瞭解投資基本理論、金融商品與市場運作機制，輔以理財規劃、投資分析與操作等相關課題，希能有助於個人投資與理財規劃。Understand the basic theories of investment, financial products and market operation mechanisms, supplemented by financial planning, investment analysis and operations and other related topics, hoping to help personal investment and financial planning.
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.
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.
謝劍平，投資學：基本原理與實務，5e，智勝，2014/6
Xie Jianping, Investment Science: Basic Principles and Practice, 5e, Zhisheng, 2014/6
| 評分項目 Grading Method | 配分比例 Grading percentage | 說明 Description |
|---|---|---|
| 課程參與課程參與 course participation |
30 | 出席、報告、投資競賽 |
| 期中考期中考 midterm exam |
30 | 依校方規定辦理 |
| 期末考期末考 final exam |
40 | 依校方規定辦理 |
