隨著金控時代來臨，跨行業、跨領域的金融商品漸成為全球理財主流，各金融集團高度重視理財專員素質，「理財規劃人員證照」因而日益重要，更為提升競爭力必備工具。本課程期能培養同學具備全方位理財顧問能力，並輔導通過台灣金融研訓院主辦之「理財規劃人員測驗」專業證照考試為目的。With the advent of the financial control era, cross-industry and cross-field financial products have gradually become the mainstream of global financial management. Financial groups attach great importance to the quality of financial management professionals. Therefore, the "Financial Planning Personnel Certificate" has become increasingly important and a necessary tool to enhance competitiveness. This course aims to cultivate students' all-round financial consulting capabilities and help students pass the "Financial Planning Personnel Test" professional certification examination sponsored by the Taiwan Financial Research and Training Institute.
隨著金控時代來臨，跨行業、跨領域的金融商品漸成為全球理財主流，各金融集團高度重視理財專員素質，「理財規劃人員證照」因而日益重要，更為提升競爭力必備工具。本課程期能培養同學具備全方位理財顧問能力，並輔導通過台灣金融研訓院主辦之「理財規劃人員測驗」專業證照考試為目的。
With the advent of the financial control era, cross-industry and cross-field financial products have gradually become the mainstream of global financial management. Financial groups attach great importance to the quality of financial management professionals. Therefore, the "Financial Planning Personnel Certificate" has become increasingly important and a necessary tool to enhance competitiveness. This course aims to cultivate students' all-round financial consulting capabilities and help students pass the "Financial Planning Personnel Test" professional certification examination sponsored by the Taiwan Financial Research and Training Institute.
1.理財規劃人員資格測驗經典講義與試題。東展文化。
2.課堂補充講義。
1. Classic handouts and test questions for the Financial Planning Personnel Qualification Test. Dongzhan Culture.
2. Supplementary handouts for class.
| 評分項目 Grading Method | 配分比例 Grading percentage | 說明 Description |
|---|---|---|
| 期中、期末考試期中、期末考試 Midterm and final exams |
50 | 視學習情況調整 |
| 出席率、課堂表現出席率、課堂表現 Attendance, class performance |
30 | |
| 虛擬交易所投資操作虛擬交易所投資操作 Virtual exchange investment operations |
10 | |
| 課程學習&虛擬實作心得課程學習&虛擬實作心得 Course learning & virtual practice experience |
10 |
