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開課單位

國際金融研究學院

授課教師

張綺真

時數

18

學分

1

課程場次

• 2026/09/04 18:00~2026/09/04 20:002小時/0.1學分
• 2026/09/11 18:00~2026/09/11 19:001小時/0.1學分
• 2026/09/18 18:00~2026/09/18 19:001小時/0.1學分
• 2026/10/02 18:00~2026/10/02 19:001小時/0.1學分
• 2026/10/16 18:00~2026/10/16 19:001小時/0.1學分
• 2026/10/23 18:00~2026/10/23 19:001小時/0.1學分
• 2026/10/30 18:00~2026/10/30 20:002小時/0.1學分
• 2026/11/06 18:00~2026/11/06 19:001小時/0.1學分
• 2026/11/13 18:00~2026/11/13 19:001小時/0.1學分
• 2026/11/20 18:00~2026/11/20 19:001小時/0.1學分
• 2026/11/27 18:00~2026/11/27 19:001小時/0.1學分
• 2026/12/04 18:00~2026/12/04 19:001小時/0.1學分
• 2026/12/11 18:00~2026/12/11 19:001小時/0.1學分
• 2026/12/18 18:00~2026/12/18 20:002小時/0.1學分
• 2027/01/08 18:00~2027/01/08 19:001小時/0.1學分

其他報名

無

地點

85大樓3310教室

人數限制

50

課程目標

This course outline is designed to transition students from a traditional "risk-tolerance" mindset to a time-horizon-based strategy. By prioritizing investment duration over emotional comfort, the curriculum aims to maximize long-term wealth.

課程內容

WK1: Course Introduction and Personal Goals (2 Hours)
WK2: The Holistic Approach to Allocation
WK3: External Factors in Asset Allocation
WK4: The Mathematical Engine: Compounding
WK5: The "Comfort" Trap and Market Reality
WK6: The Asset Class Map
WK7: Mid-term Presentations (2 hours)
WK8: Volatility vs. Time
WK9: Diversification in Practice: ETF Research
WK10: Entry Strategies: When to Buy
WK11: Portfolio Analysis I: Trading vs. Investing
WK12: Portfolio Analysis II: The Impact of Bad Timing
WK13: Adjustments and The "Maturity" Pivot
WK14: Final Presentations (2 Hours)
WK15: Course Wrap-up and Future Outlook

限修條件

無

參考/指定用書

無

聯絡資訊

聯絡人:李欣怡

信箱:hsinyili@mail.nsysu.edu.tw

電話:07-5665000分機3038

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