Course Syllabus

Course Information：

Year-Semester Course Number Course Name Phase Credits Hours Required/Elective Instructor Class Student NO. Withdraw Note

Spring Semester
Year 2025 345862 Introduction to Investment 1 2.0 2 △ Huang hsin-ti 訓通識課程(一) 82 0 　

Year-Semester	Course Number	Course Name	Phase	Credits	Hours	Required/Elective	Instructor	Class	Student NO.	Withdraw	Note
Spring Semester Year 2025	345862	Introduction to Investment	1	2.0	2	△	Huang hsin-ti	訓通識課程(一)	82	0

Course Plan：

Instructor Huang hsin-ti

Email cindyhuang0421@gmail.com

Last Updated 2025-05-29 19:04:50

Course Objective 投資是有報酬和風險的，不同金融產品有不同的報酬率和風險，例如：存款報酬低風險低，期貨報酬高風險高。如何將資金做一個妥善分配，選擇合適的一組金融商品，就能避不必要的風險而得到不錯的報酬率。投資學課程可以使學習者了解如何以投資學理論評估各種金融商品的可能風險和報酬率，再依投資者經濟能力選擇合適的金融商品進行投資。對於理工科系人員，了解投資學課程是增強理工科系人員理財素養的重要課程之一。 Investment has its rewards and risks; different financial products have different rates of return and risk. For example: deposits have low rewards with low risks; futures have high rewards with high risks. With making a proper allocation of funds and choosing the right set of financial products, one can avoid unnecessary risks and get a good rate of return. Investment courses make students understand how to apply financial instruments theory to assess possible risks and returns in various financial instruments, and then invest the suitable financial products according to the economic capacity of investors. For science and engineering personnel, understanding the investment in science and engineering courses is one of the important programs to enhance financial literacy personnel.

Course Schedule 第一週自我介紹、課程介紹與上課規則第二週培養正確投資觀念第三週何謂資產配置第四週常用投資工具介紹第五週解讀財經資訊第六週股票投資第七週股票投資第八週共同基金投資第九週 ETF投資第十週期中考第十一週防範金融投資詐騙及洗錢防制第十二週認識ESG投資與綠色金融第十三週投資房地產第十四週投資房地產第十五週人生風險管理-認識保險種類第十六週人生風險管理-認識保險種類第十七週退休金之計算與準備第十八週期末考

Evaluation and grading policy 1.出勤60% 2.期中考20% 3.期末考20%

Materials All right reserved. Do not reproduce without permission.

Foreign-language textbooks:No
1 主要參考書目 (1)圖解個人與家庭理財伍忠賢五南圖書 2 老師自製上課PPT

The access to curricular consultation 有任何課程諮詢請Email給老師
Email:cindyhuang0421@gmail.com

The course corresponds to the SDGs SDG8：尊嚴就業與經濟發展（Decent Work and Economic Growth）

Does the course incorporate AI ● 無（None）

Note
課程對應SDGs項目:SDGs8-尊嚴就業與經濟發展

Instructor	Huang hsin-ti
Email	cindyhuang0421@gmail.com
Last Updated	2025-05-29 19:04:50
Course Objective	投資是有報酬和風險的，不同金融產品有不同的報酬率和風險，例如：存款報酬低風險低，期貨報酬高風險高。如何將資金做一個妥善分配，選擇合適的一組金融商品，就能避不必要的風險而得到不錯的報酬率。投資學課程可以使學習者了解如何以投資學理論評估各種金融商品的可能風險和報酬率，再依投資者經濟能力選擇合適的金融商品進行投資。對於理工科系人員，了解投資學課程是增強理工科系人員理財素養的重要課程之一。 Investment has its rewards and risks; different financial products have different rates of return and risk. For example: deposits have low rewards with low risks; futures have high rewards with high risks. With making a proper allocation of funds and choosing the right set of financial products, one can avoid unnecessary risks and get a good rate of return. Investment courses make students understand how to apply financial instruments theory to assess possible risks and returns in various financial instruments, and then invest the suitable financial products according to the economic capacity of investors. For science and engineering personnel, understanding the investment in science and engineering courses is one of the important programs to enhance financial literacy personnel.
Course Schedule	第一週自我介紹、課程介紹與上課規則第二週培養正確投資觀念第三週何謂資產配置第四週常用投資工具介紹第五週解讀財經資訊第六週股票投資第七週股票投資第八週共同基金投資第九週 ETF投資第十週期中考第十一週防範金融投資詐騙及洗錢防制第十二週認識ESG投資與綠色金融第十三週投資房地產第十四週投資房地產第十五週人生風險管理-認識保險種類第十六週人生風險管理-認識保險種類第十七週退休金之計算與準備第十八週期末考
Evaluation and grading policy	1.出勤60% 2.期中考20% 3.期末考20%
Materials	All right reserved. Do not reproduce without permission. Foreign-language textbooks:No 1 主要參考書目 (1)圖解個人與家庭理財伍忠賢五南圖書 2 老師自製上課PPT
The access to curricular consultation	有任何課程諮詢請Email給老師 Email:cindyhuang0421@gmail.com
The course corresponds to the SDGs	SDG8：尊嚴就業與經濟發展（Decent Work and Economic Growth）
Does the course incorporate AI	● 無（None）
Note	課程對應SDGs項目:SDGs8-尊嚴就業與經濟發展