AF1S528 - Personal Financial Planning 09 Mar 2020 - 31 Aug 2025 | Version 1
Associated Module Information
| Module Code: | AF1S528 | ||
|---|---|---|---|
| Module Title: | Personal Financial Planning | ||
| Faculty: | Faculty of Business and Creative Industries | ||
| Faculty Group: | Accounting and Finance | ||
| Faculty Sub Group: | Accounting and Finance | ||
| Module Leader: | Michael Daniels | ||
| Module Team: | Simon Mccarthy, Kristy Elias, Greenford Kambimbi, Jared Davies, Geraint Evans | ||
| First Intended Intake: | SEP 2020 | Final Year of Intake: | 2024 |
| Date Closed: | |||
| Credit Value: | 20 | Credit Level: | 4 |
| Language: | English | ||
| Percentage of Module Taught in Welsh: | 0 | ||
| Equivalent Module: | |||
| HECOS codes: | 100105 - accounting | ||
| HECOS Code Weighting: | 100 | ||
Document Version Information
| Version | 1 |
|---|---|
| Valid From | 09 Mar 2020 |
| Valid To | 31 Aug 2025 |
Module Aims
This module aims to develop an awareness of the financial environment in relation to both personal finance and the financial services sector
Content Summary
To identify and discuss the factors that the financial serves sector need to consider when making recommendations to clients and the suitability of financial products in a series of given scenarios.
Scenarios will include pensions planning, investment planning, personal debt management and elements of personal taxation.
Key elements of Personal Financial Planning including the regulatory framework surrounding the provision of financial advice. The effect of life-cycle, economic and social changes on an individual’s financial position
Learning and Teaching Methods
| Activity Type | Hours |
|---|---|
| Lecture | 20 |
| Practical classes and workshops | 18 |
| Independent Study | 104 |
| Directed Study | 56 |
| Formative Assessment - Independent | 2 |
| Total Hours Selected | 200 |
Learning Outcomes
| # | Learning Outcome |
|---|---|
| LO1 | Explain the key issues in relation to personal financial planning and the suitability of financial products given specific case studies |
| LO2 | Discuss the key products and services offered by the UK financial services sector |
Module Requisites
N/A
Assessment Criteria
| Assessment Category | Assessment Type | Description | Duration | Word Count | Weight (%) | Best of? | Pass Mark |
|---|---|---|---|---|---|---|---|
| Project Output | Project Output 1 | Provision of personal financial planning advice to a given (fictitious) client | 0 | 2000 | 50 | No | 40 |
| Written Assignment (CW) | Report (CW) 1 | Report on given area of financial products | 0 | 2000 | 50 | No | 40 |
Assessment Matrix
| Assessment Type | Learning Outcomes | ||
|---|---|---|---|
| LO1 | LO2 | ||
| Project Output 1 | ✔ | ✔ | |
| Report (CW) 1 | ✔ | ✔ | |