國立中山大學108學年度第1學期財務管理與研究課程大綱

國立中山大學 108學年度第1學期課程教學大綱

National Sun Yat-sen University 108Academic year1st Semester Course syllabus

中文名稱
Course name(Chinese)

財務管理與研究

課號
Course Code

BM505

英文名稱
Course name(English)

FINANCIAL MANAGEMENT & RESEARCH

課程類別
Type of the course

講授類

必選修
Required/Selected

選修

系所
Dept./faculty

企業管理學系企業管理碩士班

授課教師
Instructor

陳安琳

學分
Credit

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.)】

Finance and financial system
Time and resource allocation
Valuation models
Risk management and portfolio theory
Asset pricing
Corporate finance

課程目標 Objectives

To introduce students to the basic concepts of finance, including accounting statements, security markets, interest rates, risk analysis, time value of money, security valuation, capital budgeting, choice of capital structure, dividend policy, working capital management, and international financial markets. Since this is a course for graduate students, we will share the efforts for the course material. That is, I will lecture roughly one third of the material required for the course. On the other hand, students are asked to present the contents of the textbook. Besides, we will discuss the empirical methodologies used in finance research to help graduate students build up their research skills in finance. Those who plan to pick up a finance topic for their master thesis should pay more attention to the empirical research skills. We hope that students can learn basic knowledge of finance for their future career both in academy and in industry. Therefore, we will focus on the concepts and theories and we will see how financial theories are applied to the realistic world. It is strongly recommended that students talk to me once they have any question or suggestion.

授課方式 Teaching methods

Students are asked to present and discuss the materials covered in the text book.
Lecture, presentation and discussion
Details will be provided in the first class. Please do not miss the first class.
Please finish Student information form before the drop-add deadline via the following link.
https://forms.gle/CMkkc26AiFKsCPyk8
討論題網址
https://drive.google.com/drive/folders/1ZX79-CcxjG8IhpTKMGZEdbRzL9lLU3yL?usp=sharing

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.Student information form：5%
2.Class evaluation form：5%
3.Mid-term exam：30%
4.Final exam：40%
5.Class participation：15%
6.Practice issue：5%

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#
No.	Auther	Title	Publisher	Year of publish	Publisher place	ISBN#
1	Moyer, McGuigan, and Rao	Contemporary Financial Management	Cengage: 滄海書局	2018	滄海書局代理

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
Week	Date	Content and topic
1	2019/09/09~2019/09/15	Welcome to Financial Management
2	2019/09/16~2019/09/22	Introduction to Financial Management
3	2019/09/23~2019/09/29	Evaluation of Financial Performance
4	2019/09/30~2019/10/06	Time value of money
5	2019/10/07~2019/10/13	Time value of money
6	2019/10/14~2019/10/20	Fixed Income Securities 1/2
7	2019/10/21~2019/10/27	Fixed Income Securities 2/2
8	2019/10/28~2019/11/03	Common Stock 1/2
9	2019/11/04~2019/11/10	Mid-term exam
10	2019/11/11~2019/11/17	Common Stock 2/2
11	2019/11/18~2019/11/24	Risk and Return 1/2
12	2019/11/25~2019/12/01	Risk and Return 2/2
13	2019/12/02~2019/12/08	Capital Budgeting 1/2
14	2019/12/09~2019/12/15	Capital Budgeting 2/2
15	2019/12/16~2019/12/22	Cost of capital
16	2019/12/23~2019/12/29	Payout Policy
17	2019/12/30~2020/01/05	Options and Futures
18	2020/01/06~2020/01/12	Final exam

課業討論時間 Office hours

時段1 Time period 1:
時間 Time：星期三1400-1600
地點 Office/Laboratory：管4107
時段2 Time period 2：
時間 Time：星期四1400-1600
地點 Office/Laboratory：管4107

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
basic disciplines and core capabilities of the department and the university

課堂活動與評量方式
Class activities and evaluation

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.

※系所學生專業能力 Basic disciplines and core capabilities of the department

溝通能力與團隊合作(Communication ability and team cooperation) 1. Communication ability and team cooperation.

進階管理知識(Advanced knowledge of management) 2. Advanced knowledge of management.

倫理觀與社會責任實踐(Ethics and social responsibilities) 3. Ethics and social responsibilities.

問題分析與解決能力(Ability of problem analysis and solution) 4. Ability of problem analysis and solution.

國際觀與外語能力(Global perspective and foreign language ability) 5. Global perspective and foreign language ability.

※全校學生基本素養與核心能力 Basic disciplines and core capabilities of the university

1.表達與溝通能力。 1. Articulation and communication skills

2.探究與批判思考能力。 2. Inquisitive and critical thinking abilities

3.終身學習能力。 3. Lifelong learning

4.倫理與社會責任。 4. Ethnics and social responsibility

5.美感品味。 5. Aesthetic appreciation

6.創造力。 6. Creativity

7.全球視野。 7. Global perspective

8.合作與領導能力。 8. Team work and leadership

9.山海胸襟與自然情懷。 9. Broad-mindedness and the embrace of nature　

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