Teacher: 楊曉瑩
12Hours/18Weeks (Course is Time End)


This course introduces the fundamental knowledge and concept of investments. We focus on industry analysis to identify industry characteristics, business cycles, and investment timing. We focus on financial analysis to identify company financial performance and evaluation. We focus on mutual funds to identify additional investment product and trading costs. We focus on behavioral finance to identify the influences of investment behavior and decision making. Upon completion of this course, students will gain practical knowledge concerning the investment market and investment products.

Course Objective

  • Students learn about industry analysis for stock selection and portfolio construction.
  • Student learn about financial analysis for company performance measures.
  • Student learn about mutual funds and investment companies for indirect stock market investment.
  • Students learn about behavioral finance to comprehend investor behavior.


楊曉瑩 Yang, Ann-Shawing 

Educational qualification:

Ph.D. Economic Sciences (Finance Module), Institute d'Etudes Politiques de Paris (SCIENCE PO), France

MBA, Institute d'Etudes Politiques de Paris (SCIENCE PO), France

Bachelor Finance, Pennsylvania State University, USA

Work experiences:

Associate Professor

Institute of International Management, National Cheng Kung University

Assistant Professor

Institute of International Management, National Cheng Kung University

Job title:

Associate Professor


Financial Theory
Financial Pricing
Financial Markets and Institutions
Financial Institutions Risk Management

Personal Finance

Course Schedule

第1週:Industry Analysis - Introduction, Part 1, and Part 2

第2週:Industry Analysis News

第3週:Industry Analysis - Part 3 and Part 4

第4週:Industry Analysis - Part 4

第5週:Industry Analysis - Part 5 and Part 6

第6週:Financial Statement Analysis - Introduction and Part 1

第7週:Financial Statement Analysis - Part 2 and Part 3

第8週:Financial Statement Analysis - Part 4

第9週:Financial Statement Analysis - Part 5 and Part 6

第10週:Mutual Funds and Investment Companies - Introduction and Part 1

第11週:Mutual Funds and Investment Companies - Part 2

第12週:Mutual Funds and Investment Companies - Part 3 and Part 4

第13週:Mutual Funds and Investment Companies - Part 5, Part 6, and Part 8

第14週:Mutual Funds and ETFs News

第15週:Behavioral Finance - Introduction

第16週:Behavioral Finance - Part 1

第17週:Behavioral Finance - Part 2

第18週:Behavioral Finance News

Course Mode

This course does not provide any certificate for enrollment or grades. Students interested in this course should register via NCKU course administration and participate in both physical classroom course attendance and online course attendance. Online course grades will be accounted for partial grades at the end of semester. Final grade for this course will include physical classroom evaluation and online classroom evaluation.

Grading Policy

  • Attendance25%
  • Assignment25%
  • Quiz50%

Passing Criteria

Course Passing Grade:70 Full Score 100 point


Pre-requisites:Statistics, Accounting, Economics

Course Suggest

  • References:
    • Investments, Bodie, Kane, Marcus, and Jain, Asia Global Edition, McGraw-Hill, 2014.

Course Q&A

  • 是否可供選課學生下載?或下載開放時間設定? 否
  • All teaching material is prohibited from download or release for distribution under intellectual property and rights protection.