選修

介紹重要財經資訊，並能逐步解其意義為何? 對金融相關議題之具有初步的分析能力。
介紹各種理財工具的架構、操作程序與相關議題。
解讀財務報表的訊息並加以運用。

1. 課程簡介
2. 金融機構的介紹
3. 各種經濟觀念與經濟指標
4. 常見的投資工具(股票債券共同基金)介紹
5. 保險與信託的運用
期中考試
6. 理財規劃的簡介
7. 理財規劃的步驟
8. 家庭財務報表的編制與分析
9. 客戶屬性與理財規劃
10. 理財規劃的計算基礎
11. 投資理財的規劃
期末考試

1. The Introduction of Course content
2. Introduction of Financial institutions
3. Various economic concepts and economic indicators
4. Introduction to common investment vehicles (stock, bond, mutual funds)
5. Insurance and the application of trust
Midterm Exam.
6. Introduction to financial Planning
7. Steps for financial Planning
8. Preparation and analysis of family financial statements
9. Customer attributes and financial planning
10. The calculation basis of financial planning
11. Planning for investment and financial management
Terminal exam.