该参考描述所示目录。请向院校确认当前的招生项目及适用于您入学年的条件。
描述
个人理财导论 财务目标设定、评估目标的财务影响、个人财务报表的编制与分析、理解个人信贷与债务；重点为抵押借贷、个人与家庭的投资选择、个人税务、家庭保障所需的基本保险产品、退休理财及遗产规划。讲座、案例讨论，每周3小时。限制：BAcc、BBA、BBE、BCB及联合商学专业不得选修。注：本课程可能通过多种授课方式提供。授课方式将在适用学期的教学时间表中列明。
条件与方式
- 限制：BAcc、BBA、BBE、BCB及联合商学专业不得选修。
- 注：本课程可能以多种授课方式开设。授课方式将在适用学期的学术课程表中列出。
原文参考文本
Introduction to Personal Financial Planning Financial goal setting, evaluating the financial implications of goals, preparation and analysis of personal financial statements, understanding personal credit and debt; emphasis on mortgage borrowing, investment alternatives for individuals and families, personal taxes, basic insurance products desired for family protection, financial planning in retirement and estate planning. Lectures, case discussion, 3 hours per week. Restriction: not open to BAcc, BBA, BBE, BCB and combined Business majors. Note: this course may be offered in multiple modes of delivery. The method of delivery will be listed on the academic timetable, in the applicable term.
- Restriction: not open to BAcc, BBA, BBE, BCB and combined Business majors.
- Note: this course may be offered in multiple modes of delivery. The method of delivery will be listed on the academic timetable, in the applicable term.
来源与参考
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来源参考 : https://brocku.ca/webcal/2024/undergrad/busi.html