準備科目
| 科目一：基礎理財規劃(Foundations of financial planning)-40小時 | ||
|---|---|---|
| 課程名稱course | 時數(h) | |
| 1. 理財規劃流程 (financial planning process) | 4 | |
| 2. 個人財務報表與預算編製 (personal financial statements & budgeting) | 6 | |
| 3. 存款與流動性資產之管理 (managing savings and other liquid assets) | 4 | |
| 4. 住屋及重大支出之規劃 (making housing and other major acquisitions) | 4 | |
| 5. 信用之管理 (managing credit) | 4 | |
| 6. 保險需求之管理 (managing insurance needs) | 6 | |
| 7. 投資之管理 (managing investment) | 6 | |
| 8. 退休及財產移轉規劃 (retirement and estate planning) | 6 | |
| 科目二：風險管理與保險規劃 (Risk management and insurance planning)-40小時 | ||
| 課程名稱course | 時數(h) | |
| 1. 保險之原理 (the principle of insurance) | 3 | |
| 2. 風險之評估與分析 (analysis and evaluation of risk exposures) | 3 | |
| 3. 保險之法律層面 (legal aspects of insurance) | 3 | |
| 4. 財產保險及意外保險 (property and casualty insurance) | 2 | |
| 5. 責任保險 (liability insurance) | 2 | |
| 6. 健康保險 (health insurance) | 2 | |
| 7. 失能保險 (disability income insurance) | 2 | |
| 8. 人壽保險 (life Insurance) | 6 | |
| 9. 投資型保險概論 (investment-oriented insurance products) | 6 | |
| 10. 我國全民健保之介紹 (national health insurance of ROC) | 2 | |
| 11. 保險需求分析與保單規劃 (insurance needs analysis and insurance planning) | 6 | |
| 12. 保險之未來發展 (insurance in the future) | 3 | |
| 科目三：員工福利與退休金規劃(Employee benefits & retirement planning)-40小時 | ||
| 課程名稱course | 時數(h) | |
| 1. 員工福利及相關制度 (employee benefit plans) | 6 | |
| 2. 職業災害相關法規 (legal aspects of occupational disaster) | 8 | |
| 3. 企業保險 (employer/employee insurance arrangements) | 3 | |
| 4. 退休金制度種類與風險(types of retirement plans and risk) | 3 | |
| 5. 我國退休金制度 (retirement plans in Taiwan) | 8 | |
| 6. 其他國家之退休金制度(retirement plans in the other country) | 2 | |
| 7. 退休需求分析 (retirement needs analysis) | 8 | |
| 8. 我國及美國員工認股權證(employee stock options) | 2 | |
| 科目四：投資規劃(Investment Planning)-40小時 | ||
| 課程course | 時數(h) | |
| 1. 投資工具 (investment vehicles) | 9 | |
| 2. 投資報酬與風險的衡量 (measures of investment returns and risk) | 6 | |
| 3. 證券之評價模式 (pricing model) | 4 | |
| 4. 投資組合管理與衡量 (portfolio management and measurement) | 9 | |
| 5. 效率市場理論 (efficient market theory) | 2 | |
| 6. 股價分析 (analysis of stock prices) | 4 | |
| 7. 衍生性金融商品 (derivatives) | 4 | |
| 8.行為財務學(behavioral finance) | 2 | |
| 科目五：租稅與財產移轉規劃 (Tax Planning and Estate Planning )-40小時 | ||
| 課程course | 時數(h) | |
| 1. 所得稅原理 (income tax fundamentals ) | 2 | |
| 2. 個人所得稅 (individual income tax) | 7 | |
| 3. 營利事業所得稅 (business income tax) | 8 | |
| 4. 兩稅合一 (tax integration system) | 2 | |
| 5. 信託規劃 (trust planning) | 4 | |
| 6. 民法親屬繼承之相關規定 (regulations regarding succession) | 4 | |
| 7. 遺產與贈與稅法之相關規定 (taxation and compliance on estate and gift tax) | 5 | |
| 8. 財產稅 (property tax) | 2 | |
| 9. 財產移轉策略 (strategy of property transfer) | 2 | |
| 10. 財產移轉之工具運用 (use of instruments in estate planning) | 3 | |
| 科目六：全方位理財規劃(Comprehensive financial planning)-40小時 | ||
| 課程course | 時數(h) | |
| 1. 基礎理財規劃-課程複習與實例演練 | 6 | |
| (general principle of financial planning- course review and case study) | ||
| 2. 風險管理與保險規劃-課程複習與實例演練 | 4 | |
| (risk management and insurance planning- course review and case study) | ||
| 3. 投資規劃-課程複習與實例演練 | 6 | |
| (investment planning-course review and case study) | ||
| 4. 員工福利與退休金規劃-課程複習與實例演練 | 4 | |
| (employee benefit and retirement planning- course review and case study) | ||
| 5. 租稅與財產移轉規劃-課程複習與實例演練 | 4 | |
| (tax and estate planning-course review and case study) | ||
| 6. 特殊狀況下的理財規劃及金錢處理方案 | 4 | |
| (financial planning and monetary settlement for special circumstances) | ||
| 7. 理財相關法律知識與規定 (legal knowledge & implications for financial planner) | 4 | |
| 8. 經濟環境與指標 (economic environment and indicators) | 4 | |
| 9. 綜合案例演練與總複習整理 (integrated course review and case study) | 4 | |
| 科目一補充課程 基礎理財規劃補充課程(condensed)-12小時 | ||
| 課程course | 時數(h) | |
| 1. 理財規劃流程 (financial planning process) | 1 | |
| 2. 個人財務報表與預算編製 (personal financial statements & budgeting) | 2 | |
| 3. 存款與流動性資產之管理 (managing savings and other liquid assets) | 1 | |
| 4. 住屋及重大支出之規劃 (making housing and other major acquisitions) | 1 | |
| 5. 信用之管理 (managing credit) | 1 | |
| 6. 保險需求之管理 (managing insurance needs) | 2 | |
| 7. 投資之管理 (managing investment) | 2 | |
| 8. 退休及財產移轉規劃 (retirement and estate planning) | 2 | |
