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 發展全面性個人理財規劃的工具與技術。主題包括客戶目標之財務分析、評估財富與達成目標之能力、債務管理策略、個人投資組合管理、稅務管理策略、風險管理與保險、退休期之財務策略，以及以遺囑、信託與財產凍結為重點之遺產規劃。講授、個案討論，每週 3 小時。限制：在註冊指南所列日期前，開放予獲准修讀財務專修之 BBA 學生與 BBE 財務經濟選修學生。該日期之後則開放予 BAcc、BBA、BBE、BCB 及商學聯合主修學生。先修課程：FNCE 3P93 。註：本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間表列明。
先修條件
- 先修課程：FNCE 3P93 。
條件與方式
- 限制：在註冊指南所列日期前，開放予獲准修讀財務專修之 BBA 學生與 BBE 財務經濟選修學生。該日期之後則開放予 BAcc、BBA、BBE、BCB 及商學聯合主修學生。
- 先修課程：FNCE 3P93 。
- 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
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.
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