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)

投資學

課號
Course Code

FM303

英文名稱
Course name(English)

INVESTMENT

課程類別
Type of the course

講授類

必選修
Required/Selected

必修

系所
Dept./faculty

財務管理學系

授課教師
Instructor

唐俊華    王昭文    

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:Since COVID-19, if distance learning is necessary, the teaching methods would adjust as follows:

         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:Since COVID-19, if distance learning is necessary, the evaluation would adjust as follows:

         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.)】

1.Practices of investment
2.Impacts of corporate events on stock return
3.Mutual fund
4.Technical analysis



課程目標 Objectives

         Students have basic understandings in investment theory and practice.



授課方式 Teaching methods

         Lecture and discussion. Each student should take part in the investment competition, and the report about the competition should be individually submitted by the deadline (to be announced). Students who did not take Statistics (I) and (II) before are strongly recommended not to take this course.


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 exam40%
2.Final exam (or report about technical analysis)30%
3.Investment competition20%
4.Assignments10%

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

         Handouts edited by the instructors.

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
WeekDateContent and topic
12019/09/09~2019/09/15Overview of Investment
22019/09/16~2019/09/22Practices of investment (1)
32019/09/23~2019/09/29Practices of investment (2)
42019/09/30~2019/10/06Analysis of financial statements
52019/10/07~2019/10/13Impacts of corporate events on stock return (1)
62019/10/14~2019/10/20Impacts of corporate events on stock return (2)
72019/10/21~2019/10/27Impacts of corporate events on stock return (3)
82019/10/28~2019/11/03Mutual fund (1)
92019/11/04~2019/11/10Mutual fund (2)
102019/11/11~2019/11/17Mutual fund (3)
112019/11/18~2019/11/24Midterm exam
122019/11/25~2019/12/01Presentation about the investment competition
132019/12/02~2019/12/08Technical analysis (1)
142019/12/09~2019/12/15Technical analysis (2)
152019/12/16~2019/12/22Technical analysis (3)
162019/12/23~2019/12/29Technical analysis (4)
172019/12/30~2020/01/05Technical analysis (5)
182020/01/06~2020/01/12Final exam

課業討論時間 Office hours

         時段1 Time period 1:
時間 Time:星期一12:00-14:00
地點 Office/Laboratory:管院4079
時段2 Time period 2:
時間 Time:星期二10:00-12:00
地點 Office/Laboratory:管院4079

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
1.財務倫理之能力與社會責任實踐 1. Financial ethics ability.           
2.國際觀之能力 2. Global perspective.           
3.解決財務問題之能力 3. Problem solving ability in Finance.VV VV      
4.溝通之能力 4. Communication skill.           
5.財務管理專業知識之能力 5. Expertise in Financial management.VV VV      
※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 skillsVV VV      
2.探究與批判思考能力。 2. Inquisitive and critical thinking abilitiesVV VV      
3.終身學習能力。 3. Lifelong learningVV VV      
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

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