基本素養 Basic Literacy
□ 文化素養
Cultural Literacy
□ 歷史意識
Historical awareness
□ 藝術涵養
Art and visual literacy
■ 公民素養
Civic literacy
■ 國際視野
Global Vision
□ 生命關懷
Concerns of Life
核心能力 Competence
□ 語文欣賞及運用能力
To use language skills
□ 慎思明辨能力
To think critically
□ 跨領域能力
To cross disciplinary boundaries
□ 社會變遷因應能力
To adapt to social change
■ 生活實踐能力
To practice
□ 創新與領導能力
To innovate and lead
課程概述 Course Description
提升非財金系所學生之投資理財基本知識，讓其了解金融市場及各種投資理財工具之基本概念，以及利用有限之資源，依據個人之需求與條件，創造最適宜之投資理財組合, 來達成人生各階段之重要理財目標。This course provides non-Finance major students an opportunity to gain the basics of finance and investing. Students will learn the fundamentals of the financial market and investment tools. We will discuss how to create an investment portfolio to help reach financial goals at different stages of life based on limited resources and personal goals.
課程學習目標 Course Objectives
課程進度 Progress Description
| 進度說明 Progress Description | |
|---|---|
| 1 | 個人理財基本概念及致富的關鍵 |
| 2 | 穩健的累積財富－神奇的複利效果與長期投資 |
| 3 | 金錢的三個特性及利率的基本概念 |
| 4 | 年金的現在值及將來值 |
| 5 | 債券的基本概念及其評價 |
| 6 | 股票的基本概念及效率市場假說 |
| 7 | 房地產投資基本概念 |
| 8 | 投資組合基本概念及實務應用 |
| 9 | 共同基金及ETF的基礎介紹 |
| 10 | 如何實現你的短中長期之財務目標 |
| 11 | 稅務規劃-合法地節省你的稅負 |
| 12 | 保險基礎概念及各種投資工具比較 |
| 13 | 如何購買一戶幸福好宅 |
| 14 | 檢視你的財務體質 |
| 15 | 如何搜索重要的財務及會計資訊 |
| 16 | 風險管理及衍生性金融商品簡介 |
| 17 | 投資經驗體驗與共享 |
| 18 | 期末總複習暨檢討 |
以上每週進度教師可依上課情況做適度調整。The schedule may be subject to change.
課程是否與永續發展目標相關調查
Survey of the conntent relevant to SDGs
本課程與SDGs相關項目如下：
This course is relevant to these items of SDGs as following:
- 消除貧窮 (No poverty)
- 就業與經濟成長 (Decent work and Economic growth)
有關課程其他調查 Other Surveys of Courses
1.本課程是否規劃業界教師參與教學或演講? 是，約 2 次Is there any industry specialist invited in this course? How many times? Yes, about 2 times.
2.本課程是否規劃含校外實習(並非參訪)? 否
Are there any internships involved in the course? How many hours? No
3.本課程是否可歸認為學術倫理課程? 否
Is this course recognized as an academic ethics course? In the course how many hours are regarding academic ethics topics? No
4.本課程是否屬進入社區實踐課程? 否
Is this course recognized as a Community engagement and Service learning course? Which community will be engaged? No