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:
  1. describe and explain various types of annuity products;

  2. describe and explain various types of investments as retirement products;

  3. describe and compare defined benefit and defined contribution plans;

  4. and analyse retirement plan related issues.