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《个人理财理论与实务》课程教学大纲 一、课程基本信息 课程代码:16218402 课程名称:个人理财理论与实务 英文名称:The Theory and Practicing of Personal Finance Planning 课程类别:通识课 学 时:32学时 学 分:2学分 适用对象:全校本科所有专业 考核方式:考查 先修课程:无 二、课程简介 本课程是基于我因国民经济持续高增长、金融市场发展日趋完善、个人财富积累 越来越多、对金融理财需求越来越高的背景下发展起来的一门的新型课程。该课程在 金融学原理与投资学原理的基础上,以金融市场中各类投资工具为对象,向学生讲解 其基本概念、类别、收益与风险的特点以及投资技巧与投资策略,并结合理财软件于 课外模拟操作体验不同理财工具的风险与收益特征,实现学以致用,为未来走上工作 岗位及成家立业后做好家庭理财奠定基础。 This course is a new course based on a sustained high growth and financial market development of China's national economy is becoming more and more perfect,more and more personal wealth accumulation of financial demand and developing under the background of.The course in the basic principle of Finance and investment principle,to all kinds of financial market investment tools as the object,to teach students the basic concept,category,income and risk characteristics and investment techniques and investment strategy risk and return characteristics,and extracurricular experience simulated operation of different financial tools combined with financial software practice,lay the foundation for the future go to work and do family financial after marry and settle down. 三、课程性质与教学目的1 《个人理财理论与实务》课程教学大纲 一、课程基本信息 课程代码:16218402 课程名称:个人理财理论与实务 英文名称:The Theory and Practicing of Personal Finance Planning 课程类别:通识课 学 时:32 学时 学 分:2 学分 适用对象:全校本科所有专业 考核方式:考查 先修课程:无 二、课程简介 本课程是基于我国国民经济持续高增长、金融市场发展日趋完善、个人财富积累 越来越多、对金融理财需求越来越高的背景下发展起来的一门的新型课程。该课程在 金融学原理与投资学原理的基础上,以金融市场中各类投资工具为对象,向学生讲解 其基本概念、类别、收益与风险的特点以及投资技巧与投资策略,并结合理财软件于 课外模拟操作体验不同理财工具的风险与收益特征,实现学以致用,为未来走上工作 岗位及成家立业后做好家庭理财奠定基础。 This course is a new course based on a sustained high growth and financial market development of China's national economy is becoming more and more perfect, more and more personal wealth accumulation of financial demand and developing under the background of. The course in the basic principle of Finance and investment principle, to all kinds of financial market investment tools as the object, to teach students the basic concept, category, income and risk characteristics and investment techniques and investment strategy, risk and return characteristics, and extracurricular experience simulated operation of different financial tools combined with financial software practice, lay the foundation for the future go to work and do family financial after marry and settle down. 三、课程性质与教学目的
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