《知乎金融选修课：金钱有术》笔记.docxVIP

《知乎金融选修课：金钱有术》读书记录

目录

一、课程简介与背景..........................................3

1.1课程概述.............................................3

1.2作者介绍.............................................4

1.3课程目标.............................................4

二、基本概念与原理..........................................5

2.1货币的本质与功能.....................................6

2.2利息与利率...........................................7

2.3资本市场与投资工具...................................8

2.4金融风险管理.........................................9

三、投资理论与实践.........................................10

3.1投资组合理论........................................11

3.2股票分析方法........................................12

3.3债券与债券市场......................................13

3.4外汇与汇率..........................................14

3.5金融衍生品..........................................15

四、金融市场与金融机构.....................................16

4.1金融市场概述........................................16

4.2主要金融市场介绍....................................18

4.3金融机构体系........................................18

4.4金融科技与互联网金融................................20

五、个人理财与财富管理.....................................21

5.1理财基础知识........................................22

5.2理财规划与策略......................................23

5.3退休规划与养老金融..................................24

5.4税收规划与避税策略..................................25

六、金钱有术的实际应用.....................................26

6.1如何制定合适的财务目标..............................27

6.2如何进行有效的资金配置..............................28

6.3如何平衡当前消费与未来投资..........................29

6.4如何应对金融危机与经济周期..........................31

七、总结与展望.............................................32

7.1课程回顾............................................33

7.2个人成长与收获......................................34

7.3对未来金融市场的展望................................35

八、参考资料与推荐阅读.....................................36

8.1相关书籍推荐........................................37

8.2行业报告与研究资料..................................38

8.3