財富管理的實質意義在於配置最適的個人資產組合，並藉由長期穩定的投資策略、透過時間複利的乘數效果，達到資產增長之目的。
綜觀全球經濟發展趨勢，現今已是全民理財的時代。對投資人而言，適當的財富管理可使其擁有最佳的資產配置，進而降低風險，提高資產報酬。對於從事理專人員而言，培養正確理財觀念與財富管理能力，才能為客戶提供更優質的理財建議與服務。
有鑑於金融環境的變化與低利率時代的來臨，個人財務(富)的管理與規劃越顯重要。在國外交易量龐大的有價證券，包括固定付息的貨幣市場工具以及公債、公司債等，或股票、私募有價證券、信託、家族傳承等議題逐漸受到國人的青睞，本課程將以循序漸進的教授方式幫助學生瞭解商品設計動機、特色與評價方式，以及個人或公司在各種情況下之財務規劃與實務策略運用，並協助同學對於市場發展趨勢有更深層的認識與體會。
修完本課程後，將具備資本市場、貨幣市場、外匯市場之投資、融資、股利、財務決策等基本能力，有助於對個人財富規劃、營運資金政策上的決策思考，更能了解理論與實務相互關係。
學習本課程後，將提供您投資理論與當代投資管理的整體了解。有助於增加投資的敏感度與"感覺"。
此外，修習本課程有助於準備下列證照考試:
入門證照:
(1) 證券商營業員
(2) 證券商高級營業員
(3) 投信投顧業務員
(4) 期貨商營業員
(5) 理財規劃人員
進階證照
(1) 期貨交易分析人員
(2) 證券投資分析人員
(3) 美國 特許財務分析師 (Chartered Financial Analyst, CFA)
有興趣者，可再鑽研「投資實務」相關課程、「金融市場」、「外匯市場」等課程，以增進判斷能力。
《 課程簡介 -- English 》
The essence of wealth management is to allocate the most suitable personal asset portfolio, and achieve the goal of asset growth through long-term stable investment strategy and multiplier effect through time compounding.
Looking at the global economic development trend, today is the era of financial management for all. For investors, proper wealth management allows them to have the best asset allocation, which in turn reduces risk and increases asset returns. As for the financial planner, to cultivate the right financial management and wealth management capabilities, they can provide customers with better financial advice and services.
The purpose of this course is to develop a solid understanding of financial analysis, income analysis, money market tools, capital market tools like bonds ...and its application to investment and financial management for personal and companies.
After learning this course, you will also have the fundamental concept of wealth management , like investment, financing, corporate dividends policy, and financial decision making. And this will help you to manage personal and corporate finance, and to plan financial strategy.
You also can take the license of professional financial-related capability test. Fore further study, you can take the "Investment "and " Financial market" courses to enhance your ability.
The Purpose of this course is to develop a solid understanding of modern investmetn theory and its application to investment management. Its will cover the following topics:(1) Securities markets (2)understanding of risk and return of investment alternatives (3) The appraisal and valuation of Fixed-income securities.(4)The appraisal and valuation of equities(5)Analysis of the national economy, industry and company(6)Portfolio theory and management(7)An introduction to futures and options in investment
|