GESB2000 Personal Finance and Wealth Management

簡介[編輯 | 編輯原始碼]

個人理財與財富管理（英文：Personal Finance and Wealth Management）。

講解個人財務管理的GE課，有實踐價值。

2023/2024 Sem1由Zhiwei SU (蘇智偉)授課。

課程大綱[編輯 | 編輯原始碼]

Financial literacy has become increasingly popular and important around the world. Every university student should know how to manage his or her wealth, pension, and insurance. This course teaches non-finance students the core concept of financial planning, including retirement planning. Popular financial instruments will be introduced from the risk-return perspectives, including mortgage and car loans, bank deposits, stocks, bonds, mutual fund, and insurance products.

Assessment[編輯 | 編輯原始碼]

2023 Assessment[編輯 | 編輯原始碼]

Assessment Methods	Weights (%)
Class Participation	10
Assignments Midterm Exam	20 30
Final Exam	40
Total	100

Class Participation (Case study presentation) (10 points)[編輯 | 編輯原始碼]

You can choose one of the following topics for presentation:

i) analyze personal finance-related topics/news and discuss the findings.

ii) discuss an academic paper / book about personal finance.

iii) share your experience in investments.

Each student prepares a 10-minute presentation by himself/herself. No group presentation.

Assignments (20 points)[編輯 | 編輯原始碼]

Assignments could be a quiz or test. The assignments comprise multiple choice questions and problem-solving questions. Please upload the assignment to UMMoodle on time.

Midterm Exam (30 points)[編輯 | 編輯原始碼]

The Midterm Exam comprises multiple choice questions and problem-solving questions. Students who are absent for the final exam will NOT be given make-up.

Final Exam (40 points)[編輯 | 編輯原始碼]

The Final Exam comprises multiple choice questions and problem-solving questions. Students who are absent for the final exam will NOT be given make-up.