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

中文名稱
Course name(Chinese)

 金融科技服務開發

課號
Course Code

 FM616

英文名稱
Course name(English)

 THE DEVELOPMENT OF FINTECH SERVICES

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

 王昭文    李忠軒    

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：
　　　　　　　　 同步遠距【透過網路直播技術，同時進行線上教學，得採Microsoft Teams、Adobe connect等軟體進行】
同步遠距含錄影【透過網路直播技術，同時進行線上教學並同時錄影，課程內容可擇日再重播，得採Microsoft Teams、Adobe connect等軟體進行】
非同步遠距【課堂錄影或錄製數位教材放置網路供學生可非同時進行線上學習，得採EverCam、PPT簡報錄影、錄音方式進行】
實作類課程，經評估無法採遠距課程教學，後續復課後密集補課

★遠距教學軟體操作說明連結

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：

　　　　　　　　
1.平常成績、出席與表現[Participation and Homework]：30%
2.期中報告[Midterm report]：35%
3.期末分組報告[Group report]：35%

課程大綱 Course syllabus
　　　　　　　　 本課程教學大綱已提供完整英文資訊（本選項僅供統計使用，未提供完整英文資訊者，得免勾記）【Provide information of course syllabus in English.(This is for statistical use only. For those who do not provide information of course syllabus in English, do not check this field.)】

金融科技新創公司結合傳統金融領域與創新技術，提供多樣化的新型態金融服務，賦予消費者更大的主控權。而這些破壞式的創新將重塑金融產業之結構、環境與消費，並全面改寫金融服務版圖及突破商業模式。這樣的創新方式不會是一時的，這些不間斷的創新力量將會改變消費者的行為、迫使企業的商業模式和金融業的長期結構做出調整。
在金融科技的世代變革之下，單一財管背景已經不能滿足社會的需求，跨領域之人才變得越發重要，為達到因應金融變革、培養複合型人才之目的，故開設此課程。
本課程主要帶領學生運用人工智慧技術與財務領域進行結合，進行財務投資決策及分析，比如證券及期貨投資等。讓學生了解金融科技以及人工智慧投資的具體涵義。
Financing technology startups combine traditional financial sectors with innovative technologies to provide a diverse range of new-type financial services that give consumers greater control. These disruptive innovations will reshape the structure, environment and consumption of the financial industry, and comprehensively rewrite the financial services landscape and break through the business model. Such innovative approaches will not be temporary, and these uninterrupted innovation forces will change consumer behavior, force business models and the long-term structure of the financial industry to adjust. Under the generational reform of financial technology, the background of a single financial management system has been unable to meet the needs of society. Cross-disciplinary talents have become more and more important. In order to meet the purpose of responding to financial changes and cultivating compound talents, this course has been opened. This course mainly leads students to use artificial intelligence technology and financial field to make financial investment decisions and analysis, such as securities and futures investment. Let students understand the specific meaning of financial technology and artificial intelligence investment.







課程目標 Objectives
　　　　　　　　 1. 學生具備資料科學能力 。
2. 學生能夠了解機器學習及深度學習模型理論與應用方法。
3. 學生能夠將本門課學到的知識，並應用於財務相關議題之研究與實務。
4. 培養學生成為資訊及財務跨領域人才。
Cultivate the students have the ability of data science. Teach students machine learning and deep learning theory and methods. Cultivate students to be FinTech talents.







授課方式 Teaching methods
　　　　　　　　 講授、課程討論及分組報告
lecture, class discussion and group presentation
已選課學生請於以下連結進入: https://meet.google.com/jia-rtzf-xbg
進入會議室，統一名稱為:科系+年級+學號+姓名。
非選課學生擬旁聽者,請於前述連結登入,並於留言區留下科系+年級+學號+姓名，以做為異常處理之參考。









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

　　　　　　　　
1.平常成績、出席與表現[Participation and Homework]：30%
2.期中報告[Midterm report]：35%
3.期末分組報告[Group report]：35%

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

　　　　　　　　
序號作者書名出版社出版年出版地ISBN#
No.AutherTitlePublisherYear of
publish		Publisher
place		ISBN#
1François Chollet, J. J. AllaireDeep Learning with RManning Publications Co.2018美國9781617295546
2HSUAN-TIEN LINLEARNING FROM DATA全華圖書2012台灣9781600490064
3Hadley Wickham, Garrett GrolemundR資料科學(R for Data Science)歐萊禮2017台灣9789864764808
4Foster Provost, Tom Fawcett資料科學的商業運用(Data Science for Business)歐萊禮2016台灣9789864760268

