課 程 概 述
Course Description

課程編碼
Course Code
中文課程名稱
Course Name (Chinese)
英文課程名稱
Course Name (English)
總學分數
Credits
總時數
Hours
4835060 財富與投資管理(EMBA) Wealth and Investment Management 3.0 3
中文概述
Chinese Description
本課程將介紹財富與投資管理的基本概念和實務技能。學員將了解財富管理的重要性,如何進行財務狀況分析,如何制定個人投資策略,以及如何選擇和管理投資組合。此外,課程還會介紹風險和報酬的基本原理,利率和其對投資的影響,以及各種投資工具和產品,如債券、股票、共同基金、房地產、保險等。透過本課程的學習,學員將能夠更好地管理自己的財務和投資。
英文概述
English Description
This course will introduce the fundamental concepts and practical skills of wealth and investment management. Participants will learn about the importance of wealth management, how to conduct financial status analysis, how to develop personal investment strategies, and how to select and manage investment portfolios. In addition, the course will cover the basic principles of risk and return, interest rates and their impact on investments, as well as various investment tools and products such as bonds, stocks, mutual funds, real estate, insurance, and more. Through this course, participants will be able to better manage their finances and investments.

備註:

  1. 本資料係由本校各教學單位、教務處課務組、進修部教務組、進修學院教務組及計網中心所共同提供!
  2. 若您對課程有任何問題,請洽各開課系所。