| Relevance of Course Objectives and Core Learning Outcomes(%) |
Teaching and Assessment Methods for Course Objectives |
| Course Objectives |
Competency Indicators |
Ratio(%) |
Teaching Methods |
Assessment Methods |
(中) 本課程的目標是講授證券投資與財富管理的基本概念，透過介紹各類金融市場，如股市、債市、匯市、商品原物料市場、和房地產市場等，幫助學生學習個人股市投資與其他市場投資的基本概念。學生將從本課程的內容可學習到金融投資市場的基本知識與資訊，並得以進一步發展適合其個人的股票投資與證券投資計劃。
(Eng.) This course aims to teach basic concepts of securities investment and wealth management, by introducing various financial markets, such as stocks, bonds, foreign exchange, commodity, real estates, among others. Students will leave the course with the fundamental information and knowledge of financial instruments for further developing their appropriate personal stocks and securities investment plans. |
| 3.Communication Skills |
| 4.Innovation |
| 5.International Perspective |
| 6.Social Care |
|
|
| topic Discussion / Production |
| Exercises |
| Lecturing |
|
| Written Presentation |
| Attendance |
| Oral Presentation |
| Assignment |
| Study Outcome |
| Internship |
|
| Course Content and Homework/Schedule/Tests Schedule |
| Week |
Course Content |
| Week 1 |
W01 概論 Introduction |
| Week 2 |
W02 消費者物價指數 CPI |
| Week 3 |
W03 國內生產毛額 GDP |
| Week 4 |
W04 就業報告 Employment Report |
| Week 5 |
W05 採購經理人指數 PMI |
| Week 6 |
W06 消費者信心指數 CCI |
| Week 7 |
W07 零售銷售 Retail Sales |
| Week 8 |
W08 個人消費支出物價指數 PCE |
| Week 9 |
W09 資本市場利率 10 Year Yield |
| Week 10 |
W10 貨幣市場利率 2 Year Yield |
| Week 11 |
W11 央行資產規模 Fed Balance Sheet |
| Week 12 |
W12 外資買賣超 Foreign Portfolio Investment |
| Week 13 |
W13 期末報告 Final Report |
| Week 14 |
W14 期末報告 Final Report |
| Week 15 |
W15 期末報告 Final Report |
| Week 16 |
W16 期末報告 Final Report |
self-directed
learning |
02.Viewing multimedia materials related to industry and academia.
巴宰觀察 https://www.youtube.com/@PazehWatch
小巴宰訓練營 https://www.youtube.com/@PazehPazeh |
|
| Evaluation |
1. 期中報告 20%
2. 期末報告 20%
3. 平常作業 60% |
| Textbook & other References |
1. Gitman, L.J. and Joehnk, M.D. (2008), Fundamentals of Investing 10/e, ISBN: 9780321468512, Pearson.
2. Rose, P.S. and Marquis, M.H. (2011), Money and Capital Markets 11/e, ISBN: 9780078116858, McGraw-Hill.
3. Parameswaran, S.K. (2011), Fundamentals of Financial Instruments: An Introduction to Stocks, Bonds, Foreign Exchange, and Derivatives, ISBN: 9780470824900, John Wiley. |
| Teaching Aids & Teacher's Website |
巴宰觀察 https://www.youtube.com/@PazehWatch
小巴宰訓練營 https://www.youtube.com/@PazehPazeh |
| Office Hours |
| 另行公告 to be announced |
| Sustainable Development Goals, SDGs(Link URL) |
| 08.Decent Work and Economic Growth | include experience courses：Y |
|