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國立中山大學 110學年度第2學期 課程教學大綱
National Sun Yat-sen University 110Academic year Course syllabus
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中文名稱
Course name(Chinese) |
金融服務與金融科技資料案例 |
課號
Course Code |
CM506 |
英文名稱
Course name(English) |
FINANCIAL SERVICE AND FINANCIAL TECHNOLOGY CAPSTONE |
課程類別
Type of the course |
講授類 | 必選修
Required/Selected | 選修 |
系所
Dept./faculty |
管理學院 |
授課教師
Instructor |
王昭文
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學分
Credit |
3 |
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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，授課方式調整如下：Since COVID-19, if distance learning is necessary, the teaching methods would adjust as follows: |
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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：Since COVID-19, if distance learning is necessary, the evaluation would adjust as follows: |
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1.Mid-term Report：30%
2.Final Report：50%
3.Participation：20%
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課程大綱 Course syllabus |
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課程目標 Objectives |
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本課程的⽬的在透過實際的資料案例，引導同學們活⽤所學過的各種分析⽅法，並結合各項分析的結果來進⾏策略規劃。本課程也將與銀行合作，讓同學們進入實際的銀行情境，練習在實際的商業情境之下、靈活運⽤探索性、診斷性和預測性的分析⽅法，配合模擬與優化⼯具來判斷局勢、預測情境、模擬狀況、溝通策略和規劃對策。
This cousre aims to apply action learning approach for analytics based on real bank cases. The analysis results will be subsequently used to devise strategies. Students will be placed in real context and exercise various analytics methods, such as exploring, diagnosis, and predictive analytics. The result will be coupled with simulations and optimization techniques for strategic planning.
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授課方式 Teaching methods |
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Lecture & Discussion & Doing
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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.Mid-term Report：30%
2.Final Report：50%
3.Participation：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 | Albright, S., & Winston, W. | Business analytics: Data analysis & decision making | Nelson Education | 2014 | | |
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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 | 2022/02/13~2022/02/19 | 課程介紹 & 認識合作廠商(Course & Partner introduction ) | | 2 | 2022/02/20~2022/02/26 | 商業分析流程(Business Analysis Process) | | 3 | 2022/02/27~2022/03/05 | 商業分析流程(Business Analysis Process) | | 4 | 2022/03/06~2022/03/12 | 商業分析流程(Business Analysis Process) | | 5 | 2022/03/13~2022/03/19 | 媒合合作廠商(Matching Partners) | | 6 | 2022/03/20~2022/03/26 | 了解個案(Learn about the case) | | 7 | 2022/03/27~2022/04/02 | 資料蒐集(Data Collection) | | 8 | 2022/04/03~2022/04/09 | 資料探索(Data Exploration) | | 9 | 2022/04/10~2022/04/16 | 資料分析(Data Analysis) | | 10 | 2022/04/17~2022/04/23 | 資料分析(Data Analysis) | | 11 | 2022/04/24~2022/04/30 | 資料分析(Data Analysis) | | 12 | 2022/05/01~2022/05/07 | 初步報告(Preliminary Report) | | 13 | 2022/05/08~2022/05/14 | 期中報告(Midterm Report) | | 14 | 2022/05/15~2022/05/21 | 模擬規劃預測(Simulation Planning Forecast) | | 15 | 2022/05/22~2022/05/28 | 模擬規劃預測(Simulation Planning Forecast) | | 16 | 2022/05/29~2022/06/04 | 模擬規劃預測(Simulation Planning Forecast) | | 17 | 2022/06/05~2022/06/11 | 期末報告(Final Report) | | 18 | 2022/06/12~2022/06/18 | 跨學程成果報告(Cross-Program Outcome Report) |
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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：星期二16:00-18:00
地點 Office/Laboratory：Department of Finance office
時段2 Time period 2：
時間 Time：星期五10:00-12:00
地點 Office/Laboratory：Department of Finance office
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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 | |
| ※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 | V | | V | | | | | | | 2.探究與批判思考能力。 2. Inquisitive and critical thinking abilities | V | | V | 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 | | | | | | | | | | | | | 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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