國立中山大學 108學年度第1學期 課程教學大綱
National Sun Yat-sen University 108Academic year1st Semester Course syllabus
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中文名稱 Course name(Chinese) |
全方位個人理財規劃 |
課號 Course Code |
FM519 |
英文名稱 Course name(English) |
FULL DIMENSIONAL PERSONAL FINANCE PLANNING |
課程類別 Type of the course |
講授類 | 必選修 Required/Selected | 選修 |
系所 Dept./faculty |
財務管理學系碩士班 |
授課教師 Instructor |
洪志興
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學分 Credit |
3 |
因應嚴重特殊傳染性肺炎(武漢肺炎),倘若後續需實施遠距授課,授課方式調整如下: |
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因應嚴重特殊傳染性肺炎(武漢肺炎),倘若後續需實施遠距授課,評分方式調整如下: |
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尚未建立傳染性肺炎(武漢肺炎)課程評分方式﹝評分標準及比例﹞
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課程大綱 Course syllabus |
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課程目標 Objectives |
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本課程全方位理財規劃為CFP的最高階課程,本課程除了包含理財規劃概論,風險管理與保險規劃、投資規劃、員工福利與退休金規劃及租稅與財產移轉規劃之外,本課程還包括研究專案、實例演練及簡報等內容,訓練學生可以具備私人銀行的專業。 This course is designed as a capstone course for students who are interested in studying the CFP certificate exam. The subject foucuses on the formulation, communication, and implementation of the comprehensive personal financial plan. Required skills concerning the principles of financial planning such as foundation offinancial planning, risk management and insurance planning, investment planning, employee benefits and retirement planning, tax and estate planning will be reviewed. A research project and case study with oral presentations are expected, training students can have professional in private banking.
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授課方式 Teaching methods |
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板書,個案討論,上台報告 Lecture,Case study,Student report
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評分方式﹝評分標準及比例﹞Evaluation (Criteria and ratio)等第制單科成績對照表 letter grading reference
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1.課堂參與Class participation:30% 2.作業及個案報告Homework and case repor:20% 3.期中報告Midterm report:20% 4.期末報吿Final report:30%
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參考書/教科書/閱讀文獻 Reference book/ textbook/ documents
〔請遵守智慧財產權觀念,不可非法影印。教師所提供之教材供學生本人自修學習使用,不得散播及做為商業用途〕
No copies for intellectual property rights. Textbooks provided by the instructor used only for self-study, can not broadcast or commercial use
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彈性暨自主學習規劃 Alternative learning periods
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每週課程內容及預計進度 Weekly scheduled progress |
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週次 | 日期 | 授課內容及主題 | Week | Date | Content and topic | 1 | 2019/09/09~2019/09/15 | 課程說明與理財市場(Course description and financial planning) | 2 | 2019/09/16~2019/09/22 | 基礎理財規劃(Basic financial Planning) | 3 | 2019/09/23~2019/09/29 | 經濟指標分析(Economic Indicator Analysis) | 4 | 2019/09/30~2019/10/06 | 投資規劃-金融商品分析(Investment Planning- Financial Commodity Analysis) | 5 | 2019/10/07~2019/10/13 | 投資規劃-投資組合分析(Investment Planning- Portfolio Analysis) | 6 | 2019/10/14~2019/10/20 | 退休金分析(Retirement planning analysis) | 7 | 2019/10/21~2019/10/27 | 稅務規劃(Tax planning) | 8 | 2019/10/28~2019/11/03 | 風險管理與保險規劃分析(Risk management and insurance planning) | 9 | 2019/11/04~2019/11/10 | 期中報告Midterm report | 10 | 2019/11/11~2019/11/17 | 不動產市場分析Real Estate analysis | 11 | 2019/11/18~2019/11/24 | 個案分析1 Case analysis 1 | 12 | 2019/11/25~2019/12/01 | 個案分析2 Case analysis 2 | 13 | 2019/12/02~2019/12/08 | 個案分析3 Case analysis3 | 14 | 2019/12/09~2019/12/15 | 理財專題討論1 Financial case discussion 1 | 15 | 2019/12/16~2019/12/22 | 理財專題討論2 Financial case discussion 2 | 16 | 2019/12/23~2019/12/29 | 理財專題討論3 Financial case discussion 3 | 17 | 2019/12/30~2020/01/05 | 期末報告 Final Report | 18 | 2020/01/06~2020/01/12 | 期末報告與個案討論與回饋 Final Report and Discussion |
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課業討論時間 Office hours |
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時段1 Time period 1: 時間 Time:依規定免登 地點 Office/Laboratory:依規定免登 時段2 Time period 2: 時間 Time:依規定免登 地點 Office/Laboratory:依規定免登
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系所學生專業能力/全校學生基本素養與核心能力 basic disciplines and core capabilitics of the dcpartment and the university |
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系所學生專業能力/全校學生基本素養與核心能力 basic disciplines and core capabilities of the department and the university | 課堂活動與評量方式 Class activities and evaluation | 本課程欲培養之能力與素養 This course enables students to achieve. | 紙筆考試或測驗 Test. | 課堂討論︵含個案討論︶ Group discussion (case analysis). | 個人書面報告、作業、作品、實驗 Indivisual paper report/ assignment/ work or experiment. | 群組書面報告、作業、作品、實驗 Group paper report/ assignment/ work or experiment. | 個人口頭報告 Indivisual oral presentation. | 群組口頭報告 Group oral presentation. | 課程規劃之校外參訪及實習 Off-campus visit and intership. | 證照/檢定 License. | 參與課程規劃之校內外活動及競賽 Participate in off-campus/ on-campus activities and competitions. | 課外閱讀 Outside reading. | ※系所學生專業能力 Basic disciplines and core capabilities of the department | |
1.財務倫理之能力與社會責任實踐 1. Financial ethics ability. | | | | | | | | | | | | 2.國際觀之能力 2. Global perspective. | V | | V | V | | V | | | | | | 3.解決財務問題之能力 3. Problem solving ability in Finance. | V | | V | V | | V | | | | | | 4.溝通之能力 4. Communication skill. | V | | V | V | | V | | | | | | 5.財務管理專業知識之能力 5. Expertise in Financial management. | V | | V | V | | V | | | | | | ※全校學生基本素養與核心能力 Basic disciplines and core capabilities of the university | |
1.表達與溝通能力。 1. Articulation and communication skills | V | | V | V | | V | | | | | | 2.探究與批判思考能力。 2. Inquisitive and critical thinking abilities | V | | V | V | | V | | | | | | 3.終身學習能力。 3. Lifelong learning | V | | V | | | | | | | | | 4.倫理與社會責任。 4. Ethnics and social responsibility | | | | | | | | | | | | 5.美感品味。 5. Aesthetic appreciation | | | | | | | | | | | | 6.創造力。 6. Creativity | V | | V | | | | | | | | | 7.全球視野。 7. Global perspective | | | | | | | | | | | | 8.合作與領導能力。 8. Team work and leadership | | | | | | | | | | | | 9.山海胸襟與自然情懷。 9. Broad-mindedness and the embrace of nature | | | | | | | | | | | |
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本課程與SDGs相關項目:The course relates to SDGs items: |
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本課程校外實習資訊: This course is relevant to internship: |
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