关联**: 对应本周作业模块，建议本周完成第一版。 ⚠️ **易错点**: 只记结论不做推导，综合题容易失分。 ，FINM7103）

    Online/Assessment4May-16Self-DirectedLearning
  12. 12

    Online / Assessment 4 May - 16 May (Self-Directed Learning) In addition to self-directed learning, students will be working in their team(s) to develop their assessment.

    ### 📖 核心知识点：Online / Assessment 4 May - 16 May (Self-Directed Learning) In addition to self-directed learning, students will be working in their team(s) to develop their assessment. 本周内容基于 UQ 官方 Course Profile 的 Learning activities。先理解定义边界，再做 tutorial/workshop 练习，最后用新场景复述方法，形成可迁移的答题框架。 - **核心概念/公式**: Online / Assessment 4 May - 16 May (Self-Directed Learning) In addition to self-directed learning, students will be working in their team(s) to develop their assessment., analysis, modelling, application ⏰ **本周节奏**: 难度 ⭐⭐⭐ | 预计投入 8h（Lecture 2h + 自学 3h + 作业/Lab 3h） 🎯 **考试关联**: 常见题型为概念辨析 + 场景应用，建议用“问题-方法-理由”组织答案。 🧪 **Tutorial/Lab**: 围绕“Online / Assessment 4 May - 16 May (Self-Directed Learning) In addition to self-directed learning, students will be working in their team(s) to develop their assessment.”完成练习并记录错因。 📌 **作业关联**: 对应本周作业模块，建议本周完成第一版。 ⚠️ **易错点**: 只记结论不做推导，综合题容易失分。 ，FINM7103）

    Online/Assessment4May-16Self-DirectedLearning
  13. 13

    Online / Assessment 4 May - 16 May (Self-Directed Learning) In addition to self-directed learning, students will be working in their team(s) to develop their assessment.

    ### 📖 核心知识点：Online / Assessment 4 May - 16 May (Self-Directed Learning) In addition to self-directed learning, students will be working in their team(s) to develop their assessment. 本周内容基于 UQ 官方 Course Profile 的 Learning activities。先理解定义边界，再做 tutorial/workshop 练习，最后用新场景复述方法，形成可迁移的答题框架。 - **核心概念/公式**: Online / Assessment 4 May - 16 May (Self-Directed Learning) In addition to self-directed learning, students will be working in their team(s) to develop their assessment., analysis, modelling, application ⏰ **本周节奏**: 难度 ⭐⭐⭐ | 预计投入 8h（Lecture 2h + 自学 3h + 作业/Lab 3h） 🎯 **考试关联**: 常见题型为概念辨析 + 场景应用，建议用“问题-方法-理由”组织答案。 🧪 **Tutorial/Lab**: 围绕“Online / Assessment 4 May - 16 May (Self-Directed Learning) In addition to self-directed learning, students will be working in their team(s) to develop their assessment.”完成练习并记录错因。 📌 **作业关联**: 对应本周作业模块，建议本周完成第一版。 ⚠️ **易错点**: 只记结论不做推导，综合题容易失分。 ，FINM7103）

    Online/Assessment4May-16Self-DirectedLearning

Assessment

考核结构

Quiz / Tutorial

检验 FINM7103 的阶段掌握。

20%

Assignment / Case Report

案例分析或书面报告。

35%

Presentation / Group Task

展示表达与团队协作能力。

15%

Final Exam / Final Assessment

期末综合评估。

30%

Assignments

作业详情

Assignment 1

完成 FINM7103 的案例分析与结构化结论输出。

重点: 框架应用与逻辑表达

要求:提交报告与关键数据依据

⏱ 预计 12 小时

Assignment 2

完成综合业务问题分析并提出可执行建议。

重点: 数据支持与商业叙事

要求:提交最终报告/展示材料

⏱ 预计 16 小时

From Seniors

学长留下的

基础信息谁都查得到,真正值钱的是过来人的经验。

学姐说

比你早一年的学长留下的真实经验 —— ChatGPT 给不了。

这门课还没有学长经验,你可以是第一个 —— 注册后在课内分享。

往年考点 / 踩坑

这门课暂无往年考点记录。

毕业生去向(整体)

下面是匠人学院毕业生整体去过的公司分布(来自脱敏校友证言)。这是全平台的总体去向,不代表选这门课的人一定去这些公司。

统计自 317 份脱敏校友证言

Deloitte

6 位校友

岗位:Graduate Program · Graduate Consulting · Platform Engineer · Web developer · Platform engineer

Zerologix

4 位校友

岗位:Frontend Dev · junior frontend developer · Front-end Developer · Full Stack Developer

Servian

4 位校友

岗位:Full-stack Developer · Data Engineer · Consultant

关于这块数据,我们说实话

雇主墙来自脱敏毕业生证言（testimonials）的整体分布，无法关联到具体学员或其所选课程；仅作为毕业生去向的总体社会证明展示。

我们没有"某位学长选了这门课、后来进了哪家公司"这种可查询的个人去向档案 —— 校友证言是脱敏的,无法关联到具体的人或他选过的课。所以这里只给整体分布,不给个人路径,不编。