Investments(投资学)(2019春季班)
教师: 楊曉瑩
2019/02/18
12时数/18周次 (报名结束)

概要

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.

课程目标

  • 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.

授课教师

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

Discipline:

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

Personal Finance

课程进度表

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

第2周:Industry Analysis News

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

第4周:Industry Analysis - Part 4

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

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

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

第8周:Financial Statement Analysis - Part 4

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

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

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

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

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

第14周:Mutual Funds and ETFs News

第15周:Behavioral Finance - Introduction

第16周:Behavioral Finance - Part 1

第17周:Behavioral Finance - Part 2

第18周:Behavioral Finance News

上课形式

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.

评分标准

  • Attendance25%
  • Assignment25%
  • Quiz50%

通过标准


课程及格标准:70分满分:100分

先修科目或先备能力

Pre-requisites:Statistics, Accounting, Economics

建议参考书目

References:

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

常见问答集

  • 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.

其它

本課程證書費用:500元

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