Wealth Management Case - Exampleof Financial Goals in Life Decision Analysis
碩士 === 崑山科技大學 === 企業管理研究所 === 102 === The case study adopts interviews to understand the family condition, current income and expenses, the present state of investment allocation, risk planning and the present value of assets, and understand the caser’s five financial goalsin his life planning. We u...
| Main Authors: | , |
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| Format: | Others |
| Language: | zh-TW |
| Published: |
2014
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| Online Access: | http://ndltd.ncl.edu.tw/handle/z7ba7j |