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 role in the development of financial management planning. This course is developed with trust planning, and the content covers trust laws and tax regulations, trust principles and practices, so that students can become familiar with the whole body. Trust structure and conducts the "Trust Business Professional Trust Business Professional" test. Secondly, introduce the calculation basis of financial planning and the relevant topics such as house purchase planning and investment planning. This course may improve students' professional financial knowledge and planning and analysis capabilities.
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 Institute Editorial Committee/Credit Principles and Practice (2021 Edition)/Financial Group Legal Person Taiwan Financial Research Institute.
2. Taiwan Financial Research Institute Editorial Committee/Trust Law Regulations and Tax System (2021 Edition)/Financial Group Legal Person Taiwan Financial Research Institute.
3. Qiming/Trust business personnel with high scores/Sanmin’s supplementary class.
4. Yu Xing'an/Financial Planning: Key points sorting and question analysis/Financial group legal person Taiwan Financial Research 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 Small exam |
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 |
