菁英项目：金融学课题：首席财务官必修课
---企业财务研究、金融风险管理与投资策略
综合分析【高中组】
开始日期：2023-06-17
课时安排：7周在线小组科研学习+5周不限时论文指导学习
Prerequisites
适合人群
适合年级 (Grade)：高中生
适合专业 (Major)：就读于美国Top100/英国Top50/国内Top100中学。
参考学校列表：
https://shimo.im/docx/YhyjTxRXPJVCpjYy/ 《菁英班学生院校列表-高中》
GPA3.5分以上，托福90分以上，雅思6.5以上。
财务管理、商业分析、经济、会计、国际商务等商科专业或者希望修读商科专业的学生，以及未来有创业想法的学生。
Instructor Introduction
导师介绍
Program Background
项目背景
在快速变革与迭代的时代，商业创新与企业战略决策成为企业能否常葆活力的关键，而对金融市场的分析和判断则影响着企业能否做出合时宜的决策。除却金融理论外，对经济的敏锐直觉和思维方式有时也可以帮助企业家决胜于千里之外。
项目在来自牛津大学商学院的导师指导下，依托前沿金融市场与财务战略决策基础理论，着重培养学生的国际视野和经济直觉以及思维方式。
项目将讲授金融市场现代分析的基础理论概念。学生将通过项目学习企业投融资策略、金融市场作用，依据现金流对投资项目和证券进行估值，探讨不确定性的影响，为日后创业或者高阶学习奠定坚实基础。
In the era of rapid change and iteration, business innovation and corporate strategic decision-making are the keys to whether an enterprise can maintain its vitality, and the analysis and judgment of the financial market affect whether an enterprise can make timely decisions. In addition to financial theory, keen intuition and way of thinking about the economy can often help entrepreneurs to gain a decisive victory a thousand miles away.
This program, instructed by the instructor from Business School at the University of Oxford and relying on cutting-edge theories of financial market and financial strategic decision-making, commits to cultivating students' international vision, economic intuition, and way of thinking.
The program will introduce the fundamental theoretical concepts of modern analysis of financial markets. Students will learn corporate investment and financing strategies, the role of financial markets through the program, value investment projects and securities based on cash flow, explore the impact of uncertainty and be well prepared for future entrepreneurship or advanced learning.
Program Description
项目介绍
本项目将重点介绍现代金融投资与资本市场分析的基本理论和概念。学生将在项目中学习到：
(1)融资和投资对企业政策的影响以及金融市场在企业战略决策中的作用;
(2)如何根据投资项目和企业的现金流量对公司和股权进行估值;
(3)市场的不确定性如何影响上述的金融投资和企业战略方向。
虽然本项目涉及大量的量化内容，但我们强调经济直觉和思维，经济学的基本理念将贯穿于整个学习过程。本项目将为学生提供一个分析金融问题的框架，这包括基本的企业财务分析、价值投资方法、公司价值的测算、股权定价以及金融市场中的证券投资组合理论。
This program introduces the fundamental theoretical concepts underlying the modern analysis of financial markets. Students will learn
(1) about the relevance of financing and investment for corporate policy and the role of financial markets;
(2) how to value investment projects and securities based on their cash flow streams;
(3) how uncertainty affects all the aforementioned
While the program involves extensive quantitative training, we put emphasis on economic intuition and thinking throughout the topics covered. The program equips students with a framework for analyzing financial problems and can therefore be considered a prerequisite for any advanced finance elective courses.
Syllabus
项目大纲
投资决策：金融概论、财务报告与金融、投资与融资、财务经理与金融市场、费雪模型、股东价值最大化、复利频率等 Investment Decisions
估值：股息贴现模型(DDM)、增长机会、市盈率、固定收益证券、利率期限结构等 Valuation & the Modigliani-Miller Propositions
收益与风险：投资组合理论：收益与风险、基础统计、投资者偏好、投资组合理论等 Return and Risk
资本资产定价模型(CAPM)：CAPM应用、资本成本等 Asset Pricing (CAPM)
项目回顾与成果展示 Program Review and Presentation
论文辅导 Project Deliverables Tutoring
Program Outcome
项目收获
7周在线小组科研学习+5周不限时论文指导学习 共125课时
项目报告
优秀学员获主导师Reference Letter
EI/CPCI/Scopus/ProQuest/Crossref/EBSCO或同等级别索引国际会议全文投递与发表指导(可用于申请)
结业证书
成绩单
