| 課程名稱 | 授課大綱 | 時數 |
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理財相關法律知識與規定
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A.法律實體與財產名義所有權的特性與作用
(characteristics and consequence of types of entities and property titling)
B. 商事法規 (business law)
C. 銀行、證券、保險、信託相關法規
(banking, securities, insurance and trust law)
D. 消費者保護法 (consumer protection law)
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4
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特殊狀況下的理財規劃及金錢處理方案
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A.離婚 (divorce)
B.失能 (disabilities)
C.臨終疾病 (terminal illness)
D.非傳統性的家庭 (non-traditional families)
E.轉換工作與失業 (job change and job loss)
F.特殊需求依賴人口(dependants with special needs)
G.樂透中獎及意外之財 (lottery winnings and monetary windfalls)
H.整筆退休金分配(lump sum retirement distributions)
I.保險理賠金 (insurance proceeds)
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4
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投資規劃─課程複習與實例演練
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A.投資規劃與投資組合管理實例演練
(investment planning and portfolio management- case study)
B.各項投資工具特性課程複習整理
(course review for investment vehicles)
C.證券評價模式與股價分析課程複習整理
(course review for securities pricing model and analysis of stock price)
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6
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經濟環境與指標
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A.供給與需求 (supply and demands)
B.財政政策 (fiscal policy)
C.貨幣政策 (monetary policy)
D.經濟指標 (economic indicators)
E. 景氣循環與物價 (business cycles and price level)
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2
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租稅與財產移轉規劃─課程複習與實例演練
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A.所得稅規劃實例演練 (income tax planning – case study)
B.財產移轉規劃實例演練 (estate planning – case study)
C.個人所得稅、營利事業所得稅與兩稅合一的複習整理
(course review for individual income tax, business income tax, tax integration system)
D.繼承、遺產贈與稅與信託課程複習整理 (course review for succession, estate and gift tax and trust)
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4
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綜合案例演練與總複習
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4
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風險管理與保險規劃─課程複習與實例演練
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A.保險需求與保單規劃-實例演練
(insurance needs analysis and insurance planning –case study)
B. 保險原理與危險管理課程複習整理
(course review for the principle of insurance and risk management)
C. 各類型保險產品功能課程複習整理
(course review for the functions of different insurance products)
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4
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員工福利與退休規劃─課程複習與實例演練
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A.退休需求分析與退休金來源規劃實例演練
(retirement needs analysis and retirement fund planning -case study)
B.員工福利計畫實例演練
(employee benefit plan - case study)
C.退休金制度與社會保險課程複習整理
(course review for retirement plan and social insurance)
D.員工福利制度、職業災害與企業保險課程複習整理
(course review for employee benefit plan, occupation disaster and employer insurance arrangement)
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4
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基礎理財規劃─課程複習與實例演練
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A.客戶需求面談與客戶屬性分析實例演練
(identify client’s needs and risk profile-case study)
B.個人財務報表與預算編製實例演練
(personal financial statement and budgeting-case study)
C.理財規劃建議書諮商面談實例演練
(present financial planning proposal-case study)
D.理財規劃顧問道德規範與業務標準的複習整理
(course review for code of ethics and standards)
E.理財相關法律、經濟、數量方法的複習整理
(course review for legal knowledge, economic concept and quantitative analysis)
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8
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| 合計40小時 |