《家庭财富管理》课程教学大纲 一、课程基本信息 课程代码：20050192 课程名称：家庭财富管理 英文名称：Family wealth management 课程类别：通识课 学时：32 学 分：2 适用对象：不限专业 考核方式：考查 先修课程：微积分 二、课程简介 本课程为通识选修课，它是一门新兴的具有普适性的实用课程，主要介绍个 人和家庭财富创造、财富管理的方法。侧重案例教学和动手能力的培养。 完成本课程后，学生应能够掌握财富的创造和传承必须遵法律，要诚信爱岗敏业，这是 本分。在此基础上，掌握个人和家庭现金规划、日常消费规划、住房规划、教育规划、退休 规划、保险规划、投资规划、税收规划、财产传承规划以及综合理财规划的基本方法。 This course is General Course.It is a new practical course with universal applicability.It mainly introduces the methods of Family wealth management Emphasis is laid on case teaching and training of practical ability. The main contents include:(1)introduction of family financial planning.(2)family housing planning method:(3)family Cash planning and education planning method:(4)family retiremen pension planning method,(5)family insurance planning method:(6)family investment planning method,()family tax planning method.()family assets inheritance planning method,()family financial comprehensive financial planning method. 本课程为通识课，它是一门新兴的具有普话性的实用课程，主要介绍家庭财 管理的方法。侧重案例教学和动手能力的培养。 完成本课程后，学生应能够掌握家庭住房规划、教育规划、退休规划、保险 规划、投资规划、税收规划、财产传承规划以及综合理财规划的基本方法。 This course is General Course.It is a new practical course with universal applicability.It mainly introduces the methods of Family wealth management Emphasis is laid on case teaching and training of practical ability. 三、课程性质与教学目的 After completing this course.students should be able to master the basic methods of family housing planning,education planning.retirement planning.insurance planning,investment planning.tax planning,property inheritance planning and 1 《家庭财富管理》课程教学大纲 一、课程基本信息 课程代码：20050192 课程名称：家庭财富管理 英文名称：Family wealth management 课程类别：通识课 学 时：32 学 分：2 适用对象：不限专业 考核方式：考查 先修课程：微积分 二、课程简介 本课程为通识选修课，它是一门新兴的具有普适性的实用课程，主要介绍个 人和家庭财富创造、财富管理的方法。侧重案例教学和动手能力的培养。 完成本课程后，学生应能够掌握财富的创造和传承必须遵法律，要诚信爱岗敬业，这是 本分。在此基础上，掌握个人和家庭现金规划、日常消费规划、住房规划、教育规划、退休 规划、保险规划、投资规划、税收规划、财产传承规划以及综合理财规划的基本方法。 This course is General Course. It is a new practical course with universal applicability. It mainly introduces the methods of Family wealth management . Emphasis is laid on case teaching and training of practical ability. The main contents include: (1) introduction of family financial planning; (2) family housing planning method; (3) family Cash planning and education planning method; (4) family retirement pension planning method; (5) family insurance planning method; (6) family investment planning method; (7) family tax planning method; (8) family assets inheritance planning method; (9) family financial comprehensive financial planning method. 三、课程性质与教学目的 After completing this course, students should be able to master the basic methods of family housing planning, education planning, retirement planning, insurance planning, investment planning, tax planning, property inheritance planning and 本课程为通识课，它是一门新兴的具有普适性的实用课程，主要介绍家庭财 富管理的方法。侧重案例教学和动手能力的培养。 完成本课程后，学生应能够掌握家庭住房规划、教育规划、退休规划、保险 规划、投资规划、税收规划、财产传承规划以及综合理财规划的基本方法。 This course is General Course. It is a new practical course with universal applicability. It mainly introduces the methods of Family wealth management . Emphasis is laid on case teaching and training of practical ability