1527 - 全方位理財
Globalization and the Organizational Change
教育目標 Course Target
隨著金控時代來臨，跨行業、跨領域的金融商品漸成為全球理財主流，各金融集團高度重視理財專員素質，「理財規劃人員證照」因而日益重要，更為提升競爭力必備工具。本課程期能培養同學具備全方位理財顧問能力，並輔導通過台灣金融研訓院主辦之「理財規劃人員測驗」專業證照考試為目的。以培訓學生就業接軌為主，培育具備全方位理財顧問能力，參與理財規劃財金證照就業學程之學生，得經甄選參加職場體驗實習。
With the advent of the financial control era, cross-industry and cross-field financial products have gradually become the mainstream of global financial management. Financial groups attach great importance to the quality of financial management professionals. Therefore, the "Financial Planning Personnel Certificate" has become increasingly important and a necessary tool to enhance competitiveness. This course aims to cultivate students' all-round financial consulting capabilities and help students pass the "Financial Planning Personnel Test" professional certification examination sponsored by the Taiwan Financial Research and Training Institute. It focuses on training students for employment, cultivating all-round financial consulting capabilities, and students who participate in the financial planning and financial certificate employment program may be selected to participate in workplace experience internships.
參考書目 Reference Books
每週課堂財金實務分析講義
Weekly classroom financial practical analysis handouts
評分方式 Grading
| 評分項目 Grading Method |
配分比例 Percentage |
說明 Description |
|---|---|---|
|
期中期末考試或報告 Midterm and final exams or reports |
25 | 視學生學習與上課情況調整 |
|
課程學習心得 Course learning experience |
10 | 包含企業參訪實務、虛擬交易所實作心得 |
|
虛擬交易所投資操作成績 Virtual exchange investment operation results |
5 | 視學生學習與上課情況調整 |
|
出席率、課堂表現 Attendance, class performance |
60 | 視學生學習與上課情況調整 |
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: 1527
- 學分 Credit: 0-3
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上課時間 Course Time:Thursday/10,11,12[M201]
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授課教師 Teacher:邱正弘
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修課班級 Class:共選修4 (財金系開)
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選課備註 Memo:第一堂課未到課視同退選，第一堂課現場人工加選
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