國立中山大學 110學年度第1學期 課程教學大綱

National Sun Yat-sen University 110Academic year1st Semester Course syllabus

Course name(Chinese)


Course Code


Course name(English)


Type of the course










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】


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 work50%
2.Mid-term assessment50%

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

         Due to Covid-19, from 1st week (w/c) 23/09/2021, we will adopt Zoom to deliver the lecture. If you have registered with this module, please use the following ID and password to log into the Zoom.
ID: 943 5508 3073
Password: 4651
The teaching materials will be uploaded onto Cyber University weekly. A google classroom will be build up in convenience of the teaching and learning of this module after 1st lecture.
Please log into your Cyber University account to download the teaching materials and relative information.
For the students who haven't registered successfully, please use the Zoom ID and password to log into the lecture leave your name and student ID number to TA in the chat area, so your request will be considered during the abnormal management period.
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 work40%
2.Mid-term assessment30%
3.Final assessment30%

參考書/教科書/閱讀文獻 Reference book/ textbook/ documents
No copies for intellectual property rights. Textbooks provided by the instructor used only for self-study, can not broadcast or commercial use

No.AutherTitlePublisherYear of
1Moyer, McGuigan, and RaoContemporary Financial ManagementCengage: 滄海書局2018Australia, Brazil, Mexico, Singapore, United Kingdom, United States978-981-48-4634-9
2Ross, Westerfield, Jaffe, and JordanCorporate Finance core principles & applicationsMcGraw-Hill; 華泰文化2021978-1-260-57112-7
3Berk, DeMarzo, HarfordFundamentals of Corporate FinancePearson; 滄海書局2019978-1-292-21507-5
4Ross, Westerfield, Jaffe, and JordanCorporate FinanceMcGraw-Hill; 華泰文化2019978-1-260-09187-8
5HullOptions, Futures, and Other DerivativesPearson; 雙葉書局2018978-1-292-21289-0

每週課程內容及預計進度 Weekly scheduled progress

WeekDateContent and topic
12021/09/19~2021/09/25Welcome and Introduction to Financial Management
22021/09/26~2021/10/02Financial Market and Securities
32021/10/03~2021/10/09Evaluation of Financial Performance I – Financial Statement and Cash Flow
42021/10/10~2021/10/16Evaluation of Financial Performance II & Financial Planning and Forecasting
52021/10/17~2021/10/23Time Value of the Money (1)
62021/10/24~2021/10/30Time Value of the Money (2)
72021/10/31~2021/11/06Fixed-income securities: Bond valuation
82021/11/07~2021/11/13Mid-term review
92021/11/14~2021/11/20Mid-term Assessment
102021/11/21~2021/11/27Variable-income security: Common Stock
112021/11/28~2021/12/04Analysis of risk and return
122021/12/05~2021/12/11Risk, Cost of capital, and valuation
132021/12/12~2021/12/18Capital structure: Basic concepts
142021/12/19~2021/12/25Capital structure management in practice
152021/12/26~2022/01/01Options and corporate finance
162022/01/02~2022/01/08Course Work
172022/01/09~2022/01/15Final Assessment
182022/01/16~2022/01/22Results review, feedback and final settlement

課業討論時間 Office hours

         時段1 Time period 1:
時間 Time:星期三10:00-12:00
地點 Office/Laboratory:CM3033
時段2 Time period 2:
時間 Time:星期四13:00-15:00
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

basic disciplines and core capabilities of the department and the university
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.溝通能力與團隊合作(Communication ability and team cooperation) 1. Communication ability and team cooperation.VVV V V  VV
2.進階管理知識(Advanced knowledge of management) 2. Advanced knowledge of management.VVVVV V   V
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.VV VV    VV
5.國際觀與外語能力(Global perspective and foreign language ability) 5. Global perspective and foreign language ability.VVVVVVV  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 skillsV VVVVV  V 
2.探究與批判思考能力。 2. Inquisitive and critical thinking abilitiesVVVVVVV  VV
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 VVVVV  VV
8.合作與領導能力。 8. Team work and leadershipV VVVVV  VV
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:

SDG1-消除貧窮(No Poverty)
SDG2-消除飢餓 (Zero Hunger)
SDG3-良好健康與福祉(Good Health and Well-being)
SDG4-教育品質(Quality Education)
SDG5-性別平等(Gender Equality)
SDG6-乾淨水源與公共衛生(Clean Water and Sanitation)
SDG7-可負擔乾淨能源(Affordable and Clean Energy)
SDG8-優質工作與經濟成長(Decent Work and Economic Growth)
SDG9-工業、創新和基礎建設(Industry,Innovation and Infrastructure)
SDG10-減少不平等(Reduced Inequalities)
SDG11-永續城市(Sustainable Cities and Communities)
SDG12-責任消費與生產(Responsible Consumption and Production)
SDG13-氣候行動(Climate Action)
SDG14-海洋生態(Life Below Water)
SDG15-陸域生態(Life on Land)
SDG16-和平、正義和穩健的制度(Peace,Justice And Strong Institutions)
SDG17-促進目標實現的全球夥伴關係(Partnership for the Goals)

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