1666 - 投資學

Investment

教育目標 Course Target

針對金融市場的投資工具,如證券投資,共同基金、及新金融商品加以介紹,使同學對證券投資環境及工具有進一步之認識.內容包含:1.金融工具介紹;2.報酬與風險;3.股票市場與交易實務;4.股票評價;5.股票的基本分析;6.債券市場,評價與分析;7.期貨;8.選擇權;9.投資組合理論等議題

Introduce investment instruments in the financial market, such as securities investment, mutual funds, and new financial commodities, so that students can further understand the securities investment environment and tools. The content includes: 1. Introduction to financial instruments; 2. Remuneration and risks; 3. Stock market and trading practices; 4. Stock evaluation; 5. Basic analysis of stocks; 6. Bond market, evaluation and analysis; 7. Futures; 8. Choice rights; 9. Reasonable discussions on investment groups

課程概述 Course Description

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.

參考書目 Reference Books

投資學基本原理與實務/謝劍平/智勝出版社

Basic Principles and Practice of Investment/Xie Liuping/Zhi Shengjiu Publishing House

評分方式 Grading

評分項目
Grading Method
配分比例
Percentage
說明
Description
平時成績
Regular achievements
40 出席,小考,上課參與度
期中考
Midterm exam
30 筆試
期末考
Final exam
30 筆試

授課大綱 Course Plan

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課程資訊 Course Information

基本資料 Basic Information

  • 課程代碼 Course Code: 1666
  • 學分 Credit: 3-0
  • 上課時間 Course Time:
    Thursday/2,3,4[M222]
  • 授課教師 Teacher:
    高惠娟
  • 修課班級 Class:
    財金系3A
選課狀態 Enrollment Status

目前選課人數 Current Enrollment: 75 人

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