國立中山大學 111學年度第1學期 課程教學大綱
National Sun Yat-sen University 111Academic year1st Semester Course syllabus
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中文名稱 Course name(Chinese) |
金融科技 |
課號 Course Code |
MIS580 |
英文名稱 Course name(English) |
FINTECH |
課程類別 Type of the course |
講授類 | 必選修 Required/Selected | 選修 |
系所 Dept./faculty |
資訊管理學系碩士班 |
授課教師 Instructor |
楊淯程
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學分 Credit |
3 |
因應嚴重特殊傳染性肺炎(武漢肺炎),倘若後續需實施遠距授課,授課方式調整如下: |
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因應嚴重特殊傳染性肺炎(武漢肺炎),倘若後續需實施遠距授課,評分方式調整如下: |
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尚未建立傳染性肺炎(武漢肺炎)課程評分方式﹝評分標準及比例﹞
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課程大綱 Course syllabus |
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課程目標 Objectives |
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The term “fintech” is being used more and more in the modern world. Fintech stands for financial technology and covers technology-enabled model innovation in the design and delivery of financial services and product. It is now a broad category that refers to the innovative use of technology in personal and commercial finance. The applications of fintech extend across various business sectors, including initial public offerings (IPO), insurance, lending, investment management, payments, etc. The purpose of the course is to provide students with an opportunity to explore the fintech applications and the related theories such as information economics. This is a practical course with heavy emphasis on guest lectures, modern application studies, and projects.
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授課方式 Teaching methods |
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Lecture, discussion, presentation, and talk
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評分方式﹝評分標準及比例﹞Evaluation (Criteria and ratio)等第制單科成績對照表 letter grading reference
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1.1.class projects:50% 2.2.exams:40% 3.3.participation:5% 4.4.discussion:5%
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參考書/教科書/閱讀文獻 Reference book/ textbook/ documents
〔請遵守智慧財產權觀念,不可非法影印。教師所提供之教材供學生本人自修學習使用,不得散播及做為商業用途〕
No copies for intellectual property rights. Textbooks provided by the instructor used only for self-study, can not broadcast or commercial use
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序號 | 作者 | 書名 | 出版社 | 出版年 | 出版地 | ISBN# | No. | Auther | Title | Publisher | Year of publish | Publisher place | ISBN# | 1 | 蔡立耑 | 金融科技實戰:Python與量化投資 | 博碩 | | | | 2 | 廖敏宏 | Excel VBA實戰技巧|金融數據x網路爬蟲 | 基峰 | | | |
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彈性暨自主學習規劃 Alternative learning periods
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每週課程內容及預計進度 Weekly scheduled progress |
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週次 | 日期 | 授課內容及主題 | Week | Date | Content and topic | 1 | 2022/09/04~2022/09/10 | 課程簡介與Python入門 | 2 | 2022/09/11~2022/09/17 | Python介紹與常用函式庫 | 3 | 2022/09/18~2022/09/24 | 數位沙盒業師分享 | 4 | 2022/09/25~2022/10/01 | 基礎統計學與時間序列 | 5 | 2022/10/02~2022/10/08 | 資產收益率和風險 | 6 | 2022/10/09~2022/10/15 | 數位沙盒業師分享 | 7 | 2022/10/16~2022/10/22 | 投資組合理論 | 8 | 2022/10/23~2022/10/29 | 資本資產定價模型 | 9 | 2022/10/30~2022/11/05 | 數位沙盒業師分享 | 10 | 2022/11/06~2022/11/12 | 資本資產定價模型 | 11 | 2022/11/13~2022/11/19 | 配對交易策略 | 12 | 2022/11/20~2022/11/26 | 技術指標與量化投資 | 13 | 2022/11/27~2022/12/03 | 技術指標與量化投資 | 14 | 2022/12/04~2022/12/10 | 投資交易策略 | 15 | 2022/12/11~2022/12/17 | 投資交易策略 | 16 | 2022/12/18~2022/12/24 | 期末報告 | 17 | 2022/12/25~2022/12/31 | Final Quiz | 18 | 2023/01/01~2023/01/07 | 彈性學習 |
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課業討論時間 Office hours |
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時段1 Time period 1: 時間 Time:星期四12:00-14:00 地點 Office/Laboratory:管4043 時段2 Time period 2: 時間 Time:星期五12:00-14:00 地點 Office/Laboratory:管4043
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系所學生專業能力/全校學生基本素養與核心能力 basic disciplines and core capabilitics of the dcpartment and the university |
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系所學生專業能力/全校學生基本素養與核心能力 basic disciplines and core capabilities of the department and the university | 課堂活動與評量方式 Class activities and evaluation | 本課程欲培養之能力與素養 This course enables students to achieve. | 紙筆考試或測驗 Test. | 課堂討論︵含個案討論︶ Group discussion (case analysis). | 個人書面報告、作業、作品、實驗 Indivisual paper report/ assignment/ work or experiment. | 群組書面報告、作業、作品、實驗 Group paper report/ assignment/ work or experiment. | 個人口頭報告 Indivisual oral presentation. | 群組口頭報告 Group oral presentation. | 課程規劃之校外參訪及實習 Off-campus visit and intership. | 證照/檢定 License. | 參與課程規劃之校內外活動及競賽 Participate in off-campus/ on-campus activities and competitions.
| 課外閱讀 Outside reading. | ※系所學生專業能力 Basic disciplines and core capabilities of the department | |
1.具備資訊倫理與社會責任實踐的能力 1. Awareness of information ethics. | | | | | | | | | | | | 2.具備溝通能力 2. Communication Skills. | | | | | | | | | | | | 3.具備解決資訊管理問題之能力 3. Capabilities to solve IT-related problems. | | | | | | | | | | | | 4.具備資訊管理之專業知識 4. Professional knowledge of information technology. | | | | | | | | | | | | 5.具備國際觀 5. Global perspective. | | | | | | | | | | | | ※全校學生基本素養與核心能力 Basic disciplines and core capabilities of the university | |
1.表達與溝通能力。 1. Articulation and communication skills | | | | | | | | | | | | 2.探究與批判思考能力。 2. Inquisitive and critical thinking abilities | | | | | | | | | | | | 3.終身學習能力。 3. Lifelong learning | | | | | | | | | | | | 4.倫理與社會責任。 4. Ethnics and social responsibility | | | | | | | | | | | | 5.美感品味。 5. Aesthetic appreciation | | | | | | | | | | | | 6.創造力。 6. Creativity | | | | | | | | | | | | 7.全球視野。 7. Global perspective | | | | | | | | | | | | 8.合作與領導能力。 8. Team work and leadership | | | | | | | | | | | | 9.山海胸襟與自然情懷。 9. Broad-mindedness and the embrace of nature | | | | | | | | | | | |
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本課程與SDGs相關項目:The course relates to SDGs items: |
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本課程校外實習資訊: This course is relevant to internship: |
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