| 當期課號 |
1354 |
Course Number |
1354 |
| 授課教師 |
吳志松 |
Instructor |
WU,CHIH SUNG |
| 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 |
1.基金管理 陳登源,巫慧燕,黃建勝 合著
雙葉書廊有限公司
2.財富管理 理論與實務(投資組合) 鄭義 著
新陸書局股份有限公司
3.基金理財的六堂課 邱顯比 著
天下遠見出版股份有限公司
4.Smart致富月刊 |
Teaching Materials |
1. Economics Theories Applications
2. Macroeconomics Theories
3. Pratice of Investment and Finance
4. Smart monthly publication |
| 成績評量方式 |
1. 平時(出席上課及分組) 30 %
2. 期中考試 30 %
3. 期末考試 40%
4. 理財證照加分 |
Grading |
1. Attandance & Group Grade 30%
2. Mid-Term Exam. 30%
3. Final Exam. 40%
4 Bonus: certifications of managing
finances |
| 教師網頁 |
|
| 教學內容 |
03/03 資產配置
03/10 共同基金的發展
03/17 共同基金的組織
03/24 共同基金的運作
03/31 基金管理法令
04/07 基金的分類
04/14 特殊基金
04/21 期中考
04/28 債券型基金投資策略
05/05 股票型基金投資策略
05/12 組合型基金投資策略
05/19 共同基金行銷
05/26 共同基金服務
06/02 基金績效評估
06/09 基金的選擇
06/16 退休基金管理
06/23 期末考試 |
Syllabus |
Mar./03 pension fund asset-allocation
Mar./10 mutual fund development
Mar./17 mutual fund organization Mar./24 mutual fund operate
Mar./31 fund management Laws
Apr./07 muntulfund type
Apr./14 special fund
Apr./21 Mid-Term EXAM.
Apr./28 bond investment strategy
May./05 stock fund investment strategy
May./12 aggressive fund investment strategy
May./19 mutual fund marketing
May./26 mutual fund service
Jun./02 fund performance evaluation
Jun./09 mutual fund selection
Jun./16 pension fund management
Jun./23 FINAL EXAM. |