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科目代碼	MBM0059	課程名稱	個人理財
英文名稱	Personal Finance
全/半年	半	必/選修	選修
學分數	3.0	每週授課時數	正課時數: 3.0 小時, 實驗時數: 0.0 小時
先修課程
課程簡介	學⽣將學習到共同基⾦、ETF投資、資產配置、⾦融科技以及其他退休、保險、信⽤管理等個⼈財務規劃。
課程目標		對應系所核心能力
1.　共同基⾦績效評估/學習使⽤國際基⾦評等機構Morningstar相關的軟體		碩士: 　6-1 Able to demonstrate knowledge of one’s disciplinary concentration (finance or marketing)
2.　評估個⼈的退休⾦計畫		碩士: 　6-2 Able to demonstrate knowledge of the fundamental methodology of solving financial/marketing problems and making decisions 　6-3 Able to employ the main quantitative techniques to elicit valuable information from business data to facilitate financial/marketing decision makin
3.　信⽤管理		碩士: 　6-1 Able to demonstrate knowledge of one’s disciplinary concentration (finance or marketing)
4.　評估保險⼯具及個⼈的投資計畫建議		碩士: 　6-2 Able to demonstrate knowledge of the fundamental methodology of solving financial/marketing problems and making decisions 　6-3 Able to employ the main quantitative techniques to elicit valuable information from business data to facilitate financial/marketing decision makin