UniMate AI

FINM3960

金融课程

2 学分难度

课程定位 FINM3960(Agribusiness Investment Project Appraisal)是 UQ 商科体系中的关键课程,目标是把课堂概念转成可执行分析与决策能力。课程强调“理解框架、验证数据、输出结论”的完整流程,既服务后续高阶课程,也直接对应实习中的真实业务任务。 技术栈与学习内容 内容通常覆盖财务分析、管理决策、市场洞察或国际商务方法,并结合 Excel、统计分析、案例研究与商业表达训练。你不只要会算结果,还要解释口径、假设和限制条件,保证结论可复核、可落地。 课程结构 课程一般 13 周推进:前段打基础,中段做案例与作业,后段综合冲刺。考核常见为 Quiz/Lab、报告/作业、小组展示与期末评估。评分除正确性外,也重视结构化表达、论证逻辑和交付质量。 适合人群 适合想提升分析、表达和协作能力的商科学生,尤其是准备走咨询、金融、运营、市场或管理方向的同学。建议每周投入 8-12 小时,保持“预习-练习-复盘”节奏,比考前突击更稳。

Course decision

选课先看

先看考核重心、截止节奏和入门要求,再决定这门课是否适合你的学期安排。

考核总权重

100%

4 项考核

最高单项

35%

Assignment / Case Report

期末考试

以官方 outline 为准

Hurdle

未列出

当前考核表没有 Hurdle 标记

What you learn

学完能做什么

学习成果来自官方 Unit Outline,关键词来自这门课的逐周主题。

课程能力关键词

Week1Lectureoncourseadministration2investmentappraisalcapitalbudgetingtechniquesnetpresent

Syllabus

每周大纲

默认只展示每周独有的知识重点;节奏、考核、Tutorial 和避坑信息按需展开。

  1. 1

    Week 1 Lecture on (1) course administration, (2) investment appraisal and financial statements, (3) capital budgeting principles including the time value of money. Lecture includes worked examples of net cash flow from a tractor purchase, including salvage value. Tutorial to apply capital budgeting principles and salvage values. Description of assessment requirements for sequential problem sets.

    ### 📖 核心知识点:Week 1 Lecture on (1) course administration, (2) investment appraisal and financial statements, (3) capital budgeting principles including the time value of money. Lecture includes worked examples of net cash flow from a tractor purchase, including salvage value. Tutorial to apply capital budgeting principles and salvage values. Description of assessment requirements for sequential problem sets. 本周依据 UQ 官方 Course Profile 的学习活动安排。建议先理解定义,再做 tutorial/workshop 练习,最后用新场景复述方法,确保能迁移应用。 - **核心概念/公式**: Week 1 Lecture on (1) course administration, (2) investment appraisal and financial statements, (3) capital budgeting principles including the time value of money. Lecture includes worked examples of net cash flow from a tractor purchase, including salvage value. Tutorial to apply capital budgeting principles and salvage values. Description of assessment requirements for sequential problem sets., analysis, modelling, application ⏰ **本周节奏**: 难度 ⭐⭐⭐ | 预计投入 8h(Lecture 2h + 自学 3h + 作业/Lab 3h) 🎯 **考试关联**: 常见题型为概念辨析 + 场景应用,建议按“问题-方法-理由”作答。 🧪 **Tutorial/Lab**: 围绕“Week 1 Lecture on (1) course administration, (2) investment appraisal and financial statements, (3) capital budgeting principles including the time value of money. Lecture includes worked examples of net cash flow from a tractor purchase, including salvage value. Tutorial to apply capital budgeting principles and salvage values. Description of assessment requirements for sequential problem sets.”完成练习并整理错题。 📌 **作业关联**: 对应本周作业模块,建议本周完成第一版。 ⚠️ **易错点**: 只记结论不做推导,综合题容易失分。 ,FINM3960)

    Week1Lectureoncourseadministration2investmentappraisal
  2. 2

    Week 2 Lecture on (1) capital budgeting techniques (net present value, internal rate of return, payback period), and (2) capital budgeting principles of depreciation, income tax, inflation, and working capital. Lecture includes worked examples on depreciation and inflation. Tutorial to apply all materials from weeks 1 to 2.

