瞭解金融市場中各種投資工具之屬性，及報酬與風險的衡量方式；以及相關投資策略的應用與技巧。課程內容包括:
1. 全球總體經濟分析
2. 金融市場及金融工具
3. 資本市場運作
4. 投資策略與資產配置分析
5. 金融風險與避險策略分析
Understand the attributes of various investment instruments in the financial market, as well as the measurement of rewards and risks; and the application and skills of related investment strategies. The course content includes:
1. Global overall economic analysis
2. Financial market and financial instruments
3. The operation of the capital market
4. Analysis of investment strategy and asset allocation
5. Financial risk and risk aversion strategy analysis
謝劍平，投資學(六版)：基本原理與實務，智勝出版， 2016
黃志典，金融市場概論(第五版)，雙葉書廊，2016
李顯儀，金融市場概論，全華圖書，2015
Xie Jianping, Investment Studies (Sixth Edition): Basic Principles and Practice, Published by Zhisheng, 2016
Huang Zhidian, Introduction to the Financial Market (Fifth Edition), Shuangye Book Salmon, 2016
Li Xianyi, Introduction to the financial market, Quanhua Books, 2015
| 評分項目 Grading Method | 配分比例 Grading percentage | 說明 Description |
|---|---|---|
| 出席成績出席成績 Attend the results |
20 | |
| 上課討論上課討論 Discussion in class |
10 | |
| 期末專題報告期末專題報告 Final Special Report |
35 | |
| 期末專題報告期末專題報告 Final Special Report |
35 |
