Financial Planning and Tax Management
The purpose of its establishment is to provide professional knowledge about income and tax management so that our students are trained to be good at their own financial management or become professional tax managers. Our objective is to cultivate talents specializing in financial planning and tax related issues and to guide the financial planning industry towards a sounder development direction. We devote to the long-term development of financial planning industry through cultivating high-quality financial planning talents and establishing the foundation and structure of financial planning related theories and practical knowledge.
Objectives
- Explain the fundamentals of financial and tax planning.
- Assess alternative investment/savings vehicles and their tax effects.
- Access the credit reporting system.
- Describe the process, benefits and costs of loans and mortgages.
- Describe the current financial planning environment
- Explain the fundamentals of financial and tax planning
- Assess alternative investment/savings vehicles and their tax effects
- Access the credit reporting system
- Describe the process, benefits and costs of loans and mortgages
- Compare the values and restrictions of a variety of common insurance products
- Describe basic options for retirement financial planning and tax effects
- Explain the basis components of estate planning
- Compare strategies for charitable gifting and their impact on taxes