Earticle

초록

영어

The purpose of this study was to develop and establish some standard curriculums in the field of Personal Finance area according to the increasing needs of educators and practitioners in the market. To accomplish this purpose, certificate systems and existing curriculums related to financial planning and counseling area offered in Korea as well as in USA were reviewed and analyzed. A survey was conducted to get information of the preference of professionals worked in financial market for the subjects and certificates related to Personal Finance area as well. Based on reviewed certificate systems and existing curriculums and survey results, followings are concluded; the ideal curriculum should include 7 subjects of Financial Planning Process & Ethics, Risk Management & Insurance Planning, Investment Planning, Real Estate Planning, Tax Planning, Retirement Planning & Employee Benefit, and Estate Planning which are required by CFP Board. An introduction and cooperation of CFP Board-Registered program is strongly recommended. There will be some flexibility in operation of standard curricular according to department conditions.

목차

Abstract
 Ⅰ. 들어가는 말
 Ⅱ. 소비자재무설계, 재무상담, 재무교육의정의와 목표
 Ⅲ. 소비자재무설계 및 상담 관련 자격제도분석
  1. 미국의 주요 자격제도
  2. 국내의 주요 자격제도
  3. 국내 재무설계관련 자격증에 대한 선호
 Ⅳ. 소비자재무설계 및 상담 관련 교과과정분석
  1. 미국 대학교 관련학과의 교과과정
  2. 국내 관련교과목에 대한 수요조사 결과
 Ⅴ. 소비자재무설계 및 상담 교과과정 운영방안
  1. 소비자재무설계를 중심으로 한 교과과정안
  2. 소비자재무상담 및 교육을 중심으로 한 교과과정안
 참고문헌

저자

• 성영애 [ Sung, Young-Ae | Dept. of Consumer & Child Studies, Univ. of Incheon ]
• 양세정 [ Yang, Se-Jeong | Division of Consumer & Housing Studies, Sangmyung University ]
• 이희숙 [ Lee, Hee-Sook | Dept. of Housing, Interior Design & Consumer Studies, Chungbuk National Univ. ]
• 차경욱 [ Cha, Kyung-Wook | Dept. of Family Culture and Consumer Science, Sungshin Women’s Univ. ]
• 최현자 [ Choe, Hyuncha | Dept. of Consumer Studies Seoul National University ]

참고문헌