本課程以立德樹(shù)人為總體目標(biāo)，幫助青年學(xué)生培養(yǎng)風(fēng)險(xiǎn)意識(shí)，樹(shù)立科學(xué)的價(jià)值觀和正確的財(cái)富觀，領(lǐng)悟只有通過(guò)辛勤勞動(dòng)和誠(chéng)信做人做事，才能收獲成功和財(cái)富，實(shí)現(xiàn)人生目標(biāo)；同時(shí)引導(dǎo)學(xué)生認(rèn)識(shí)到個(gè)人對(duì)家庭、國(guó)家的責(zé)任感與使命感，激發(fā)青年學(xué)生為實(shí)現(xiàn)中國(guó)式現(xiàn)代化和人民的共同富裕而努力學(xué)習(xí)。 本課程是面向投資學(xué)、工程管理、管理科學(xué)等專業(yè)的專業(yè)選修課，主要講授個(gè)人理財(cái)規(guī)劃方面的相關(guān)專業(yè)知識(shí)。課程內(nèi)容包括理財(cái)計(jì)量基礎(chǔ)、個(gè)人財(cái)務(wù)分析、現(xiàn)金規(guī)劃、稅務(wù)籌劃、證券投資規(guī)劃、住房居住規(guī)劃、家庭教育規(guī)劃、保險(xiǎn)規(guī)劃、養(yǎng)老規(guī)劃及遺產(chǎn)規(guī)劃等原理及應(yīng)用。本課程是金融學(xué)的后續(xù)課程，主要目的是培養(yǎng)學(xué)生應(yīng)用專業(yè)知識(shí)解決個(gè)人或家庭理財(cái)問(wèn)題的能力。
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（課程簡(jiǎn)介英文版） The overall goal of this course is to cultivate moral character and cultivate people, helping young students cultivate risk awareness, establish scientific values and correct views on wealth, and understand that only through hard work and integrity can success and wealth be achieved, and life goals be achieved; At the same time, guide students to realize their sense of responsibility and mission towards their families and the country, and stimulate young students to study hard to achieve Chinese path to modernization and common prosperity of the people. This course is an elective course for majors such as investment, engineering management, and management science, mainly teaching relevant professional knowledge in personal financial planning. The course content includes principles and applications of financial measurement basics, personal financial analysis, cash planning, tax planning, securities investment planning, housing and residential planning, family education planning, insurance planning, pension planning, and inheritance planning. This course is a follow-up course in finance, with the main purpose of cultivating students' ability to apply professional knowledge to solve personal or family financial problems. |
