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 focuses on financial industry management topics. Industry executives are invited to give special speeches to discuss financial industry management, industry development trends, financial technology applications and marketing development planning, etc., allowing students to have an understanding of current financial industry management issues and the latest practices. In-depth understanding and discussion to prepare for future research or employment on topics related to financial industry management.
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. New Trends in Global Private Banking and Wealth Management/David Maud/Translated by Liu Zongsheng/Caixin Publishing. 2. ESG 12 trend lessons/Liu Zongsheng/Economic Daily. 3. AI ETF is coming: Interpretation of the general trend of intelligent investment/Liu Zongsheng/Economic Daily. 4. Future investment trends: aging population, climate change and technological innovation/Liu Zongsheng/Economic Daily.
5. Class lecture handouts.
6. Papers or books 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 Daily homework and midterm report |
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 participation and attendance |
20 |
