
政大金融學系金英講座與凱基投信合作開設「現代金融實務:資產管理的實戰與挑戰」課程,共8堂課結合業界實務,由高階主管授課,透過實務經驗、遊戲競賽等方式,讓學生了解資產管理產業並探索職涯方向,去年已有學生畢業後加入凱基投信研究團隊。
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政大金融學系金英講座與凱基投信已有過一次合作經驗,此次課程根據上屆學生回饋調整內容,強化產業實務與職涯探索。
〔記者楊綿傑/台北報導〕理論結合業界實戰完整學習!政大金融學系金英講座與凱基投信開設「現代金融實務:資產管理的實戰與挑戰」課程,共同規劃8堂課及期末成果發表,並由業界高階主管主講,透過實務經驗、遊戲競賽等方式,讓有志投身相關產業的學生進一步認識到資產管理的價值與可能,同時也能作為未來職涯參考。
此為金英講座第二度與凱基投信合作,課程是依據上一屆學生回饋調整內容,回應學生最想了解的產業實務。從「看見產業、進入專業、理解客戶與職涯」到「提出答案」,帶領學生逐步認識資產管理業、建立專業能力,最後整合所學提出可行方案。
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政大金融學系教授江永裕認為,在校園內就可以提早接觸到第一線實務經驗是難能可貴的機會,而此課程另一項亮點,是見證學生從課堂走進業界,去年1位修課學生畢業後加入凱基投信研究團隊,今年則以「學姐」身分重返課堂,分享自己走進資產管理第一線的歷程,為學弟妹提供真實的職涯參考。
政大校友、凱基投信董事長丁紹曾也親自返校帶領學弟妹認識資產管理產業全貌及退休理財的重要性。他指出,隨著ETF與定期定額投資逐步普及,年輕世代已成為推動境內基金成長的重要力量。期許同學在學習投資工具前,先理解資產管理業所要解決的問題,進而探索自己未來的專業志向與職涯方向。
凱基投信總經理張慈恩說明,今年的課程規劃源自去年修課「學長姐」的回饋,「同學想學什麼,比我們想教什麼更重要」。今年課程從DiSC自我探索出發,涵蓋ETF發展、產品設計與投資管理,也納入家族辦公室與高資產客戶趨勢,幫助學生理解投資專業與客戶需求,進一步看見資產管理工作的多元面貌。
將開2堂課的凱基投信投資長歐陽渭棠表示,自己將帶領學生了解一檔ETF如何誕生,以及如何結合量化與基本面分析形成投資判斷。課程另外安排投資模擬競賽與World Café,讓學生走進凱基投信,與部門主管及年輕同仁對談,透過學長姐帶路,認識真實的工作內容、能力要求與職涯選擇,也了解現在可以如何開始準備。
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AI outlook — possibilities, not facts
參與此課程的學生將有更高比例進入資產管理或相關金融產業就業
Likely · Within months

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