| 當期課號 |
2050 |
Course Number |
2050 |
| 授課教師 |
張輝鑫 |
Instructor |
CHANG,HUEA HSING |
| 中文課名 |
基金投資與管理 |
Course Name |
Fund Investment & Management |
| 開課單位 |
保險金融管理系(四日)三A |
Department |
|
| 修習別 |
選修 |
Required/Elective |
Elective |
| 學分數 |
2 |
Credits |
2 |
| 課程目標 |
1. 使學生了解共同基金市場架構，包含基金商品種類、設計原理、行銷策略等。
2. 使學生能熟悉基金投資與市場行情
3. 使學生具保險金融從業人員之專業態度
4. 可做為學生未來進修之基礎 |
Objectives |
1. Enabling students mutual fund market structure including types of products, design principle and marketing strategies.
2. Enabling studentsto be familiar with fund investment and market current prices.
3. Enabling students to have professional attitudes in insurance and finance industry.
4. Serving as studentsfoundation on future 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、金融日記表三、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 |
|
| 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. |