AF3S551 - Financial Services 09 Mar 2020 - 31 Aug 2025 | Version 1
Associated Module Information
| Module Code: | AF3S551 | ||
|---|---|---|---|
| Module Title: | Financial Services | ||
| Faculty: | Faculty of Business and Creative Industries | ||
| Faculty Group: | Accounting and Finance | ||
| Faculty Sub Group: | Accounting and Finance | ||
| Module Leader: | Michael Daniels | ||
| Module Team: | Jared Davies | ||
| First Intended Intake: | SEP 2020 | Final Year of Intake: | 2024 |
| Date Closed: | |||
| Credit Value: | 20 | Credit Level: | 6 |
| Language: | English | ||
| Percentage of Module Taught in Welsh: | 0 | ||
| Equivalent Module: | |||
| HECOS codes: | 100107 - finance | ||
| 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 and to to discuss the macroeconomic, social and political factors relevant to pensions, investment and protection planning and to apply the legal regulatory and taxation framework to each financial area
Content Summary
The delivery of three specific units;
Pensions and retirement planning
The need for protection and planning for its potential effects
Investment needs analysis, short and long soultions.
All units will include the need to consider the effects of the UK taxation system on each of the elements.
Case studies and scenarios will include pensions planning, investment planning, personal tax planning and elements of debt management and protection.
The module will explore the issues faced by clients encountering a series of events during their lives, including house purchase, long term illness, unemployment, inheritance and retirement.
A series if guest lectures will be delivered by professionally qualified individuals from the Financial services sector in South East Wales.
Learning and Teaching Methods
| Activity Type | Hours |
|---|---|
| Lecture | 24 |
| Practical classes and workshops | 22 |
| Independent Study | 96 |
| Directed Study | 56 |
| Formative Assessment - Scheduled | 2 |
| Total Hours Selected | 200 |
Learning Outcomes
| # | Learning Outcome |
|---|---|
| LO1 | Categorise the key issues in relation to pension, investment and protection issues and the suitability of a variety financial products given specific detailed scenarios |
| LO2 | Explain the key issues faced by financial services client throughout their lifetime and the need to plan for each of these events |
Module Requisites
N/A
Assessment Criteria
| Assessment Category | Assessment Type | Description | Duration | Word Count | Weight (%) | Best of? | Pass Mark |
|---|---|---|---|---|---|---|---|
| Written Assignment (CW) | Report (CW) 1 | Provision of advice for a fictitious client. | 0 | 3000 | 50 | No | 40 |
| Written Assignment (CW) | Case Study (CW) 1 | Analysis of issues for a given scenario | 0 | 3000 | 50 | No | 40 |
Assessment Matrix
| Assessment Type | Learning Outcomes | ||
|---|---|---|---|
| LO1 | LO2 | ||
| Report (CW) 1 | ✔ | ✔ | |
| Case Study (CW) 1 | ✔ | ✔ | |