1943 - 金融實務專題 英授 Taught in English

Seminar in Financial Market and Internet

教育目標 Course Target

■ 課程目標 (Course Objectives)
1.介紹金融投資市場概況
2.建立同學對於市場投資實務流程與運作之了解
3.介紹市場最新金融創新商品,並與全球創新趨勢接軌
■ 課程內涵 (Course Contents)
講述國內金融市場之概況與運作,以及介紹投資機構日常運作實務,結合實務操作說明,讓同學了解投資機構每日營運狀況,此外並介紹金融產品創新經驗,以利同學能夠了解創新產品在台灣之突破進程,以及全球金融創新投資商品發展實況

■Course Objectives
1.Introduce the overview of financial investment market
2. Establish students’ understanding of the practical process and operation of market investment
3. Introduce the latest financial innovation products in the market and integrate with global innovation trends
■ Course Contents
Describes the overview and operation of the domestic financial market, and introduces the daily operations of investment institutions. Combined with practical operation instructions, students can understand the daily operations of investment institutions. In addition, it introduces the experience of financial product innovation, so that students can understand the breakthrough process of innovative products in Taiwan, as well as the development of global financial innovation investment products.

課程概述 Course Description

課程概述:本課程邀請金融界專業講師,專題講解金融市場之運作及實務操作。首先從金融市場現況分析開始,再進入投資操作實務運作,同時介紹創新金融產品及分享金融產品開發之歷程。藉由本課程將理論與實務結合,作為職涯規劃方向及未來就業準備之學科。

Course Overview: This course invites professional lecturers from the financial industry to explain the operation and practical operations of the financial market. It starts with the analysis of the current situation of the financial market, and then moves into practical investment operations. At the same time, it introduces innovative financial products and shares the development process of financial products. This course combines theory and practice as a subject for career planning and future employment preparation.

參考書目 Reference Books

1.美國證券市場投資實務/劉宗聖/秀威資訊
2.亞洲證券市場投資實務/劉宗聖/秀威資訊
3. REITs:全球不動產投資信託操作策略/劉宗聖/財訊出版社
4. ETFs:資產投資新趨勢/劉宗聖/財訊出版社
5.創世紀產品-槓桿反向ETF/劉宗聖/經濟日報出版社
6.商品期貨ETF-創新與實務/劉宗聖 /經濟日報出版社
7. CTA基金─小資玩期貨創造絕對報酬/劉宗聖/麥格羅‧希爾出版社
8.講義

1. U.S. Securities Market Investment Practice/Liu Zongsheng/Xiuwei Information
2. Investment Practice in Asian Securities Markets/Liu Zongsheng/Xiuwei Information
3. REITs: Global Real Estate Investment Trust Operation Strategy/Liu Zongsheng/Financial Information Press
4. ETFs: New trends in asset investment/Liu Zongsheng/Financial Information Press
5. Genesis Products-Leveraged Inverse ETF/Liu Zongsheng/Economic Daily Press
6. Commodity Futures ETF-Innovation and Practice/Liu Zongsheng/Economic Daily Press
7. CTA Fund─Petty investors play with futures to create absolute returns/Liu Zongsheng/McGraw Hill Publishing
8.Handouts

評分方式 Grading

評分項目
Grading Method
配分比例
Percentage
說明
Description
課堂表現與參與程度
Class performance and participation
30
期中報告
interim report
35
期末報告
Final report
35

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選修-1690
財金系4 蕭慧玲 五/6,7,8[M119] 3-0 詳細資訊 Details

課程資訊 Course Information

基本資料 Basic Information

  • 課程代碼 Course Code: 1943
  • 學分 Credit: 3-0
  • 上課時間 Course Time:
    Monday/10,11,12[SS206]
  • 授課教師 Teacher:
    劉宗聖
  • 修課班級 Class:
    經濟系2-4
  • 選課備註 Memo:
    不辦理教師簽名選課
選課狀態 Enrollment Status

目前選課人數 Current Enrollment: 58 人

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