Module title: Financial Services Decision Making & Planning I

SCQF level: 08:
SCQF credit value: 20.00
ECTS credit value: 10

Module code: FIN08102
Module leader: Paul Gallacher
School The Business School
Subject area group: Accountancy Finance and Law
Prerequisites

Accounting for Business I
Accounting module SCQF level 7

2019/0, Trimester 1, Face-to-Face, Edinburgh Napier University
Occurrence: 001
Primary mode of delivery: Face-to-Face
Location of delivery: CRAIGLOCKHAR
Partner: Edinburgh Napier University
Member of staff responsible for delivering module: Paul Gallacher
Module Organiser:


Learning, Teaching and Assessment (LTA) Approach:
Learning & teaching methods including their alignment to LOs:
Lectures to explain the key aspects in the matching of business financial needs and retail financial services (LO1), issues and aspects of the current account relationship (LO2), financial statements and calculations relevant to the business case for bank borrowing (LO3) and business plans in support of bank borrowing (LO4). Tutorials to develop students' abilities to prepare quantitative evidence for decision-making and planning, and to provide small group consultancies to support coursework requirements.
Employability/PDP/scholarship skills: The assessments allow students to develop their team-working, communications and IT skills. They are group case studies (3 students per group) involving (a) knowledge and understanding of current account operations, and (b) preparing a business plan, with appropriate quantitative evidence, in support of business bank borrowing. Case study 1 requires the students to research bank websites to retrieve relevant information necessary for current account decision-making while case study 2 utilises electronic business plan packages.
Assessment: All assessment is group work and assessment 1 (LO1 and LO2) consists of four short assignments while assessment 2 (LO3 and LO4) is a report fo 1,000 words incorporating three major calculations. Each is marked as a group report with individual adjustment for peer marking.
Research/teaching linkages: Given the dynamism of financial services and the extent to which the students are expected to access web sources, their learning is always up-to-date. Assessment 1 is based on up-to-date products, charges, interest, etc. while Assessment 2 requires students to access current rates of taxation, capital allowances, etc.
Supporting equality and diversity: Through WebCT Vista, all students have access to learning materials, assessment details, etc. and can communicate via the e-mail link. Weblinks to financial institution and revenu

Formative Assessment:
The University is currently undertaking work to improve the quality of information provided on methods of assessment and feedback. Please refer to the section on Learning and Teaching Approaches above for further information about this module’s learning, teaching and assessment practices, including formative and summative approaches.

Summative Assessment:
The University is currently undertaking work to improve the quality of information provided on methods of assessment and feedback. Please refer to the section on Learning and Teaching Approaches above for further information about this module’s learning, teaching and assessment practices, including formative and summative approaches.

Student Activity (Notional Equivalent Study Hours (NESH))
Mode of activityLearning & Teaching ActivityNESH (Study Hours)
Face To Face Lecture 24
Face To Face Practical classes and workshops 12
Independent Learning Guided independent study 164
Total Study Hours200
Expected Total Study Hours for Module200


Assessment
Type of Assessment Weighting % LOs covered Week due Length in Hours/Words
Project - Written 50 1, 2 5 HOURS= 0, WORDS= 0
Centrally Time Tabled Examination 50 1, 3, 4 14/15 HOURS= 0, WORDS= 0
Component 1 subtotal: 50
Component 2 subtotal: 50
Module subtotal: 100
2019/0, Trimester 1, Blended, Edinburgh Napier University
Occurrence: 002
Primary mode of delivery: Blended
Location of delivery: CRAIGLOCKHAR
Partner: Edinburgh Napier University
Member of staff responsible for delivering module: Paul Gallacher
Module Organiser:


Learning, Teaching and Assessment (LTA) Approach:
Learning & teaching methods including their alignment to LOs:
Full online learning materials are provided and cover key aspects in the matching of business financial needs and retail financial services (LO1), issues and aspects of the current account relationship (LO2), financial statements and calculations relevant to the business case for bank borrowing (LO3) and business plans in support of bank borrowing (LO4). Small group and/or individual consultancies online to support assessments are available via WebCT Vista.
Employability/PDP/scholarship skills: The assessments allow students to develop their team-working, communications and IT skills. They are group case studies (3 students per group) involving (a) knowledge and understanding of current account operations, and (b) preparing a business plan, with appropriate quantitative evidence, in support of business bank borrowing. Case study 1 requires the students to research bank websites to retrieve relevant information necessary for current account decision-making while case study 2 utilises electronic business plan packages. Although the module does not require attendance, group work is possible as students are based at Napier.
Assessment: Assessment: All assessment is group work and assessment 1 (LO1 and LO2) consists of four short assignments while assessment 2 (LO3 and LO4) is a report fo 1,000 words incorporating three major calculations. Each is marked as a group report with individual adjustment for peer marking.
Research/teaching linkages: Given the dynamism of financial services and the extent to which the students are expected to access web sources, their learning is always up-to-date. Assessment 1 is based on up-to-date products, charges, interest, etc. while Assessment 2 requires students to access current rates of taxation, capital allowances, etc.
Supporting equality and diversity: Through WebCT Vista, all students have access to learning materials, assessment details, etc. and can communicat

Formative Assessment:
The University is currently undertaking work to improve the quality of information provided on methods of assessment and feedback. Please refer to the section on Learning and Teaching Approaches above for further information about this module’s learning, teaching and assessment practices, including formative and summative approaches.

Summative Assessment:
The University is currently undertaking work to improve the quality of information provided on methods of assessment and feedback. Please refer to the section on Learning and Teaching Approaches above for further information about this module’s learning, teaching and assessment practices, including formative and summative approaches.

Student Activity (Notional Equivalent Study Hours (NESH))
Mode of activityLearning & Teaching ActivityNESH (Study Hours)
Online Practical classes and workshops 24
Independent Learning Guided independent study 176
Total Study Hours200
Expected Total Study Hours for Module200


Assessment
Type of Assessment Weighting % LOs covered Week due Length in Hours/Words
Project - Written 50 1, 2 5 HOURS= 0, WORDS= 0
Centrally Time Tabled Examination 50 1, 3, 4 14/15 HOURS= 0, WORDS= 0
Component 1 subtotal: 50
Component 2 subtotal: 50
Module subtotal: 100

Description of module content:

Financial services, business planning, financial services planning and business plans;
Pricing, cost-profit-volume relationships, cost-benefit analysis;
Working capital decision-making and planning, liquidity management, cash flow and the pivotal role of the current account;
Capital resource planning, investment appraisal techniques and decision-making;
Capital funding planning – equity and debt, profit allocation, capital structure theory and bank’s stake;
Business plans for lending decision-making.

Learning Outcomes for module:

LO1: identify the main financial needs of businesses, and how banks and other financial institutions can meet these needs;
LO2: consider the pivotal role of the current account in business financial management and appreciate the key aspects of current account operations;
LO3: illustrate a wide range of quantitative techniques relevant in both a business financial management context and in a bank borrowing context;
LO4: prepare a business plan in support of a request for bank borrowing.

Indicative References and Reading List - URL:

Please contact your Module Leader for details
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