104年第1學期-1688 個人投資理財 課程資訊

9/27起之上課方式

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評分方式

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選課分析

本課程名額為 70人,已有0 人選讀,尚餘名額70人。

授課教師

張永和

教育目標

This course is designed to help students comprehend the tools and framework of personal finance. Some popular financial concepts and instruments will be first introduced. Then the theoretical framework will be associated with the empirical practices by holding seminars and operating financial planning software. Upon the completion of this course, students are expected to generate their own financial planning package including financial goals, approaches, agenda, and analysis.

課程資訊

參考書目

We will use Powerpoint slides for the class meetings and lectures. Some selected textbooks and references will be given to the junior student assistants who help to circulate the learning materials.