教學大綱 Syllabus

科目名稱:財務軟體應用

Course Name: Computer Software Application in Finance

修別:選

Type of Credit: Elective

3.0

學分數

Credit(s)

50

預收人數

Number of Students

課程資料Course Details

課程簡介Course Description

Computer Software Application in Finance is a course emphasizing learning by doing. This course will teach you how to use EXCEL to discover, analyze, and solve financial problems. We will explain how to build financial models in Excel by providing instructions. This course will intensively use Excel functions and tools (such as Data Table, Goal seeker, Solver, etc.).

【提醒】本課程加簽原則請見附件教學大綱,勿寫信來要求加簽

核心能力分析圖 Core Competence Analysis Chart

能力項目說明


    課程目標與學習成效Course Objectives & Learning Outcomes

    1. We will learn to develop value-added skills in spreadsheet modeling of financial applications.
    2. To learn how to deal with data and build financial models through EXCEL.

    每周課程進度與作業要求 Course Schedule & Requirements

    教學週次Course Week 彈性補充教學週次Flexible Supplemental Instruction Week 彈性補充教學類別Flexible Supplemental Instruction Type

    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 H omework

    學習投入時間

    Student workload expectation

    課堂講授

    In-class Hours

    課程前後

    Outside-of-class Hours

    1

    Chapter 1
    The time value of money
    PV, FV, Mortgages

    3.0

    4.5

    2

    Chapter 2
    Financial ratio analysis
    trend, IF

    3.0

    4.5

    3

    Chapter 3
    Capital budgeting
    IRR, MIRR, PI

    3.0

    4.5

    4

    Chapter 3
    Capital budgeting
    Sensitivity analysis, Scenario analysis, Simulation

    3.0

    4.5

    5

    Chapter 4
    Risk and return, statistical analysis
    Risk and return, statistical analysis

    3.0

    4.5

    6

    Chapter 5
    Matrix operation, linear programming
    Matrix operation, linear programming

    3.0

    4.5

    7

    Chapter 5
    Pivot table
    Pivot table

    3.0

    4.5

    8

    Exam1(11/1)
    Exam1
    Mid Exam1

    3.0

    4.5

    9

    Chapter 6
    Asset portfolio analysis
    covariance, mmult, count, average, var, Active X

    3.0

    4.5

    10

    Web crawler
    11/15
    Basic crawler concept, json transcode
    
    Using web crawler to import financial statements
    

    3.0

    4.5

    11

    Web crawler
    11/22
    Basic crawler concept, json transcode
    
    Using web crawler to import financial statements
    

    3.0

    4.5

    12

    Chapter 7 Optimal capital structure Active X, WACC

    3.0

    4.5

    13

    Chapter 8
    
    Dividends policy and practice
    
    MM, Macro
    

    3.0

    4.5

    14

    Chapter 10
    
    Bond pricing and risk management Bond pricing, Bond portfolio

    3.0

    4.5

    15

    Chapter 12 Financial game Macro, Active X

    3.0

    4.5

    16

    Mid Exam2 
    (12/27)

    Mid Exam2 Mid Exam2

    3.0

    4.5

    17

    Final Report (1/3)
    
    Final Report
    Final Report

    3.0

    4.5

    18

    Final Report (1/10)
    Final Report
    Final Report

    3.0

    4.5

    授課方式Teaching Approach

    60%

    講述 Lecture

    10%

    討論 Discussion

    10%

    小組活動 Group activity

    20%

    數位學習 E-learning

    0%

    其他: Others:

    評量工具與策略、評分標準成效Evaluation Criteria

    Grading:

    Class participation and attendance                         15%

    Examination1                                                             20%

    Examination1                                                             20%

    Final Report                                                                35%

    Homework                                                                 10%

     

    Homework:

    • We will have homework every one or two weeks.
    • The due date is one week after the assignment is assigned, and no delay is accepted.
    • Do not copy files from your classmates.

    Requirements:

    • Come to the class on time.
    • Please do not read emails during the course.

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    指定/參考書目Textbook & References

    It will be announced in the first class.

    【提醒】本課程加簽原則請見附件教學大綱,勿寫信來要求加簽

    已申請之圖書館指定參考書目 圖書館指定參考書查詢 |相關處理要點

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    課程相關連結Course Related Links

    【提醒】本課程加簽原則請見附件教學大綱,勿寫信來要求加簽

    課程附件Course Attachments

    課程進行中,使用智慧型手機、平板等隨身設備 To Use Smart Devices During the Class

    需經教師同意始得使用 Approval

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