106年第2學期-1935 投資學 課程資訊

評分方式

評分項目	配分比例	說明
Class participation (attendance, inputs, etc)	10
Quizzes	20
Virtual trading project	20
Midterm exam	25
Final test	25

教育目標

This course is to provide students insights on the functions of financial markets, asset valuation, and portfolio management. It is designed to associate theoretical investment framework with empirical practices. Upon the completion of this course, students will be advanced in understanding of the major elements involved in the investment process, key investment theories, asset valuation principles, and fixed income securities.The topics covered in this course will follow the major structure of the textbook that supplies you the classical learning assistance and convenience. The first part of the class covers the investment background and major developments in investment theory. Then we will study asset pricing principles as the basis for stock and bond valuation. Equity and fixed income securities will be introduced before we address portfolio management. This class will also offer virtual trading practices that prepare students for the stronger demand of such experience from the financial industries.

課程概述

The topics covered in this course will follow the major structure of the textbook that supply you the classical learning aids and convenience. The first part of the class will cover the investment background and major developments in investment theory. Then we will study asset pricing principles as the basis for stock and bond valuation. Fixed income securities will be learned in the last part of the class. This class will also offer virtual trading practices that prepare students for the stronger demand of such experience from the financial industries.

基本資料

選修課，學分數：0-3
上課時間：四/7,8,9[SS201]
修課班級：經濟系2-4
修課年級：年級以上
選課備註：產經組指定選修學分，不辦理老師簽名選課

參考書目

Smart, Scott, Lawrence Gitman, and Michael Joehnk, Fundamentals of Investing, Person Education Limited. (雙葉書局代理)