國立中山大學 110學年度第1學期 課程教學大綱
National Sun Yat-sen University 110Academic year1st Semester Course syllabus
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中文名稱 Course name(Chinese) |
行為財務與私人銀行實務 |
課號 Course Code |
FM426 |
英文名稱 Course name(English) |
BEHAVIORAL FINANCE AND PRIVATE BANKING |
課程類別 Type of the course |
講授類 | 必選修 Required/Selected | 選修 |
系所 Dept./faculty |
財務管理學系 |
授課教師 Instructor |
蔡秉真
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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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1.midterm:30% 2.final:30% 3.assignment:30% 4.in-lecture performance:10%
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課程大綱 Course syllabus |
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課程目標 Objectives |
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After this course, students will have (1) a thorough understanding on the concepts and theories in Behaviour Finance (2) a practical knowledge about working in a private bank and (3) the ability of applying behaviour-finance techniques to a wealth-management role
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授課方式 Teaching methods |
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*** Important: Online Teaching on Week 1 *** We will conduct an online teaching on week 1 (Wed 9/29), via Google Meet; the link to our meeting will be sent to students who choose this course by 9/29. If you are not on the name list but wish to take this course, please send an email to TA: alex92980504@gmail.com 因應第一週實施線上授課教學演練, 9/29 第一次上課將透過 Google meet 進行, 線上會議網址將在第一次上課前 email 給選課同學, 想加選課程的同學請 email 給 TA: alex92980504@gmail.com 謝謝. *** Important: Online Teaching on Week 1 *** Lecture Seminar (including group discussion) In-lecture activities
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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.Midterm:30% 2.Final:30% 3.Assignment:20% 4.In-lecture performance:20%
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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 | Bachmann, K., E. G. De Giorgi and T. Hens | Behaviour Finance for Private Banking – from the Art of Advice to the Science of Advice | Wiley | 2018 | Hoboken, New Jersey | 9781119453703 | 2 | Hens, T. and K. Bachmann | Behaviour Finance for Private Banking | Wiley | 2008 | Hoboken, New Jersey | 9780470779996 |
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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 | 2021/09/19~2021/09/25 | Introduction | 2 | 2021/09/26~2021/10/02 | Review of Traditional Finance and Behaviour Bias | 3 | 2021/10/03~2021/10/09 | Behaviour Bias and Review of Traditional Finance | 4 | 2021/10/10~2021/10/16 | Behaviour Bias and Introduction to Private Banking | 5 | 2021/10/17~2021/10/23 | Behaviour Bias and the Story of a Private Banker | 6 | 2021/10/24~2021/10/30 | Prospect Theory and the Story of a Private Banker | 7 | 2021/10/31~2021/11/06 | Prospect Theory and Review on Week 1 - 6 | 8 | 2021/11/07~2021/11/13 | Midterm exam | 9 | 2021/11/14~2021/11/20 | Review of Midterm Exam and an Invited Talk | 10 | 2021/11/21~2021/11/27 | Prospect Theory and the Story of a Private Banker | 11 | 2021/11/28~2021/12/04 | Prospect Theory and the Story of a Private Banker | 12 | 2021/12/05~2021/12/11 | Product Design, Asset Allocation and the Story of a Private Banker | 13 | 2021/12/12~2021/12/18 | Risk Profiling and the Story of a Private Banker | 14 | 2021/12/19~2021/12/25 | Case Study and Risk Profiling | 15 | 2021/12/26~2022/01/01 | Case Study and Wealth Management Process | 16 | 2022/01/02~2022/01/08 | Case Study and Review on week 10 - 15 | 17 | 2022/01/09~2022/01/15 | Final exam | 18 | 2022/01/16~2022/01/22 | Review of Final Exam (optional) |
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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:星期一13:00 - 15:00 地點 Office/Laboratory:CM3052 時段2 Time period 2: 時間 Time:星期三13:00 - 15:00 地點 Office/Laboratory:CM3052
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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.財務倫理之能力與社會責任實踐 1. Financial ethics ability. | V | V | | | | | | | | | | 2.國際觀之能力 2. Global perspective. | V | | | | V | | | | | | | 3.解決財務問題之能力 3. Problem solving ability in Finance. | V | V | | | | | | | | | | 4.溝通之能力 4. Communication skill. | V | | V | | | | | | | | | 5.財務管理專業知識之能力 5. Expertise in Financial management. | | | | | | | | | | | | ※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 | V | | V | | | | | | | | | 2.探究與批判思考能力。 2. Inquisitive and critical thinking abilities | V | | | V | | | | | | | | 3.終身學習能力。 3. Lifelong learning | | | | | | | | | | | | 4.倫理與社會責任。 4. Ethnics and social responsibility | V | | V | | | | | | | | | 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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