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.

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.

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。

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.

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 %

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 - It is recommended that participants spend at least 3 hours preparing for each case, including reviewing the fundamental knowledge provided in the casebook. Participants seeking deeper insights may read the relevant chapters of the textbook, but the course will primarily be based on the content in the casebook.

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.

*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	40 %
クラス貢献度合計 Class Contribution Total	40 %
予習レポート Preparation Report	20 %
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

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

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

The course structure and content will be refined and updated based on feedback and recommendations from previous participants.

（実務経験 Work experience）

Refereed Articles

• (2024) Variance dynamics and term structure of the natural gas market. Energy Economics
• (2024) Eco-Financial Dynamics: How Green Finance and Renewable Energy Are Shaping a New Economic Era. NUCB Business Review
• (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