    ### 📖 核心知识点:Week 2 Lecture on (1) capital budgeting techniques (net present value, internal rate of return, payback period), and (2) capital budgeting principles of depreciation, income tax, inflation, and working capital. Lecture includes worked examples on depreciation and inflation. Tutorial to apply all materials from weeks 1 to 2. 本周依据 UQ 官方 Course Profile 的学习活动安排。建议先理解定义,再做 tutorial/workshop 练习,最后用新场景复述方法,确保能迁移应用。 - **核心概念/公式**: Week 2 Lecture on (1) capital budgeting techniques (net present value, internal rate of return, payback period), and (2) capital budgeting principles of depreciation, income tax, inflation, and working capital. Lecture includes worked examples on depreciation and inflation. Tutorial to apply all materials from weeks 1 to 2., analysis, modelling, application ⏰ **本周节奏**: 难度 ⭐⭐⭐ | 预计投入 8h(Lecture 2h + 自学 3h + 作业/Lab 3h) 🎯 **考试关联**: 常见题型为概念辨析 + 场景应用,建议按“问题-方法-理由”作答。 🧪 **Tutorial/Lab**: 围绕“Week 2 Lecture on (1) capital budgeting techniques (net present value, internal rate of return, payback period), and (2) capital budgeting principles of depreciation, income tax, inflation, and working capital. Lecture includes worked examples on depreciation and inflation. Tutorial to apply all materials from weeks 1 to 2.”完成练习并整理错题。 📌 **作业关联**: 对应本周作业模块,建议本周完成第一版。 ⚠️ **易错点**: 只记结论不做推导,综合题容易失分。 ,FINM3960)

    Week2Lectureon1capitalbudgetingtechniquesnetpresent
  3. 3

    Week 3 Lecture on (1) cash flow concepts of project length, opportunity cost, sunk costs, and overheads, and (2) capital budgeting tools for what-if analysis like break-even and sensitivity analysis. Tutorial to apply all week’s concepts and tools and apply the capital budgeting techniques from Week 2.

    ### 📖 核心知识点:Week 3 Lecture on (1) cash flow concepts of project length, opportunity cost, sunk costs, and overheads, and (2) capital budgeting tools for what-if analysis like break-even and sensitivity analysis. Tutorial to apply all week’s concepts and tools and apply the capital budgeting techniques from Week 2. 本周依据 UQ 官方 Course Profile 的学习活动安排。建议先理解定义,再做 tutorial/workshop 练习,最后用新场景复述方法,确保能迁移应用。 - **核心概念/公式**: Week 3 Lecture on (1) cash flow concepts of project length, opportunity cost, sunk costs, and overheads, and (2) capital budgeting tools for what-if analysis like break-even and sensitivity analysis. Tutorial to apply all week’s concepts and tools and apply the capital budgeting techniques from Week 2., analysis, modelling, application ⏰ **本周节奏**: 难度 ⭐⭐⭐ | 预计投入 8h(Lecture 2h + 自学 3h + 作业/Lab 3h) 🎯 **考试关联**: 常见题型为概念辨析 + 场景应用,建议按“问题-方法-理由”作答。 🧪 **Tutorial/Lab**: 围绕“Week 3 Lecture on (1) cash flow concepts of project length, opportunity cost, sunk costs, and overheads, and (2) capital budgeting tools for what-if analysis like break-even and sensitivity analysis. Tutorial to apply all week’s concepts and tools and apply the capital budgeting techniques from Week 2.”完成练习并整理错题。 📌 **作业关联**: 对应本周作业模块,建议本周完成第一版。 ⚠️ **易错点**: 只记结论不做推导,综合题容易失分。 ,FINM3960)

    Week3Lectureon1cashflowconceptsofproject
  4. 4

    Week 4 Lecture on (1) discount rates and the cost of capital, and (2) competing projects. Lecture includes worked examples of calculating the cost of capital, an annuity and a perpetuity. Tutorial to apply cost of capital and compare two competing projects.

