6020 - 資產管理實務專題

Asset Management

教育目標 Course Target

本課程為本系與證基會合作開設的實務課程。課程主題主要從了解資產管理產業現況及趨勢,培育發掘市場能力;解析資產管理操作工具,培育多元資產配置能力;最後透過認識資產管理運作流程,培育產業核心法遵能力。課程內容規劃包含實務課程、模擬交易及專題研究報告。透過具豐富實務歷練之資產管理業界專家共同參與,期使同學充份掌握資產管理市場最新發展趨勢,培養具備宏觀國際視野及資產管理基礎能力,提升職場競爭力。

This course is a practical course jointly established by the Department and the Certification Foundation. The course theme mainly focuses on understanding the current situation and trends of the asset management industry, cultivating market development capabilities; analyzing asset management operation tools, cultivating diversified asset allocation capabilities; finally, through the understanding of the asset management operation process, cultivating the core industry's compliance capabilities. The course content planning includes practical courses, simulated transactions and topic research reports. Through the participation of experts in the asset management industry with rich and practical training, we hope that students can fully grasp the latest development trends of the asset management market, cultivate their ability to prepare macro-view international vision and asset management basics, and enhance their competitive capabilities.

參考書目 Reference Books

參考上課講義

Refer to the previous lecture

評分方式 Grading

評分項目
Grading Method
配分比例
Percentage
說明
Description
課堂參與與出席
Class Participation and Attendance
50
期末報告
Final report
50

授課大綱 Course Plan

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相似課程 Related Courses

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課程資訊 Course Information

基本資料 Basic Information

  • 課程代碼 Course Code: 6020
  • 學分 Credit: 0-3
  • 上課時間 Course Time:
    Wednesday/6,7,8[M332]
  • 授課教師 Teacher:
    蕭慧玲
  • 修課班級 Class:
    財金碩1,2
選課狀態 Enrollment Status

目前選課人數 Current Enrollment: 9 人

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