シラバス Syllabus

授業名 Introduction to Finance
Course Title Introduction to Finance
担当教員 Instructor Name Xinyang Wei
コード Couse Code NUC423_N23B
授業形態 Class Type 講義 Regular course
授業形式 Class Format On Campus
単位 Credits 2
言語 Language EN
科目区分 Course Category 教養教育科目 / Liberal Arts
学位 Degree BBA
開講情報 Terms / Location 2023 UG Nisshin Term4

授業の概要 Course Overview

Misson Statementとの関係性 / Connection to our Mission Statement

Aligning with the NUCB Business School's mission, this course cultivates creative and analytical prowess in students. Over seven weeks, participants delve into foundational financial principles, from compound interest mechanics to strategic investment evaluations, ensuring a comprehensive grasp of the evolving financial landscape and instruments therein.

授業の目的(意義) / Importance of this course

This course serves as a cornerstone for any individual seeking to navigate the intricate world of finance with confidence and proficiency. Over seven weeks, the course covers pivotal financial concepts, from understanding the profound implications of compound interest to making astute strategic investment decisions in shifting interest landscapes. By delving into practical scenarios such as home financing and government bonds, it bridges the gap between theoretical knowledge and practical application. This course not only elucidates the mechanics behind everyday banking and investment activities but also underscores the significance of timely financial decisions in today's dynamic economic environment. In essence, it offers participants the foundation to understand, evaluate, and respond effectively to the multifaceted challenges and opportunities presented by the global financial markets.

到達目標 / Achievement Goal


By the end of this seven-week course, participants are expected to have cultivated a robust understanding of core financial concepts and their real-world applications. They should be adept at projecting future values using compound interest, making informed decisions about investments based on varying compounding intervals, and understanding the nuances of savings dynamics in banking scenarios. Furthermore, participants will gain insights into the intricacies of home financing, learn to leverage the time value of money, and develop the capability to evaluate strategic investment decisions, especially in fluctuating interest rate environments. The ultimate goal is for each participant to confidently assess complex financial scenarios, such as government bond evaluations, ensuring they are well-equipped to navigate and thrive in the modern financial landscape.

本授業の該当ラーニングゴール Learning Goals

*本学の教育ミッションを具現化する形で設定されています。

LG1 Critical Thinking
LG2 Diversity Awareness
LG3 Ethical Decision Making
LG4 Effective Communication
LG6 Managerial Perspectives (BBA)

受講後得られる具体的スキルや知識 Learning Outcomes


Upon completion of this comprehensive seven-week course, participants will be expected to have honed a robust set of skills that merge theoretical understanding with practical application, leading to the following outcomes:

1. Compound Interest and Time Horizon Mastery: Participants will understand the principles of capital appreciation and will be able to project future values using annual compound interest. They will also be adept at tracking an investment’s growth milestones over varying time horizons.

2. Proficiency in Compounding Intervals: Learners will grasp how different intervals of compounding can influence the future value of an investment, and will be able to make informed decisions based on these insights.

3. Understanding of Banking Returns and Savings Dynamics: By the end of this course, participants will recognize the mechanisms of monthly deposits and how compounding returns impact savings in a banking context.

4. Home Financing Insight: Learners will gain a comprehensive understanding of mortgage repayments.

5. Time Value of Money Application: Participants will develop the ability to discount future cash flows using various compounding techniques, underscoring the foundational concept of the time value of money.

6. Strategic Investment Decision-Making: Armed with knowledge of NPV and IRR, learners will be proficient in analyzing project viability, especially in contexts where interest rates are dynamic and shifting.

7. Government Bond Evaluation Skills: By the end of the course, participants will be equipped to assess the present value of government bonds in a fluctuating interest rate environment, enabling informed decisions in the realm of bond investments.

These outcomes ensure that participants leave the course not only with theoretical knowledge but with practical skills they can apply in diverse financial contexts.

SDGsとの関連性 Relevance to Sustainable Development Goals

Goal 4 質の高い教育をみんなに(Quality Education)

教育手法 Teaching Method

教育手法 Teaching Method % of Course Time
インプット型 Traditional 30 %
参加者中心型 Participant-Centered Learning ケースメソッド Case Method 70 %
フィールドメソッド Field Method 0 %
合計 Total 100 %

事前学修と事後学修の内容、レポート、課題に対するフィードバック方法 Pre- and Post-Course Learning, Report, Feedback methods

Course Prerequisites

1. As part of the coursework, each participant will need to have access to a laptop equipped with the specified financial analysis software, Microsoft Excel, to ensure active participation in hands-on exercises, financial modelling, and case study analysis.

2. Participants should allocate a minimum of three hours for pre-class preparation for each session. This involves engaging with the provided reading materials, completing any pre-session exercises, and familiarizing oneself with the case studies to be discussed.

Class Discussion

1. The course is designed to be highly interactive, with class discussions playing a pivotal role in reinforcing financial concepts. Through these discussions, participants will connect theoretical knowledge with practical financial decision-making.

