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) |
銀行理論與管理 |
課號 Course Code |
FM526 |
英文名稱 Course name(English) |
BANKING THEORY AND MANAGEMENT |
課程類別 Type of the course |
講授類 | 必選修 Required/Selected | 選修 |
系所 Dept./faculty |
財務管理學系碩士班 |
授課教師 Instructor |
李聿偉 郭照榮
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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.Online lecture and Group Discussion:50% 2.Written report:50%
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課程大綱 Course syllabus |
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課程目標 Objectives |
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1. To understand finance theory and practice. 2. To learn how to identify, analyze and solve the problems about banking practice and risk management. 3. To be able to become a financial professional with independent thinking.
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授課方式 Teaching methods |
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Combination of theory and practice: Self-designed teaching material with reference to professional finance books, the latest supervision information and research reports published on the website of the Basel Committee on Banking Supervision, related papers, and practical cases.
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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.General Performance:50% 2.Final group report:50%
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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 | Anthony Saunders , Marcia Million Cornett | Financial Institution Management : A Risk Management Approach ,8e | McGraw-Hill International Enterprises, LLC., Taiwan Branch | 2017 | | | 2 | Joël Bessis | Risk Management in Banking, 4th Edition | WILEY( Copyright © 2000-2022 by John Wiley & Sons, Inc., or related companies) | 2018 | | | 3 | 謝德宗編譯 | 金融機構管理 | 華泰文化事業股份有限公司 | 2017 | | | 4 | 謝劍平著 | 金融機構管理概論 | 智勝文化事業有限公司 | 2018 | | | 5 | 黃仁德,曾令寧 | 現代銀行與風險管理 | 台灣金融研訓院 | 2003 | | |
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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 | 2022/02/13~2022/02/19 | Volcker Rule and Financial Stability | 2 | 2022/02/20~2022/02/26 | Banking Industry and Regulatory Trends | 3 | 2022/02/27~2022/03/05 | Research on Financial Supervision Regulations | 4 | 2022/03/06~2022/03/12 | The basic financial structure and connection of the national economic system | 5 | 2022/03/13~2022/03/19 | Bank Reserve's Setting for Minimizing the Price Fluctuations | 6 | 2022/03/20~2022/03/26 | New Thinking of Financial Environment and Modern Risk Management | 7 | 2022/03/27~2022/04/02 | Risk Management Foundation Builder | 8 | 2022/04/03~2022/04/09 | value at risk | 9 | 2022/04/10~2022/04/16 | market risk | 10 | 2022/04/17~2022/04/23 | cash flow management | 11 | 2022/04/24~2022/04/30 | Liability and Liquidity Management | 12 | 2022/05/01~2022/05/07 | credit risk | 13 | 2022/05/08~2022/05/14 | Operational Risk Management | 14 | 2022/05/15~2022/05/21 | Bank Operation Risk Detection | 15 | 2022/05/22~2022/05/28 | The Core Principles of Effective Bank Supervision in Basel | 16 | 2022/05/29~2022/06/04 | Financial Inspection and Supervision Administration and Group Reporting | 17 | 2022/06/05~2022/06/11 | Financial Warning System and Group Reporting | 18 | 2022/06/12~2022/06/18 | Discussions and Group Reports on Financial Stability Issues |
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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:依規定免登 地點 Office/Laboratory:依規定免登 時段2 Time period 2: 時間 Time:依規定免登 地點 Office/Laboratory:依規定免登
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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. | | | | | | | | | | | | 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. | V | | V | | V | | V | | | | | ※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 | | | | | | | | | | | | 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 | V | | V | | | | | | | | | 8.合作與領導能力。 8. Team work and leadership | V | | V | | | | | | | | | 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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