國立中山大學 108學年度第2學期 課程教學大綱

National Sun Yat-sen University 108Academic year Course syllabus

中文名稱
Course name(Chinese)

財務管理理論與策略

課號
Course Code

FM501

英文名稱
Course name(English)

FINANCIAL MANAGEMENT THEORIES AND STRATEGIES

課程類別
Type of the course

講授類

必選修
Required/Selected

選修

系所
Dept./faculty

財務管理學系碩士班

授課教師
Instructor

馬黛    

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:

         同步遠距【透過網路直播技術,同時進行線上教學,得採Microsoft Teams、Adobe connect等軟體進行】
同步遠距含錄影【透過網路直播技術,同時進行線上教學並同時錄影,課程內容可擇日再重播,得採Microsoft Teams、Adobe connect等軟體進行】
非同步遠距【課堂錄影或錄製數位教材放置網路供學生可非同時進行線上學習,得採EverCam、PPT簡報錄影、錄音方式進行】
實作類課程,經評估無法採遠距課程教學,後續復課後密集補課

★遠距教學軟體操作說明連結

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:

        
1.Report10%
2.Discussion10%
3.Oral Presentation20%
4.Written Assignment15%
5.Final project20%
6.Other Assignment25%

課程大綱 Course syllabus

         The building blocks of Corporate Finance
1. Market Efficiency
2. Capital Budgeting and Corporate Strategy
3. Capital Structure and Dividend Policy
4. Capital Raising
5. Corporate Valuations
6. Risk Management
7. Corporate Restructuring and Corporate Control
8. Corporate Governance
9. Employee Stock Option
10. Privatization
11. Other (company failure and restructuring, corporate/foreign equity, treasury stock, etc.)
*The course content is tentative and the reading assignments will change accordingly.*
公司財務理論基礎
1.市場效率性
2.資本預算與公司策略
3.資本結構與股利政策
4.資金籌措
5.公司評價
6.風險管理
7.公司重組與公司控制
8.公司治理
9.員工股票選擇權
10.民營化
11.其他(公司失敗與重整,法人/外國股權,庫藏股,etc.)
*課程內容為暫定版,reading assignment將會持續變更*





課程目標 Objectives

         This course mainly focuses on important topics in financial management theories, and supplemented with practical discussions on financial decisions. Theoretical aspects include capital structure, capital budget, agency theory, dividend policy, application of real option, corporate control, etc. Strategic aspects include CEO guidelines, fundraising, corporate valuation, corporate restructuring, mergers and acquisitions, corporate governance, risk management, employee compensation and other topics. Classes are taught in lectures and seminars. Students are required to give oral presentations in class, working on empirical essays and participate in cyber university discussion. Students should be able to have a systematic view on the directions of corporate financial policies.
本課程主要在進一步討論財務管理理論中的幾個重要課題,並輔以有關財務決策上的實務探討。理論方面包括資本結構、資本預算、代理理論、股利決策、實質選擇權之應用、公司控制(corporate control)等課題,策略方面則包括資金籌措、公司評價、公司重整(corporate restructuring)、公司治理、風險管理、員工報酬等主題。上課係以授課及研討方式進行,學生須在課堂上做口頭報告,並參與網大討論。
本課程主要在進一步討論財務管理理論中的幾個重要課題,並輔以有關財務決策上的實務探討。理論方面包括資本結構、資本預算、代理理論、股利決策、實質選擇權之應用、公司控制(corporate control)等課題,策略方面則包括資金籌措、公司評價、公司重整(corporate restructuring)、公司治理、風險管理、員工報酬等主題。上課係以授課及研討方式進行,學生須在課堂上做口頭報告,並參與網大討論。







授課方式 Teaching methods

         Lectures and presentations.
Students are required to participate in cyber university discussion and working on real questions.
以講授為主,報告為輔。學生需在網大上進行討論。







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.Report10%
2.Discussion10%
3.Oral Presentation20%
4.Written Assignment15%
5.Final project20%
6.Other Assignment25%

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.AutherTitlePublisherYear of
publish
Publisher
place
ISBN#
1Ruth Bender& Keith WardCorporate Financial StrategyElsevier2009
2Annie Koh, Ser-Keng Ang, Eugene F. Brigham and Michael C. EhrhardtFinancial Management: Theory and Practice, An Asia EditionCENGAGE Learning2014

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
12020/02/27~2020/02/29Introduction
22020/03/01~2020/03/07Introduction
32020/03/08~2020/03/14Capital Budgeting and Corporate Strategy
42020/03/15~2020/03/21Capital Budgeting and Corporate Strategy
52020/03/22~2020/03/28Financing and Dividend Policy
62020/03/29~2020/04/04Financing and Dividend Policy
72020/04/05~2020/04/11Capital Raising
82020/04/12~2020/04/18Capital Raising
92020/04/19~2020/04/25Corporate Valuations and EVA
102020/04/26~2020/05/02Corporate Valuations and EVA
112020/05/03~2020/05/09Risk Management
122020/05/10~2020/05/16Risk Management
132020/05/17~2020/05/23Corporate Restructuring and Corporate Control
142020/05/24~2020/05/30Corporate Restructuring and Corporate Control
152020/05/31~2020/06/06Corporate Restructuring and Corporate Control
162020/06/07~2020/06/13Corporate Restructuring and Corporate Control
172020/06/14~2020/06/20Corporate Governance
182020/06/21~2020/06/24compensation program

課業討論時間 Office hours

         時段1 Time period 1:
時間 Time:星期二14:00-16:00
地點 Office/Laboratory:管4068
時段2 Time period 2:
時間 Time:星期四14:00-16:00
地點 Office/Laboratory:管4068

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.V V V      
3.解決財務問題之能力 3. Problem solving ability in Finance.           
4.溝通之能力 4. Communication skill.V V V      
5.財務管理專業知識之能力 5. Expertise in Financial management.           
※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 skillsV V V      
2.探究與批判思考能力。 2. Inquisitive and critical thinking abilitiesV V V      
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 perspectiveV V V      
8.合作與領導能力。 8. Team work and leadershipV V V      
9.山海胸襟與自然情懷。 9. Broad-mindedness and the embrace of nature            

回上一頁