教學大綱_098_2_3096 Financial Asset Management 金融資產與理財

朝陽科技大學 098學年度第2學期教學大綱
Financial Asset Management 金融資產與理財

當期課號	3096	Course Number	3096
授課教師	李瑞琳	Instructor	LEE,RUEY LIN
中文課名	金融資產與理財	Course Name	Financial Asset 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	本課程結合金融管理理論與本土資產管理理論, 以簡明深動方法介紹各項熱門金融資產之特性與實用性,並說明各式理財組合之利弊得失與適用性, 以導讀個案方式, 將理財專題?續漸進, 拓展學生視野	Objectives	This course will combine with financial management theories and local assets management. During the course will introduce the characters and practical feasibility to each hot financial assets, and display the strength and weakness of the investment package. From the case study will explore students' visions and manage decision-making
教材	鄭義，民98，財富管理理論與實務，新陸書局	Teaching Materials	鄭義，民98，財富管理理論與實務，新陸書局
成績評量方式	期中(末)考占30% 分組報告占30% 出席與課堂參與占10%	Grading	midterm exam 30% final exam 30% Team report 30% others 10%
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教學內容	理財規劃基本概念投資目標設定經濟觀念概論經濟觀念的應用資產配置共同基金與投資組合績效評估投資組合調整股票評價與股票投資組合管理債券評價與債券投資組合管理衍生金融商品	Syllabus	basic concept of finance planning investment object economic concept and its applyment asset allocation mutual funds and portfolio performance portfolios adjusted stock pricing bond pricing derivatives

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