國際金融市場面臨多種環境變化，如全球通膨警鐘，各國央行為了打擊通膨怪獸，紛紛調升利率，戰爭開打更加重通膨壓力，疫情導致全球供應鏈大亂，公債殖利率大幅彈升，科技股被重新估值，美元獨強，抗通膨資產成為熱門投資標的。
大環境改變也讓金融監理及風險管理愈加重要，另外金融科技、純網銀、ESG、永續金融、開放銀行已成當代金融市場熱門議題，本課程讓讀者充分掌握全球金融脈動以及金融產業的創新。
將以循序漸進的教授方式幫助學生瞭解商品設計動機、特色與評價方式，以及個人或公司在各種情況下之財務規劃與實務策略運用，並協助同學對於市場發展趨勢有更深層的認識與體會。
修完本課程後，將具備資本市場、貨幣市場、外匯市場之投資、融資、股利、財務決策等基本能力，有助於對個人財富規劃、營運資金政策上的決策思考，更能了解理論與實務相互關係。
此外，修習本課程有助於準備下列證照考試:
入門證照:
(1) 證券商營業員
(2) 證券商高級營業員
(3) 投信投顧業務員
(4) 期貨商營業員
(5) 理財規劃人員
進階證照
(1) 期貨交易分析人員
(2) 證券投資分析人員
(3) 美國 特許財務分析師 (Chartered Financial Analyst, CFA)
有興趣者，可再鑽研「投資實務」相關課程、「金融市場」、「外匯市場」等課程，以增進判斷能力。
《 課程簡介 -- English 》
International financial markets are facing diverse environmental shifts, such as global inflation alarms. To combat the "inflation monster," central banks worldwide have been raising interest rates. The outbreak of war has further intensified inflationary pressures, while the pandemic has disrupted global supply chains. These factors have led to a sharp rise in government bond yields, a re-valuation of tech stocks, and a dominant US dollar, making inflation-protected assets highly sought-after investment targets.
As the macroenvironment changes, financial supervision and risk management have become increasingly vital. Furthermore, topics such as Fintech, digital-only banks, ESG, sustainable finance, and open banking have emerged as focal points in contemporary financial markets. This course enables students to fully grasp global financial trends and innovations within the financial industry.
Adopting a step-by-step teaching approach, this course helps students understand the motivations behind product design, their distinctive features, and valuation methods. It also covers practical strategies for personal or corporate financial planning under various scenarios, assisting students in gaining a deeper insight into market trends.
Upon completion, students will possess fundamental capabilities in investment, financing, dividends, and financial decision-making across capital, money, and foreign exchange markets. This will enhance their decision-making logic regarding personal wealth management and working capital policies, fostering a better understanding of the interplay between theory and practice.
You also can take the license of professional financial-related capability test. For further study, you can take the "Investment "and " Financial market" courses to enhance your ability.
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