本課程之目的在於探討財務管理理論與策略的幾個重要課題。理論方面包括投資組合理論、資本預算、代理理論、股利政策、選擇權應用、公司評價(valuation)等課題，策略方面則包括資金籌措、資本結構、風險管理等主題，課程重視實用性，教導學生以金融科技工具為核心的財務管理學習方式，以奠定學生在金融科技時代財務專業之基礎。
The purpose of this course is to explore several key topics in financial management theory and strategy. Theoretical aspects include portfolio theory, capital budgeting, agency theory, dividend policy, option applications, and corporate valuation. Strategic aspects cover topics such as funding, capital structure, and risk management. Emphasizing practicality, the course teaches students a finance management learning approach centered on fintech tools, laying the foundation for their financial expertise in the fintech era.