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世新大學九十八學年度第一學期課程大綱 Course Description First 2009

科目名稱
Course Title

保險學
Insurance

課程簡碼
Course No.

FIN-203-01-A1

開課系級
Dept

財金二甲乙

學分數
Credit(s)

時數
Hour(s)

選別
Required or Elective

7-選修

開課別
Duration

半年第一學期

授課教師
Instructor

詹芳書

扣考規定
Attendance Policy

校定時數：缺課達 14 小時發布預警達 18 小時執行扣考
University Attendance policy

中文課程概要
Chinese Course Description

本課程介紹保險理論與實務。介紹保險的原理與各種基本形式，各種人身及財產保險商品，及保險業的經營與監理。

英文課程概要
English Course Description

Introduce the theory and practice of insurance, such as the principle and basic forms, various personal and property insurance, and the business and supervision of insurance industry.

基本核心能力 /
系核心能力
Core Competency

核心能力	核心能力說明
基礎理論能力	1.具備財務管理基本知識 2.具備資本市場基本知識 3.具備金融體系運作的基本知識
資料分析與運算能力	1.具備財金專業所需的基本運算能力 2.應用資訊科技進行資料分析的能力 3.統整數據分析與財金論述的能力
理論擴衍應用能力	1.進行財金實證分析的能力 2.結合財金理論與實務的能力 3.應用財金理論作跨領域學習的能力 4.能融合相關知識發掘與分析財金問題
財經外語能力	1.具備財經外語聽讀說寫能力
溝通合作能力	1.能與財金相關領域的專業人員，交換意見、溝通觀念 2.能運用適切方式與非專業人士，就財金相關問題進行溝通 3.能與他人相互協調合作
專業倫理與態度	1.瞭解財金倫理對經濟發展之影響 2.認同企業與金融活動之社會責任 3.認同倫理錯誤之危害

『註:該課程之核心能力以紅色表示.』

教學目標
Course Objectives

This course is designed as the introductory of Risk Management (RM) and Insurance (RMI) for the undergraduate students with emphasis on some basic theories and practices. We will discuss the basic concepts and framework of the RM in the first.
Then the techniques of RM, the model of RM, and the application of RM will be introduced to students orderly. Students will be also expected to have the basic knowledge of life insurance and property and liability insurance. Besides, we require the students to understand the insurance commodities in the real market.

授課方式
Approach to Instruction

1. Main materials are explained and demonstrated by the teacher.
2. Students present the specified cases in the class as a supplement.

成績評定
Grading

1. Class participation (20%)
2. Midterm (30%)
3. Final test (30%)
4. Presentation (20%)

參考書目
Textbooks and References

1.(Textbook）George E. Rejda: "Principles of Risk Management & Insurance", 10th edition, 2008, Pearson Addison Wesley Inc., U.S.A.。華泰書局(TEL--21621217)
2.（Reference)Harrington, Scott H. and Gregory R. Niehaus, 2003, Risk Management and Insurance, 2nd eds. (Taipei: McGraw Hill –雙葉書廊).
3. (Reference)Baranoff, Etti, 2004, Risk Management and Insurance (Taipei: WILEY –新月圖書).

週次
Week

進度內容
Syllabus

1(9/13~9/19)

Class introduction
Risk in our society

2(9/20~9/26)

Insurance and risk
Introduction to risk management

3(9/27~10/03)

Advanced topics in risk and insurance
Risk diversification

4(10/04~10/10)

Personal demand for risk management
Corporate demand for risk management

5(10/11~10/17)

Fundemental legal principles
Analysis of insurance contracts

6(10/18~10/24)

Insurance pricing

7(10/25~10/31)

Insurance regulation

8(11/01~11/07)

Insurance Company Operations

9(11/08~11/14)

Midterm

10(11/15~11/21)

Liability risk
Homeowners insurance I

11(11/22~11/28)

Homeowner insurance II
Presentation (Group 1)
富邦住宅火險

12(11/29~12/05)

Auto insurance
Presentation (Group 2)
泰安產物汽車保險

13(12/06~12/12)

Commercial property insurance
Presentation (Group 3)
明台產物海運保險

14(12/13~12/19)

Fundamentals and tupes of life insurance
Presentation (Group 4)
中華郵政簡易還本保險

15(12/20~12/26)

Annuities and individual retirement accounts
Presentation (Group 5)
中國人壽即期年金保險

16(12/27~1/02)

Individual health and disability-income insurance
Presentation (Group 6)
新光人壽防癌保險

17(1/03~1/09)

Social insurance
Presentation (Group 7)
勞工保險

18(1/10~1/16)

Final test

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