本課程從投資管理決策之架構開始，逐步介紹金融市場、利率、投資組合理論、資產評價、避險規劃、與全球投資局勢，使學生充分掌握投資規劃之精神與概念，協助學生對投資實務有更精確之管理與佈局。本課程授課之主要內容架構除了以投資學理論作為基礎，於投資組合理論部份，亦加入投資組合應用軟體作實務演練；於資產評價與股票評價的部份，加入財務報表模組之建構，務使理論與實務兼具。另外，部份課程採用研討方式進行。

This course starts with the structure of investment management decisions and gradually introduces the rational discussion of financial markets, interest rates, investment portfolios, asset evaluation, avoidance planning, and global investment policies, so that students can fully grasp the spirit and concepts of investment planning, and help students have a more accurate management and layout of investment practice. In addition to investing theory as the basis, the main content structure of this course also adds investment group application software to conduct practical training in the rational discussion part of the investment group; in the asset evaluation and stock evaluation part, it adds the financial report module to ensure both theoretical and practical. In addition, some courses are conducted in a research and discussion manner.

1.講義:包含理論、實務、案例、與文章。
2.Reilly, Frank, and Keith Brown, 2012, Investment Analysis and Portfolio Management, 10th Edition, South-Western Cengage Learning。(CFA考試用書)

1. Lecture: Including theory, practice, cases, and articles.
2.Reilly, Frank, and Keith Brown, 2012, Investment Analysis and Portfolio Management, 10th Edition, South-Western Cengage Learning. (CFA exam book)