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描述
个人理财 设计综合个人理财计划的工具与技术。主题包括客户目标的财务分析、评估财富与实现目标的能力、债务管理策略、个人投资组合管理、税务管理策略、风险管理与保险、退休期的财务策略，以及强调遗嘱、信托与资产冻结的遗产规划。课堂讲授、案例讨论，每周 3 小时。限制：在注册指南中指定日期之前，仅对经批准参加金融方向的 BBA 学生和 BBE 金融经济学选项学生开放。该日期之后，对 BAcc、BBA、BBE、BCB 及联合商学专业开放。先修课：FNCE 3P93 。注意：本课程可能以多种授课方式开设。授课方式将在相关学期的教学时间表中列出。
先修课程
- 先修课：FNCE 3P93 。
条件与方式
- 限制：在注册指南中指定日期之前，仅对经批准参加金融方向的 BBA 学生和 BBE 金融经济学选项学生开放。该日期之后，对 BAcc、BBA、BBE、BCB 及联合商学专业开放。
- 先修课：FNCE 3P93 。
- 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
Personal Financial Planning Tools and techniques of developing comprehensive personal financial plans. Topics include financial analysis of client goals, assessing wealth and the capacity to accomplish goals, debt management strategies, personal portfolio management, tax management strategies, risk management and insurance, financial strategies in retirement, and estate planning emphasizing wills, trusts and estate freezing. Lectures, case discussion, 3 hours per week. Restriction: open to BBA students approved to the Finance concentration and BBE Financial Economics option students until date specified in Registration guide. After that date open to BAcc, BBA, BBE, BCB and combined Business majors. Prerequisite(s): FNCE 3P93 . 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.
- Prerequisite(s): FNCE 3P93 .
- Restriction: open to BBA students approved to the Finance concentration and BBE Financial Economics option students until date specified in Registration guide. After that date 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