每週課程內容及預計進度 Weekly scheduled progress
　　　　　　　　
週次日期授課內容及主題
WeekDateContent and topic
12022/09/04~2022/09/10課程介紹 [Course introduction]
22022/09/11~2022/09/17機器學習基礎理論(1)[Machine learning basic theory(1)]
32022/09/18~2022/09/24機器學習基礎理論(2)[Machine learning basic theory(2)]
42022/09/25~2022/10/01機器學習基礎理論(3)[Machine learning basic theory(3)]
52022/10/02~2022/10/08機器學習基礎理論(4)[Machine learning basic theory(4)]
62022/10/09~2022/10/15機器學習模型理論與應用(1)[Machine learning model theory(1)]
72022/10/16~2022/10/22機器學習模型理論與應用(2)[Machine learning model theory(2)]
82022/10/23~2022/10/29機器學習模型理論與應用(3)[Machine learning model theory(3)]
92022/10/30~2022/11/05機器學習模型理論與應用(4)[Machine learning model theory(4)]
102022/11/06~2022/11/12機器學習模型理論與應用(5)[Machine learning model theory(5)]
112022/11/13~2022/11/19期中報告[Midterm report]
122022/11/20~2022/11/26深度學習基礎理論(1)[Deep learning basic theory(1)]
132022/11/27~2022/12/03深度學習基礎理論(2)[Deep learning basic theory(2)]
142022/12/04~2022/12/10深度學習基礎理論(3)[Deep learning basic theory(3)]
152022/12/11~2022/12/17深度學習實務應用(1)[Deep learning application(1)]
162022/12/18~2022/12/24期末分組報告[Final report]
172022/12/25~2022/12/31期末分組報告[Final report]
182023/01/01~2023/01/07彈性學習[Alternative Curriculum]

課業討論時間 Office hours
　　　　　　　　 時段1 Time period 1:
時間 Time：星期三14:00~16:00
地點 Office/Laboratory：管4096
時段2 Time period 2：
時間 Time：星期五14:00~16:00
地點 Office/Laboratory：管4096

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
　　　　　　　　
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.           
2.國際觀之能力 2. Global perspective.           
3.解決財務問題之能力 3. Problem solving ability in Finance.V V V V    
4.溝通之能力 4. Communication skill.V V 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 skillsV 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 learningV V V V    
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　           

本課程與SDGs相關項目：The course relates to SDGs items:

　　　　　　　　
SDG1-消除貧窮(No Poverty)
SDG2-消除飢餓 (Zero Hunger)
SDG3-良好健康與福祉(Good Health and Well-being)
SDG4-教育品質(Quality Education)
SDG5-性別平等(Gender Equality)
SDG6-乾淨水源與公共衛生(Clean Water and Sanitation)
SDG7-可負擔乾淨能源(Affordable and Clean Energy)
SDG8-優質工作與經濟成長(Decent Work and Economic Growth)
SDG9-工業、創新和基礎建設(Industry,Innovation and Infrastructure)
SDG10-減少不平等(Reduced Inequalities)
SDG11-永續城市(Sustainable Cities and Communities)
SDG12-責任消費與生產(Responsible Consumption and Production)
SDG13-氣候行動(Climate Action)
SDG14-海洋生態(Life Below Water)
SDG15-陸域生態(Life on Land)
SDG16-和平、正義和穩健的制度(Peace,Justice And Strong Institutions)
SDG17-促進目標實現的全球夥伴關係(Partnership for the Goals)
本課程和SDGS無關

本課程校外實習資訊: This course is relevant to internship:

　　　　　　　　 本課程包含校外實習（本選項僅供統計使用，無校外實習者，得免勾記）
The course includes internship.(For statistical use only. If the course without internship, please ignore this item.)

實習定義：規劃具有學分或時數之必修或選修課程，且安排學生進行實務與理論課程實習，於實習終了取得考核證明繳回學校後，始得獲得學分；或滿足畢業條件者。(一般校內實習請勿勾選此欄位)

Internship: The required or elective courses should include credits and learning hours. Students should participate in the corporative company or institution to practice and learn the real skills. An internship certification must be handed in at the end of internship to get the credits or to fulfil the graduation requirements.

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