教學大綱 Syllabus

科目名稱:財務工程導論

Course Name: An introduction to Financial Engineering

修別:選

Type of Credit: Elective

3.0

學分數

Credit(s)

20

預收人數

Number of Students

課程資料Course Details

課程簡介Course Description

Prerequisties include elementary calculus, probability and some linear algebra.  This class will teach two Nobel Prize winning theories.  Building on mathematical models of bond and stock prices, these two theories lead in different directions: Black-Scholes arbitrage pricing of options and other derivative securities on one hand, and Markowitz portfolio optimization and the Capital Asset Pricing Model on the other hand.

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

    Prerequisties include elementary calculus, probability and some linear algebra.  This class will teach two Nobel Prize winning theories.  Building on mathematical models of bond and stock prices, these two theories lead in different directions: Black-Scholes arbitrage pricing of options and other derivative securities on one hand, and Markowitz portfolio optimization and the Capital Asset Pricing Model on the other hand.

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

    1.     114/09/04            A simple market model (Ch 1)

    2.     114/09/11            A simple market model (Ch 1)

    3.     114/09/19            Risk-Free Assets (Ch 2)

    4.     114/09/26            Risk-Free Assets (Ch 2)

    5.     114/10/02            期中考一 (Ch 1 ~ Ch 2)

    6.     114/10/09            Portfolio Management (Ch 3)

    7.     114/10/16            Portfolio Management (Ch 3)

    8.     114/10/23            Portfolio Management (Ch 3)

    9.     114/10/30            Portfolio (Ch 3) / Forward and Futures Contracts (Ch 4)

    10.   114/11/06            Forward and Futures Contracts (Ch 4)

    11.   114/11/13            期中 (Ch 3 ~ Ch 4)

    12.   114/11/20            Forward and Futures Contracts (Ch 4)

    13.   114/11/27            Option: general properties (Ch 5)

    14.   114/12/04            Option: general properties (Ch 5)

    15.   112/12/11            Option: general properties (Ch 5)

    16.   100/12/18            期末考 (Ch 5)

    學生學習投入時間:
    每週課堂教學 3小時
    每週預習/複習 4-5小時

    授課方式Teaching Approach

    80%

    講述 Lecture

    20%

    討論 Discussion

    0%

    小組活動 Group activity

    0%

    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

                                114/10/02   13:10 ~ 16:00  期中考              23%

                                114/11/13   13:10 ~ 16:00  期中考              33%

                                114/12/18   13:10 ~ 16:00  期末考                  44%

    指定/參考書目Textbook & References

    Mathematics for Finance - An Introduction to Financial Engineering, second edition, M. Capiński and T. Zastawniak, Springer, 2011.

    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

    維護智慧財產權,務必使用正版書籍。 Respect Copyright.

    本課程可否使用生成式AI工具Course Policies on the Use of Generative AI Tools

    本課程無涉及AI使用 This Course Does Not Involve the Use of AI.

    課程相關連結Course Related Links

    
                

    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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