2025 계리직 예금일반 기본서

PART 01 금융 개론
Chapter 01 금융경제 일반
01 국민경제의 순환과 금융의 역할 ············································································02
02 주요 금융경제지표 (금리, 환율, 주가) ···································································08
03 금융시장 (financial market) ···················································································19
Chapter 02 금융회사와 금융상품
01 금융회사 ··················································································································26
02 금융상품 ··················································································································35
Chapter 03 저축과 금융투자에 대한 이해
01 저축의 기초 ············································································································56
02 투자의 기초 ············································································································58
03 주식투자 ··················································································································63
04 채권투자 ·················································································································71
05 증권분석 ·················································································································78
Chapter 04 우체국금융 일반현황
01 연 혁 ······················································································································84
02 업무범위 ··················································································································85
03 역 할 ····················································································································87
04 소관 법률 ················································································································89
제1편 기출예상문제 ▷ 90

PART 02 우체국금융 제도
Chapter 05 예금업무 개론
01 예금계약 ················································································································114
02 예금거래의 상대방 ··································································································119
03 예금의 입금과 지급 ································································································124
04 예금의 관리 ············································································································131
Chapter 06 내부통제 및 금융소비자 보호
01 내부통제·준법감시 ································································································144
02 금융실명거래 원칙 및 방법 ···················································································147
03 금융거래에 대한 비밀보장 ·····················································································150
04 자금세탁방지제도 ····································································································153
05 금융소비자보호 ·······································································································160
Chapter 07 예금관련법
01 예금자 보호 ············································································································164
02 금융소득 종합과세 ·································································································168
03 금융정보 자동교환 협정 ························································································175
제2편 기출예상문제 ▷ 178

PART 03 우체국금융 상품
Chapter 08 우체국금융 상품
01 예금상품 ················································································································198
02 카드상품 (체크카드) ·······························································································212
03 펀드상품 ················································································································221
Chapter 09 우체국 금융서비스
01 전자금융 ················································································································224
02 통합멤버십 ··············································································································231
03 우편환·대체 ·········································································································232
04 외국환 ···················································································································232
05 제휴서비스 ··············································································································235
Chapter 10 전자금융
01 전자금융의 의의 ·····································································································239
02 전자금융의 특징 ·····································································································241
03 전자금융의 발전 과정 (5단계) ···············································································242
04 인터넷뱅킹 서비스 ··································································································244
05 모바일뱅킹 서비스 ··································································································248
06 텔레뱅킹 서비스 ···································································································250
07 CD/ATM 서비스 (Cash Dispenser/Automated Teller Machine) ························252
08 신용카드, 직불카드, 체크카드, 선불카드 ·····························································255
제3편 기출예상문제 ▷ 262