Type of Credit: Partially Required
Credit(s)
Number of Students
The financial service industry plays a significant role in the economy and it continues to undergo dramatic changes. Financial institutions (FIs) perform the essential function and are subject to different risks. The risk management of FIs is crucial not only in maximizing shareholders’ value, but also in ensuring the stability of the whole financial system. In this course, we focus on the measurement and management of fundamental risks of FIs including banks, pension fund and insurance companies. In addition, the regulations on FIs and the impact of climate risk on FIs’management will be covered.
能力項目說明
In addition, after taking this course, the student can develop their financial and problem-solving skills. In addition, the students shall have better management knowledge, global perspective, sustainable development and communication skill in the management of FIs.
| 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 Week |
課程主題 Topic |
課程內容與指定閱讀 Content and Reading Assignment |
教學活動與作業 Teaching Activities and Homework |
學習投入時間 Student workload expectation |
|
|
課堂講授 In-class Hours |
課程前後 Outside-of-class Hours |
||||
|
1 |
Introduction to FIs |
Textbook |
Homework: FIs Information Collection and Comment |
3 |
3 |
|
2 |
Risks of FIs |
Textbook |
- |
3 |
3 |
|
3 |
Financial Crisis and Regulations |
Textbook |
Homework: Cases Study on FIs |
3 |
3 |
|
4 |
Risk Measurement |
Textbook |
Exercise |
3 |
3 |
|
5 |
Management for Banks- |
Textbook |
Reading |
3 |
3 |
|
6 |
Management for Pension Fund |
Selected Report |
Reading |
3 |
3 |
|
7 |
Management for Pension Fund-II |
Selected Report |
Reading |
3 |
3 |
|
8 |
Midterm Exam |
- |
- |
- |
- |
|
9 |
New Issues in FIs’ management-I |
- |
Invited Speaker |
3 |
3 |
|
10 |
Management for Insurance Company-I |
Selected Report |
Reading |
3 |
3 |
|
11 |
Management for Insurance Company-I |
Selected Report |
Reading |
3 |
3 |
|
12 |
Capital Requirement-Bank |
Textbook |
Reading and Exercise |
3 |
3 |
|
13 |
Capital Requirement-Insurance Industry |
Selected Report |
Reading |
3 |
3 |
|
14 |
Future of FIs and Fintech |
Selected Report |
Reading |
3 |
3 |
|
15 |
Future of FIs and Sustainability |
- |
Reading |
3 |
3 |
| 16 | Final Report-Preparation | - | - | - | - |
|
17 |
Final Project Presentation |
- |
- |
3 |
3 |
| 18 | Final Report- Revision | - | - | - | - |
Class Participation & Discussion : 20%
Students who miss more than four classes will fail this course.
Assignment: 20%
Midterm: 30%
Final Project: 30%
Every student in the group needs to give presentation.
Managing Financial Institutions: Markets and Sustainable Finance, 1st Edition, Elizabeth S. Cooperman, Routledge, 2020.
Relevant materials will be given out prior to each talk.