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ja個人理財參考文獻

發布時間:2021-12-10 22:26:50

A. 銀行個人理財論文的參考文獻

Creating Your Budget on Paper

Creating a household budget on paper won't provide graphical budget reports found in budgeting or personal finance software, but creating a budget on paper has the advantage of being always available, not just when the computer is on.

Budgeting on Paper
To create a budget form with pen and paper or a word processor, you need to decide if you will budget the same amount for expenses and income for each month, or if you will be budgeting fluctuating amounts across the year. The method you decide on dictates the number of columns you will need in your budget form.

Setting up a budget on paper can be as simple as using your writing instrument of choice and a ruler to draw rows and columns. The advantage of this system is that it is portable and always available. The disadvantage is that as you tweak your budget or find new categories you need to budget for, you will need to rewrite parts of the budget or redo it entirely.

If you budget the same amount each month, draw two columns on paper, one for income and expense categories (paycheck, groceries, utilities) and one for the monthly budgeted amount for each category. If you are budgeting income or expenses will fluctuate monthly, you need a column for the budgeted categories and twelve columns to hold monthly amounts.

Add up total expenses and income in a total row at the bottom of the budgeted amounts column. If you are budgeting for all twelve months, total each month indivially. The total expense rows need to be compared to total income to be sure you are not over-budgeted.

Read more at Suite101: Creating Your Budget on Paper: Personal Financial Planning http://personal-budget-creation.suite101.com/article.cfm/budget_planning#ixzz0dLKVBCWL

Budget Form Print Outs
Printing out a blank budget form from a web site or word processing software provides a neat format for recording budget data. This is a good solution for those who want to create their budget by hand but don't want to have to redraw lines for columns and rows when the budget changes.

As with a completely hand-written budget, you need to decide if you will budget the same amount for expenses and income for each month, or if you will be budgeting fluctuating amounts across the year. If you go with a static budget amount month after month, you only require two columns - one for the budgeted category and one for the amount budgeted. Budgeting different monthly amounts calls for a category column and a column for each month in a year. Be sure to include a total row beneath the budgeted amounts so you can see if total expenses surpass total income.

Free Budget Planning Printables
Using Tables in Microsoft Word: Tips on using the Tables feature in Microsoft Word to create your budget form.

These free printable budget planning forms require the free Adobe Reader

To use forms for tracking your monthly spending after you create your budget: print out the form, fill in budgeted amounts that will not change and then make photocopies to avoid recording budgeted amounts each month.

Use Balance Pro's complete budget form with a personal financial analysis with the 8-page Money Management Planner to break down current spending, planned budget and changes in spending needed to reach budgeted amounts. Includes weekly and monthly expense records.
Detailed Budget Worksheet from Freddie Mac includes lines for brief notes.
Monthly Budget Worksheet from www.SocialServe.com includes a Monthly Spending Summary on the last page, with a spot to record surplus or shortfall.
Less detailed and very colorful Simple Monthly Budget worksheet from www.aba.com.

Read more at Suite101: Creating Your Budget on Paper: Personal Financial Planning http://personal-budget-creation.suite101.com/article.cfm/budget_planning#ixzz0dLKZC8mf

B. 急需個人投資與理財論文一篇(3000字以上!!!)

樓主你可以去口碑理財網找些參考資料,對你寫論壇會有幫助。

C. 銀行個人理財論文的英文參考文獻

Creating Your Budget on Paper

Creating a household budget on paper won't provide graphical budget reports found in budgeting or personal finance software, but creating a budget on paper has the advantage of being always available, not just when the computer is on.

Budgeting on Paper
To create a budget form with pen and paper or a word processor, you need to decide if you will budget the same amount for expenses and income for each month, or if you will be budgeting fluctuating amounts across the year. The method you decide on dictates the number of columns you will need in your budget form.

Setting up a budget on paper can be as simple as using your writing instrument of choice and a ruler to draw rows and columns. The advantage of this system is that it is portable and always available. The disadvantage is that as you tweak your budget or find new categories you need to budget for, you will need to rewrite parts of the budget or redo it entirely.

If you budget the same amount each month, draw two columns on paper, one for income and expense categories (paycheck, groceries, utilities) and one for the monthly budgeted amount for each category. If you are budgeting income or expenses will fluctuate monthly, you need a column for the budgeted categories and twelve columns to hold monthly amounts.

Add up total expenses and income in a total row at the bottom of the budgeted amounts column. If you are budgeting for all twelve months, total each month indivially. The total expense rows need to be compared to total income to be sure you are not over-budgeted.

