「理財工具與規劃實務」與同學未來之證券投資與理財規劃相關領域就業直接相關。 其內容包括理財規劃概論、理財規劃的步驟、客戶型態與行為特性、家庭財務報表與預算的編製與分析、 現金流量管理、貨幣的時間價值與數量方法、居住規劃子女養育與教育金規劃、退休規劃、投資規劃、 稅務規劃、與全方位理財規劃綜合運用等。
《 課程簡介 -- English 》
The course provides related knowledge and information about security investment and financial planning. The contents include essentials of financial planning, procedures of financial planning, client type and behaviors, the preparation and analysis of family financial statements, cash flows management, time value of money, housing planning, child raising and education planning, retirement planning, investment planning, tax planning, and multiple financial planning.
|