人口老化下的財富管理

分類:2013 SUMMER SCHOOL - 第二期課程大綱 建立於 2016-01-04, 週一 13:13

人口老化下的財富管理----Link

臺綜大英語暑期學校-2013年度第二期

課程代碼

 

組別

 

學分

3

人數限制

45

上課時間

 

教室

 

課程中文名稱

人口老化下的財富管理

任課教師

鎮明常

課程英文名稱

Wealth Management of aging population

一、問題意識

In the trend of globalization, wealth management has become a crucial issue; nowadays its not just for professionals but even the people of the general public should have related financial knowledge and understanding toward temporarily financial events and the issues behind them. Started around recent years the aging problem of the whole global population has emerged from the stage and reformed the population structure significantly, which at the same time leading to changes in investment behavior and the asset holding structure of the general public. The teaching objective of this course is to give students an idea of the phenomena resulted from the aging problem of the whole population and introduce students the right concepts of investment and wealth management under different kinds of conditions.

二、課程目標

  1. Giving the students an ideal of how the aging process of the demographic affects our society, making them start to take this kind of issues seriously.
  2. Building up the basic financial and investment concepts for students, allowing them to be able to do possess the appropriate attitude toward financial management.
  3. Explaining the changing of personal investment behavior and asset holding forms after the aging population and the reform of demographic. Through the weekly reading assignments, stimulating group discussion in the class.
  4. The phenomena of the global population aging
  5. Financial market changes due to population ageing
  6. Fundamental financial planning Countermeasures in response to the ageing problem
  7. Tax Management
  8. Save Money from Government
  9. Tax Management
  10. Save Money from Government
    1. Security Investment on Stocks and Bonds
    2. How to make a fortune
    3. Security Investment on Mutual fund and others
    4. Mutual fund manager

Helping the students to develop their own financial planning and investment portfolios, enabling personal financial planning to combine with that of career, coping with the potential financial problems in the future.

三、教學進度及內容規劃

週次

課程內容

指定閱讀

1

 

Financial Planing

2

 

Financial Planing

3

Comparison of financial market between our country and other advanced countries

Financial Planing

4

Comparison of financial market between our country and other advanced countries

Tax Management

5

Create Your Balance Sheet and Income Statement

Money and Credit Management

6

Create Your Balance Sheet and Income Statement

Money and Credit Management

7

 

Housing and Estate Investment Planning

8

 

Housing and Estate Investment Planning

9

Mid-Term exam

Security Investment on Stocks and Bonds

10

Development of financial commodities of the aged population market

Security Investment on Stocks and Bonds

11

Development of financial commodities of the aged population market

Security Investment on Stocks and Bonds

12

 

Security Investment on Mutual Fund and Others

13

 

Insurance on Life, Health, Property and Liability

14

Insurance on LifeHealthProperty and Liability

Insurance on Life, Health, Property and Liability

15

Insurance on LifeHealthProperty and Liability

Insurance on Life, Health, Property and Liability

16

Retirement financial planning

Ritirement Planning

17

Annuity issues

 

18

Final exam

 

四、教學助理

教學助理將協助課堂小組討論、作業考卷之批改、課堂個案之討論,並管理教學平台。

五、指定用書

本課程指定用書為:

台灣金融研訓編輯委員會,【全方位理財規劃】

旨在培養同學基礎的理財、投資觀念,有了基本概念後進而導入人口結構老化之議題。由於投資理財是一套綜合的知識,故本課程同時有許多其他參考書籍。

六、參考書籍

Bodie, Kane and Marcus Investments and Portfolio ManagementMc Graw Hill

Bernard J. Winger and Ralph R. FrascaPersonal FinancePearson Prentice Hall

符寶玲【退休基金】華泰文化

鄭義【財富管理:理論與實務】新陸

七、作業設計

個案討論;

本課程將引進許多台灣管理個案中心之個案,藉由同學對個案的研討,並且在課堂上討論,以此刺激同學的學習。每一次個案同學將會以小組的方式提出個案問題之結論。

期刊研讀:

教師將定期把與課程有相關之期刊張貼在教學平台上,同學需每周閱讀,相關之議題會在課程討論上被提及,促進同學對於實務財富管理的了解。

八、成績考核

個案書面報告:30%

考試:40%

課程出席以及課程參與:30%

九、課程網頁規劃

網址:http://ecourse.elearning.ccu.edu.tw/

十、創意及特殊規劃

 

十一、永續經營的策略