98年第1學期-1317 投資學 課程資訊

評分方式

評分項目	配分比例	說明
Class participation	10
Quizzes	20	4 quizzes
Homework/projects	20
Midterm test	25	in the 10th week
Final test	25	in the last week

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 and asset valuation principles, and fix income markets.

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

必修課，學分數：3-0
上課時間：二/2,3,4[M221]
修課班級：財金系3A
修課年級：年級以上
選課備註：公司理財(一)50分以上才可選課

參考書目

Reilly, Frank, and Keith Brown, 2005, Essentials of Investment Analysis and Portfolio Management, 7th ed. Thomson Learning, ISBN: 0-324-17173-0. (新陸書局代理)