朝陽科技大學 091學年度第1學期教學大綱
Personal Financial Planning 個人財務規劃

當期課號 2174 Course Number 2174
授課教師 吳瑞琪 Instructor JUI,CHI WU
中文課名 個人財務規劃 Course Name Personal Financial Planning
開課單位 保險金融管理系(四日)四A Department  
修習別 選修 Required/Elective Elective
學分數 2 Credits 2
課程目標 1. 讓同學同時具備投資知能,人生各階段的理財需求並能應用稅務規劃來達成人生財富大計
2. 金融資訊之蒐集與金融工具之使用,透過虛擬投資情境讓學生得到實務的投資技能
3. 金融工具之風險程度與法律規範的充分告知及正面積極的理財觀念
4. 藉由金融大海嘯的慘痛教訓教導正確的理財規劃
Objectives 1. Enabling students to have investment knowledge to master financial management needs in different stages and use tax planning to achive the wealth plan in life.
2. Collection of financial information and use of financial tools, virtual investment scenerio trains students to have practical investment skills.
3. Full notification of financial tool risk level and legal regulations; positive and aggressive financial management concept.
4. Teaching accurate financial planning from the painful lessons of financial crisis.
教材   Teaching Materials  
成績評量方式   Grading  
教師網頁  
教學內容   Syllabus  
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