| 當期課號 |
3123 |
Course Number |
3123 |
| 授課教師 |
劉原岱 |
Instructor |
LIU,HUAN TAI |
| 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(四進)四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－資產管理的入門寶典，林傑宸 著，智勝文化
2.財富管理－理論與實務(投資組合)，鄭義 著，新陸書局 |
Teaching Materials |
1. Fund management
2. Wealth management |
| 成績評量方式 |
1.期中考試：30%
2.期末考試：30%
3.課堂表現：20%
4.模擬投資：20% |
Grading |
1. Midterm exam: 30%
2. Final exam: 30%
3. Class performance: 20%
4. Simulation investment: 20% |
| 教師網頁 |
|
| 教學內容 |
介紹國內外共同基金市場架構及操作模式，教導學生認識基金市場行情並進行風險控管，並藉由基金投資之模擬交易，進一步加強學生之學習成效。 |
Syllabus |
This course introduces varieties of domestic and foreign mutual funds' market structure and operation models, and intends to instruct students to know current prices and manage risk control, and practical experiences are enriched through on-site investigation and the programs of simulation-trading. |