金融論Ⅲ(Money and FinanceⅢ)
担当者
単位・開講先選択必修  2単位 [経営学科]
科目ナンバリングMOF-203

授業の概要(ねらい)

 This course covers the basic theory needed to improve your financial literacy.Lectures will be in English.For the course, financial literacy will be defined as acquiring an accurate understanding of finance and proper usage of that knowledge to achieve a more financially secure and prosperous life.The main issues to be covered include life planning, risks and returns, risk control of your liabilities, and investment theory, all of which are based on personal finance management theory.

授業の到達目標

 You are expected to improve your financial literacy and be able to form an appropriate balance sheet from a life planning perspective.

成績評価の方法および基準

 Based on the sum total of tests during the classes plus class attendance and participation in discussions.

教科書・参考文献

種別書名著者・編者発行所
教科書 No specific textbook are necessary.
参考文献

準備学修の内容

 There will be no major assignments. You are expected to gather information from domestic and international financial news daily by reading newspapers including the Financial Times, Wall Street Journal and others.

その他履修上の注意事項

 Many examples will be disscussed during the class and your active participation will be welcomed.

授業内容

授業内容
第1回 Introduction
第2回 Life Planning
第3回 Risks and returns
第4回 Cash flow planning
第5回 Risk control of the liability side of your balance sheet
第6回 ditto
第7回 Investment
第8回 Financial products
第9回 ditto
第10回 ditto
第11回 Portfolio Theory
第12回 ditto
第13回 Life Planning (exercise)
第14回 ditto
第15回 Summary