一、基础概念篇..................................................................................................................................................................21、财富的概念..........................................................................................................................22、投资的概念..........................................................................................................................23、家庭理财的概念和目的...........................................................................................................24、理财的时机..........................................................................................................................25、理财的步骤..........................................................................................................................2A、确定理财目标........................................................................................................................2B、资产的评估...........................................................................................................................3C、家庭收支及损益.....................................................................................................................3D、投资项目选定........................................................................................................................3E、资金筹集..............................................................................................................................4F：金融机构的选定.....................................................................................................................4G、理财的管理...........................................................................................................................4二、理财谋略篇..................................................................................................................................................................51、投资基本规则.......................................................................................................................5A、收益与风险并存原则..............................................................................................................5B、分散投资原则........................................................................................................................5C、市场有效性原则.....................................................................................................................52、理财通用原则.......................................................................................................................5A、量入为出原则........................................................................................................................5B、侧重股票原则........................................................................................................................5C、负债原则..............................................................................................................................5D、变现原则..............................................................................................................................53、投资分类及相关知识............................................................................................................