    ### 📖 核心知识点:Week 4 Lecture on (1) discount rates and the cost of capital, and (2) competing projects. Lecture includes worked examples of calculating the cost of capital, an annuity and a perpetuity. Tutorial to apply cost of capital and compare two competing projects. 本周依据 UQ 官方 Course Profile 的学习活动安排。建议先理解定义,再做 tutorial/workshop 练习,最后用新场景复述方法,确保能迁移应用。 - **核心概念/公式**: Week 4 Lecture on (1) discount rates and the cost of capital, and (2) competing projects. Lecture includes worked examples of calculating the cost of capital, an annuity and a perpetuity. Tutorial to apply cost of capital and compare two competing projects., analysis, modelling, application ⏰ **本周节奏**: 难度 ⭐⭐⭐ | 预计投入 8h(Lecture 2h + 自学 3h + 作业/Lab 3h) 🎯 **考试关联**: 常见题型为概念辨析 + 场景应用,建议按“问题-方法-理由”作答。 🧪 **Tutorial/Lab**: 围绕“Week 4 Lecture on (1) discount rates and the cost of capital, and (2) competing projects. Lecture includes worked examples of calculating the cost of capital, an annuity and a perpetuity. Tutorial to apply cost of capital and compare two competing projects.”完成练习并整理错题。 📌 **作业关联**: 对应本周作业模块,建议本周完成第一版。 ⚠️ **易错点**: 只记结论不做推导,综合题容易失分。 ,FINM3960)

    Week4Lectureon1discountratesandthecost
  5. 5

    Week 5 Lecture on financing (funding business activities through debt, paying for investments). Lecture includes worked examples of financing a project through debt. Tutorial to apply financing principles to assess financial feasibility of an investment. Can project cash flows cover loan payments?

    ### 📖 核心知识点:Week 5 Lecture on financing (funding business activities through debt, paying for investments). Lecture includes worked examples of financing a project through debt. Tutorial to apply financing principles to assess financial feasibility of an investment. Can project cash flows cover loan payments? 本周依据 UQ 官方 Course Profile 的学习活动安排。建议先理解定义,再做 tutorial/workshop 练习,最后用新场景复述方法,确保能迁移应用。 - **核心概念/公式**: Week 5 Lecture on financing (funding business activities through debt, paying for investments). Lecture includes worked examples of financing a project through debt. Tutorial to apply financing principles to assess financial feasibility of an investment. Can project cash flows cover loan payments?, analysis, modelling, application ⏰ **本周节奏**: 难度 ⭐⭐⭐ | 预计投入 8h(Lecture 2h + 自学 3h + 作业/Lab 3h) 🎯 **考试关联**: 常见题型为概念辨析 + 场景应用,建议按“问题-方法-理由”作答。 🧪 **Tutorial/Lab**: 围绕“Week 5 Lecture on financing (funding business activities through debt, paying for investments). Lecture includes worked examples of financing a project through debt. Tutorial to apply financing principles to assess financial feasibility of an investment. Can project cash flows cover loan payments?”完成练习并整理错题。 📌 **作业关联**: 对应本周作业模块,建议本周完成第一版。 ⚠️ **易错点**: 只记结论不做推导,综合题容易失分。 ,FINM3960)

    Week5Lectureonfinancingfundingbusinessactivitiesthroughdebt
  6. 6

    Week 6 Guest lecture on agribusiness banking.

