金融行銷組(Financial Marketing)
金融行銷組
為配合學生就業及深造，文化大學財金系-金融行銷組致力於同學學習財務規劃與投資心理，活用大數據分析(Big Data)與金融整合行銷。金融行銷組主修金融行銷專業領域課程，提升學生競爭力。為達成在專業化方面，課程涵蓋公司數位金融、財富管理、金融市場與行銷三個領域，學生透過三個領域的學習，可對金融行銷領域有全面性的認識，以確認未來發展方向；在國際化方面，在課程規劃上盡可能採用英文化教材，並輔助學生取得國內專業金融證照與國際專業證照的認證，使學生具備國際競爭力；在現代化方面，運用數位平台與資訊科技進行數據分析與網路經營。大數據分析與數位經營是目前金融產業的發展趨勢，金行組課程除了安排學生基本數理課程，如統計學，亦增加金融資訊分析應用及網路社群經營等課程，可為將來繼續深造與發展奠定良好基礎。
就業方向
依照金融行銷組課程規劃下，同學就業機會相當寬廣。就業方向大致可分為五大方向：
1.金融行銷─財富管理專員、金融服務開發、金融商品精準行銷、新型態數位社群經營、財金巨量資料分析、金融同業行銷與企業法人行銷等負責金融商品介紹、法人資產負債表管理諮詢及商品操作，與金融同業商品銷售相關工作。
2.財務金融─銀行業(銀行員、理財專員)、證券業(證券業務員、證券高級業務員、財務分析師、期貨營業員、投信投顧營業員)、保險公司(保險業務員、投資型保單業務員、財務規劃師)。
3.企業財會─服務於各企業之財務、主辦會計、公司投資部門與各大會計事務所。
4.研究深造─可報考國內外各大學商管領域與相關研究所繼續深造。
5.公職服務─報考高普考與各類特考等，進入公職行列服務。
Financial Marketing Program
In order to meet the needs of students in their careers and further studies, the Financial Marketing Program in the Department of Banking and Finance at the Chinese Culture University (referred as the Financial Marketing Program hereinafter) aims to prepare students for both employment and further studies in the field of financial marketing. The curriculum covers three main areas: digital finance, wealth management, and marketing in financial markets. Through the learnings in these three areas, students can gain a comprehensive understanding of the financial marketing, and hence determine their future development direction. For the purpose of internationalization, English teaching materials are used as much as possible in out teaching process; in addition, students are supported to obtain both domestic and international financial certifications, which enable them to have international competitiveness. In terms of modernization, the curriculum incorporates modern digital platforms and information technology for data analysis and online marketing operations. With big data analysis and digital marketing being the current trend in the financial industry, the program includes courses in financial information analysis and social media management, which not only helps students to adapt to the current trend, but also builds a solid foundation for their further studies.
Career direction
According to the curriculum planning of the Financial Marketing Program, students are expected to have a wide range of employment opportunities, which can be broadly divided into five categories specified in the following:
1.Financial Marketing - Introducing financial products, providing consultation on corporate balance sheet management, conducting product operations, and working on sales-related tasks for financial products, such as Wealth Management Specialist, Financial service development, Precision Marketing of Financial Products, Digital Community Management, Big Data Analysis for Finance, Competitors' Marketing in Finance, Corporate Marketing.
2.Banking and Finance - banking industry (bank teller, financial planner), securities industry (Securities Specialist, Senior Securities Specialist, Financial Analysts, Futures Specialist, Securities Investment Trust and Consulting Professionals), insurance industry (Insurance Solicitor, Investment Link Product Specialist, Financial Planner).
3.Corporate accounting - Financial Managers, Accountants, and Corporate Investors.
4.Further study - student may choose to apply for higher studies in finance, business management, and other related fields domestically and overseas.
5.Public service - student may take Senior and Junior Examinations and Special Examinations, participating the public service in Taiwan.
