瞭解金融市場中各種投資工具之屬性，及報酬與風險的衡量方式；以及相關投資策略的應用與技巧。課程內容包括:
1. 全球總體經濟分析
2. 金融市場及金融工具
3. 資本市場運作
4. 投資策略與資產配置分析
5. 金融風險與避險策略分析
Understand the properties of various investment tools in the financial market, as well as the measurement of remuneration and risk; as well as the application and skills of related investment strategies. Course content includes:
1. Global General Economy Analysis
2. Financial market and financial instruments
3. Capital market operation
4. Analysis of investment strategy and asset allocation
5. Analysis of financial risk and avoidance strategies
謝劍平，投資學(六版)：基本原理與實務，智勝出版， 2016
黃志典，金融市場概論(第五版)，雙葉書廊，2016
李顯儀，金融市場概論，全華圖書，2015
Xie Liuping, Investment Studies (Sixth Edition): Basic Principles and Practice, Smart Publishing, 2016
Huang Zhidian, Overview of Financial Markets (Fifth Edition), Double Leaf Library, 2016
Li Han, Overview of the Financial Market, Full Chinese Book, 2015
| 評分項目 Grading Method | 配分比例 Grading percentage | 說明 Description |
|---|---|---|
| 出席成績出席成績 Attendance |
20 | |
| 上課討論上課討論 Class discussion |
10 | |
| 期末專題報告期末專題報告 Final issue report |
35 | |
| 期末專題報告期末專題報告 Final issue report |
35 |