    ### 📖 核心知识点:Week 6 Guest lecture on agribusiness banking. 本周依据 UQ 官方 Course Profile 的学习活动安排。建议先理解定义,再做 tutorial/workshop 练习,最后用新场景复述方法,确保能迁移应用。 - **核心概念/公式**: Week 6 Guest lecture on agribusiness banking., analysis, modelling, application ⏰ **本周节奏**: 难度 ⭐⭐⭐ | 预计投入 8h(Lecture 2h + 自学 3h + 作业/Lab 3h) 🎯 **考试关联**: 常见题型为概念辨析 + 场景应用,建议按“问题-方法-理由”作答。 🧪 **Tutorial/Lab**: 围绕“Week 6 Guest lecture on agribusiness banking.”完成练习并整理错题。 📌 **作业关联**: 对应本周作业模块,建议本周完成第一版。 ⚠️ **易错点**: 只记结论不做推导,综合题容易失分。 ,FINM3960)

    Week6Guestlectureonagribusinessbanking.
  7. 7

    Week 7 Lecture on forecasting with worked examples. Tutorial to apply forecasting to commodity prices.

    ### 📖 核心知识点:Week 7 Lecture on forecasting with worked examples. Tutorial to apply forecasting to commodity prices. 本周依据 UQ 官方 Course Profile 的学习活动安排。建议先理解定义,再做 tutorial/workshop 练习,最后用新场景复述方法,确保能迁移应用。 - **核心概念/公式**: Week 7 Lecture on forecasting with worked examples. Tutorial to apply forecasting to commodity prices., analysis, modelling, application ⏰ **本周节奏**: 难度 ⭐⭐⭐ | 预计投入 8h(Lecture 2h + 自学 3h + 作业/Lab 3h) 🎯 **考试关联**: 常见题型为概念辨析 + 场景应用,建议按“问题-方法-理由”作答。 🧪 **Tutorial/Lab**: 围绕“Week 7 Lecture on forecasting with worked examples. Tutorial to apply forecasting to commodity prices.”完成练习并整理错题。 📌 **作业关联**: 对应本周作业模块,建议本周完成第一版。 ⚠️ **易错点**: 只记结论不做推导,综合题容易失分。 ,FINM3960)

    Week7Lectureonforecastingwithworkedexamples.Tutorialto
  8. 8

    Week 8 Lecture on (1) risk principles and (2) risk analysis in capital budgeting without using probabilities. Tutorial on risk analysis in capital budgeting without using probabilities.

    ### 📖 核心知识点:Week 8 Lecture on (1) risk principles and (2) risk analysis in capital budgeting without using probabilities. Tutorial on risk analysis in capital budgeting without using probabilities. 本周依据 UQ 官方 Course Profile 的学习活动安排。建议先理解定义,再做 tutorial/workshop 练习,最后用新场景复述方法,确保能迁移应用。 - **核心概念/公式**: Week 8 Lecture on (1) risk principles and (2) risk analysis in capital budgeting without using probabilities. Tutorial on risk analysis in capital budgeting without using probabilities., analysis, modelling, application ⏰ **本周节奏**: 难度 ⭐⭐⭐ | 预计投入 8h(Lecture 2h + 自学 3h + 作业/Lab 3h) 🎯 **考试关联**: 常见题型为概念辨析 + 场景应用,建议按“问题-方法-理由”作答。 🧪 **Tutorial/Lab**: 围绕“Week 8 Lecture on (1) risk principles and (2) risk analysis in capital budgeting without using probabilities. Tutorial on risk analysis in capital budgeting without using probabilities.”完成练习并整理错题。 📌 **作业关联**: 对应本周作业模块,建议本周完成第一版。 ⚠️ **易错点**: 只记结论不做推导,综合题容易失分。 ,FINM3960)

    Week8Lectureon1riskprinciplesand2
  9. 9

    Week 9 Lecture on risk analysis in capital budgeting with using probabilities. Tutorial on risk analysis in capital budgeting with using probabilities through Monte Carlo simulation.

