PDF《金融学概论》

金融学概论 课程编号:02834020 授课对象:本科生 学分:

3 任课教师:赵龙凯、张峥 课程类型: 通选 开课学期:2013 秋 先修课程: 任课教师联系方式: 办公

电话:62754810 电子

邮箱:lzhao@gsm.

pku.edu.cn 辅导、答疑时间: 待定

一、Program Learning Goals and Objectives Learning Goal 1: Graduates will possess a solid understanding of business and management and will be able to translate this knowledge into practice. 1.1Objective

1 Our students will have a good command of fundamental theories and knowledge. 1.2Objective

2 Our students will have a good command of analytical methods and decision-making tools. 1.3Objective

3 Our students will be able to apply theories and methodologies in key business functions. Learning Goal 2: Our students will be able to think critically. 2.1Objective

1 Our students will be able to identify and summarize problems 2.2Objective

2 Our students will be able to collect data and analyze problems in a critical manner 2.3Objective

3 Our students will be able to put forward effective solutions to business problems Learning Goal 3: Our students will have a sense of social responsibility. 3.1Objective

1 Our students will be aware of the importance of ethics. 3.2 Objective

2 Our students will be able to provide solutions that take account of contrasting ethical standpoints. Learning Goal 4: Our students will be effective communicators. 4.1Objective

1 Our students will be proficient in oral and written communication. 4.2Objective

2 Our students will possess good interpersonal skills. 4.3Objective

3 Our students will be able to adapt to diverse learning environments. Learning Goal 5: Our students will have global perspectives. 5.1Objective

1 Our students will be aware of social and cultural differences. 5.2Objective

2 Our students will be aware of the impact of globalization on business operations, opportunities, and challenges. 5.3Objective

3 Our students will be proficient in English.

二、课程概述 作为入门的介绍课程, 金融学概论立足以有趣和轻松的方式向非商学专业的本科同学介绍金 融的基本知识,培养对于金融问题的敏感性.课程将结合最新的金融业的发展,讲授金融的 范畴、金融机构与市场、投资学、公司金融和衍生产品等内容.课程提供一个全面但初步的 对于金融的了解.

三、课程目标(包括学生所提高的技能要求) 课程希望通过教学与讨论达到以下目标: 1, 学生能够了解基本的金融语言,懂得基本的金融思维方式 2, 培养学生对于现实中金融问题的初步的分析能力 3, 结合自身专业背景,能够对于某特定金融问题产生兴趣. 4, 激发学生对于金融的兴趣 5, 对于未来自身的投资规划产生一定的影响

四、内容提要及学时分配 周 章节内容 Week

1 金融概括 Week

2 什么是价值 Week

3 价值的评估 Week

4 金融市场与金融机构 I Week

5 金融市场与金融机构 II Week

6 什么是风险 Week

7 风险与收益 Week

8 投资组合 Week

9 交易与投资行为 Week

10 金融产品设计 Week

11 公司是什么? Week

12 公司的金融决策 I Week

13 公司的金融决策 II Week

14 金融的罪与罚 Week

15 学会理性地分析金融市场 Week

16 总结与考试

五、教学方式 课堂讲授与讨论相结合.

六、教学过程中 IT 工具等技术手段的应用 PPT 和录影资料等

七、教材 无指定教材

八、参考书目 《投资学》 ,威廉 ? F?夏普等著 《公司理财》 ,罗斯等著 《Investments》 ,Zvi Bodie 等著 《Financial Theory and Corporate Policy》 ,Copeland&Weston 著