此參考說明所註明的目錄。請向該機構確認當前課程供給與適用於你入學的條件。
課程說明
個人理財規劃導論 財務目標設定、評估目標之財務影響、擬定與分析個人財務報表、理解個人信用與負債；重點包括房貸借款、個人與家庭之投資選擇、個人稅務、家庭保障之基本保險商品、退休之財務規劃及遺產規劃。授課、個案討論，每週3小時。限制：不開放予 BAcc、BBA、BBE、BCB 及商學聯合主修學生。注意：此課程可能以多種授課方式提供。授課方式將於適用學期之課程時刻表上註明。
條件與方式
- 限制：不開放予 BAcc、BBA、BBE、BCB 及商學聯合主修學生。
- 注意：此課程可能以多種授課方式開設。授課方式將在適用學期的學術時刻表中列出。
原文參考文本
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.
來源與參考
保留日期與來源以協助你核實資料。為便於閱讀提供譯文；官方來源為條件與要求的參照。
來源參考 : https://brocku.ca/webcal/2024/undergrad/busi.html