課程資訊
課程名稱
投資學
INVESTMENT 
開課學期
98-2 
授課對象
會計學系  
授課教師
莊文議 
課號
Fin2008 
課程識別碼
703E22600 
班次
05 
學分
全/半年
半年 
必/選修
選修 
上課時間
星期三2,3,4(9:10~12:10) 
上課地點
管二301 
備註
本課程以英語授課。先修科目:經濟學甲。
限本系所學生(含輔系、雙修生)
總人數上限:100人 
Ceiba 課程網頁
http://ceiba.ntu.edu.tw/982Investments_05 
課程簡介影片
 
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課程概述

This class covers the important centerpieces of modern investment theory, including securities markets, portfolio theory, capital asset pricing and arbitrage pricing theory, efficient markets hypothesis, security analysis, and debt and derivative markets.  

課程目標
When students finish this course, they are expected to have a thorough understanding of theoretical issues. With background on basic theoretical skills, students are also expected to be able to link theory to practice.  
課程要求
The students enrolling in this course should have taken Economics. 
預期每週課後學習時數
 
Office Hours
 
指定閱讀
1.Essentials of Investment, 2008, 7th edition, by Bodie, Kane, and Marcus.
2.Lecture notes in pdf format and solutions to the problem sets of each chapter in Word format are available to be downloaded from the CEIBA.
 
參考書目
 
評量方式
(僅供參考)
   
課程進度
週次
日期
單元主題
Week 2
3/03  Chapter 1 Investments: Background and Issues 
Week 3
3/10  Chapter 2 Asset Classes and Financial Instruments 
Week 4
3/17  Chapter 3 Securities Markets 
Week 5
3/24  Chapter 3 Securities Markets 
Week 6
3/31  Chapter 4 Mutual Funds and Other Investment Companies 
Week 7
4/07  Holiday 
Week 8
4/14  Chapter 5 Risk and Return: Past and Prologue 
Week 9
4/21  Chapter 6 Efficient Diversification 
Week 10
4/28  Midterm Exam (Chapters 1~5) 
Week 11
5/05  Chapter 6 Efficient Diversification 
Week 12
5/12  Chapter 7 Capital Asset Pricing and Arbitrage Pricing Theory 
Week 13
5/19  Chapter 8 The Efficient Market Hypothesis 
Week 14
5/26  Chapter 8 The Efficient Market Hypothesis 
Week 16
6/09  Chapter 13 Equity Valuation 
Week 17
6/16  Holiday 
Week 18
06/23  Final Exam