1685 - 信託規劃理論與實務 英授 Taught in English
Theory and Practice of Trust Planning
教育目標 Course Target
信託是財務金融工具在多元化發展過程中的重要工具之一，也是現今金融集團高度發展的處女地。因此透過此一課程進行信託的深入學習及互動研討，以提升同學金融專業知識、規劃分析實務能力及簡報溝通經驗，並輔導通過「信託業業務人員證照」測驗，以累積職場探索能力及生涯規劃的基礎。
Trust is one of the important tools in the process of diversified development of financial instruments, and it is also a virgin land for the rapid development of today's financial groups. Therefore, through this course, we will conduct in-depth study and interactive discussions on trusts to enhance students’ financial professional knowledge, practical planning and analysis capabilities, and presentation communication experience. We will also provide guidance on passing the "Trust Industry Business Personnel Certificate" test to accumulate the foundation for career exploration and career planning.
參考書目 Reference Books
信託原理與實務(金融研訓院-2016)
信託法規與稅制(金融研訓院-2016)
信託業務專業測驗合輯(龍田著-千華數位文化)
課堂補充教材
Trust Principles and Practice (Financial Research and Training Institute-2016)
Trust regulations and tax system (Financial Research and Training Institute-2016)
Trust business professional test collection (written by Longtian-Qianhua Digital Culture)
Classroom Supplementary Materials
評分方式 Grading
| 評分項目 Grading Method |
配分比例 Percentage |
說明 Description |
|---|---|---|
|
期中考/信託專業證照 Mid-term exam/trust professional certificate |
30 | |
|
研究報告 research report |
25 | 專題研究 |
|
互動學習 interactive learning |
25 | 課堂互動及學習筆記 |
|
期末報告 Final report |
20 | 案例實作 |
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: 1685
- 學分 Credit: 0-2
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上課時間 Course Time:Wednesday/6,7,8,9[M221]
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授課教師 Teacher:戴慶華
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修課班級 Class:財金系3,4
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選課備註 Memo:隔週上課，一次4小時
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