This subject explores all major personal financial planning issues that individual and families encounter. It presents a model of effective money management. All of the latest financial planning tools and techniques are included.

本課程探討理財規劃概念，闡釋理財規劃的流程，同時介紹最新的理財工具及其應用。

This course is designed to prepare individuals who intend to be a financial planner. Topics including the major steps of financial planning process and all the job knowledge requirement of will be covered.

本課程係為培育理財規劃顧問而規劃，課程內容含括完整之理財規劃流程，以及成為理財規劃顧問所應具備之知識。

In particular, the student should learn to :

• Conduct individual financial planning;
• Evaluate financial goals for individuals;
• Identify discrepancies between financial resources and needs;
• Recommend appropriate financial actions to meet the needs; and
• Monitor an integrated financial plan.

研習本課程，學員可以學習下列知能：

• 從事個人理財規劃；
• 評量理財規劃的目標；
• 分析評估客戶的財務狀況與需求
• 擬定合宜之理財規劃方案；
• 控管理財規劃案。

基礎理財規劃(Foundations of financial planning) – 40 小時 (40 hours)

下載課程綱要-基礎理財規劃