本課程自 2008 年開設至今，已持續授課約 18 年，旨在協助青年學子建立完整的金融素養，培養對金融市場、理財工具、投資風險及財務決策的正確認知，並能將理論與實務相互結合，提升面對快速變遷金融環境的應用能力。
近年來，隨著全球永續發展趨勢興起，課程亦持續融入 ESG（環境、社會與公司治理）、永續經營、永續金融及永續投資等重要議題，介紹企業如何透過永續治理創造長期價值，以及金融機構如何將 ESG 納入授信、投資、風險管理與經營策略。同時探討國際永續金融政策、責任投資、綠色金融、氣候風險及企業永續揭露等最新發展，使學生了解金融市場正逐步由追求短期獲利，轉向兼顧經濟效益、社會責任與環境永續的發展模式。
課程內容涵蓋會計學基礎（以「水桶理論」說明財務觀念）、金融市場運作、理財規劃、投資工具與金融商品（如股票、ETF、基金及其衍生性金融商品）、固定收益商品、保險規劃，以及永續金融與 ESG 投資實務案例分析，協助學生建立完整且與時俱進的金融知識架構。
教學方式除傳統講授外，亦結合課堂討論、個案分析、多媒體教材及 AI 動畫影片製作等多元教學方法，提升學生的學習興趣與理解深度。課堂中特別鼓勵學生透過角色扮演、情境模擬及團隊合作等方式參與互動式學習，將抽象的金融理論轉化為具體且深刻的學習體驗。正如課堂上常與學生分享的一句話：「課堂上演一場戲，走出教室，一輩子不容易忘記。」期望學生不僅學會金融知識，更能培養獨立思考、風險判斷、永續價值與終身學習的能力，成為兼具專業素養與社會責任的未來金融人才。 |
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Course Description
Since its inception in 2008, this course has been offered continuously for approximately 18 years with the goal of helping students develop comprehensive financial literacy. It equips students with a solid understanding of financial markets, personal financial planning, investment instruments, investment risk, and financial decision-making, while emphasizing the integration of theoretical knowledge with practical applications in today's rapidly evolving financial environment.
In response to the growing global emphasis on sustainability, the course has incorporated contemporary topics such as Environmental, Social, and Governance (ESG), sustainable business, sustainable finance, and sustainable investing. Students explore how organizations create long-term value through sustainable governance and how financial institutions integrate ESG principles into lending, investment decisions, risk management, and corporate strategy. The course also examines recent developments in international sustainable finance, responsible investment, green finance, climate-related financial risks, and corporate sustainability disclosure, enabling students to understand the transformation of modern financial markets from a short-term profit orientation toward a balanced approach that considers economic performance, social responsibility, and environmental sustainability.
The curriculum covers fundamental accounting concepts (introduced through the "Bucket Theory" to illustrate financial principles), financial markets, personal financial planning, investment instruments and financial products—including stocks, ETFs, mutual funds, derivatives, fixed-income securities, and insurance planning—as well as practical case studies on sustainable finance and ESG investing. These topics provide students with a comprehensive and up-to-date framework of financial knowledge.
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