資本市場的詭譎多變已成為這個時代的常態。投資卻是企業與個人追求價值與財富成長必須面對的重要議題。因此本課程將結合理論與實務，針對金融市場中各種投資工具(股票、ETF、共同基金、債券，遠期合約、期貨、選擇權、交換合約等衍生性金融商品)，瞭解其屬性，及報酬與風險的衡量方式，探討不同的投資策略與應用。並且結合經典財金案例與時事之介紹與討論，期能讓課程參與者對投資活動產生完整與正確的觀念。進而提升投資與風險規劃的能力。
The sensibility of capital markets has become a common practice in this era. Investment is an important issue that must be faced by enterprises and individuals in their pursuit of value and wealth growth. Therefore, this course will make reasonable discussion and practice, understand its attributes and remuneration for various investment instruments in the financial market (stocks, ETFs, mutual funds, bonds, long-term contracts, futures, choices, exchange contracts and other derivative financial commodities). and risk measurement methods, explore different investment strategies and applications. It also combines classic financial cases and current affairs introductions and discussions, so as to enable course participants to develop complete and correct views on investment activities. In turn, improve the ability to invest and risk planning.
1. Bodie, Kane, and Marcus, Essentials of Investments, 11 ed. McGraw-Hill, 2018.
2. 謝劍平，現代投資學—分析與管理，8版, 智勝文化, 2018.
3. 徐俊明，投資學-基礎與應用，3版, 新陸書局, 2015.
4. William Bernstein，投資金律：建立獲利投資組合的四大關鍵和十四個關卡，全新增訂版，臉譜出版，2016.
5. 中澤知寬，哈佛商學院最熱門的投資課，今周刊，2017.
6. 杜金龍，杜金龍教室20堂投資必修課，Smart智富文化，2012.
7. John R. Nofsinger(郭敏華譯)，投資心理學，台灣培生教育，2000.
1. Bodie, Kane, and Marcus, Essentials of Investments, 11 ed. McGraw-Hill, 2018.
2. Xie Liuping, Modern Investment Learning—Analysis and Management, 8th Edition, Smart Culture, 2018.
3. Xu Junming, Investment and Basics - Basics and Applications, 3rd Edition, New China Book Bureau, 2015.
4. William Bernstein, Investment Law: Establishing a profit-making investment portfolio of four keys and fourteen cards, newly added versions, face publishing, 2016.
5. Zhongze Zhiwei, the most popular investment course at Harvard Business School, this weekly, 2017.
6. Du Jinlong, 20 compulsory courses for investment in Du Jinlong classrooms, Smart Smart Culture, 2012.
7. John R. Nofsinger (translated by Guo Minhua), Investment Psychology, Taiwan Practitioner Education, 2000.
| 評分項目 Grading Method | 配分比例 Grading percentage | 說明 Description |
|---|---|---|
| 平時成績與報告平時成績與報告 Regular results and reports |
50 | |
| 期末報告期末報告 Final report |
50 | |
| Extra bounsExtra bouns extra Nordic goddess |
5 |