中國文化大學商學院財務金融學系金融行銷組必修科目表
111學年度起入學新生實施
|
必修 |
科 目 名 稱 |
規定 |
一年級 |
二年級 |
三年級 |
四年級 |
備 註 |
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|
類別 |
學分 |
上 |
下 |
上 |
下 |
上 |
下 |
上 |
下 |
|
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|
通識科目 |
國文 |
4 |
2 |
2 |
|
|
|
|
|
|
|
|
|
外文 |
4 |
2 |
2 |
|
|
|
|
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六選一課程 |
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外語實習 |
2 |
1 |
1 |
|
|
|
|
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(同正課) |
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跨域專長 |
12 |
|
|
6 |
6 |
|
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人文學科領域 |
4 |
2 |
4 |
2 |
2 |
|
|
|
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|
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|
社會科學領域 |
2 |
|
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|
自然科學與數學領域 |
4 |
|
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|
共同 科目 |
體育 |
0 |
0 |
0 |
0 |
0 |
|
|
|
|
|
|
|
全民國防教育軍事訓練 |
0 |
0 |
|
|
|
|
|
|
|
|
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|
通識及共同必修學分合計 |
32學分 |
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|
院必 |
(3245)國際企業管理 |
6 |
|
|
|
|
3 |
|
|
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專業必修科目 |
(3036)經濟學 |
6 |
3 |
3 |
|
|
|
|
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|
|
|
|
(4001)會計學 |
6 |
3 |
3 |
|
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|
(4009)統計學 |
6 |
3 |
3 |
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(D858)金融行銷 |
3 |
|
3 |
|
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|
(K551)財務金融導論 |
2 |
2 |
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|
(4026)企業管理 |
2 |
|
|
2 |
|
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|
(3037)個體經濟學 |
3 |
|
|
3 |
|
|
|
|
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|
(3038)總體經濟學 |
3 |
|
|
|
3 |
|
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|
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|
(4017)保險學 |
2 |
|
|
2 |
|
|
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|
(4204)公司理財 |
4 |
|
|
2 |
2 |
|
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|
(7139)財金法規 |
2 |
|
|
|
2 |
|
|
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|
(C561)金融理論與政策 |
3 |
|
|
3 |
|
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(H637)財富管理 |
3 |
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|
3 |
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(4242)財務報表分析 |
3 |
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|
3 |
|
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(7829)投資組合管理 |
2 |
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|
2 |
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(8869)顧客關係管理 |
2 |
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|
2 |
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(C563)創新金融商品 |
3 |
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|
3 |
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(H639)金融整合行銷 |
3 |
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|
3 |
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(H640)金融機構與市場 |
3 |
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|
3 |
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(I554)投資心理學 |
2 |
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|
2 |
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(J755)財務規劃系統 |
2 |
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|
2 |
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(K138)金融倫理 |
2 |
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|
2 |
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專業必修學分合計 |
70學分 |
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|
必修學分總計 |
102 |
18 |
21 |
20 |
18 |
11 |
12 |
2 |
0 |
|
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|
最低畢業學分數 |
128學分 |
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其他修業規定： |
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服務學習 |
參與服務學習，依本校「服務學習實施辦法」辦理，詳細資訊請參考綜合業務組網頁。https://cur.pccu.edu.tw/ |
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|
全球競爭力檢定 |
通過全球競爭力檢定，依本校「大學部學生全球競爭力檢定實施辦法」辦理，詳細資訊請參考教務組網頁。https://reg.pccu.edu.tw/ |
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倫理課程 |
參與「職業倫理」、「中華文化專題」，依本校「職業倫理教育實施要點」及「中華文化專題講座實施要點」辦理，詳細資訊請參考綜合業務組網頁。https://cur.pccu.edu.tw/ |
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|
全人學習護照 |
參與全人學習護照各項學習活動達認證標準，依本校「全人學習護照實施辦法」辦理，詳細資訊請參考課外活動組網頁。https://activity.pccu.edu.tw/ |
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Chinese Culture University, Required Courses List,
Department of Banking and Finance: Financial Marketing
Effective for Students Enrolled in and from the 2022-2023 Academic Year
|
Categories for Compulsory Courses |
Course Title |
Credit Hours |
1st Year |
2nd Year |
3rd Year |
4th Year |
Remark |
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|
1st semester |
2nd semester |
1st semester |
2nd semester |
1st semester |
2nd semester |
1st semester |
2nd semester |
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Required Courses |
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General Required Courses |
CHINESE |
4 |
2 |
2 |
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FOREIGN LANGUAGE |
4 |
2 |
2 |
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Choose 1 of 6 Courses |
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|
FOREIGN LANGUAGE LISTENING AND SPEAKING DRILL |
2 |
1 |
1 |
|
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(Language matches the above chosen) |
