課程大綱

內容

課程概述

財富管理是一門專業學問，在快速變動的大環境裡，經濟環境風險變化難測。本課程以理財專員角度，若想要成為頂尖的理財專員，必須為客戶建立風險管理機制並隨時掌握國內外各金融機構的信用狀況，嚴密地守護客戶資產。面對高淨值財富人數增加，社會人口日益老化以及世代財富轉移的社會大環境，財富管理市場持續成長，做為一個財富管理人員，必須具備財富管理新知識才能在變化的環境中脫穎而出，並成為成功的理財專業人員。

Wealth management is a vitally important topic of the global economy, and decisions taken by finance banking executives have a gravity and importance which can dwarf other organizational processes. It impacts not only on employees and organizations but also shareholders, depositors, and the wider economy. This is important from the perspectives of theory building, management practice, management and executive education and training, and a broadening of interpretations of decision making beyond a reductionism that equates “decision making to analysis”.

授課內容

1. 投影片教材講述

2. 個案實務分析 (個案討論)

3. 搭配『理財規劃人員』證照考題解析