| 當期課號 |
3044 |
Course Number |
3044 |
| 授課教師 |
張永郎 |
Instructor |
|
| 中文課名 |
投資學 |
Course Name |
Investment |
| 開課單位 |
財務金融系(二在)四B |
Department |
|
| 修習別 |
必修 |
Required/Elective |
Required |
| 學分數 |
3 |
Credits |
3 |
| 課程目標 |
課程主要針對基本投資理論與方法作一概括性的介紹與探討，給與學生一個富有學術根據的投資理念，讓學生有考究一些“巿面”上流行的投資方式的獲利性。 |
Objectives |
This course covers elements of investments, portfolio theory, fixed-income securities, securities analysis, and derivative assets with emphasis on investment environment and practice in Taiwan. Contents are correlated with analysis topics in other finance and investment courses. |
| 教材 |
徐俊明,「投資學基礎與應用」,初版,民97年,新陸書局.
徐燕山,「投資學原理」,二版,95年,東華書局出版 |
Teaching Materials |
徐俊明,「Essential of investments」,1st,2008,新陸書局.
徐燕山,「Essential of investments」,2nd,2006,東華書局 |
| 成績評量方式 |
1.期中考40% 2.期末考40% 3.課堂參與20% |
Grading |
1.Midterm Test 40% 2.Final Exam.40% 3.Class Participation 20%. |
| 教師網頁 |
|
| 教學內容 |
投資學為個人理財、證券分析與風險管理等金融專業領域的先修課程，銜接基礎知識與財金進階課程，也是許多證照必考的科目。投資學修得好，證照就輕鬆入袋。課程內容包含金融市場（資本市場、貨幣市場），金融工具（股票、債券、基金）與投資組合理論。本課程目標瞭解投資理論與實務，熟練金融工具操作與培養理財規劃的能力。 |
Syllabus |
The course provides students knowledge about investing in securities such as stocks and bonds. It is intended to provide an under-standing of how to analyze these securities, how to determine whether your investment portfolio is appropriate. |