Type of Credit: Elective
Credit(s)
Number of Students
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 provide instructions on how to build financial models in Excel. This course will intensively use Excel functions and tools (such as Data Table, Goal Seeker, Solver, etc.).【加簽原則請見教學大綱第4頁】
能力項目說明
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.
| 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 |
課程主題 |
課程內容與指定閱讀 |
教學活動與作業 |
|
1 |
Chapter 1 |
The time value of money |
PV, FV, Mortgages |
|
2 |
Chapter 2 |
Financial ratio analysis |
trend, IF |
|
3 |
Chapter 3 |
Capital budgeting |
IRR, MIRR, PI |
|
4 |
Chapter 3 |
Capital budgeting |
Sensitivity analysis, Scenario analysis, Simulation |
|
5 |
Chapter 4 |
Risk and return, statistical analysis |
Risk and return, statistical analysis |
|
6 |
Chapter 5 |
Matrix operation, linear programming |
Matrix operation, linear programming |
|
7 |
Chapter 5 |
Pivot table |
Pivot table |
|
8 |
Exam1 10/30 |
Exam1
|
Mid Exam1 |
|
9 |
Chapter 6 |
Asset portfolio analysis
project proposal |
covariance, mmult, count, average, var, Active X |
|
10 |
Web crawler
11/13 |
Basic crawler concept, json transcode |
Using web crawler to import financial statements |
|
11 |
Web crawler
11/20 |
Basic crawler concept, json transcode |
Using web crawler to import financial statements |
|
12 |
Chapter 7 |
Optimal capital structure |
Active X, WACC |
|
13 |
Chapter 8 |
Dividends policy and practice |
MM, Macro |
|
14 |
Chapter 12 |
Financial game |
Macro, Active X |
| 15 |
Mid Exam2 12/18 |
Mid Exam2 | Mid Exam2 |
|
16 |
Final Report 12/25 |
Final Report |
Final Report |
|
17 |
1/1 |
Holiday |
Founding Day of the Republic of China |
|
18 |
Final Report 1/8 |
Final Report |
Final Report |
Grading:
Class participation and attendance 15%
Examination1 20%
Examination2 20%
Final Report 35%
Homework 10%
Homework:
Requirements:
| 書名 Book Title | 作者 Author | 出版年 Publish Year | 出版者 Publisher | ISBN | 館藏來源* | 備註 Note |
|---|
※為了公平，請勿私下寫email要求加簽 【開學第一週現場加簽，登記時必須通過財務管理修課，加簽時會檢查】 順序1：財管系的學生(至多25名，超出者為順序6) 順序2：非財管系，但雙主修、輔修財管系的學生(請檢附證明) 順序3：非財管系，大四(延畢)且為金融科技學程學生 順序4：非財管系，非大四(延畢)但為金融科技學程學生 順序5：非財管系，大四(延畢)學生 順序6：其他 註1：以上順序以9/9(三)上午9:30前登記的名單進行排序，之後不能再登記加簽。 註2：選課與加簽名額總計為56位，另外至多可加簽自帶筆電者4位，超過名額者以抽簽順序決定。 註3：Excel部分功能在Mac無法使用，考試時有問題需自行負責。