本課程旨在研習證券市場內各項投資工具，瞭解相對應之理論架構與實證結果，進而建構適當之投資組合，得以執行較佳之投資決策。據此，本課程涵蓋下列主題：（1）投資組合理論、（2）權益評價與績效評估、（3）固定收益證券、（4）期貨與選擇權、以及（5）投資心理學。

注意：投資之目的在於退休後有較佳之生活保障，而不在於創造財富。本課程提供修習者於面對瞬息萬變的投資環境下，建立一個正確且長久的投資觀念與架構，故就管理個人投資組合之目的來看，應是具價值性。然而，在股票投資方面，本課程僅能提供選取股票之原則與工具，而無法報名牌給你（stock picking）。

This course aims to study various investment tools in the securities market, understand the corresponding theoretical framework and empirical results, and then construct an appropriate investment portfolio to implement better investment decisions. Accordingly, this course covers the following topics: (1) Portfolio Theory, (2) Equity Valuation and Performance Assessment, (3) Fixed Income Securities, (4) Futures and Options, and (5) Investment Psychology.

Note: The purpose of investment is to have better life security after retirement, not to create wealth. This course allows practitioners to establish a correct and long-term investment concept and structure in the face of the ever-changing investment environment. Therefore, it should be valuable for the purpose of managing personal investment portfolios. However, in terms of stock investment, this course can only provide you with the principles and tools for selecting stocks, but cannot give you a stock picking license.

本課程旨在研習證券市場內各項投資工具，瞭解相對應之理論架構與實證結果，進而建構適當之投資組合，得以執行較佳之投資決策。

This course aims to study various investment tools in the securities market, understand the corresponding theoretical framework and empirical results, and then construct an appropriate investment portfolio to implement better investment decisions.

謝劍平，2012，投資學：基本原理與實務，第四版，智勝書局，台北。

Xie Jianping, 2012, Investment Science: Basic Principles and Practice, 4th Edition, Zhisheng Bookstore, Taipei.