校際選修

115-1 選課時程

進行中

  • 初選第一階段 6/15/2026
  • 初選第二階段 6/22/2026
  • 校際選修 8/24/2026
  • 初選第三階段 8/31/2026
  • 開學後加退選 9/7/2026
  • 逾期加退選 9/21/2026
選課資源

機器學習與金融科技

Machine Learning and FinTech

學期
109-1
學分
3 學分
當期課號
5562
永久課號
IOF5138
開課單位
資訊管理與財務金融系財務金融碩博士班
授課教師
鄧惠文、林芳邦、盧鴻興
校區
光復
類別
選修
上課時間表
週一
2
09:00–09:50
機器學習與金融科技
M-b09
3 節連堂
3
10:10–11:00
4
11:10–12:00

* 根據陽明交大上課時間表所列

概述

This course aims at training students with common machine learning techniques: clustering, dimensionality reduction (principle component analysis), regression, and binary classification (logistic regression, decision tree, random forest, boosting, support vector machine, and neural network). Specifically, portfolio management and credit default prediction will be covered as applications in FinTech. The connection between machine learning techniques and statistics will be discussed. Examples will be demonstrated in Python. Prof. Henry Horng-Shing Lu will introduce deep neural network and its applications, and Prof. Fang-Pang Lin will cover topics in computation acceleration, reinforcement learning, blockchain and bitcoin. Real market data about stock and future prices will be used (downloaded from open source, or database such as TEJ and Option matrix) will be used as illustration.

先修科目

Students are expected to be familiar with linear algebra, calculus, and mathematical statistics.

教學方式

TA: 高季伶 Email: happy912122@gmail.com Course announcements and materials will be posted in new E3.

評分方式

1. Tasks: Homework will be assigned mostly weekly base. No late homework will be accepted. TA will post homework solutions for reference in E3. 2. Exam: One exam (in class and closed-book) will be given. 3. Grading policy Participation (10%) Homework (30%) Exams (30%) Project (30%)

週次計畫
週次主題
第 1 週Overview on machine learning and FinTech
第 2 週Introduction to Python and exploratory data analysis
第 3 週K-means clustering
第 4 週Hierarchical clustering and portfolio management.
第 5 週Dimension reduction, principle component analysis
第 6 週Regression
第 7 週Binary classification, confusion matrix Logistic regression.
第 8 週Decision trees, support vector machine, neural network
第 9 週Exam
第 10 週Prof. Lu: Deep learning (1): principles
第 11 週Prof. Lu: Deep learning (2): applications
第 12 週Prof. Lin: Blockchain & Bitcoin
第 13 週Prof. Lin: Practical Computation Acceleration in Finance Calculations
第 14 週Prof. Lin: Introduction of Reinforcement Learning in Finance.
第 15 週Project presentations
第 16 週Project presentations
第 17 週Discussions
第 18 週Discussions
教科書

The following reference textbooks can be freely download from the NCTU library: James, Witten, Hastie, Tibshirani (2013) An Introduction to Statistical Learning with applications in R. Springer. Hastie, Tibshirani, and Freidman (2009) The Elements of Statistical Learning. Springer

Office Hours
地點
M415
時間
2EF and appointment
聯絡方式
venteng@gmail.com