Course Description
Course Name
Personal Financial Planning
Session: VSRS3122
Hours & Credits
20 SCQF Credits
Prerequisites & Language Level
FINU9F3 Finance I
Taught In English
- There is no language prerequisite for courses at this language level.
Overview
The aim of the course is to develop understanding of the process of personal financial planning. It will cover
the following areas: regulation and compliance issues, financial needs throughout the life cycle, gathering and
analysing financial information, protection insurance (life, health and disability etc.), managing liquidity (deposits
and borrowings), direct investments, collective investments, asset allocation, types of pension arrangements,
integrating the components of a financial plan. The course will also develop problem solving skills by means of
financial planning case studies which require the understanding and application of core principles.
*Course content subject to change