Investments(投资学)(2020春季班)
教师: 楊曉瑩
2020/03/09 ~ 2020/06/19
12时数/15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 Ann Shawing Yang 

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 Reporting

Financial Markets and
Institutions

Investments

Personal Finance


课程进度表

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

第2周:Industry Analsysis - Part 3, Part 4, News

第3周:Industry Analysis - Part 5, Part 6

第4周:Financial Statement Analysis - Part 1, Part 2, Part 3

第5周:Financial Statement Analysis - Part 4

第6周:Financial Statement Analysis - Part 5, Part 6

第7周:Mutual Funds - Introduction, Part 1, Part 2

第8周:Mutual Funds - Part 2

第9周:Mutual Funds - Part 3, Part 4

第10周:Mutual Funds - Part 5, Part 6, Part 8

第11周:Mutual Funds - News

第12周:Behavioral Finance - Part 1

第13周:Behavioral Finance - News

第14周:Behavioral Finance - Part 2

第15周:Behavioral Finance - News

课程内容

This course focuses on industry
analysis, financial statement analysis, behavioral finance, and mutual funds.


上课形式

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.

评分标准

Grading policy : _70_% (passing grade)  100_% (total grade)

Attendance30%
Quiz35%
Assignment (homework)35%

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

All teaching material is prohibited from download or release for distribution under intellectual property and rights protection.

其它

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.