The course content will include four parts: Introduction to financial markets, monetary markets, capital markets and derivatives. The purpose of this course is to make students could have initial knowledge about the financial investment instruments and risks by introducing the financial markets.
教學目標Course Objectives
本課程內容將包含四大部份：金融市場概論、貨幣市場、資本市場與衍生性金融商品市場，其課程基本精神在於培養同學觀察金融現象，藉由對金融市場的介紹，使得同學能對金融投資工具及風險有初步認知。教學目標有以下幾點：
1.介紹金融市場之特性與功能。
2.培養學生對金融交易實務與各國市場概況之基礎知識
3.讓學生對金融市場運作與架構有基本認知能力並瞭解其風險所在
4.未來學生若修習相關課程時能有接續之能力。
Teaching objectives are the following:
1. Introducing the features and functions of financial markets.
2. Students could have basic knowledge about financial transactions and markets among countries.
3. Students could have basic cognitive ability to the structure of financial markets.
4. Students could have the ability to follow the relevant courses.
先修科目Prerequisites
無
Unnecessary
教學方式Teaching Methods
案例或故事討論
Case study or event discussion
講課
Lecturing
腦力激盪
Brain storming
學生實作
Student hands-on practice
影片欣賞與討論
Movie review and discussions
評量方式Assessment
實作測驗
Practical exam
期末筆試
Final exam
期中報告
Midterm report
出席狀況
Class attendance
2018/02/28 金融體系及金融市場介紹
Presentation of the financial system and financial markets.
何秉樺(Ho, Ping-Hua) 2018/03/07 資產的選擇：風險、報酬與評價
Select Assets: Risk, reward and evaluation.
何秉樺(Ho, Ping-Hua) 2018/03/14 金融市場：
金融市場的意義、功能、結構與組織
Financial markets:
The function, structure and organization of financial markets.
何秉樺(Ho, Ping-Hua) 2018/03/21 貨幣市場：
貨幣市場的意義和功能
Monetary market:
The meaning and function of the monetary market.
何秉樺(Ho, Ping-Hua) 2018/03/28 貨幣市場：
貨幣市場的參與者與交易工具
Monetary market:：
The participants and trading tools in monetary market
何秉樺(Ho, Ping-Hua) 2018/04/04 資本市場：
資本市場的意義、特徵與種類
Capital Market:
The significance, characteristics and type of capital market.
何秉樺(Ho, Ping-Hua) 2018/04/11 資本市場（1）：股票市場
股票操作、基本性質與影響價格因素之探討
Capital Markets (1): the stock market
Stock operation, basic nature and the factors which affect the price of stock.
何秉樺(Ho, Ping-Hua) 2018/04/18 專題演講：（邀請業界專家前來演講金融相關主題）
Lectures:
Introduction of bank financial product.
何秉樺(Ho, Ping-Hua) 2018/04/25 期中報告
主題：股票買賣模擬操作
mid-term report
Subject: Stock trading by simulate operation.
何秉樺(Ho, Ping-Hua) 2018/05/02 資本市場（2）：債券市場
債券市場的交易工具、評價與風險分析
Capital Markets (2): the bond market
The trading tools, evaluation and risk analysis of bond market.
何秉樺(Ho, Ping-Hua) 2018/05/09 資本市場（3）：共同基金
基金之種類、投資策略與績效評估
Capital Markets (3): mutual funds.
The investment strategies, performance evaluation and categories of funds.
何秉樺(Ho, Ping-Hua) 2018/05/16 衍生性金融商品市場：
衍生性金融商品之意義、特性與風險
Derivatives:
The significance, characteristics and risk of derivatives.
何秉樺(Ho, Ping-Hua) 2018/05/23 衍生性金融商品市場（1）：遠期契約
遠期契約介紹與交易種類
Derivatives(1): Long-term contracts
The introduction of long-term contracts.
何秉樺(Ho, Ping-Hua) 2018/05/30 衍生性金融商品市場（2）：期貨
期貨之意義、特性、功能、參與者與風險分析
Derivatives(2): Futures
The significance, characteristics and risk of futures.
何秉樺(Ho, Ping-Hua) 2018/06/06 小組討論：投資與風險-各國金融危機案例報告
group discussion：Investment and risk
何秉樺(Ho, Ping-Hua) 2018/06/13 衍生性金融商品市場（3）：選擇權
選擇權之意義、種類、規格與風險分析
Derivatives(3）：options
The significance, characteristics and risk of options.
何秉樺(Ho, Ping-Hua) 2018/06/20 資產與風險評價相關案例介紹：
The empirical cases about asset and risk evaluation
何秉樺(Ho, Ping-Hua) 2018/06/27 期末考
Final exam
何秉樺(Ho, Ping-Hua)