    ### 📖 核心知识点:Week 9 Lecture on risk analysis in capital budgeting with using probabilities. Tutorial on risk analysis in capital budgeting with using probabilities through Monte Carlo simulation. 本周依据 UQ 官方 Course Profile 的学习活动安排。建议先理解定义,再做 tutorial/workshop 练习,最后用新场景复述方法,确保能迁移应用。 - **核心概念/公式**: Week 9 Lecture on risk analysis in capital budgeting with using probabilities. Tutorial on risk analysis in capital budgeting with using probabilities through Monte Carlo simulation., analysis, modelling, application ⏰ **本周节奏**: 难度 ⭐⭐⭐ | 预计投入 8h(Lecture 2h + 自学 3h + 作业/Lab 3h) 🎯 **考试关联**: 常见题型为概念辨析 + 场景应用,建议按“问题-方法-理由”作答。 🧪 **Tutorial/Lab**: 围绕“Week 9 Lecture on risk analysis in capital budgeting with using probabilities. Tutorial on risk analysis in capital budgeting with using probabilities through Monte Carlo simulation.”完成练习并整理错题。 📌 **作业关联**: 对应本周作业模块,建议本周完成第一版。 ⚠️ **易错点**: 只记结论不做推导,综合题容易失分。 ,FINM3960)

    Week9Lectureonriskanalysisincapitalbudgetingwith
  10. 10

    Week 10 Lecture on incorporating irreversibility, flexibility, and uncertainty (Real Options) in investment analysis. Tutorial to apply Real Options in investment analysis.

    ### 📖 核心知识点:Week 10 Lecture on incorporating irreversibility, flexibility, and uncertainty (Real Options) in investment analysis. Tutorial to apply Real Options in investment analysis. 本周依据 UQ 官方 Course Profile 的学习活动安排。建议先理解定义,再做 tutorial/workshop 练习,最后用新场景复述方法,确保能迁移应用。 - **核心概念/公式**: Week 10 Lecture on incorporating irreversibility, flexibility, and uncertainty (Real Options) in investment analysis. Tutorial to apply Real Options in investment analysis., analysis, modelling, application ⏰ **本周节奏**: 难度 ⭐⭐⭐ | 预计投入 8h(Lecture 2h + 自学 3h + 作业/Lab 3h) 🎯 **考试关联**: 常见题型为概念辨析 + 场景应用,建议按“问题-方法-理由”作答。 🧪 **Tutorial/Lab**: 围绕“Week 10 Lecture on incorporating irreversibility, flexibility, and uncertainty (Real Options) in investment analysis. Tutorial to apply Real Options in investment analysis.”完成练习并整理错题。 📌 **作业关联**: 对应本周作业模块,建议本周完成第一版。 ⚠️ **易错点**: 只记结论不做推导,综合题容易失分。 ,FINM3960)

    Week10LectureonincorporatingirreversibilityflexibilityanduncertaintyReal
  11. 11

    Week 11 Lecture on project appraisal with resource constraints. Tutorial to allocate scarce financial resources using linear programming.

    ### 📖 核心知识点:Week 11 Lecture on project appraisal with resource constraints. Tutorial to allocate scarce financial resources using linear programming. 本周依据 UQ 官方 Course Profile 的学习活动安排。建议先理解定义,再做 tutorial/workshop 练习,最后用新场景复述方法,确保能迁移应用。 - **核心概念/公式**: Week 11 Lecture on project appraisal with resource constraints. Tutorial to allocate scarce financial resources using linear programming., analysis, modelling, application ⏰ **本周节奏**: 难度 ⭐⭐⭐ | 预计投入 8h(Lecture 2h + 自学 3h + 作业/Lab 3h) 🎯 **考试关联**: 常见题型为概念辨析 + 场景应用,建议按“问题-方法-理由”作答。 🧪 **Tutorial/Lab**: 围绕“Week 11 Lecture on project appraisal with resource constraints. Tutorial to allocate scarce financial resources using linear programming.”完成练习并整理错题。 📌 **作业关联**: 对应本周作业模块,建议本周完成第一版。 ⚠️ **易错点**: 只记结论不做推导,综合题容易失分。 ,FINM3960)

    Week11Lectureonprojectappraisalwithresourceconstraints.Tutorial
  12. 12

    Week 12 Time allocated for student consultations and assessment feedback.

