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.

本課程介紹證券投資分析與衍生性工具。首先將介紹如何計算報酬率與衡量證券的風險，然後討論投資學的核心內容: (i)投資組合理論(風險與報酬的關係); (ii)效率市場與市場異常現象(市場參與者對訊息的反應)。了解投資學基本原理後，我們將討論另外一個核心內容: 衍生性工具(遠期契約、期貨、選擇權、金融交換)，包含其避險功能、投機交易與套利。

1. 王志成 (2022), 超圖解投資學：證券投資實例培育手冊, 五南出版
2. 林哲鵬 & 謝東昇編譯 (2018), 投資學: 理論與實務(11版), 華泰文化
3. 謝劍平 (2020), 投資學: 基本原理與實務(8版), 元照出版
4. 謝劍平 (2021), 衍生性金融商品(3版), 元照出版