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財務金融學系
course information of 105 - 2 | 1685 Theory and Practice of Trust Planning(信託規劃理論與實務)

Taught In English1685 - 信託規劃理論與實務 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 for financial instruments in the process of diversified development, and it is also a place where financial groups are developing highly today. Therefore, through this course, in-depth learning and interactive discussion of trust is carried out to improve the professional knowledge of finance, planning analysis and analysis experience, and to conduct a comprehensive guide to the foundation of career exploration ability and career planning through the "Trust Employee Certificate" test.


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 Institute-2016)
Trust Law and Tax System (Financial Research Institute-2016)
Trust business professional test and edit (Long Tian-Chanhua Digital Culture)
Classroom supplementary textbooks


評分方式 Grading

評分項目 Grading Method 配分比例 Grading percentage 說明 Description
期中考/信託專業證照期中考/信託專業證照
Midterm exam/trust professional certificate
30
研究報告研究報告
Research Report
25 專題研究
互動學習互動學習
Interactive Learning
25 課堂互動及學習筆記
期末報告期末報告
Final report
20 案例實作

授課大綱 Course Plan

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Course Information

Description

學分 Credit:0-2
上課時間 Course Time:Wednesday/6,7,8,9[M221]
授課教師 Teacher:戴慶華
修課班級 Class:財金系3,4
選課備註 Memo:隔週上課,一次4小時
This Course is taught In English 授課大綱 Course Plan: Open

選課狀態 Attendance

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