| 一、課程基本資料 Course Information | ||||||||||||||||||||||||||||||||||||||||
| 科目名稱 Course Title： (中文)證券投資分析與實務Ａ組 (英文)PRACTICES EXPERIENCE OF SECURITIES INVESTMENT ANALYSIS |
開課學期 Semester：108學年度第2學期 開課班級 Class：經二Ａ |
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| 授課教師 Instructor：楊國群 YANG, KUO-CHUN | ||||||||||||||||||||||||||||||||||||||||
| 科目代碼 Course Code：BEC33301 | 單全學期 Semester/Year：全 | 分組組別 Section：Ａ組 | ||||||||||||||||||||||||||||||||||||||
| 人數限制 Class Size：70 | 必選修別 Required/Elective：選 | 學分數 Credit(s)：2 | ||||||||||||||||||||||||||||||||||||||
| 星期節次 Day/Session： 二AB | 前次異動時間 Time Last Edited：109年02月12日10時40分 | |||||||||||||||||||||||||||||||||||||||
| 經濟學系基本能力指標 Basic Ability Index | ||||||||||||||||||||||||||||||||||||||||
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| 二、指定教科書及參考資料 Textbooks and Reference (請修課同學遵守智慧財產權，不得非法影印) |
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| ●指定教科書 Required Texts ●參考書資料暨網路資源 Reference Books and Online Resources 1.投資學原理與交易實務用書 2.證券暨市場發展基金會用書：從業人員學習指南與題庫 3.衍生性商品交易實務 4.期貨選擇權理論 | ||||||||||||||||||||||||||||||||||||||||
| 三、教學目標 Objectives | ||||||||||||||||||||||||||||||||||||||||
| 金融科技 (FinTech) 所引發的破壞式創新，挑戰了傳統金融證券產業的生態，也驅動投資人習性的轉變，尤其是互聯網金融的普及，創新的行動科技雖逐漸消弭了不對稱資訊，然而消費者對投資的期望並無改變；因此面對更龐雜的資訊源，理解投資的本質及交易實務，進而應用科技的優勢來協助執行投資決策，無論是對個人理財或職場競爭而言，都將是必要的認知與成就事半功倍的技能。 有價證券涵蓋的範圍甚廣，其衍生的每項投資商品皆有其專業實務，本課程勢難在教學中面面俱到。本課程期待引領同學們認識投資市場，了解國內證券交易實務外，同時也建立利人利己的投資觀念！協助修課同學能更精準掌握投資趨勢發展，發展個人的生涯規劃。 |
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| The devastating innovations triggered by FinTech have challenged the ecosystem of the traditional financial securities industry and also driven the shift in investor habits, especially the popularity of Internet finance. Although innovative mobile technology has gradually eliminated asymmetric information, However, The expectations of consumer to investment have not changed; therefore, in the face of more complex sources of information, understanding the nature of investment and trading practices, and the same time applying the advantages of technology to assist in the implementation of investment decisions, whether for personal finance or workplace competition, It is a necessary skill and achievement to get twice the result with half the effort. The scope of securities covered is very wide, and each investment commodity derived from it has its professional practice. This course is difficult to be comprehensive in teaching. But we expect to lead the students to understand the investment market and the practice of domestic securities trading, establish a profitable investment concept! Assisting students in this class in grasping the development of investment trends more accurately and developing their personal career plans. |
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| 四、課程內容 Course Description | ||||||||||||||||||||||||||||||||||||||||
| ●整體敘述 Overall Description 1.延續上學期普通股交易理論為基礎，介紹其他高流動性之金融商品 2.投信投顧之架構如何建構合法合理之投資環境 3.共同基金作為理財工具之優勢與發展 4.國內外基金投資發展出機器人理財之理論架構 5.ETP商品發展利基與應用 6.債券交易、實務與評價理論 7.期貨交易實務與評價理論 8.選擇權交易實務與評價理論 9.避險策略交易與實務應用 |
●分週敘述 Weekly Schedule
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| 五、考評及成績核算方式 Grading | ||||||||||||||||||||||||
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| 六、授課教師課業輔導時間和聯絡方式 Office Hours And Contact Info | ||||||||||||||||||||||||
| ●課業輔導時間 Office Hour 週二 A.B.C 堂課程時間 |
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●聯絡方式 Contact Info
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| 七、教學助理聯絡方式 TA’s Contact Info | |||||
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| 八、建議先修課程 Suggested Prerequisite Course | |||||
| 1. 經濟學原理 2. 初級會計學 3. 基礎統計學 4. 證券投資分析 | |||||
| 九、課程其他要求 Other Requirements | |||||
| 1.對普通股證券交易具備基礎認知與理解者 2.對基金管理、避險策略投資有志向進階研究者 | |||||
| 十、學校教材上網及教師個人網址 University’s Web Portal And Teacher's Website | |||||
| 學校教材上網網址 University’s Teaching Material Portal： 東吳大學Moodle數位平台：http://isee.scu.edu.tw |
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| 教師個人網址 Teacher's Website： | |||||
| 其他 Others：https://www.facebook.com/profile.php?id=100009118468568 | |||||
| 十一、計畫表公布後異動說明 Changes Made After Posting Syllabus | |||||
| 因應傳染性肺炎疫情需要，延後開學課程調整 | |||||