國立中山大學109學年度第2學期財務管理與研究課程大綱

國立中山大學 109學年度第2學期課程教學大綱

National Sun Yat-sen University 109Academic year 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

彭聰敏

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

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

1.Course work：40%
2.Mid-term assessment：30%
3.Final assessment：30%

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.)】

Overview of the Financial System
Decision making and problem solving in theory and practice
Financial objectives and strategies linked to general strategies and environmental circumstances Corporate governance issues
Efficient/inefficient markets and behavioural finance
Financial risk - types and coping mechanisms
Relationship between financial risk and expected return
Cost of capital: WACC and CAPM; Gearing
Treasury Management and control of working capital
Investment Appraisal

課程目標 Objectives

This module has been designed to introduce students to the financial markets and finance at an advanced level. It relates many aspects to finance including Foundation of Finance, Business Analytics, and Corporate Finance, and furthermore, has been designed to support you to develop an understanding of and synthesized information about the financial markets, financial products and financial players that form our financial system. Importantly, the curriculum has been designed to support the holistic learning of the latest academic theory and practice delivered using cutting-edge pedagogies and teaching methods.
The primary objective of this module is to provide a conceptual and analytical framework for looking at organisations operating in capital, financial and operational markets. To this end, international and global considerations, both quantitative and qualitative, will be given high prominence. Strategic financial management issues covered include raising finance (both short and long term), efficient allocation and utilisation of financial resources (including investment appraisal), and maintaining control over those resources to ensure objectives are met (treasury management and control of working capital). Students will gain an appreciation of the two core themes prevalent throughout financial management, namely, the relationship between financial risk and expected return, and the overriding objective of maximising shareholder wealth. These themes will then be built upon to include the inter-relationships between the various elements of financial management. One of the main focuses for the design of this module has been the further development of relevant employability and professional skills. Such skills are implicit in the learning outcomes.

授課方式 Teaching methods

Lectures, seminars, peer discussion, group discussion, and presentation.
This module requires high level of engagement and team work of students.
Assessment details will be outlined in first class and will be updated frequently in every week.

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.Course work：40%
2.Mid-term assessment：30%
3.Final assessment：30%

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	Australia, Brazil, Mexico, Singapore, United Kingdom, United States	978-981-48-4634-9
2	Ross, Westerfield, Jaffe, and Jordan	Corporate Finance core principles & applications	McGraw-Hill; 華泰文化	2021		978-1-260-57112-7
3	Berk, DeMarzo, Harford	Fundamentals of Corporate Finance	Pearson; 滄海書局	2019		978-1-292-21507-5
4	Ross, Westerfield, Jaffe, and Jordan	Corporate Finance	McGraw-Hill; 華泰文化	2019		978-1-260-09187-8
5	Hull	Options, Futures, and Other Derivatives	Pearson; 雙葉書局	2018		978-1-292-21289-0

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	2021/02/21~2021/02/27	Welcome and Introduction to Financial Management
2	2021/02/28~2021/03/06	Financial Market and Evaluation of Financial Performance
3	2021/03/07~2021/03/13	Time value of money 1/2
4	2021/03/14~2021/03/20	Time value of money 2/2
5	2021/03/21~2021/03/27	Fixed Income Securities
6	2021/03/28~2021/04/03	Common Stock
7	2021/04/04~2021/04/10	Risk and Return
8	2021/04/11~2021/04/17	Capital Budgeting 1/2
9	2021/04/18~2021/04/24	Mid-term Assessment
10	2021/04/25~2021/05/01	Capital Budgeting 2/2
11	2021/05/02~2021/05/08	Cost of Capital
12	2021/05/09~2021/05/15	Capital Structure
13	2021/05/16~2021/05/22	Payout Policy
14	2021/05/23~2021/05/29	Option, Future and other derivatives 1/2
15	2021/05/30~2021/06/05	Option, Future and other derivatives 2/2
16	2021/06/06~2021/06/12	Course Work
17	2021/06/13~2021/06/19	Final Assessment
18	2021/06/20~2021/06/26	Results review, feedback and final settlement

課業討論時間 Office hours

時段1 Time period 1:
時間 Time：星期二12:00-14:00
地點 Office/Laboratory：CM3033
時段2 Time period 2：
時間 Time：星期三13:00-15:00
地點 Office/Laboratory：CM3033

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.
課外閱讀 Outside reading.
課外閱讀 Outside reading.

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

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

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

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

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

5.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