109年第1學期-5928 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
Seminar presentations	30
Midterm test	30
Final test	30

教育目標

The class comprises two major parts of seminar discussions. In the first section of the course, we will learn several important and wide-recognized finance topics by studying a pool of references. Such type of seminar discussions prepares graduate students for the needs of fundamental research skills and scope in the advanced studies. The second section of the class will explore the modern finance issues covering behavioral finance, fintech, global markets, and so on. Students require to read, summarize, and present the issues for deep class discussions that provide valuable learning benefits.

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：3-0
上課時間：四/2,3,4[M612]
修課班級：國貿碩1,2
修課年級：年級以上
選課備註：限本系10人選課，外系同學請至系辦公室人工加選。

參考書目

1.Reilly, Frank, and Keith Brown, Investment Analysis and Portfolio Management, South-Western Cengage Learning。(CFA designated text)
2.Journal papers