| 當期課號 |
7077 |
Course Number |
7077 |
| 授課教師 |
袁國寧 |
Instructor |
YUAN,GOW NING |
| 中文課名 |
年金保險專題 |
Course Name |
Special Topics of Annuity Insurance |
| 開課單位 |
保險金融管理系碩士班二A |
Department |
|
| 修習別 |
選修 |
Required/Elective |
Elective |
| 學分數 |
3 |
Credits |
3 |
| 課程目標 |
1. 使學生了解及研究探討年金保險之基本意義及概念
2. 具備識別有關年金保險問題及強化學術性探討與研究能力
3. 具備年金保險相關知識之專業態度
4. 對日後年金保險之運用有所助益 |
Objectives |
1. Enabling students to understand and study basic meaning and concept of annuity insurance.
2. Being able to identify annuity insurance problems and eenhancing academic exploration and study ability.
3. Having professional attitudes on knowledge of annuity insurance.
4. Helping future use of annuity insurance. |
| 教材 |
1.人身風險管理與理財，袁國寧 Yuan, Gow-Ning(2001) Personal Risk Management and Financing.
2.社會保險，柯木興 Ko, Mu-Shing(2002) Social Insurance. |
Teaching Materials |
|
| 成績評量方式 |
1.期中考： 2.期末考： 3.平常討論： |
Grading |
1.Midterm： 2.Final report： 3.Discuss： |
| 教師網頁 |
|
| 教學內容 |
教學目標在於使學生瞭解認識年金保險之基本理論，年金保險扮演之角色功能，在國民年金制度中確定給付制與確定提撥制之差異，隨收隨付、完全提存與部份提存制之經濟分析並與美、日國民年金制度作比較，我國年金保險市場之特色與美、日之比較分析，我國個人年金保險商品之介紹及與其它壽險商品之搭配等。 |
Syllabus |
The aim of course is to teach and understand the basic theory of annuity and related special topics, including annuity function, the differential analysis between defined benefit and defiened contribution in the mandatory publicly managed pillar, the features of private annuity contract of R.O.C., and the differential analysis between private annuity contract of Japan and American, planning of the mendatory publicly managed pillar of R.O.C., the introduction of private annuity contract of R.O.C. the economic analysis between pay as you go system, fully funded system and partial funded system of the mandatory publicly managed pillar of R.O.C. |