教學大綱 Syllabus

科目名稱:金融機構策略管理

Course Name: Strategic Management for Financial Institution

修別:選

Type of Credit: Elective

3.0

學分數

Credit(s)

30

預收人數

Number of Students

課程資料Course Details

課程簡介Course Description

Strategic Management for Financial Institutions is a course combining lectures and seminars with active class participation, in form of discussion, group study and presentation, by students. Whilst non-deposit-taking financial institutions will be touched on a selective basis, the course stresses the conceptual foundation of Banking together with the idiosyncrasies of those credit markets dominated by deposit-taking financial institutions. In addition, recent developments with potentially far-reaching implications for the future design of banking and financial markets are addressed. The course focuses on the environmental dynamic against which bank management decisions and strategy must be taken or formulated, rather than operational practices per se.

核心能力分析圖 Core Competence Analysis Chart

能力項目說明


    課程目標與學習成效Course Objectives & Learning Outcomes

    Strategic Management for Financial Institutions is a course combining lectures and seminars to help future financiers to grasp profoundly the essence of banking and non-bank banking activities. This course focuses on the environmental dynamic against which executive management decisions and strategy must be taken or formulated, rather than operational practices per se.

    Students pursuing banking or non-banking finance career should benefit from this course by deeply understanding or reasonably judging the future development of the financial services industry.

    Students currently without banking background shall also benefit from this course by understanding the business model and logic of his/her counterpart in banking or financial industry, thereby interacting with financiers in an effective fashion in the future.

    每周課程進度與作業要求 Course Schedule & Requirements

    教學週次Course Week 彈性補充教學週次Flexible Supplemental Instruction Week 彈性補充教學類別Flexible Supplemental Instruction Type

    週次

    課程內容與指定閱讀

    教學活動與課前、

    課後作業

    學習投入時間(含課堂教學時數)

    Week 1

    2/19

    Overview on Financial Services Industry (JL)

    Lecture and Discussion

    Collect data of financial services

    3 hours

    Week 2

    2/26

    The Nature of Financial Activities and its Implications for Financial Institutions (YC)

    Lecture and Discussion

    Readings and Preparation

    6 hours

    Week 3

    3/4

    Performance Evaluation: High Performing Banks (JL)

    Lecture and Discussion

    Readings and Preparation

    6 hours

    Week 4

    3/11

    Asset & Liability Management: Liquidity and Market Risk (YC)

    Lecture and Discussion

    Analyze the financial structure of domestic banks

    Readings and Preparation

    6 hours

    Week 5

    3/18

    Asset & Liability Management: Credit Risk (YC)

    Lecture and Discussion

    Readings and Preparation

    6 hours

    Week 6

    3/25

    Credit Rating (JL)

    Lecture and Discussion

    Readings and Preparation

    6 hours

    Week 7

    4/1

    Product Development: Financial Innovations (JL)

    Lecture and Discussion

    Readings and Preparation

    6 hours

    Week 8

    4/8

    Financial Technology Development (JL)

    Lecture and Discussion

    Readings and Preparation

    6 hours

    Week 9

    4/15

    Securitization (YC)

    Lecture and Discussion

    Readings and Preparation

    6 hours

    Week 10

    4/22

    Investment Banking (JL)

    Lecture and Discussion

    Readings and Preparation

    6 hours

    Week 11

    4/29

    Expansion Strategy: Merger & Acquisition vs. Organic Growth (JL)

    Lecture and Discussion

    Readings and Preparation

    6 hours

    Week 12

    5/6

    Information Flow and Risk Management (YC)

    Lecture and Discussion

    Readings and Preparation

    6 hours

    Week 13

    5/13

    Regulation, Deregulation and Globalization (YC).

    Lecture and Discussion

    Readings and Preparation

    6 hours

    Week 14

    5/20

    Corporate Culture and Ethics (YC)

    Lecture and Discussion

    Readings and Preparation

    6 hours

    Week 15

    5/27

    同學專題報告

    Lecture and Discussion

    Readings and Preparation

    6 hours

    Week 16

    6/3

    Wrap-up

     

     

    授課方式Teaching Approach

    50%

    講述 Lecture

    20%

    討論 Discussion

    30%

    小組活動 Group activity

    0%

    數位學習 E-learning

    0%

    其他: Others:

    評量工具與策略、評分標準成效Evaluation Criteria

    1. Classroom Participation and Discussion 50%

    2. Group Assignment and Project 50%

    指定/參考書目Textbook & References

    Greenbaum, Stuart I., Anjan V. Thakor and Arnoud W. A. Boot (2019), Contemporary Financial Intermediation, Fourth Edition, Academic Press.

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    課程相關連結Course Related Links

    TBD

    課程附件Course Attachments

    課程進行中,使用智慧型手機、平板等隨身設備 To Use Smart Devices During the Class

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