1.教導大家理財工具、以及應用理財工具如何進行個人理財規劃。
2.教導大家報考理財人員證照與準備要領。
3.評估各種理財價值觀與方法。
4.教導大家應用EXCEL2010快速的建構一張理財規畫表。1. Teach everyone how to plan personal financial management plans by applying financial management tools.
2. Teach everyone to apply for financial analytics certificates and preparations.
3. Evaluate various financial value views and methods.
4. Teach everyone to quickly construct a financial planning table using EXCEL2010.
本課程著重在於理財規劃之基本觀念傳授，以實際為客戶做理財規劃以將理論部份融入客製化的實務中。另外透過風險投資組合之理論課程，學生可以了解風險資產配置之理論基礎；從理財商品之介紹，學生可以了解理財工具有那些。教材之選用以理財規劃證照考試用書之一，可藉以幫助學生了解專業證照考試市場及價值。
This course focuses on teaching basic concepts of financial planning, and actually conduct financial planning for customers to integrate theoretical discussions into the practice of customization. In addition, through the theoretical course of risk investment combination, students can understand the theoretical basis of risk asset allocation; from the introduction of financial products, students can understand what financial tools are there. The selection of textbooks for financial planning and examination can help students understand the professional certification and examination market and value.
理財規劃工具、理財規劃實務、題庫。
Financial planning tools, financial planning practices, and question database.
| 評分項目 Grading Method | 配分比例 Grading percentage | 說明 Description |
|---|---|---|
| 期中考期中考 Midterm exam |
35 | 選擇題、問答題 |
| 期末考期末考 Final exam |
35 | 選擇題、問答題 |
| 期末報告期末報告 Final report |
30 | 合作性質期末報告 |
