本課程旨在啟發學生有系統思考與判斷個人及工作的重要財務問題，包括個人理財與公司理財兩部分。個人理財著重於資產分配、風險與報酬、債劵股票投資與公司價值評估、及如何運用信託機制提供個人財產保障及退休生活現金流；公司理財從個人理財有關投資股票與債劵以判斷一家優質公司之原理，講授企業財務計畫地設計與評估原理、如何評估與取捨投資計畫案，以及如何籌集資金與不同籌資策略對財務結構之影響。
This course first provides students how to get started pricing bonds and stocks, encouraging students to make decisions as investment managers, and shows how to use property trusts to arrange personal retirement cash flows and to protect personal properties against infringement risks. It then shows a company how to do a long-term financial planning, how to invest money in projects, and how to raise funds and to analyze those impacts on company’s financial structure by different fund-raising policies.