1688 - 個人投資理財 英授 Taught in English
Personal Finance
教育目標 Course Target
認識個人理財工具，並學習個人理財規劃
Understand personal finance tools and learn about personal financial planning
課程概述 Course Description
該課程乃財務管理及金融市場與機構的延申，著重在個人理財工具及財務規劃的介紹。授課內容將以指定教課書為主軸；透過個人財務規劃的摸擬及個案的分析以加強學員對於個人財務管理的熟悉，並進而得以在人生各個階段及不同經濟環境下尋找出適當及適合自己的個人資產配置與財務規劃方式。
This course is an extension of financial management and financial markets and institutions, focusing on the introduction of personal financial management tools and financial planning. The teaching content will be based on designated textbooks; through the simulation of personal financial planning and case analysis, students will strengthen their familiarity with personal financial management, and then be able to find appropriate and suitable personal asset allocation and financial planning methods at various stages of life and under different economic environments.
參考書目 Reference Books
個人理財 陳登源、柯輝芳、黃聖棠著（雙葉書廊）
Personal Finance by Chen Dengyuan, Ke Huifang, and Huang Shengtang (Double Leaf Bookstore)
評分方式 Grading
| 評分項目 Grading Method |
配分比例 Percentage |
說明 Description |
|---|---|---|
|
平時成績 usual results |
40 | |
|
期中測驗 midterm test |
30 | |
|
期末測驗 final exam |
30 |
授課大綱 Course Plan
點擊下方連結查看詳細授課大綱
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相似課程 Related Courses
無相似課程 No related courses found
課程資訊 Course Information
基本資料 Basic Information
- 課程代碼 Course Code: 1688
- 學分 Credit: 0-3
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上課時間 Course Time:Wednesday/5,6,7[M244]
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授課教師 Teacher:陳家偉
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修課班級 Class:財金系3,4
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