AIN4631 - 退休計劃
年級: | 3 - 4 |
學分: | 3 |
時間: | 45小時 |
先修單元: | AIN2620 International Insurance Principles and Markets; or with the Module Coordinator’s permission and upon endorsement of the relevant Head |
單元概要
This course provides an overview on various financial products used in retirement planning as well as employer-sponsored retirement plans. Topics include: types, features, benefits, taxation, advantages and disadvantages of several common retirement plans.
學習成果
Upon completion of this module, students should be able to:
- describe and explain various types of annuity products;
- describe and explain various types of investments as retirement products;
- describe and compare defined benefit and defined contribution plans;
- and analyse retirement plan related issues.