■ 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 the financial investment market
2. Establish students’ understanding of market investment practice processes and operations
3. Introduce the latest financial innovative products in the market and connect with global innovation trends
■ Course Contents
Talk about the overview and operation of the domestic financial market, and introduce the daily operational practice of investment institutions, and combine practical operation instructions to let students understand the daily operation status of investment institutions. In addition, it also introduces financial product innovation experience, so that students can understand the breakthrough process of innovative products in Taiwan and the development of global financial innovation investment products.
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 operations and practical operations of the financial market. First, start with the current analysis of the financial market, then enter the investment operation and practice operation, and introduce the process of innovating financial products and sharing the development of financial products. This course combines theory and practice as a career planning direction and future preparation subjects.
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. Investment practice in the U.S. securities market/Liu Zongsheng/Showing the power information
2. Investment practice in the Asian securities market/Liu Zongsheng/Showing the power information
3. REITs: Global non-operating investment trust operation strategy/Liu Zongsheng/Financial Press
4. ETFs: New Trends of Asset Investment/Liu Zongsheng/Financial Press
5. Creative Products - Rod Reverse ETF/Liu Zongsheng/Economic Daily Press
6. Commodity Futures ETF-Innovation and Innovative/Liu Zongsheng/Economic Daily Press
7. CTA Fund-Small Futures Creation of Rewards/Liu Zongsheng/Megro Hill Publishing House
8. Lecture
| 評分項目 Grading Method | 配分比例 Grading percentage | 說明 Description |
|---|---|---|
| 課堂表現與參與程度課堂表現與參與程度 Class performance and participation level |
30 | |
| 期中報告期中報告 Midterm Report |
35 | |
| 期末報告期末報告 Final report |
35 |
