1688 - 全方位理財 英授 Taught in English

Globalization and the Organizational Change

教育目標 Course Target

隨著金控時代來臨,跨行業、跨領域的金融商品漸成為全球理財主流,各金融集團高度重視理財專員素質,「理財規劃人員證照」因而日益重要,更為提升競爭力必備工具。本課程期能培養同學具備全方位理財顧問能力,並輔導通過台灣金融研訓院主辦之「理財規劃人員測驗」專業證照考試為目的。

With the advent of the financial control era, cross-industry and cross-field financial products have gradually become the mainstream of global financial management. Financial groups attach great importance to the quality of financial management professionals. Therefore, the "Financial Planning Personnel Certificate" has become increasingly important and a necessary tool to enhance competitiveness. This course aims to cultivate students' all-round financial consulting capabilities and help students pass the "Financial Planning Personnel Test" professional certification examination sponsored by the Taiwan Financial Research and Training Institute.

參考書目 Reference Books

每週課堂財金實務分析講義

Weekly classroom financial practical analysis handouts

評分方式 Grading

評分項目
Grading Method
配分比例
Percentage
說明
Description
期中期末考試或報告
Midterm and final exams or reports
30 視上課情況調整
課程學習心得
Course learning experience
10 包含企業參訪實務、虛擬交易所實作心得,視上課情況調整
虛擬交易所投資操作成績
Virtual exchange investment operation results
10
出席率、課堂表現
Attendance, class performance
50

授課大綱 Course Plan

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課程資訊 Course Information

基本資料 Basic Information

  • 課程代碼 Course Code: 1688
  • 學分 Credit: 0-3
  • 上課時間 Course Time:
    Tuesday/10,11,12[M101]
  • 授課教師 Teacher:
    邱正弘
  • 修課班級 Class:
    共選修4(財金系開)
  • 選課備註 Memo:
    第一堂課未到課視同放棄,將自動退選
選課狀態 Enrollment Status

目前選課人數 Current Enrollment: 118 人

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