共同基金係委由專業經理人代為操作，是「共聚資金、共擔風險、共享利潤」的投資方法，低風險且省時省力。
隨著金融市場日益自由化及國際化，投資工具日益多元化，加上國內外投資法令的鬆綁及新種金融商品的問市，
共同基金的發展越趨成熟及多樣化，因此，投資人如何藉由共同基金的投資，作好資產配置及進行風險分散，成為一門重要的理財課題。
此外，投信投顧相關業者面對金融市場的國際化，如何增強核心能力及提升競爭優勢，亦不可忽視。
本課程將逐步介紹何謂共同基金、共同基金的類型，以及如何依個人的風險承受度與理財規劃，選擇適當的共同基金進行投資，以達到財富人生目的。
《 課程簡介 -- English 》
Along with the development of investment markets, the investment tools become diversified. In the past the mutual fund development in Taiwan was tied by the limitation of investment laws or regulations,
but now it has the opportunity to leverage the maturity of mutual fund and the professionalism of the investment team to become the most convenient tool for asset allocation.
And it has made investment management easy to access. This will require a management strategy for the best application of resources in critical areas to enhance competitiveness and assure the achievement of company goals.
On the other hand, in light of the trend of liberalization and internationalization of financial markets, how the public to invest in a variety of investment tools in order to get more profit and lower risk has become a more and more important issue.
In this class, we will discuss what asset management is, what mutual fund is and how it set up is, and how to choose to invest in mutual fund in order to achieve the goal of rich and beautiful life.
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