    ### 📖 核心知识点:Week 12 Time allocated for student consultations and assessment feedback. 本周依据 UQ 官方 Course Profile 的学习活动安排。建议先理解定义,再做 tutorial/workshop 练习,最后用新场景复述方法,确保能迁移应用。 - **核心概念/公式**: Week 12 Time allocated for student consultations and assessment feedback., analysis, modelling, application ⏰ **本周节奏**: 难度 ⭐⭐⭐ | 预计投入 8h(Lecture 2h + 自学 3h + 作业/Lab 3h) 🎯 **考试关联**: 常见题型为概念辨析 + 场景应用,建议按“问题-方法-理由”作答。 🧪 **Tutorial/Lab**: 围绕“Week 12 Time allocated for student consultations and assessment feedback.”完成练习并整理错题。 📌 **作业关联**: 对应本周作业模块,建议本周完成第一版。 ⚠️ **易错点**: 只记结论不做推导,综合题容易失分。 ,FINM3960)

    Week12Timeallocatedforstudentconsultationsandassessmentfeedback.
  13. 13

    Week 13 Revision and preparation for the final exam.

    ### 📖 核心知识点:Week 13 Revision and preparation for the final exam. 本周依据 UQ 官方 Course Profile 的学习活动安排。建议先理解定义,再做 tutorial/workshop 练习,最后用新场景复述方法,确保能迁移应用。 - **核心概念/公式**: Week 13 Revision and preparation for the final exam., analysis, modelling, application ⏰ **本周节奏**: 难度 ⭐⭐⭐ | 预计投入 8h(Lecture 2h + 自学 3h + 作业/Lab 3h) 🎯 **考试关联**: 常见题型为概念辨析 + 场景应用,建议按“问题-方法-理由”作答。 🧪 **Tutorial/Lab**: 围绕“Week 13 Revision and preparation for the final exam.”完成练习并整理错题。 📌 **作业关联**: 对应本周作业模块,建议本周完成第一版。 ⚠️ **易错点**: 只记结论不做推导,综合题容易失分。 ,FINM3960)

    Week13Revisionandpreparationforthefinalexam.

Assessment

考核结构

Quiz / Tutorial

检验 FINM3960 的阶段掌握。

20%

Assignment / Case Report

案例分析或书面报告。

35%

Presentation / Group Task

展示表达与团队协作能力。

15%

Final Exam / Final Assessment

期末综合评估。

30%

Assignments

作业详情

Assignment 1

完成 FINM3960 的案例分析与结构化结论输出。

重点: 框架应用与逻辑表达

要求:提交报告与关键数据依据

⏱ 预计 12 小时

Assignment 2

完成综合业务问题分析并提出可执行建议。

重点: 数据支持与商业叙事

要求:提交最终报告/展示材料

⏱ 预计 16 小时

From Seniors

学长留下的

基础信息谁都查得到,真正值钱的是过来人的经验。

学姐说

比你早一年的学长留下的真实经验 —— ChatGPT 给不了。

这门课还没有学长经验,你可以是第一个 —— 注册后在课内分享。

往年考点 / 踩坑

这门课暂无往年考点记录。

毕业生去向(整体)

下面是匠人学院毕业生整体去过的公司分布(来自脱敏校友证言)。这是全平台的总体去向,不代表选这门课的人一定去这些公司。

统计自 317 份脱敏校友证言

Deloitte

6 位校友

岗位:Graduate Program · Graduate Consulting · Platform Engineer · Web developer · Platform engineer

Zerologix

4 位校友

岗位:Frontend Dev · junior frontend developer · Front-end Developer · Full Stack Developer

Servian

4 位校友

岗位:Full-stack Developer · Data Engineer · Consultant

关于这块数据,我们说实话

雇主墙来自脱敏毕业生证言(testimonials)的整体分布,无法关联到具体学员或其所选课程;仅作为毕业生去向的总体社会证明展示。

我们没有"某位学长选了这门课、后来进了哪家公司"这种可查询的个人去向档案 —— 校友证言是脱敏的,无法关联到具体的人或他选过的课。所以这里只给整体分布,不给个人路径,不编。