課程編碼 Course Code | 中文課程名稱 Course Name (Chinese) | 英文課程名稱 Course Name (English) | 總學分數 Credits | 總時數 Hours |
---|---|---|---|---|
5743004 | 理財規劃 | Wealth Management | 3.0 | 3 |
中文概述 Chinese Description | 本課程藉由理論說明與實例探討,讓同學能夠了解理財規劃的運作及財富管理現況,並引導同學應用所學專業來分析財經時事,以提升個人理財規劃效能,養成對趨勢、產業發展及投資判斷的智慧,本課程並安排實務業之專業人士,針對相關課程主題做深入介紹及實務經驗分享。 | |||
英文概述 English Description | This course aims to provide a solid foundation which is essential for creating and managing an investment portfolio for individual clients. It focuses on the practical application of portfolio management and asset allocation processes in the context of wealth management for individual investors. With an introduction to the fundamental principles and the financial planning process, this course emphasizes on the provision of investment advisory services. It discusses client expectations and concerns including risk and other cognitive issues before applying the concepts and techniques to construct and manage investment portfolios for the client. In addition, this course incorporates other wealth management issues including consumption planning, asset acquisition and retirement planning in designing a financial plan. |
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