| 當期課號 |
3099 |
Course Number |
3099 |
| 授課教師 |
李佩源 |
Instructor |
LEE,PEI YUAN |
| 中文課名 |
金融機構管理 |
Course Name |
Banking Institute Management |
| 開課單位 |
企業管理系(二進)四A |
Department |
|
| 修習別 |
選修 |
Required/Elective |
Elective |
| 學分數 |
3 |
Credits |
3 |
| 課程目標 |
本課程旨在從微觀角度了解金融機構－包括商業銀行、保險公司、證券公司、投資銀行與融資公司等，面臨何種風險，與如何管理這些風險，使同學能了解金融機構的經營與風險管理。課程內容將涵蓋：金融機構簡介、金融機構的功能、商業銀行的本質、特殊金融機構介紹與金融機構風險管理。 |
Objectives |
Management of Financial Institutions is an important course for students who intend to manage financial companies or have business dealings with them. The impact of major financial institutions, which include commercial banks, investment banks, mutual funds, and insurance companies, goes well beyond the financial sector to affect businesses, households and governments throughout the entire economy. Most of the recent additions to the body of knowledge in the management of financial institutions have been analytical and quantitative in nature, especially in the risk management area. |
| 教材 |
金融機構管理 |
Teaching Materials |
Saunders/ Financial Institutions Management 5/e |
| 成績評量方式 |
期中考與期末考各百分之三十， 平常成績百分四十 |
Grading |
Final and midterm examination 30%
Presentation and reports 40% |
| 教師網頁 |
|
| 教學內容 |
1.金融中介機構特性及存款機構
2.金融服務產業介紹
3.金融中介的風險
4.利率風險
5.市場風險
6.信用風險
7.資產負債表外風險
8.外匯風險
9.國家主權風險
10.流動性風險
11.負債與流動性管理 |
Syllabus |
Ch.1 Why Are Financial Intermediaries Special?
Ch.2 The Financial Services Industry: Depository Institutions
Ch.3 The Financial Services Industry: Insurance Companies
Ch.4 The Financial Services Industry: Securities Firms and Investment Banks
Ch.5 The Financial Services Industry: Mutual Funds
Ch.6 The Financial Services Industry: Finance Companies
Ch.7 Risks of Financial Intermediation
Ch.8 Interest Rate Risk II
Ch.9 Market Risk
Ch.10 Credit Risk: Individual Loan Risk
Ch.11 Technology and Other Operational Risks |