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INTERDISCIPLINARY PROGRAM |
12 |
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|
6 |
6 |
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|
ART AND HUMANITIES |
4 |
2 |
4 |
2 |
2 |
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NATURAL SCIENCES AND MATHEMATICS |
4 |
|
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SOCIAL SCIENCES |
2 |
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Common Courses |
PHYSICAL EDUCATION |
0 |
0 |
0 |
0 |
0 |
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ALL-OUT DEFENSE EDUCATION MILITARY TRAINING - INTERNATIONAL SITUATIONS |
0 |
0 |
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Total General and Common Courses Credits |
32 credits |
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|
Required Courses by College |
(3245)INTERNATIONAL BUSINESS MANAGEMENT |
3 |
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3 |
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|
Required Courses by Department |
(3036)ECONOMICS |
6 |
3 |
3 |
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|
(4001)ACCOUNTING |
6 |
3 |
3 |
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|
(4009)STATISTICS |
6 |
3 |
3 |
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|
(D858)FINANCIAL MARKETING SERVICES |
3 |
|
3 |
|
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|
(K551)INTRODUCTION TO FINANCE |
2 |
2 |
|
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|
|
|
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|
(4026)BUSINESS MANAGEMENT |
2 |
|
|
2 |
|
|
|
|
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|
(3037)MICROECONOMICS |
3 |
|
|
3 |
|
|
|
|
|
|
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|
(3038)MACROECONOMICS |
3 |
|
|
|
3 |
|
|
|
|
|
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|
(4017)INSURANCE |
2 |
|
|
2 |
|
|
|
|
|
|
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|
(4204)CORPORATE FINANCE |
4 |
|
|
2 |
2 |
|
|
|
|
|
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|
(7139)BANKING & FINANCE LAW |
2 |
|
|
|
2 |
|
|
|
|
|
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|
(C561)FINANCE THEORY AND POLICY |
3 |
|
|
3 |
|
|
|
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|
(H637)WEALTH MANAGEMENT |
3 |
|
|
3 |
|
|
|
|
|
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|
(4242)ANALYSIS TO FINANCIAL STATEMENT |
3 |
|
|
|
|
3 |
|
|
|
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|
(7829)PORTFOLIO MANAGEMENT |
2 |
|
|
|
|
|
2 |
|
|
|
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|
(8869)CUSTOMER RELATIONSHIP MANAGEMENT |
2 |
|
|
|
|
2 |
|
|
|
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|
(C563)INNOVATION FINANCE COMMODITY |
3 |
|
|
|
|
3 |
|
|
|
|
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|
(H639)FINANCIAL INTEGRATED MARKETING |
3 |
|
|
|
|
3 |
|
|
|
|
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|
(H640)FINANCIAL INSTITUTIONS AND MARKET |
3 |
|
|
|
|
|
3 |
|
|
|
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|
(I554)INVESTMENT PSYCHOLOGY |
2 |
|
|
|
|
|
2 |
|
|
|
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|
(J755)FINANCIAL PLANNING SYSTEM |
2 |
|
|
|
|
2 |
|
|
|
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|
(K138)ETHICS IN FINANCE |
2 |
|
|
|
|
|
2 |
|
|
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|
Total Credits of Required Subjects |
70 credits |
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|
Total Required Credits |
102 |
18 |
21 |
20 |
18 |
11 |
12 |
2 |
0 |
|
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|
Graduate Credits |
128 credits |
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Other provisions of graduate requirements： |
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|
Service Learning |
Participation in service learning shall be conducted in accordance with the 'Implementation Measures for Service Learning' of the university. For detailed information, please refer to the website of the Curriculum Section at http://cur.pccu.edu.tw/ezfiles/7/1007/img/166/HL04.pdf |
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Global competitiveness |
Passing the "Implementation Measures for the Global Competitiveness Assessment of University Students" is mandatory for graduation. Visit the website of the Registration Section for more information. |
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Professional Ethics/ Special Topics in Chinese Culture |
According to the university's 'Implementation Guidelines for Professional Ethics Education' and 'Implementation Guidelines for Chinese Culture Topics Lectures,' students are required to participate in two-semester courses: 'Professional Ethics' and 'Chinese Culture Topics.' For detailed information, please refer to the website of the Curriculum Section: http://cur.pccu.edu.tw/ezfiles/7/1007/img/166/HL30.pdf." |
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Whole Person Learning Passport |
To fulfill the Whole Person Learning Passport requirements, students must actively participate in various learning activities. These activities are organized in accordance with our university's guidelines for the Whole Person Learning Passport. For more detailed information, please visit the website of the Extracurricular Activities Section at https://activity.pccu.edu.tw/." |
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