| Relevance of Course Objectives and Core Learning Outcomes(%) |
Teaching and Assessment Methods for Course Objectives |
| Course Objectives |
Competency Indicators |
Ratio(%) |
Teaching Methods |
Assessment Methods |
| 建構個人理財常識，進行子女教育基金、保險金、退休金等未來人生的財務規劃。 |
| 3.Communication Skills |
| 4.Innovative Ability |
| 5.International Perspective |
| 6.Social Concern |
|
|
|
| Quiz |
| Assignment |
| Written Presentation |
|
| Course Content and Homework/Schedule/Tests Schedule |
| Week |
Course Content |
| Week 1 |
00.課程簡介
01.理財規劃入門與架構
|
| Week 2 |
02.家庭財務報表的編制與分析 |
| Week 3 |
03.家庭收支管理 |
| Week 4 |
04.貨幣的時間價值－現值與終值 |
| Week 5 |
05.居住規劃 |
| Week 6 |
06.子女教育金規劃 |
| Week 7 |
07.退休規劃 |
| Week 8 |
08. 保險規劃
期中考試 |
| Week 9 |
校外講者演講 |
| Week 10 |
09. 總體經濟與投資 |
| Week 11 |
10. 投資規劃(1)－股票 |
| Week 12 |
11.投資規劃(2)－期貨與選擇權 |
| Week 13 |
12.投資規劃(3)－共同基金 |
| Week 14 |
13.投資規劃(4)－其他基金 |
| Week 15 |
14.投資規劃(5)－投資型保險、結構債 |
| Week 16 |
15.稅務規劃
期末考試 |
self-directed
learning |
01.Participation in professional forums, lectures, and corporate sharing sessions related to industry-government-academia-research exchange activities.
|
|
| Evaluation |
期中報告 20%
期末報告 40%
期中考試 10%
期末考試 10%
平時作業 20% |
| Textbook & other References |
李超雄，2024，個人理財與投資，新陸書局。
|
| Teaching Aids & Teacher's Website |
| 李超雄，2024，個人理財與投資，新陸書局 |
| Office Hours |
週二 10:00~12:00
|
| Sustainable Development Goals, SDGs(Link URL) |
| 01.No Poverty 04.Quality Education 08.Decent Work and Economic Growth | include experience courses：N |
|