| 當期課號 | 2366 | Course Number | 2366 |
|---|---|---|---|
| 授課教師 | 鄭堯任 | Instructor | CHENG,YAO JEN |
| 中文課名 | 個人理財 | Course Name | Personal Financial Management |
| 開課單位 | 老人服務事業管理系(四日)三A | Department | |
| 修習別 | 選修 | Required/Elective | Elective |
| 學分數 | 3 | Credits | 3 |
| 課程目標 | 銀髮族理財規劃為銀髮產業的一環，為瞭解銀髮族的理財需求與特性，可先從全人的理財認知出發。因此本課程主要在教授個人理財規劃與分析的一些技巧，並結合資訊軟體的運用，使同學在學習本課程後，能具備理財規劃理論及實務運用之能力，並達對銀髮族獨特的理財需求與特性，具備提供此獨特服務之專業。 | Objectives | The silver finance is a part of silver industry. We can proceed from cognition of the personal finance in order to know about financing demand and characteristic of the silver. The objectives of this course are the ability of personal financial planning and some of analyses skills. We apply information software to learn the theory and practice of financial planning. After learning, students can understand what are the silver finance demand and their characteristic, and offer the professional service. |
| 教材 | 主要教材： 理財規劃-分析與系統實作，姜林杰祐著，新陸出版。 參考教材： 理財規劃實務（七版），台灣金融研究院出版。 理財工具及其應用（七版），台灣金融研究院出版。 |
Teaching Materials | Major: Personal finance-The analysis and system's practice, C. Y. Chiang-Lin, ShinLou Publication. Reference: The practice of Personal finance (7rd Edition), Taiwan academy of Banking and Finance Publication. Financial instrument and application(7rd Edition), Taiwan academy of Banking and Finance Publication. |
| 成績評量方式 | 作業 30% 學期報告(3~4人一組) 35% 期末考 35% 早點名加分 10% ***於修課期間考取金研院理財規劃人員執照者，本科成績以95分計算。 |
Grading | Homework 30% Term project(A group for 3~4 peoples) 35% Final Exam 35% Bonus 10% |
| 教師網頁 | http://lms.ctl.cyut.edu.tw/blog.php?user=2009208&f=portfolio | ||
| 教學內容 | 第一週：課程說明＆CH1.個人理財概論 第二週：CH2.& CH3.理財規劃運算工具及計算方法 第三週：CH4.理財規劃者適格性分析 第四週：CH5.家庭財報分析 第五週：CH6.現金流量管理 第六週：CH7.保險計劃分析 第七週：CH8.子女教養計劃分析 第八週：CH9.居住計劃分析 第九週：CH10.退休計劃分析 第十週：CH11.投資計劃分析 第十一週：CH11.投資計劃分析 第十二週：CH12.遺贈計劃分析 第十三週：CH13.全方位理財規劃 第十四週：CH13.全方位理財規劃 第十五週：CH14.運用分析能力與資訊技術進行理財規劃與商品行銷 第十六週：CH14.運用分析能力與資訊技術進行理財規劃與商品行銷 第十七週：學期報告討論 第十八週：期末考 ***原則上每週的最後一節課會到電腦教室(M-514)上機操作 |
Syllabus | Week1: Class introduction & CH1. The introduction of personal finance Week2: CH2. ＆ CH3. Caculaton instrument and methodology Week3: CH4. Style analysis Week4: CH5. Family financial statement Week5: CH6. Cash flow management Week6: CH7. Insurence planning Week7: CH8. Children education planning Week8: CH9. Housing planning Weeek9: CH10. Retirement planning Week10: CH11. Investment planning Week11: CH11. Investment planning Week12: CH12. Estate and gift planning Week13: CH13. Comprehensive personal finance Week14: CH13. Comprehensive personal finance Week15: CH14. Financial promotion Week16: CH14. Financial promotion Week17: Term project discussion Week18: Final exam |