本課程從投資分析之架構開始，逐步介紹金融市場、投資心理學、投資組合理論、資產評價、與全球投資局勢，使學生充分掌握投資分析規劃之精神與概念，協助學生對投資實務有更精確之管理與佈局。本課程運用電腦軟體作投資組合實務演練，協助學生規劃整體資產配置。在個別資產評價與股票評價的部份，本課程以建構財務報表模組方式，將財務報表的基本內涵與技術分析做對照。亦邀請業界專業投資團隊演講，務使理論與實務兼具。

This course starts with the structure of investment analysis and gradually introduces financial markets, investment psychology, investment portfolio theory, asset evaluation, and global investment situations, so that students can fully grasp the spirit and concepts of investment analysis and planning, and help students have more accurate management and layout of investment practices. This course uses computer software to conduct practical exercises on investment portfolios to assist students in planning overall asset allocation. In the parts of individual asset evaluation and stock evaluation, this course uses the construction of financial statement module to compare the basic connotation of financial statements with technical analysis. Professional investment teams from the industry are also invited to give speeches to ensure that both theory and practice are combined.

本課程從投資分析之架構開始，逐步介紹金融市場、投資心理學、投資組合理論、資產評價、與全球投資局勢，使學生充分掌握投資分析規劃之精神與概念，協助學生對投資實務有更精確之管理與佈局。本課程運用電腦軟體作投資組合實務演練，協助學生規劃整體資產配置。在個別資產評價與股票評價的部份，本課程以建構財務報表模組方式，將財務報表的基本內涵與技術分析做對照。亦邀請業界專業投資團隊演講，務使理論與實務兼具。

This course starts with the structure of investment analysis and gradually introduces financial markets, investment psychology, investment portfolio theory, asset evaluation, and global investment situations, so that students can fully grasp the spirit and concepts of investment analysis and planning, and help students have more accurate management and layout of investment practices. This course uses computer software to conduct practical exercises on investment portfolios to assist students in planning overall asset allocation. In the parts of individual asset evaluation and stock evaluation, this course uses the construction of financial statement module to compare the basic connotation of financial statements with technical analysis. Professional investment teams from the industry are also invited to give speeches to ensure that both theory and practice are combined.

講義:包含理論、實務、案例、與文章。

Lecture notes: including theory, practice, cases, and articles.