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.
• 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.
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
Job title:
Discipline:
Financial Theory
Financial Reporting
Financial Markets and Institutions
Investments
Personal Finance
Unit 1:Industry Analysis - Introduction, Part 1, and Part 2, News
Unit 2:Industry Analsysis - Part 3, Part 4, News
Unit 3:Industry Analysis - Part 5, Part 6
Unit 4:Financial Statement Analysis - Part 1, Part 2, Part 3
Unit 5:Financial Statement Analysis - Part 4
Unit 6:Financial Statement Analysis - Part 5, Part 6
Unit 7:Mutual Funds - Introduction, Part 1, Part 2
Unit 8:Mutual Funds - Part 2
Unit 9:Mutual Funds - Part 3, Part 4
Unit 10:Mutual Funds - Part 5, Part 6, Part 8
Unit 11:Mutual Funds - News
Unit 12:Behavioral Finance - Part 1
Unit 13:Behavioral Finance - News
Unit 14:Behavioral Finance - Part 2
Unit 15:Behavioral Finance - News
This course focuses on industry analysis, financial statement analysis, behavioral finance, and mutual funds.
This course is segmented into four major chapters. Each chapter is composed of various sections with videos ranging from 10 min. to 30 min. Students are required to participated in online exam, online survey, and online feedback, etc.
Pre-requisites：Statistics, Accounting, Economics
References：
Students are responsible for timely log-in for online course attendance, assignment upload, and quiz participation by scheduled deadlines. Late attendance, assignment upload, and quiz participation count as zero for grading. This online course does not accept class absences; no shows for online course count as zero for grading.