本課程旨在研習證券市場內各項投資工具，瞭解相對應之理論架構與實證結果，進而建構適當之投資組合，得以執行較佳之投資決策。本課程著重在利用當前資本市場所發生之實際案例，配合華爾將日報之報導，引導學員進入經濟分析與投資理論之架構。據此，本課程涵蓋下列主題：（1）投資組合理論、（2）股票評價與績效評估、（3）固定收益證券報酬與評價、（4）共同基金投資與績效評估、以及（5）投資心理學。
注意：投資之目的在於退休後有較佳之生活保障，而不在於創造財富。本課程提供修習者於面對瞬息萬變的投資環境下，建立一個正確且長久的投資觀念與架構，故就管理個人投資組合之目的來看，應是具價值性。然而，在股票投資方面，本課程僅能提供選取股票之原則與工具，著重於風險降低，而無法報名牌給你。This course aims to study various investment tools in the securities market, understand the corresponding theoretical structure and practical results, and then build appropriate investment combinations to implement better investment decisions. This course focuses on using the actual cases that occur in the current capital market, and in conjunction with Huaer's daily reports, guiding students into the framework of economic analysis and investment theory. In this regard, this course covers the following topics: (1) reasonable discussion of investment groups, (2) stock evaluation and performance evaluation, (3) fixed income securities remuneration and evaluation, (4) mutual fund investment and performance evaluation, and (5) investment psychology.
Note: The purpose of investment is to have a better living security after retirement, not to create wealth. This course provides practitioners with the ability to establish a correct and long-term investment concept and structure in the face of a rapidly changing investment environment, so it should be valuable in terms of the purpose of managing personal investment combinations. However, in terms of stock investment, this course only provides principles and tools for selecting stocks, focusing on reducing risks and unable to register famous brands to you.
本課程旨在研習證券市場內各項投資工具，瞭解相對應之理論架構與實證結果，進而建構適當之投資組合，得以執行較佳之投資決策。
This course aims to study various investment tools in the securities market, understand the corresponding theoretical structure and practical results, and then build appropriate investment combinations to implement better investment decisions.
本課程不使用教科書，由授課教師自編教材(PowerPoint)。
This course does not use textbooks, and the teaching materials (PowerPoint) are compiled by the teacher.
| 評分項目 Grading Method | 配分比例 Grading percentage | 說明 Description |
|---|
