Course Syllabus

Course Information：

Year-Semester Course Number Course Name Phase Credits Hours Required/Elective Instructor Class Student NO. Withdraw Note

Fall Semester
Year 2026 362643 Investment 1 3.0 3 ▲ Wang Yeou Min
Lin Shu Ling 4IFM2 61 0 建議優先安排先鋒501教室

Year-Semester	Course Number	Course Name	Phase	Credits	Hours	Required/Elective	Instructor	Class	Student NO.	Withdraw	Note
Fall Semester Year 2026	362643	Investment	1	3.0	3	▲	Wang Yeou Min Lin Shu Ling	4IFM2	61	0	建議優先安排先鋒501教室

Course Plan：

Instructor Wang Yeou Min

Email david.kzcpa@gmail.com

Last Updated 2026-07-01 23:03:19

Course Objective 讓學生了解投資的基本觀念，課程內容主管要介紹證券(股票、債券)、期貨、選擇權的投資，以及證券的評價模式和CAPM等訂價模式說明。驟。 The course helps stdents to understand the knowledge of investment. It includes security. Future option and CAPM Models.

Course Schedule 週次日期每週五上午9.00 課程內容七 10/23 課程介紹投資心理學簡介八 10/30 債券理論九 11/6 固定收益商品十 11/13 衍生性金融商品十一 11/20 衍生性金融商品十二 11/27 期貨市場十三 12/4 專家講座十四 12/11 股票市場十五 12/18 證券投資分析十六 12/25 投資組合理論十七 01/01 元旦假期十八 01/08 期末考週

Evaluation and grading policy 課堂要求：一、每節都有作業每節都要交每節都評分二、無期中考三、期末完成一份美國那斯達克交易所之年報說明，英文版word檔，Times New Roman 12號字，A4紙 1頁，內容須說明資產負債表呈現的經營狀況，全英文發表3-5分鐘。

Materials All right reserved. Do not reproduce without permission.

Foreign-language textbooks:No
老師自編教材

The access to curricular consultation david.kzcpa@gmail.com

Expanding teaching and resources ● 混成學習 (Blended Learning)
課程結合實體授課與線上學習（同步視訊／非同步活動）。
Combines face-to-face instruction with online learning (including synchronous video sessions or asynchronous activities).
● 參與式創新教學 (Participatory & Innovative Teaching)
強調學生參與與產出，導入翻轉、PBL/專題、設計思考或遊戲化等策略。
Emphasizes student engagement and outcomes by adopting strategies such as Flipped Classroom, PBL (Problem/Project- Based Learning), Design Thinking, or Gamification.
● 數位科技融入 (Digital Technology Integration)
運用生成式AI、VR/AR、IoT、IRS等新興科技輔助教學與評量。
Utilizes emerging technologies such as Generative AI, VR/AR, IoT, and IRS (Interactive Response Systems) to facilitate teaching and assessment.

The course corresponds to the SDGs SDG8：尊嚴就業與經濟發展（Decent Work and Economic Growth）
SDG12：負責任的消費與生產（Responsible Consumption and Production）

Does the course incorporate AI ● 使用生成式AI作為教學過程的輔助工具（Use generative AI tools as an aid to the teaching process）
● 鼓勵學生使用生成式AI工具（Encourage students to use generative AI tools）
● 使用生成式AI進行課堂即時互動（Use generative AI for real-time classroom interaction）

Note
介紹各種金融商品的應用及投資

Instructor	Wang Yeou Min
Email	david.kzcpa@gmail.com
Last Updated	2026-07-01 23:03:19
Course Objective	讓學生了解投資的基本觀念，課程內容主管要介紹證券(股票、債券)、期貨、選擇權的投資，以及證券的評價模式和CAPM等訂價模式說明。驟。 The course helps stdents to understand the knowledge of investment. It includes security. Future option and CAPM Models.
Course Schedule	週次日期每週五上午9.00 課程內容七 10/23 課程介紹投資心理學簡介八 10/30 債券理論九 11/6 固定收益商品十 11/13 衍生性金融商品十一 11/20 衍生性金融商品十二 11/27 期貨市場十三 12/4 專家講座十四 12/11 股票市場十五 12/18 證券投資分析十六 12/25 投資組合理論十七 01/01 元旦假期十八 01/08 期末考週
Evaluation and grading policy	課堂要求：一、每節都有作業每節都要交每節都評分二、無期中考三、期末完成一份美國那斯達克交易所之年報說明，英文版word檔，Times New Roman 12號字，A4紙 1頁，內容須說明資產負債表呈現的經營狀況，全英文發表3-5分鐘。
Materials	All right reserved. Do not reproduce without permission. Foreign-language textbooks:No 老師自編教材
The access to curricular consultation	david.kzcpa@gmail.com
Expanding teaching and resources	● 混成學習 (Blended Learning) 課程結合實體授課與線上學習（同步視訊／非同步活動）。 Combines face-to-face instruction with online learning (including synchronous video sessions or asynchronous activities). ● 參與式創新教學 (Participatory & Innovative Teaching) 強調學生參與與產出，導入翻轉、PBL/專題、設計思考或遊戲化等策略。 Emphasizes student engagement and outcomes by adopting strategies such as Flipped Classroom, PBL (Problem/Project- Based Learning), Design Thinking, or Gamification. ● 數位科技融入 (Digital Technology Integration) 運用生成式AI、VR/AR、IoT、IRS等新興科技輔助教學與評量。 Utilizes emerging technologies such as Generative AI, VR/AR, IoT, and IRS (Interactive Response Systems) to facilitate teaching and assessment.
The course corresponds to the SDGs	SDG8：尊嚴就業與經濟發展（Decent Work and Economic Growth） SDG12：負責任的消費與生產（Responsible Consumption and Production）
Does the course incorporate AI	● 使用生成式AI作為教學過程的輔助工具（Use generative AI tools as an aid to the teaching process） ● 鼓勵學生使用生成式AI工具（Encourage students to use generative AI tools） ● 使用生成式AI進行課堂即時互動（Use generative AI for real-time classroom interaction）
Note	介紹各種金融商品的應用及投資