Read more at Suite101: Creating Your Budget on Paper: Personal Financial Planning http://personal-budget-creation.suite101.com/article.cfm/budget_planning#ixzz0dLKVBCWL

Budget Form Print Outs
Printing out a blank budget form from a web site or word processing software provides a neat format for recording budget data. This is a good solution for those who want to create their budget by hand but don't want to have to redraw lines for columns and rows when the budget changes.

As with a completely hand-written budget, you need to decide if you will budget the same amount for expenses and income for each month, or if you will be budgeting fluctuating amounts across the year. If you go with a static budget amount month after month, you only require two columns - one for the budgeted category and one for the amount budgeted. Budgeting different monthly amounts calls for a category column and a column for each month in a year. Be sure to include a total row beneath the budgeted amounts so you can see if total expenses surpass total income.

Free Budget Planning Printables
Using Tables in Microsoft Word: Tips on using the Tables feature in Microsoft Word to create your budget form.

These free printable budget planning forms require the free Adobe Reader

To use forms for tracking your monthly spending after you create your budget: print out the form, fill in budgeted amounts that will not change and then make photocopies to avoid recording budgeted amounts each month.

Use Balance Pro's complete budget form with a personal financial analysis with the 8-page Money Management Planner to break down current spending, planned budget and changes in spending needed to reach budgeted amounts. Includes weekly and monthly expense records.
Detailed Budget Worksheet from Freddie Mac includes lines for brief notes.
Monthly Budget Worksheet from www.SocialServe.com includes a Monthly Spending Summary on the last page, with a spot to record surplus or shortfall.
Less detailed and very colorful Simple Monthly Budget worksheet from www.aba.com.

Read more at Suite101: Creating Your Budget on Paper: Personal Financial Planning http://personal-budget-creation.suite101.com/article.cfm/budget_planning#ixzz0dLKZC8mf

D. 急求個人理財管理信息系統文獻綜述

初識基金:
居然還有這種好東西
2004年初,吳先生在營業廳從事櫃台業務,當他看到無數儲戶排起擁擠的長龍把銀行營業部大廳擠得水泄不通,卻只為了把錢存入需交納20%利息所得稅的教育基金時,職業的原因促使他開始尋找一種更優的投資渠道。一個偶然的機會,他在建行報中發現了當時最為火爆的某基金公司發行的價值增長基金。2004年3、4月份,股市上沖到1700點時,這只基金凈值最高漲到1.53元,隨後的下跌行情也只跌了百分之十幾。這種高收益跟銀行存款利率相比具有極大的吸引力。「世界上居然還有這種好東西。」他想。
2004年8月,上投摩根中國優勢基金通過建行銷售,公司總經理王鴻嬪親自到陝西推廣。吳先生也到會場聽了講座,旋即被王鴻嬪所講的投資理念和她自身的傳奇經歷深深吸引。中國優勢基金發行首日,他動員他的同事和他在交通銀行的朋友認購。他買了10000元,其他的同事和朋友都各買了幾千元。

吳先生快人快語,言辭幽默。「我有些做投資的朋友,買了基金或者股票,每天頻繁交易,副業比主業幹得還累,遇到市場波動就愁眉苦臉,擔驚受怕。」他說,「這有啥,難道中國經濟有問題嗎?沒有。難道中國股市會崩盤嗎?也不會。既然如此,即使短期虧損,又能虧損多少錢呢?」他認為那些買了基金之後就整日為基金所累的人很可笑。「既然選擇了自己信任的管理人,那就別去管投資上的事情。漲跌波動讓專家去處理。」他還很自豪地告訴記者,現在只要在他們營業部談到中國優勢基金,沒人不會提起他的名字,因為他不僅是他們營業部第一個認購中國優勢基金的人,而且是唯一一個持有至今的人。

在2005年的熊市行情中,中國優勢基金凈值一度跌到0.91元,有的同事和朋友開始抱怨他,他告訴他們,「我們做的是中長期投資,在目前的下跌行情中,這只基金的表現已相當好了,只要堅持持有一定會有收獲的。」2005年下半年中國優勢基金凈值漲到1.04元,一個朋友賣掉了手中的基金,2006年上半年漲到1.14元時,又有同事賣掉了手中的基金。之後就不斷有人善意地提醒他趕快賣掉中國優勢基金。這樣的話聽多了,他就反問,「你賣掉基金打算把錢放在哪裡?存活期或者定期?」有人給出答案說,「買一隻新基金。」
「在目前的上漲行情中一隻新基金會做得更好嗎?你有什麼理由證明一個新基金公司、新基金經理比中國優勢基金更好,以至於值得你付出2%手續費的代價?」一直以來他都把這句話說給那些想「換手」的基金持有人,既然選擇的這家基金公司過去業績很好,那為何要花費手續費去重新換一隻不了解的基金呢?
因此,縱然有無數只基金發行,吳先生卻近乎偏執地抱住最初的唯一一隻基金不放,他這種弱水三千、只取一瓢的做法,除了品牌情結以外,更多的是一種長期以來的信任。吳先生唯一的一次交易,就是將現金分紅改為紅利再投資。他當初投入的10000元目前市值超過了36000元。

