Academic Year |
2024Year |
School/Graduate School |
School of Economics Economics Day Course |
Lecture Code |
G6272001 |
Subject Classification |
Specialized Education |
Subject Name |
特別講義(金融リテラシー概論) |
Subject Name (Katakana) |
トクベツコウギ(キンユウリテラシーガイロン) |
Subject Name in English |
Special Lectures (Introduction to Financial Literacy) |
Instructor |
SUZUKI YOSHIHISA |
Instructor (Katakana) |
スズキ ヨシヒサ |
Campus |
Higashi-Hiroshima |
Semester/Term |
1st-Year, Second Semester, 4Term |
Days, Periods, and Classrooms |
(4T) Weds1-4:ECON B257 |
Lesson Style |
Lecture |
Lesson Style (More Details) |
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Lecture・ Discussion - Life Planning Review Worksheet to be prepared, submitted, and discussed. |
Credits |
2.0 |
Class Hours/Week |
|
Language of Instruction |
B
:
Japanese/English |
Course Level |
1
:
Undergraduate Introductory
|
Course Area(Area) |
24
:
Social Sciences |
Course Area(Discipline) |
03
:
Economics |
Eligible Students |
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Keywords |
Financial literacy, life planning, asset management, loans and credit, insurance, financial risks and troubles |
Special Subject for Teacher Education |
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Special Subject |
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Class Status within Educational Program (Applicable only to targeted subjects for undergraduate students) | |
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Criterion referenced Evaluation (Applicable only to targeted subjects for undergraduate students) | |
Class Objectives /Class Outline |
To acquire a full range of financial literacy necessary for life. Lectures will be given by experts in various fields on items such as those listed in the class keywords above. |
Class Schedule |
lesson1 Introduction - Importance of Financial and Economic Education <Financial Services Agency> Face-to-face (Socio-economic environment surrounding our daily life, significance and importance of financial literacy, etc.) Pre-course questionnaire
lesson2 Life and Money <Hiroshima Council for Financial Services Information> Face-to-face (Meaning of money in life, importance of life design, scholarship system, etc.)
lesson3 Money and Economy <Hiroshima Council for Financial Services Information> Face-to-face (Changes in the financial and economic environment and how to respond to them, income and expenditure management, etc.)
lesson4 Drawing up a life plan (1) <Japan Association for Financial Planners> Face-to-face (Importance of life planning, 3 major expenses in life, etc.)
lesson5 Drawing a life plan (2) <Japan Association for Financial Planners> Face-to-face (Life Planning Review Worksheet⇒To be submitted in the 8th session as a take-home assignment)
lesson6 About trusts <Trust Companies Association of Japan> Face-to-face (The mechanism of trusts that are useful in our daily lives; education fund gift trust, etc.)
lesson7 Borrowing Money (1) <Japanese Bankers Association> Face-to-face (How credit cards and consumer loans work and what to keep in mind when using them, etc.)
lesson8 Borrowing Money (2) <Japanese Bankers Association> Face-to-face (How mortgage loans work and points to keep in mind when using them, etc.) Life Planning Review Worksheet (assignment given in Session 5) Collection
lesson9 Increase Your Money (1) <Japan Securities Dealers Association> Face-to-face (Significance of investment, relationship between risk and return, importance of long-term investment, etc.)
lesson10 Increase Your Money (2) <The Investment Trusts Association, Japan> Face-to-face (How investment trusts work, the importance of diversified investments, etc.)
lesson11 Preparing for Risks (1) <Japan Institute of Life Insurance> Face-to-face (Risks in life and the role of insurance; the use of life insurance, etc.)
lesson12 Preparing for Risks (2) <The General Insurance Association of Japan> Face-to-face (Risks in daily life and the role of insurance; the use of non-life insurance, etc.)
lesson13 Be Strong Against Troubles <Financial Services Agency> Face to Face (Malicious business practices and financial product fraud that students and young adults are prone to, and preventive measures, etc.)
lesson14 Drawing up a life plan (3) <Japan Association for Financial Planners> Face-to-face (Discussion on the assignment given in Session 5; confirmation of important knowledge and know-how, etc.)
lesson15 Overall summary <The Central Council for Financial Services Information> Online (Review of important points, answers to questions that arose during the lecture, etc. Post-course questionnaire
Final Exam is mandatory |
Text/Reference Books,etc. |
Textbooks are not specified. Lecture materials will be posted on Hirodai Moodles each class. Students are recommended to take the e-learning course "Moneyvita" on MOOC (Massive Open Online Courses) web portal "gacco", as supplementary material (not related to the grade evaluation). |
PC or AV used in Class,etc. |
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(More Details) |
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Learning techniques to be incorporated |
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Suggestions on Preparation and Review |
The use of the e-learning course "Moneyvita" on MOOC (Massive Open Online Courses) web portal "gacco" is recommended for preparation and review. |
Requirements |
Pre- and post-course questionnaires will be conducted in Hirodai Moodle at the first and final lectures to measure the effectiveness of the course. |
Grading Method |
Class performance: 20% Life Planning Review Worksheet: 10% [given by Japan Association for Financial Planners in the Session 5) Final Exam: 70% |
Practical Experience |
Experienced
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Summary of Practical Experience and Class Contents based on it |
Expert lecturers with practical experience in the financial industry will explain each area of financial literacy. |
Message |
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Other |
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Please fill in the class improvement questionnaire which is carried out on all classes. Instructors will reflect on your feedback and utilize the information for improving their teaching. |