隨著理財工具與方式的多元化及複雜化，信託在理財規劃的發展中扮演著重要的一環，本課程以信託規劃為出發，內容涵蓋信託法規與稅制以及信託原理與實務，讓同學熟悉整體信託架構，並輔導通過「信託業業務人員信託業務專業」測驗。其次，介紹理財規劃的計算基礎及所屬議題如購屋規劃與投資規劃等。期許本課程可提升同學金融專業知識以及規劃分析能力。With the diversification and complexity of financial management tools and methods, trust plays an important part in the development of financial planning. This course takes trust planning as the starting point and covers trust regulations and taxation systems as well as trust principles and practices, allowing students to become familiar with the overall Trust structure, and provide guidance to pass the "Trust Business Professional" test. Secondly, it introduces the calculation basis of financial planning and related topics such as home purchase planning and investment planning. It is expected that this course can improve students' financial professional knowledge and planning and analysis skills.
1.台灣金融研訓院編輯委員會/信託原理與實務(2021版)/財團法人台灣金融研訓院。
2.台灣金融研訓院編輯委員會/信託法規與稅制(2021版)/財團法人台灣金融研訓院。
3.齊名楊/信託業務人員高分速成/三民補習班。
4.余適安/理財規劃：重點整理暨試題解析/財團法人台灣金融研訓院。
1. Taiwan Financial Research and Training Institute Editorial Committee/Trust Principles and Practice (2021 Edition)/Taiwan Financial Research and Training Institute.
2. Taiwan Financial Research and Training Institute Editorial Committee/Trust Laws and Taxation System (2021 Edition)/Taiwan Financial Research and Training Institute.
3. Qiming Yang/High-score quick course for trust business personnel/Sanmin cram school.
4. Yu Shi'an/Financial Planning: Key Points and Analysis of Test Questions/Taiwan Financial Research and Training Institute.
| 評分項目 Grading Method | 配分比例 Grading percentage | 說明 Description |
|---|---|---|
| 課堂參與度課堂參與度 class participation |
20 | |
| 小考小考 Quiz |
20 | 分別於第七週與第十四週執行小考，每次小考佔總成績10% |
| 期中考期中考 midterm exam |
25 | |
| 期末考期末考 final exam |
25 | |
| 自主學習書面報告自主學習書面報告 Independent study written report |
10 |
