| 教學內容 |
一、投資基礎篇：證券投資導論、金融投資工具、證券市場、風險與報酬。(二週次)
二、權益證券篇：認識權益證券、股票評價、基本分析、技術分析、我國的股票市場。(四週次)
三、債券篇：認識債券、債券評價與分析。(二週次)
四、投資組合分析與管理篇：投資組合理論、投資組合管理與績效評估。(二週次)
五、衍生性金融商品與風險管理篇：期貨與選擇權市場、認購權證與可轉換公司債。(四週次) |
Syllabus |
一:Fundamentals of Investment: Introduction to Securities Investment ,
Financial Instruments , Risk and Return (two weeks)
二:Equity Securities:
Understanding Equity Securities , Commom Stocks Valuation , Fundamental Analysis , Technical Analysis , Stock Market in Taiwan (Four weeks)
三:Bonds:
Understanding Bond Markets , Valuation and Analysis of Bonds (two weeks)
四:Portfolio Analysis and Management : Portfolio Theory , Portfolio management , Evaluating Portfolio Performance (two weeks)
五:Derivative Securities and risk Management:
Futures and Options,Warrants
and Convertible Bonds (Four weeks) |