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世新大學九十八學年度第二學期課程大綱 Course Description Second 2010

科目名稱
Course Title

投資心理學
Investment Psychology

課程簡碼
Course No.

FIN-402-01-A1

開課系級
Dept

財金四甲乙

學分數
Credit(s)

時數
Hour(s)

選別
Required or Elective

7-選修

開課別
Duration

半年第一學期

授課教師
Instructor

陳虹伶

扣考規定
Attendance Policy

校定時數：缺課達 14 小時發布預警達 18 小時執行扣考
University Attendance policy

中文課程概要
Chinese Course Description

投資心理學為結合認知心理學與投資理論。本課程旨在探討因認知偏誤而造成投資人不理性之投資行為，著重了解投資人之心理傾向、風險態度、情緒變化等層面對投資決策與投資行為之影響，並了解各行為背後的驅動心理因子，幫助瞭解並克服投資人的行為偏誤，進行有效地財富規劃與投資。

英文課程概要
English Course Description

Psychology of investing combines cognitive psychology with investment theory. The purpose of this course is to discuss the irrational investing behavior which results from the cognitive bias of investors, to understand the effect of investors’ psychological trend, risk attitude, and emotional variation on investing decision and investing behavior, and to understand the psychological drivers which are potentially behind every behavior. The course also supports students solving the behavior bias of investors and proceeding efficient financial program and investment.

基本核心能力 /
系核心能力
Core Competency

核心能力	核心能力說明
基礎理論能力	1.具備財務管理基本知識 2.具備資本市場基本知識 3.具備金融體系運作的基本知識
資料分析與運算能力	1.具備財金專業所需的基本運算能力 2.應用資訊科技進行資料分析的能力 3.統整數據分析與財金論述的能力
理論擴衍應用能力	1.進行財金實證分析的能力 2.結合財金理論與實務的能力 3.應用財金理論作跨領域學習的能力 4.能融合相關知識發掘與分析財金問題
財經外語能力	1.具備財經外語聽讀說寫能力
溝通合作能力	1.能與財金相關領域的專業人員，交換意見、溝通觀念 2.能運用適切方式與非專業人士，就財金相關問題進行溝通 3.能與他人相互協調合作
專業倫理與態度	1.瞭解財金倫理對經濟發展之影響 2.認同企業與金融活動之社會責任 3.認同倫理錯誤之危害

『註:該課程之核心能力以紅色表示.』

教學目標
Course Objectives

This course provides an introduction to the psychology of investing and analytical tools for individual decision-making and for understanding how investment is affected by behavioral biases. The topics include overconfidence, disposition effect, house money effect, prospect theory, mental accounting, behavioral portfolio theory, familiarity, and self-control. We will start with the basics, so you do not need to have any prior background in finance.

授課方式
Approach to Instruction

教師以投影片授課

成績評定
Grading

Mid-Term Examination (Individuals) 20%
Discussion and participation 30%
Case Study1 (Movie) 20%
Case Study2 (Group play) 30%

參考書目
Textbooks and References

Required Textbook: The Psychology of Investing, John R. Nofsinger, Taiwan distributor （滄海書局: 04-2708-8787）.
Reference Book: Behavioral Finance: Insights into Irrational Minds and Markets, James Montier, John Wiley & Sons, Ltd., Taiwan distributor (東華書局:02-2331-7856)

週次
Week

進度內容
Syllabus

1(2/21~2/27)

Introduction

2(2/28~3/06)

Psychology Backgrounds

3(3/07~3/13)

Expert Speech

4(3/14~3/20)

Overconfidence

5(3/21~3/27)

Fear of Regret and Seeking Pride

6(3/28~4/03)

Spring Holiday

7(4/04~4/10)

Considering the Past

8(4/11~4/17)

Mental Accounting I

9(4/18~4/24)

Mental Accounting II

10(4/25~5/01)

校運會補假一天

11(5/02~5/08)

Mid-Term Examination

12(5/09~5/15)

Familiarity

13(5/16~5/22)

Anchoring, Representativeness, and Availability

14(5/23~5/29)

Case Study1 (Movie)

15(5/30~6/05)

Forming Portfolio

16(6/06~6/12)

Investor Socialization and Mania

17(6/13~6/19)

Case Study2 (Group Play)

18(6/20~6/26)

Case Study2 (Group Play)

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