資本市場的詭譎多變已成為這個時代的常態。投資卻是企業與個人追求價值與財富成長必須面對的重要議題。因此本課程將結合理論與實務，針對金融市場中各種投資工具(股票、ETF、共同基金、債券，遠期合約、期貨、選擇權、交換合約等衍生性金融商品)，瞭解其屬性，及報酬與風險的衡量方式，探討不同的投資策略與應用。並且結合經典財金案例與時事之介紹與討論，期能讓課程參與者對投資活動產生完整與正確的觀念。進而提升投資決策與風險規劃的能力。
The sensibility of capital markets has become a common practice in this era. Investment is an important issue that must be faced by enterprises and individuals in their pursuit of value and wealth growth. Therefore, this course will make reasonable discussions and practices, and will discuss various investment instruments (stocks, ETFs, mutual funds, bonds, long-term contracts, futures, choices, exchange contracts and other derivative financial commodities) in the financial market, understand their properties, and how to measure remuneration and risk, and explore different investment strategies and applications. It also combines classic financial cases and current affairs introductions and discussions, so as to enable course participants to develop complete and correct views on investment activities. In this way, improve the ability to make investment decisions and risk planning.
請參考上課講義與教材。
Please refer to the previous course lectures and textbooks.
| 評分項目 Grading Method | 配分比例 Grading percentage | 說明 Description |
|---|---|---|
| 平時成績與報告平時成績與報告 Regular results and reports |
65 | |
| 期末考期末考 Final exam |
35 | |
| Extra bounsExtra bouns Extra bonus |
5 |
