建議使用Microsoft® Excel software軟體觀看本課程.xls檔案。免費的Microsoft® Excel viewer software亦可以用以觀看.xls檔案。
Microsoft® Excel software is recommended for viewing the .xls files in this section. Free Microsoft® Excel viewer software can also be used to view the .xls files.
課程大綱中有五個案例研究報告，這些案例研究報告包括財務分析，以及一份探討指定作業所提出之特定問題的摘要報告（以二至三頁為度）。書面討論必須包含指定作業所要求之財務分析結果，並且須將財務分析或財務規劃作為附錄。
Five case study write-ups are described in the syllabus. These case study write-ups include financial analysis and a brief (typically 2-3 pages) write-up that addresses specific questions posed in the assignment. The written discussion should incorporate the results of the financial analysis required in the assignment and include the financial analysis or projections as an appendix.
| 1 |
潔亮櫥窗公司作業 (PDF)
Crystal Clear Window Assignment (PDF) |
| 2 |
製造業基金資本結構重組作業 (PDF)
Manufacturing Fund Recapitalization Assignment (PDF) |
| 3 |
Phoenix Forge 案例研究報告 (PDF)
Phoenix Forge Case Study Write-up (PDF) |
| 4 |
內城區超級市場的融資計劃 (PDF)
Inner City Supermarket Financing Plan (PDF) |
| 5 |
威明頓市社區再投資法案作業 (PDF)
Wilmington CRA Assignment (PDF) |
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學期企劃案限定以三到四人為一組，在學期中為委託人進行一項財務規劃。以下是學期企劃案的兩個例子：
The term project entails a team of three or four students working on a finance project for a client during the semester. The following are two examples of term projects by students.
越南發展基金 – 針對發展基金的財務槓桿操作 (PDF)
Vietnam Development Fund - Leveraging Funds for Development (PDF)
越南發展的匯兌模式 (XLS)
Remittance Model for Vietnam Development (XLS)
改善Somerville的經濟方案 (PDF)
Improving the Somerville Economic Program (PDF)
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Microsoft® is a registered trademark or trademark of Microsoft Corporation in the U.S. and/or other countries.
