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  佛光大學
Fo Guang University
教學計畫表 Syllabus		  
 
課程中文名稱
Course Name in Chinese 		掌握金融及股市脈動
課號
Course Code 		DOAE250200
課程英文名稱
Course Name in English		 Keeping Up with Financial and Stock Market Trends
學年/學期
Academic Yeas/Semester		 115 /1
開課單位/學門別
Department/Academic Discipline		 應用經濟學系：財務金融與理財規劃學分學程
學制別
Degree		 30+大學/第三人生大學
學分數
Credits		  3    
每週授課時數
Weekly Hours of Instruction 		 3   
修別
Type		 選修 Elective
課/學程別
Program		 學系專業選修Specialized Elective
課程分流
 實務型
課程內容
Curriculum attribute
■自學力 ■一般課程 ■SDG 4 優質教育：確保有教無類、公平以及高品質的教育，及提倡終身學習
■實作
AI暨智慧永續發展
 AI暨智慧課程:否    永續發展課程: 智慧永續入門課程
16+2課程 否
教學方法
Instructional Strategies
■講授 ■參訪 ■數位融入課程(包含遠距教學、數位學習平台、zuvio、ppt、數位講桌的設備與功能、其他數位教學輔助軟體等)
■分組討論 ■創新教法(各種改良傳統教學之方式皆包含)
授課教師
Instructor		 戴孟宜
聯絡方式
mytai@mail.fgu.edu.tw
03-9871000 # 23516
上課時間/地點
Time of Class/Location of Class		 四.2,3,4(301)
先修課程
Prerequisites
課程描述（若為實務型課程需含搭配產業界或非營利組織需求之說明）
Course Description
 

本課程旨在協助學員建立對金融市場的整體認知，並深入了解股票市場的運作機制與實務操作方式。課程內容涵蓋金融市場架構、股票市場基本概念、交易制度、投資工具介紹，以及實際股市操作流程。透過理論說明搭配案例分析，學員將學習如何解讀市場資訊、分析個股走勢、擬定投資策略，並了解投資風險與風險控管原則。本課程適合對股市投資有興趣之初學者，亦可作為有基礎投資經驗者強化實務能力之進階學習。

This course is designed to help learners build a comprehensive understanding of financial markets and gain in-depth knowledge of the operational mechanisms and practical practices of the stock market. The course covers the structure of financial markets, fundamental concepts of the stock market, trading systems, an introduction to investment instruments, and the practical processes of stock market operations. Through a combination of theoretical instruction and case analysis, learners will develop the ability to interpret market information, analyze individual stock trends, formulate investment strategies, and understand investment risks as well as risk management principles. This course is suitable for beginners who are interested in stock market investing, and also serves as an advanced learning opportunity for those with basic investment experience to strengthen their practical skills.
 
課程目標 （若為實務型課程請具體描述該課程所要培養之實務能力)
Course Objectives
序號目標描述
1建立金融市場的整體概念：讓學員了解金融市場架構、功能及其在整體經濟中的角色。 Develop a comprehensive understanding of financial markets: Enable learners to understand the structure, functions, and roles of financial markets within the overall economy.
2認識股票市場的運作機制：說明股票市場的交易制度、參與者及主要影響因素。 Understand the operational mechanisms of the stock market: Explain trading systems, market participants, and key influencing factors.
3培養基本股市分析能力：介紹基本面分析與技術面分析核心觀念，提升投資判斷能力。 Build fundamental stock analysis skills: Introduce the core concepts of fundamental analysis and technical analysis to enhance investment decision-making abilities.
4學習實務股票操作技巧：透過案例說明實際的買賣策略、風險控管與資金配置方式。 Learn practical stock trading techniques: Use case studies to illustrate real-world trading strategies, risk management, and capital allocation methods.
5強化投資風險意識與紀律：協助學員建立正確的投資心態，避免常見投資錯誤。 Strengthen risk awareness and investment discipline: Help learners develop a sound investment mindset and avoid common investment mistakes.
授課進度表
Weekly Schedule
週次內容備註
1課程介紹與遠距教學操作說明 Course Introduction and Remote Learning Instructions 
2金融市場架構與參與者（法人、散戶）Financial Market Structure and Market Participants (Institutional and Retail Investors) 
3股票市場基本概念（上市、上櫃、指數）Fundamentals of the Stock Market (Listing, OTC Markets, and Stock Indices)遠距
4股票交易制度與撮合機制 Stock Trading Rules and Order Matching Mechanisms 
5證券帳戶開立、交易流程與下單方式 Securities Account Opening, Trading Procedures, and Order Placement遠距
6K 線圖與技術分析基礎 Introduction to Candlestick Charts and Technical Analysis 
7技術指標應用（MA、KD、MACD、RSI）Technical Indicator Applications (MA, KD, MACD, and RSI)遠距
8成交量、趨勢判讀與進出場策略 Volume Analysis, Trend Identification, and Entry and Exit Strategies 
9期中測驗Midterm Exam遠距
10基本面分析：財報與產業分析 Fundamental Analysis: Financial Statements and Industry Analysis 
11個股評估與選股策略 Stock Evaluation and Selection Strategies業師偕同
12投資組合與資產配置概念 Portfolio and Asset Allocation Concepts遠距
13風險管理與停損停利策略 Risk Management and Stop-Loss / Take-Profit Strategies業師偕同
14行為財務學與投資心理 Behavioral Finance and Investment Psychology遠距
15校外參訪：證券交易所或券商或金融機構 Field Visits: Stock Exchange, Brokerage Firms, or Financial Institutions 
16模擬交易實作與績效檢討 Simulated Trading Practice and Performance Review業師偕同
17市場趨勢分析與實務案例分享 Market Trend Analysis and Practical Case Studies業師偕同
18期末報告與整體課程總結 Final Report and Course Summary 
　
學期成績計算及多元評量方式
Grading Policy
項次配分項目/catagory配分比例/Percentage會考測驗/general_test實務操作/accounting_practice專題發表/case_presentation其他/other
1平時成績/Asssignments 30%   100
2期中考成績/Midterm Exam 30%  100 
3期末考成績/Final Exam 30%  100 
4其他/other 10%   100
主要參考書目
References

指定閱讀
Required Readings

教師座談/晤談地點與時間
Course Management SystemInstructor' Office and Office hours

office hours 或預約時間
雲起樓423室
學生請假規則

 1. 學生請假悉依本校「學則」及「學生請假辦法」規定辦理。
2. 依本校「學則」第33條，曠課一小時，以缺課二小時論。學生某一科目之缺課總時數達該科全學期授課時數三分之一，經該科教師扣考後，即不准參加該科目之學期各項學習成績考試或評量。
課程平台

 http://elearn.fgu.edu.tw