Semester	Fall Semester, 2018
Department	Selective courses of master level,College of Commerce
Course Name	Introduction of Personal Finanace
Instructor
Credit	3.0
Course Type	Elective
Prerequisite

Course Objective

Course Description

Course Schedule

Week	Date	Topics	Case Study
1	2018/9/19	Introduction
2	2018/9/26	Personal Financial Analyses	Dutch East Indian Company
3	2018/10/3	Retirement Plan and Retirement Planning	Cola War Continues
4	2018/10/10	Holiday
5	2018/10/17	Time Value of Money	Southwest Airlines
6	2018/10/24	Stock and Bond	Microsoft Corporation
7	2018/10/31	Risks and Returns	Google
8	2018/11/7	Modern Portfolio Theory	Alibaba
9	2018/11/14	Mid-Term Exam
10	2018/11/21	Efficient Market Hypotheses	US Auto Industry
11	2018/11/28	Behavioral Finance	Toyota
12	2018/12/5	Quantity vs. Quality	US Conglomerate - GE
13	2018/12/12	Corporate Agency Problem and Activist	7-Eleven
14	2018/12/19	Insurance Theory and Insurance Company
15	2018/12/26	ETF, Mutual Fund and Investment Products
16	2019/1/2	Derivatives and Options
17	2019/1/9	Review Section
18	2019/1/16	Final Exam
Student is expected to spend 1 hr. preview and 2 hr. review the class material each week.

Teaching Methods

Teaching Assistant

N/A

Requirement/Grading

20% Mid-term,

30% Final

50% Essay and Term Paper

Textbook & Reference

Fabozzi, Modigliani, Jones, Prentice Hall

H. Kent Baker and Victor Ricciardi, Wiley

Kara Tan Bhala, Warren Yeh, Rai Bhala, Routledge

Richard H. Thaler, W. W. Norton & Company, New York / London

Urls about Course

N/A

Attachment