本課程針對金融產業經營專題，邀請業界主管進行專題演講，探討金融產業的經營管理、產業發展趨勢，金融科技應用與市場行銷發展規劃等實務，讓修課學生對當前金融產業經營議題及最新實務深入認識與探討，以做為未來進行金融產業經營相關主題研究或就業之準備。This course introduces financial industry business topics, invites industry leaders to give special lectures, explores financial industry business management, industry development trends, financial technology application and market marketing development planning and other practical activities, allowing students to deeply understand and explore current financial industry business issues and the latest practices, in order to be a preparation for future research or employment related topics.
1.全球私人銀行與 財富管理新趨勢/大衛‧莫德/劉宗聖譯/財信出版。 2. ESG 12堂趨勢課/劉宗聖/經濟日報。 3. AI ETF來了：解讀智能投資大趨勢/劉宗聖/經濟日報。 4. 未來投資大趨勢：人口老化、氣候變遷與科技創新/劉宗聖/經濟日報。
5. 課堂演講講義。
6. 金融產業經營相關論文或專書。
1. Global private banking and new trends in wealth management/Da Mod/Liu Zong Sheng translation/Financial letter publishing. 2. ESG 12 Trend Classes/Liu Zong Sheng/Economic Daily. 3. AI ETF is here: Understanding the trend of intelligent investment/Liu Zongsheng/Economic Daily. 4. Future investment trends: population aging, climate change and technological innovation/Liu Zongsheng/Economic Daily.
5. Classroom lectures.
6. Articles or specialties related to financial industry operations.
| 評分項目 Grading Method | 配分比例 Grading percentage | 說明 Description |
|---|---|---|
| 平時作業與期中報告平時作業與期中報告 Regular operations and interim reports |
40 | |
| 期末報告期末報告 Final report |
40 | |
| 課堂參與及出席率課堂參與及出席率 Class attendance and attendance |
20 |
