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

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    

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:

         尚未建立傳染性肺炎(武漢肺炎)授課方式調整

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:

         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﹞

課程大綱 Course syllabus

         本課程教學大綱已提供完整英文資訊(本選項僅供統計使用,未提供完整英文資訊者,得免勾記)【Provide information of course syllabus in English.(This is for statistical use only. For those who do not provide information of course syllabus in English, do not check this field.)】

1.基礎理財規劃分析 Conduct individual financial planning
2.風險管理與保險規劃 Risk management and insurance planning
3.投資規劃 Investment planning
4.退休金與租稅規劃 Tax and retirement planning
5.個案分析與討論 Case study

課程目標 Objectives

         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.

授課方式 Teaching methods

         板書,個案討論,上台報告
Lecture,Case study,Student report

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

        
1.課堂參與Class participation30%
2.作業及個案報告Homework and case repor20%
3.期中報告Midterm report20%
4.期末報吿Final report30%

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

         自編講義 Lecture

彈性暨自主學習規劃 Alternative learning periods

本門課程是否有規劃實施學生彈性或自主學習內容(每1學分2小時)
Is any alternative learning periods planned for this course (with each credit corresponding to two hours of activity)?
否:教師需於「每週課程內容及預計進度」填寫18週課程進度(每1學分18小時之正課內容)。
No:The instructor will include an 18-week course plan in the weekly scheduled progress (each credit corresponds to 18 hours of instruction)
是:教師需於「每週課程內容及預計進度」填寫16週課程內容(每1學分16小時之正課內容),並於下列欄位填寫每1學分2小時學生彈性或自主學習內容。
    Yes:The instructor will include a 16-week course plan in the weekly scheduled progress (each credit corresponds to 16 hours of instruction);the details of the planned alternative learning periods are provided below (each credit corresponds to two hours of activity).

學生彈性或自主學習活動
Alternative learning periods
勾選或填寫規劃內容
Place a check in the appropriate box or provide details
時數
Number of hours
學生分組實作及討論
Group work and discussion
參與課程相關作業、作品、實驗
Participation in course-related assignments, work, or experiments
參與校內外活動(研習營、工作坊、參訪)或競賽
Participation in on- or off-campus activities (e.g., seminars, workshops, and visits) or competitions
課外閱讀
Extracurricular reading
線上數位教材學習
Learning with online digital learning materials
其他(請填寫規劃內容)
Other (please provide details)

每週課程內容及預計進度 Weekly scheduled progress

        
週次日期授課內容及主題
WeekDateContent and topic
12019/09/09~2019/09/15課程說明與理財市場(Course description and financial planning)
22019/09/16~2019/09/22基礎理財規劃(Basic financial Planning)
32019/09/23~2019/09/29經濟指標分析(Economic Indicator Analysis)
42019/09/30~2019/10/06投資規劃-金融商品分析(Investment Planning- Financial Commodity Analysis)
52019/10/07~2019/10/13投資規劃-投資組合分析(Investment Planning- Portfolio Analysis)
62019/10/14~2019/10/20退休金分析(Retirement planning analysis)
72019/10/21~2019/10/27稅務規劃(Tax planning)
82019/10/28~2019/11/03風險管理與保險規劃分析(Risk management and insurance planning)
92019/11/04~2019/11/10期中報告Midterm report
102019/11/11~2019/11/17不動產市場分析Real Estate analysis
112019/11/18~2019/11/24個案分析1 Case analysis 1
122019/11/25~2019/12/01個案分析2 Case analysis 2
132019/12/02~2019/12/08個案分析3 Case analysis3
142019/12/09~2019/12/15理財專題討論1 Financial case discussion 1
152019/12/16~2019/12/22理財專題討論2 Financial case discussion 2
162019/12/23~2019/12/29理財專題討論3 Financial case discussion 3
172019/12/30~2020/01/05期末報告 Final Report
182020/01/06~2020/01/12期末報告與個案討論與回饋 Final Report and Discussion

課業討論時間 Office hours

         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

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

        
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 VV V     
3.解決財務問題之能力 3. Problem solving ability in Finance.V VV V     
4.溝通之能力 4. Communication skill.V VV V     
5.財務管理專業知識之能力 5. Expertise in Financial management.V VV 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 skillsV VV V     
2.探究與批判思考能力。 2. Inquisitive and critical thinking abilitiesV VV V     
3.終身學習能力。 3. Lifelong learningV 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. CreativityV 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            

本課程與SDGs相關項目:The course relates to SDGs items:

         尚未建立SDGS資料

本課程校外實習資訊: This course is relevant to internship:

         本課程無註記包含校外實習

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