第一部份(10堂課)：綠色金融量化分析：資本配置、風險定價與產業轉型
環境問題如何成為財務問題，企業如何因應，金融如何提供資金與分配風險，最後如何形成投融資決策。
原有四大主題也因此得到完整延伸：綠色金融概論建立問題意識；轉型金融解釋企業行動；碳市場提供成本與價格訊號；綠色債券及永續連結工具則說明資金如何支持轉型。
第二部分(5堂課)：看懂ESG，做好投資：綠色金融與未來理財趨勢
近年來，愈來愈多投資人聽過 ESG、永續投資、綠色金融等名詞，但多數人並不清楚這些概念和自己的基金、ETF、退休金有什麼關係。其實 ESG 的核心觀念並不複雜。簡單來說，就是透過了解一家企業是否重視環境保護、善待員工、誠實經營，來判斷它是否具有長期成長的潛力。
本部分不談艱深的法規與專業術語，而是從一般人最關心的問題出發：ESG會不會影響投資報酬？為什麼有些公司特別受到資金青睞？ESG基金和ETF值得投資嗎？如何利用ESG概念規劃退休理財？未來10年的投資機會在哪裡？透過生活案例、市場現象、基金與ETF實例，以及簡單易懂的投資規劃方法，幫助學員建立長期投資與永續理財的觀念。
《 課程簡介 -- English 》
Part 1 (10 lessons): Quantitative Analysis of Green Finance: Capital Allocation, Risk Pricing, and Industrial Transformation
How environmental issues become financial issues, how companies respond, how finance provides funding and allocates risk, and ultimately how investment and financing decisions are formed.
The original four main themes are thus fully expanded: an introduction to green finance to establish problem awareness; transition finance to explain corporate actions; the carbon market to provide cost and price signals; and green bonds and sustainability-linked instruments to explain how funding supports transition.
Part 2 (5 lessons): Understanding ESG, Making Good Investments: Green Finance and Future Financial Trends
In recent years, more and more investors have heard of terms like ESG, sustainable investing, and green finance, but most are unclear about the relationship between these concepts and their funds, ETFs, and retirement savings. In fact, the core concept of ESG is not complicated. Simply put, it's about judging a company's long-term growth potential by understanding whether it prioritizes environmental protection, treats its employees well, and operates honestly.
This part avoids complex regulations and jargon, instead starting with the questions that most people care about: Will ESG affect investment returns? Why are some companies particularly favored by investors? Are ESG funds and ETFs worth investing in? How can we use ESG concepts to plan for retirement? Where are the investment opportunities in the next 10 years? Through real-life examples, market phenomena, fund and ETF examples, and simple and easy-to-understand investment planning methods, this course helps participants establish long-term investment and sustainable financial planning concepts.
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