| 當期課號 |
1367 |
Course Number |
1367 |
| 授課教師 |
吳志松 |
Instructor |
WU,CHIH SUNG |
| 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 |
1. 理財規劃實務/理財規劃實務編撰委員會 增修訂六版, 台灣金融研訓院，民９5
2. 理財工具及其應用/理財工具及其應用編撰委員會 增修訂六版, 台灣金融研訓院，民 95
3.財富管理 理論與實務(投資組合) 鄭義 著
新陸書局股份有限公司
4.投資理財實務 林秋堂編著 2007
5.經濟學 學理與應用 楊政學著 2007 |
Teaching Materials |
1. Practice of Investment and Finance
2. Financial Theories and Applications
3. Wealth Management
4. Investments Theory and Practice
5. Economics- Theory and Application |
| 成績評量方式 |
1. 平時(出席上課及分組) 30%
2. 期中考試 30%
3. 期末考試 40%
4. 金融證照 : 加分 |
Grading |
1. Attandance & Group Grade. 30%
2. Mid-Term Exam. 30%
3. Final Exam. 40%
4. Financial Certification: Bonus Grade |
| 教師網頁 |
|
| 教學內容 |
09/23 理財規劃諸論、步驟、客戶特性
09/30 財務報表、現金流量
10/07 貨幣的時間價值
10/14 居住規劃
10/28 子女養育與教育金
11/04 退休規劃
11/11 期中考
11/18 投資規劃
11/25 稅務規劃 & 工具篇導讀
12/02 債券
12/09 股票
12/16 共同基金
12/23 "Derivatives"
12/30 保險
01/06 信託
01/13 期末考試 |
Syllabus |
Sep./23
Financial Planning-Introduction,
Process & Customers's Behavior
Sep./30 Financial Statements, Cash
Flow
Oct./07 "Time Value of Money "
Oct./14 Residential Planning
Oct./28 Children's Educational Fund
Nov./04 Retirement Planning
Nov./11 Mid-Term EXAM.
Nov./18 Investing Planning
Nov./25 Tax Planning
Dec./02 Bonds
Dec./09 Stocks
Dec./16 Mutual Funds
Dec./23 Derivatives
Dec./30 Insurance
Jan./06 Trust
Jan./13 FINAL EXAM. |