E. 要寫畢業論文了,誰有《個人理財業務發展中的問題及對策分析》的參考

自己到網上搜一下,多了去

F. 參考文獻

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[71]武漢水利電力學院.土力學及岩石力學.北京:水利出版社,1982.360

G. 求一份關於商業銀行個人理財業務發展的外文文獻,最好有翻譯資料,5000字以上 謝謝[email protected]

你的這個可以看國內的商業銀行個人理財的的相關文章,這些文章都有參考文獻,你可以在參考文獻里,找到英文文獻,然後去相關的資料庫下載,大的圖書館或者大學圖書館都能下載。

如果該英文文獻字數較多,需要相關中文的,一般需要幾百至幾千價格不等的費用!

舉個例子,一本中文版的銀行理財業務書,從其引用文獻中找到英文文獻,再去下載,然後再翻譯!

H. 求關於如何理財論文的參考文獻

- 個人理財業務新起點的深度分析 作者:林姍姍, 期刊-核心期刊 經濟師CHINA ECONOMIST 2008年 第11期 - 個人理財業務存在的問題及競爭策略 作者:龔中純, 期刊-核心期刊 企業經濟ENTERPRISE ECONOMY 2004年 第10期 - 西方商業銀行個人理財業務發展新趨勢及其借鑒 New Trends and Revelation of Indivial Financial Affairs Development of Western Commercial Banks 作者:凌江懷, 期刊 華南師范大學學報(社會科學版)JOURNAL OF SOUTH CHINA NORMAL UNIVERSITY(SOCIAL SCIENCE EDITION) 2004年 第04期 - 我國商業銀行個人理財業務發展探析 作者:程曉華, 期刊-核心期刊 經濟師CHINA ECONOMIST 2004年 第08期 - 商業銀行發展個人理財業務的難點及策略 作者:林陽發, 期刊 現代商業MODERN BUSINESS 2007年 第36期 - 網上銀行發展個人理財業務初探 作者:姚海, 期刊-核心期刊 技術經濟與管理研究TECHNOECONOMICS & MANAGEMENT RESEARCH 2002年 第02期 - 對商業銀行個人理財業務監管的思考 作者:楊俊松, 期刊-核心期刊 金融與經濟FINANCE AND ECONOMY 2006年 第03期 - 我國商業銀行個人理財業務探討 作者:高孝欣, 期刊-核心期刊 長沙民政職業技術學院學報JOURNAL OF CHANGSHA SOCIAL WORK COLLEGE 2008年 第02期 - 美國注冊會計師的個人理財業務 作者:華金秋,羅櫻, 期刊-核心期刊 財會學習ACCOUNTING LEARNING 2008年 第09期 - 個人理財業務開展的國內現狀研究 The Study of the Civil Present Condition of the Development of Personal Financial Management Business 作者:蔡漢明,徐艷玲, 期刊 武漢理工大學學報(社會科學版)JOURNAL OF WUHAN UNIVERSITY OF TECHNOLOGY(SOCIAL SCIENCE EDITION) 2004年 第05期 - 個人理財業務的發展現狀、前景與策略分析 作者:姜曉兵,羅劍朝,溫小霓, 期刊-核心期刊 生產力研究PRODUCTIVITY RESEARCH 2007年 第03期 更多請瀏覽 易起論文網 www.17net.net

I. 證券投資基金的論文參考文獻有哪些

1.撰寫畢業論文是檢驗學生在校學習成果的重要措施,也是提高教學質量的重要環節。大學生在畢業前都必須完成畢業論文的撰寫任務。申請學位必須提交相應的學位論文,經答辯通過後,方可取得學位。可以這么說,畢業論文是結束大學學習生活走向社會的一個中介和橋梁。畢業論文是大學生才華的第一次顯露,是向祖國和人民所交的一份有份量的答卷,是投身社會主義現代化建設事業的報到書。一篇畢業論文雖然不能全面地反映出一個人的才華,也不一定能對社會直接帶來巨大的效益,對專業產生開拓性的影響。實踐證明,撰寫畢業論文是提高教學質量的重要環節,是保證出好人才的重要措施。
2.通過撰寫畢業論文,提高寫作水平是幹部隊伍「四化」建設的需要。黨中央要求,為了適應現代化建設的需要,領導班子成員應當逐步實現「革命化、年輕化、知識化、專業化」。這個「四化」的要求,也包含了對幹部寫作能力和寫作水平的要求。

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