Academics
-
Schools
- School of Law
- School of Business Administration
- School of Accounting
- School of Finance
- School of Economics
- School of Public Finance and Taxation
- School of Humanities and Communication
- School of Information Science
- School of Public Administration
- School of Art and Design
- School of Foreign Studies
- School of Geography and Tourism
- School of Statistics and Mathematics
- School of Greater Bay Area Film and Television Industry
- International School
- International Business School
- Cultural Creativity and Tourism School
- School of Digital Economy
- Undergraduate Education
- Postgraduate Education
Fundamentals of Financial Planning
Release Date: 2017-09-221. Basic Course Information
Course Code: 056263
Course Name: Fundamentals of Financial Planning
Course Type: Specialty Course
Periods: 54
Credits: 3
Targets Students: Undergraduates Majoring in Finance and Economics
Assessment: Examination
Preparatory Courses: Economics, Finance
2. Course Introduction
"Financial Planning Principle" introduces modern financial and economic situation, basic principles of financial management, personal finance basic theories, personal family financial activities. It includes: basic knowledge and skills of financial planning, risk management and insurance planning, investment planning, employee benefits and retirement planning, tax base and planning, comprehensive financial planning principles and practices. By collecting customer family status, financial situation and career goals, etc., together with the customer to define their financial goals and priorities, clear customer risk attributes, analysis and assessment of the financial situation of customers, customized appropriate financial solutions and timely execution, monitoring and adjustment, and ultimately meeting the financial needs of customers at different stages of integrated financial services.