當期課號 |
1606 |
Course Number |
1606 |
授課教師 |
張輝鑫 |
Instructor |
CHANG,HUEA HSING |
中文課名 |
基金管理 |
Course Name |
Mutual Fund Management |
開課單位 |
財務金融系(四日)四A |
Department |
|
修習別 |
選修 |
Required/Elective |
Elective |
學分數 |
3 |
Credits |
3 |
課程目標 |
了解共同基金市場架構,基金商品種類、設計原理、行銷策略,並分析基金經理人操作管理基金的各種策略運作,進而研究影響共同基金市場行情的因素。本課程亦針對基金公司展業人員如何面對投資人,如何促銷,重點介紹基金的行銷實務。 |
Objectives |
This course will guide students toward understanding of mutual fund market related knowledge . It will cover the concept of mutual fund market structure and instruments , advanced operation knowhow and investment strategy about open-end type fund 、 closed-end type fund and international funds . Selected homework and exercise include term-paper presentation and Taiwan mutual fund market study. |
教材 |
一、課堂講授:基金市場理論探討與實務研析二、家庭作業:專題報告、剪報分析與金融市場日記表三、交易實務演算:基金的各種相關交易流程介紹與交易實務演算四、以隨堂測驗督促學習 |
Teaching Materials |
|
成績評量方式 |
(一)、期中、期末考,占60% (二)、家庭作業及小考,占30% (三)、學勤考核及學習態度,占10% 本學期中參加證券商業務員、高員、期貨商業務員或信託業業務人員等考試及格者,憑成績單加學科總成績 5 分 |
Grading |
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教師網頁 |
|
教學內容 |
了解共同基金市場架構,基金商品種類、設計原理、行銷策略,並分析基金經理人操作管理基金的各種策略運作,進而研究影響共同基金市場行情的因素。本課程亦針對基金公司展業人員如何面對投資人,如何促銷,重點介紹基金的行銷實務。 |
Syllabus |
This course will guide students toward understanding of mutual fund market related knowledge . It will cover the concept of mutual fund market structure and instruments , advanced operation knowhow and investment strategy about open-end type fund 、 closed-end type fund and international funds . Selected homework and exercise include term-paper presentation and Taiwan mutual fund market study . |