主題書展 2022五南官網週年慶【文科必買】/單書79折、二本以上75折
滿額優惠折扣 5/5~6/30週年慶全館滿599打95折
  • 投影片(請電洽,僅供老師索取)
  • 題庫(請電洽,僅供老師索取)
  • 勘誤
    〈Ⅰ〉基礎課程(Basic Courses)
    Chapter 1 導論(Introduction)
    Chapter 2 就業與所得(Career and Income)
    Chapter 3 個人財務狀況分析和財務規劃(Personal Financial Analysis and Planning)
    Chapter 4 貨幣的時間價值(Time Value of Money)

    〈Ⅱ〉資產管理(Assets Management)
    Chapter 5 現金流量管理(Cash Flow Management)
    Chapter 6 塑膠貨幣管理(Credit Card and Cash Card Management)
    Chapter 7 消費性貸款管理(Consumer Loans Management)
    Chapter 8 耐久財購買管理─汽車和不動產(Durable Goods Purchase Management-Automobile and Home)
    Chapter 9 個人保險和風險管理(Personal Insurance and Risk Management)

    〈Ⅲ〉資產配置(Assets Allocation)
    Chapter 10 投資理財規劃(一)─風險控管(Investment Planning and Risk Management)
    Chapter 11 投資理財規劃(二)─證券市場(Security Markets and Instruments)
    Chapter 12 股票投資(Stock Investment)
    Chapter 13 債券投資(Bond Investment)
    Chapter 14 共同基金投資(Mutual Funds Investment)
    Chapter 15 不動產投資(Real Estate Investment)

    〈Ⅳ〉退休規劃(Retirement Planning)
    Chapter 16 退休理財規劃(Retirement Planning)
    Chapter 17 遺產規劃(Estate Planning)
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