教學大綱表 (112學年度 第1學期)
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課程名稱
Course Title
(中文) 財務管理研究
(英文) Study To Financial Management
開課單位
Departments
事業經營研究所
課程代碼
Course No.
B5130
授課教師
Instructor
陳瑞璽
學分數
Credit
3.0 必/選修
core required/optional
必修 開課年級
Level
研究所
先修科目或先備能力(Course Pre-requisites):
課程概述與目標(Course Overview and Goals):Introduce the relevant theories of financial management, and cooperate with relevant software and literature. After completing this course, students can have a comprehensive and basic understanding of financial theories, and can apply them in real life and work.
教科書(Textbook) Brealey, Myers, and Allen, Principles of Corporate Finance, Concise Edition, Second Edition.
參考教材(Reference) Ross, Westerfield, and Jaffe, Corporate Finance, McGraw-Hill, Seventh Edition.
Bodie, Kane, and Marcus, Investment, Eight Edition
課程大綱 Syllabus 學生學習目標
Learning Objectives
單元學習活動
Learning Activities
學習成效評量
Evaluation
備註
Notes

No.
單元主題
Unit topic
內容綱要
Content summary
1 Introduction to Financial Management Financial Management and Corporate Finance
Company goals and decisions
agency problem
Financial Statements
Company goals and decision-making and review of accounting statements 講授
 
2 time value of money Fisher equation
principal and interest
Present value
Future value
年金
Fisher equation
principal and interest
Present value
Future value
講授
 
3 time value of money Fisher equation
principal and interest
Present value
Future value
年金
Present value and future value of annuity 講授
作業
 
4 capital budgeting decisions Capital Budgeting Methodology
Comparison of advantages and disadvantages
Capital Budgeting Methodology
Comparison of advantages and disadvantages
講授
 
5 Ownership structure agency theory
entrenchment hypothesis
contemporary studies
agency theory
entrenchment hypothesis
ownership
講授
 
6 Capital structure MM theory
trade-off theory
pecking order theory
Introduce MM theory, and other related capital structure theories 講授
作業
 
7 portfolio theory return on individual assets
Portfolio Return
risk measurement
Portfolio Risk Analysis
Capital Asset Pricing Model
efficiency frontier
capital market line
Return on Individual Assets vs. Portfolio Returns 講授
 
8 midterm exam midterm exam midterm exam 實作
期中考
 
9 portfolio theory return on individual assets
Portfolio Return
risk measurement
Portfolio Risk Analysis
Capital Asset Pricing Model
efficiency frontier
capital market line
Return on Individual Assets vs. Portfolio Returns 講授
 
10 Capital Asset Pricing Model CAPM
performance indicators
three-factor model
Four Factor Model
CAPM
performance indicators
three-factor model
Four Factor Model
講授
 
11 Bonds and Interest Rates bond definition
Bond Price Calculation
forward rate
expectation theory
Liquidity Preference Theory
term structure
interest rate sensitivity
Duration
Amendment Duration
Convexity
Bond definition and bond price calculation 講授
作業
 
12 Bonds and Interest Rates bond definition
Bond Price Calculation
forward rate
expectation theory
Liquidity Preference Theory
term structure
interest rate sensitivity
Duration
Amendment Duration
Convexity
Bond definition and bond price calculation 講授
 
13 Bonds and Interest Rates bond definition
Bond Price Calculation
forward rate
expectation theory
Liquidity Preference Theory
term structure
interest rate sensitivity
Duration
Amendment Duration
Convexity
Bond definition and bond price calculation 講授
作業
 
14 Efficient Markets and Behavioral Finance What is Efficient markets
The evidence against market efficiency
Behavior finance
What is Efficient markets
The evidence against market efficiency
Behavior finance
講授
 
15 Financial Analysis Financial Statements
Measuring Leverage
Interpreting Financial Ratios
Financial Statements
Measuring Leverage
Interpreting Financial Ratios
講授
 
16 final exam final exam final exam 討論
實作
心得發表
個案研究
期末考
 
彈性教學週活動規劃

No.
實施期間
Period
實施方式
Content
教學說明
Teaching instructions
彈性教學評量方式
Evaluation
備註
Notes
1 起:2024-01-01 迄:2024-01-13 2.非同步線上課程 Asynchronous online course


教學要點概述:
1.自編教材 Handout by Instructor:
■ 1-1.簡報 Slids
□ 1-2.影音教材 Videos
□ 1-3.教具 Teaching Aids
■ 1-4.教科書 Textbook
□ 1-5.其他 Other
□ 2.自編評量工具/量表 Educational Assessment
□ 3.教科書作者提供 Textbook

成績考核 Performance Evaluation: 期末考:30%   期中考:30%   彈性教學:10%   作業:30%  

教學資源(Teaching Resources):
□ 教材電子檔(Soft Copy of the Handout or the Textbook)
□ 課程網站(Website)
教學相關配合事項:The homework is completed in the TronClass, and it cannot be made up after the due date
課程網站(Website):網路大學
扣考規定:https://curri.ttu.edu.tw/p/412-1033-1254.php