國立中山大學 106學年度第1學期 課程教學大綱

National Sun Yat-sen University 106Academic year1st Semester Course syllabus

中文名稱
Course name(Chinese)

財務管理理論與實務

課號
Course Code

FM904

英文名稱
Course name(English)

FINANCIAL MANAGEMENT THEORIES AND PRACTICES

課程類別
Type of the course

講授類

必選修
Required/Selected

選修

系所
Dept./faculty

財務管理學系碩士在職專班

授課教師
Instructor

廖源星    

學分
Credit

3

因應嚴重特殊傳染性肺炎(武漢肺炎),倘若後續需實施遠距授課,授課方式調整如下:

         尚未建立傳染性肺炎(武漢肺炎)授課方式調整

因應嚴重特殊傳染性肺炎(武漢肺炎),倘若後續需實施遠距授課,評分方式調整如下:

         尚未建立傳染性肺炎(武漢肺炎)課程評分方式﹝評分標準及比例﹞

課程大綱 Course syllabus

         本課程教學大綱已提供完整英文資訊(本選項僅供統計使用,未提供完整英文資訊者,得免勾記)【Provide information of course syllabus in English.(This is for statistical use only. For those who do not provide information of course syllabus in English, do not check this field.)】

本課程將討論財務理論與觀念,我們將討論以下課題:financial principles, time value of money, capital budgeting, random variables, returns, risk and portfolio theory, CAPM, APT, Fama-French 3-factor model, market efficiency, behavioral finance, leverage and capital structure, dividend policy, capital raising, derivative pricing, corporate restructure, foreign exchange markets and others.








課程目標 Objectives

         本課程目標在於將現代財務理論與觀念予以清楚說明,我們將會討論並區分『有理論基礎的財務分析與觀念』與『似是而非的財務觀點』。我們將討論以下主要topics: corporate finance, investments, financial derivatives, corporate restructuring and others. Both theories and practices are stressed.

授課方式 Teaching methods

         講課、作業及報告. 本課程部分為網路課程、部分為教室實體課程。

評分方式﹝評分標準及比例﹞Evaluation (Criteria and ratio)等第制單科成績對照表 letter grading reference

        
1.Midterm exam30%
2.Final exam30%
3.Assignments/HW30%
4.Participation10%

參考書/教科書/閱讀文獻 Reference book/ textbook/ documents
〔請遵守智慧財產權觀念,不可非法影印。教師所提供之教材供學生本人自修學習使用,不得散播及做為商業用途〕
No copies for intellectual property rights. Textbooks provided by the instructor used only for self-study, can not broadcast or commercial use

        
序號作者書名出版社出版年出版地ISBN#
1Brealey, Myers and AllenPrinciples of Corporate Finance(或其他中級財務管理教科書,可問老師)McGraw-Hill2010USAISBN-10: 0073405108

彈性暨自主學習規劃 Alternative learning periods

本門課程是否有規劃實施學生彈性或自主學習內容(每1學分2小時)
Is any alternative learning periods planned for this course (with each credit corresponding to two hours of activity)?
否:教師需於「每週課程內容及預計進度」填寫18週課程進度(每1學分18小時之正課內容)。
No:The instructor will include an 18-week course plan in the weekly scheduled progress (each credit corresponds to 18 hours of instruction)
是:教師需於「每週課程內容及預計進度」填寫16週課程內容(每1學分16小時之正課內容),並於下列欄位填寫每1學分2小時學生彈性或自主學習內容。
    Yes:The instructor will include a 16-week course plan in the weekly scheduled progress (each credit corresponds to 16 hours of instruction);the details of the planned alternative learning periods are provided below (each credit corresponds to two hours of activity).

學生彈性或自主學習活動
Alternative learning periods
勾選或填寫規劃內容
Place a check in the appropriate box or provide details
時數
Number of hours
學生分組實作及討論
Group work and discussion
參與課程相關作業、作品、實驗
Participation in course-related assignments, work, or experiments
參與校內外活動(研習營、工作坊、參訪)或競賽
Participation in on- or off-campus activities (e.g., seminars, workshops, and visits) or competitions
課外閱讀
Extracurricular reading
線上數位教材學習
Learning with online digital learning materials
其他(請填寫規劃內容)
Other (please provide details)

每週課程內容及預計進度 Weekly scheduled progress

        
週次日期授課內容及主題
12017/09/18~2017/09/24Introduction
22017/09/25~2017/10/01Capital budgeting decisions, EVA
32017/10/02~2017/10/08Stock valuations, Abnormal earnings model
42017/10/09~2017/10/15HW 1
52017/10/16~2017/10/22Portfolio theory and CAPM, Abnormal returns
62017/10/23~2017/10/29APT: 3 cases
72017/10/30~2017/11/05Market efficiency, contrarian effect, momentum effect
82017/11/06~2017/11/12Capital raising
92017/11/13~2017/11/19Dividend policy, leverage and MM Theories
102017/11/20~2017/11/26Midterm exam
112017/11/27~2017/12/03Options 1
122017/12/04~2017/12/10Options 2
132017/12/11~2017/12/17Futures
142017/12/18~2017/12/24Mergers and acquisitions
152017/12/25~2017/12/31Others
162018/01/01~2018/01/07HW 2
172018/01/08~2018/01/14Other topics
182018/01/15~2018/01/21Final exam

課業討論時間 Office hours

         時段1:
時間:星期一13:00-15:00
地點:CM3016
時段2:
時間:星期二13:00-15:00
地點:CM3016

系所學生專業能力/全校學生基本素養與核心能力 basic disciplines and core capabilitics of the dcpartment and the university

        
系所學生專業能力/全校學生基本素養與核心能力課堂活動與評量方式
本課程欲培養之能力與素養 This course enables students to achieve...紙筆考試或測驗 Test課堂討論︵含個案討論︶ Group discussion (case analysis)個人書面報告、作業、作品、實驗 Indivisual paper report/ assignment/ work or experiment群組書面報告、作業、作品、實驗 Group paper report/ assignment/ work or experiment個人口頭報告 Indivisual oral presentation群組口頭報告 Group oral presentation課程規劃之校外參訪及實習 Off-campus visit and intership證照/檢定 License參與課程規劃之校內外活動及競賽 Participate in off-campus/ on-campus activities and competitions課外閱讀 Outside reading
※系所所學生專業能力
1.財務倫理之能力           
2.國際觀之能力           
3.解決財務問題之能力VV VV V    
4.溝通之能力           
5.財務管理專業知識之能力VV VV V    
※全校學生基本素養與核心能力
1.表達與溝通能力。           
2.探究與批判思考能力。           
3.終身學習能力。           
4.倫理與社會責任。           
5.美感品味。           
6.創造力。           
7.全球視野。           
8.合作與領導能力。           
9.山海胸襟與自然情懷。           

本課程與SDGs相關項目:The course relates to SDGs items:

         尚未建立SDGS資料

本課程校外實習資訊: This course is relevant to internship:

         本課程無註記包含校外實習

回上一頁