1688 - 個人投資理財 英授 Taught in English

Personal Finance

教育目標 Course Target

This course is designed to help students comprehend the tools and framework of personal finance. Some popular financial concepts and instruments will be first introduced. Then the theoretical framework will be associated with the empirical practices by holding seminars and operating financial planning software. Upon the completion of this course, students are expected to generate their own financial planning package including financial goals, approaches, agenda, and analysis.

This course is designed to help students comprehend the tools and framework of personal finance. Some popular financial concepts and instruments will be first introduced. Then the theoretical framework will be associated with the empirical practices by holding seminars and operating financial planning software. Upon the completion of this course, students are expected to generate their own financial planning package including financial goals, approaches, agenda, and analysis.

參考書目 Reference Books

We will use Powerpoint slides for the class meetings and lectures. Some selected textbooks and references will be given to the junior student assistants who help to circulate the learning materials.

We will use Powerpoint slides for the class meetings and lectures. Some selected textbooks and references will be given to the junior student assistants who help to circulate the learning materials.

評分方式 Grading

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配分比例
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無評分方式資訊 No grading information

授課大綱 Course Plan

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相似課程 Related Courses

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課程資訊 Course Information

基本資料 Basic Information

  • 課程代碼 Course Code: 1688
  • 學分 Credit: 3-0
  • 上課時間 Course Time:
    Wednesday/6,7,8
  • 授課教師 Teacher:
    張永和
  • 修課班級 Class:
    財金系3,4
選課狀態 Enrollment Status

目前選課人數 Current Enrollment: 0 人

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