2. Core concepts, analytical frameworks, and the intricacies of financial case studies will be dissected collaboratively in class. The instructor will guide participants through the analytical processes essential for financial decision-making and problem-solving.

Feedback Methods

1. The course will feature regular quizzes to assess participant progress, with feedback provided to improve learning outcomes and ensure mastery of concepts.

2. Constructive feedback will be a cornerstone of the learning experience, offering chances for one-on-one consultations with the instructor. During these sessions, participants can discuss their individual progress, seek clarification on any doubts, and obtain personalized guidance.

授業スケジュール Course Schedule

第1日(Day1)

Introduction to Compound Interest and Time Horizon

●使用するケース
Capital Appreciation: Projecting Future Value with Annual Compound Interest

Time Horizon Analysis: Tracking an Investment's Growth Milestone

第2日(Day2)

Understanding Continuous Compounding in Investments

●使用するケース
Continuous Compounding: Analyzing the Future Value of an Investment

第3日(Day3)

The Mechanics of Savings and Banking Returns

●使用するケース
Savings Dynamics: Monthly Deposits and Compounding Returns in Banking

第4日(Day4)

Home Financing: Mortgage Repayments and Interest

●使用するケース
Decoding Home Financing: Calculating Monthly Repayments on a Long-Term Loan

第5日(Day5)

The Core Concept of Time Value of Money

●使用するケース
Time Value of Money Unraveled: Discounting Future Cash Flows with Different Compounding Techniques

第6日(Day6)

Making Strategic Investment Decisions in a Changing Interest Landscape

●使用するケース
Strategic Investment Decisions: Analyzing Project Viability through NPV and IRR in a Shifting Interest Rate Landscape

第7日(Day7)

Analytical Perspectives on Bond Market Dynamics

●使用するケース
Exploring Bond Market Mechanics: Price, Yield, and Present Value in a Dynamic Interest Rate Environment

Note: This is a tentative list, and the teaching content and progress as well as the cases to be used may be adjusted according to the actual situation.

成績評価方法 Evaluation Criteria

*成績は下記該当項目を基に決定されます。
*クラス貢献度合計はコールドコールと授業内での挙手発言の合算値です。
講師用内規準拠 Method of Assessment Weights
コールドコール Cold Call 0 %
授業内での挙手発言 Class Contribution 50 %
クラス貢献度合計 Class Contribution Total 50 %
予習レポート Preparation Report 10 %
小テスト Quizzes / Tests 0 %
シミュレーション成績 Simulation 0 %
ケース試験 Case Exam 0 %
最終レポート Final Report 40 %
期末試験 Final Exam 0 %
参加者による相互評価 Peer Assessment 0 %
合計 Total 100 %

評価の留意事項 Notes on Evaluation Criteria

使用ケース一覧 List of Cases

    ケースは使用しません。

教科書 Textbook

  • Zvi Bodie, Alex Kane and Alan Marcus「Essentials of Investments」McGraw-Hill(2022)
  • Ian Jacques「Mathematics for Economics and Business」 Pearson(2018)

参考文献・資料 Additional Readings and Resource

Previous versions of the textbooks are also acceptable for use in this course.

授業調査に対するコメント Comment on Course Evaluation

This marks the instructor's inaugural teaching of this course at NUCB.

担当教員のプロフィール About the Instructor 


Dr Xinyang Wei is an Associate Professor at NUCB with a PhD in Economics from the University of New South Wales, Sydney. His research delves into intricate aspects of energy and environmental economics, with a focus on policy evaluation, climate change dynamics, and the pursuit of low-carbon development. Recognised for his exemplary research, he was granted the Herbert Smith Freehills Law and Economics Higher Degree Research Award. His scholarly contributions are reflected in publications across renowned academic journals, including Energy Economics, Energy, Renewable Energy, Renewable and Sustainable Energy Reviews, International Journal of Energy Research, and the Journal of Industrial Ecology.

(実務経験 Work experience)


Before joining NUCB, he accumulated enriching teaching and research experiences at both the University of New South Wales and the Macau University of Science and Technology. He possesses a profound background in supervising undergraduate, master's, and PhD theses, and has a versatile teaching portfolio spanning courses like Business Statistics, Data Analysis, Financial Data Analysis, Econometrics, Intermediate Econometrics, Financial Statistics and Econometrics, Financial Risk Management and Research Methodology. His dedication to excellence in education was recognised in Macau with the First Prize in the University Teaching Achievement Award.

Refereed Articles

  • (2023) Study on the spatial spillover effect and path mechanism of green finance development on China's energy structure transformation. Journal of Cleaner Production
  • (2023) Effect of green finance reform and innovation pilot zone on improving environmental pollution: an empirical evidence from Chinese cities. Environmental Science and Pollution Research
  • (2023) The Impact of Fintech Development on Air Pollution. International Journal of Environmental Research and Public Health
  • (2022) Multi-scenario simulation on reducing CO2 emissions from China's major manufacturing industries targeting 2060. Journal of Industrial Ecology
  • (2022) Evaluation of contagious effects of China's wind power industrial policies. Energy






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