朝陽科技大學 092學年度第1學期教學大綱
Personal Financial Planning 個人財務規劃

當期課號 1859 Course Number 1859
授課教師 張輝鑫 Instructor CHANG,HUEA HSING
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 一、課堂講授:金融商品投資理財特性探討與實務研析
二、家庭作業:專題報告(課本研讀報告及指定課外專題研究報告)與金融日記表
三、交易實務演算:各種金融商品交易流程介紹與交易實務演算
四、以隨堂測驗督促學習
Teaching Materials  
成績評量方式 (一)、期中、期末考,占50%
(二)、家庭作業及小考,占40%
(三)、學勤考核及學習態度,占10%
本學期中參加證券商業務員、高員、期貨商業務員或信託業業務人員等考試及格者,憑成績單加學期總成績 5 分
Grading  
教師網頁  
教學內容 一、使學生了解個人理財方面必須知道的金融商品種類及其投資理財方式,研究並學習如何觀察與研判影響市場行情變動的因素
二、使學生練習各種金融商品的投資理財行為,進而可以自行規劃
三、幫助學生練習研讀金融市場資訊,並可自行摘要分析
Syllabus This course will guide students toward understanding of personal Investment & Financial planning and management related knowledge . It will cover the concepts of operation skill in several investment instruments , and advanced operation knowhow about stocks , bonds , mutual funds ,and how to exchange with the banks .
Selected homework and exercise include term-paper
presentation and Taiwan financial market study .
尊重智慧財產權,請勿非法影印。