| 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. |
| 2.Scientific Literacy |
| 4.Innovative Ability |
| 5.International Perspective |
| 6.Social Concern |
|
|
| Discussion |
| Lecturing |
| topic Discussion / Production |
| Exercises |
|
| Written Presentation |
| Oral Presentation |
| Assignment |
| Internship |
|
| Course Content and Homework/Schedule/Tests Schedule |
| Week |
Course Content |
| Week 1 |
課程簡介 Introduction |
| Week 2 |
國內生產毛額 US GDP |
| Week 3 |
消費者物價指數 US CPI |
| Week 4 |
央行政策利率 US Policy Rate |
| Week 5 |
採購經理人指數 US PMI |
| Week 6 |
非農就業報告 US Employment Report |
| Week 7 |
零售銷售報告 US Retail Sales |
| Week 8 |
個人消費支出報告 US PCE |
| Week 9 |
ETF市值、報價、績效比較 |
| Week 10 |
ETF配息、除息、殖利率 |
| Week 11 |
ETF外資買賣超 |
| Week 12 |
期末報告 |
| Week 13 |
期末報告 |
| Week 14 |
期末報告 |
| Week 15 |
期末報告 |
| Week 16 |
期末報告 |
self-directed
learning |
彈性教學 |
|
| Evaluation |
1. 平常作業 50%
2. 模擬交易績效 20%
3. 模擬交易期末報告 30% |
| 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 |
| 另行公告 to be announced |
| Office Hours |
| 另行公告 to be announced |
| Sustainable Development Goals, SDGs(Link URL) |
| 01.No Poverty 02.Zero Hunger 03.Good Health and Well-Being 04.Quality Education 05.Gender Equality 06.Clean Water and Sanitation 07.Affordable and Clean Energy 08.Decent Work and Economic Growth 09.Industry, Innovation and Infrastructure 10.Reduced Inequalities 11.Sustainable Cities and Communities 12.Responsible Consumption 13.Climate Action 14.Life Below Water 15.Life On Land 16.Peace and Justice 17.Partnerships for the Goals | include experience courses：Y |
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