SemesterFall Semester, 2019
DepartmentSelective courses of undergraduate level,College of Commerce
Course NameIntroduction of Personal Finanace
InstructorJIANG JIANN-KUO
Credit3.0
Course TypeElective
Prerequisite
Course Objective
Course Description
Course Schedule





























































































































































































每週課程進度與作業要求 Course Schedule & Requirements



 



 



 



週次



Week



 



課程主題



Topic



課程內容與指定閱讀



Content and Reading



Assignment



教學活動與作業



Teaching Activities



and Homework



學習投入時間



Student workload



expectation



 



 



 



 



 



課堂教授



In-class



Hours



課程前後



Outside-



off-class Hours



1



2019/9/4



General



Introduction



 



3



2



2



2019/9/11



Accounting



Personal Financial Analyses



Dutch East Indian Company



3



2



3



2019/9/18



Retirement



Retirement Plan and Retirement Planning



Cola War Continues



3



2



4



2019/9/25



Finance



Time Value of Money



Google



3



2



5



2019/10/2



Finance



Stock and Bond (I)



Alibaba



3



2



6



2019/10/9



Finance



Stock and Bond (II)



Microsoft Corporation



3



2



7



2019/10/16



Finance



Risks and Returns



Southwest Airlines



3



2



8



2019/10/23



Finance



Modern Portfolio Theory



Amazon



3



2



9



2019/10/30



Investment Company



ETF, Mutual Fund and Investment Products



 



3



2



10



2019/11/6



mid-term



Mid-Term



 



2



2



11



2019/11/13



Finance



Behavioral Finance



Toyota



3



2



12



2019/11/20



Finance



Efficient Market Hypotheses



 



3



2



13



2019/11/27



Finance



Corporate Agency Problem and Activist



7-Eleven



3



2



14



2019/12/4



Insurance



Insurance Theory and Insurance Company



 



3



2



15



2019/12/11



Corporation



Quantity vs. Quality



General Electric Company



3



2



16



2019/12/18



General



Term Paper Presentation



 



3



2



17



2019/12/25



General



Review



 



3



2



18



2020/1/8



General



Review



 



3



0




 


Teaching Methods
Teaching Assistant

N/A


Requirement/Grading

30% Essay



30% Oral Presentation



40% Mid-Term Exam


Textbook & Reference



    1. Foundations of Financial Markets and Institutions (Fourth Edition)



    Fabozzi, Modigliani, Jones, Prentice Hall




    1. Investor Behavior - The Psychology of Financial Planning and Investing



    H. Kent Baker and Victor Ricciardi, Wiley




    1. International Investment Management: Theory, ethics and practice,



    Kara Tan Bhala, Warren Yeh, Rai Bhala, Routledge




    1. Misbehaving: The Making of Behavioral Economics





Richard H. Thaler, W. W. Norton & Company, New York / London


Urls about Course
N/A
Attachment