Modules

Core Module Information
Module title: Planning Personal Finance (Yunnan)

SCQF level: 08:
SCQF credit value: 20.00
ECTS credit value: 10
Module code: FIN08953
Module leader: Gbenga Adamolekun
School The Business School
Subject area group: Accounting and Finance
Prerequisites

There are no pre-requisites for this module to be added
Description of module content:

The module covers the need for financial planning, particularly as one takes on more responsibilities in life. Therefore, a life-cycle approach is emphasised. The main areas of personal financial planning are covered: the need for protection, and the appropriate life, sickness and general insurance cover; life assurance as an investment; mortgage finance; personal saving, investment and pension planning; sources and types of credit; estate planning; and the importance of personal taxation planning. You will develop quantitative skills in relation to yield analysis; income, capital gains and inheritance tax calculations; interest rates (eg APR, CAR) and Pound Cost Averaging. Throughout the module, you will develop an awareness of the regulation of financial services.
Learning Outcomes for module:

Upon completion of this module you will be able to

LO1: Consider the impact of social and economic change on planning personal finances.

LO2: Understand the need to provide for protection and retirement needs.

LO3: Describe the range of savings and investment products and comprehend their tax implications.

LO4: Develop an insight into the main taxes that directly affect the individual and his/her dependents.

LO5: Comprehend the different forms of credit and mortgage contracts.

LO6: Demonstrate comprehension of product knowledge for specific individual cases.
Full Details of Teaching and Assessment
2025/6, Trimester 2, In Person,
VIEW FULL DETAILS
Occurrence: 001
Primary mode of delivery: In Person
Location of delivery: CHINA
Partner:
Member of staff responsible for delivering module: Gbenga Adamolekun
Module Organiser:


Student Activity (Notional Equivalent Study Hours (NESH))
Mode of activityLearning & Teaching ActivityNESH (Study Hours)NESH Description
Face To Face Lecture 27 You will be introduced to key concepts and theories of personal finance during the talks. Typically, you will be introduced to one unit per lecture.
Face To Face Practical classes and workshops 12 In this session, you will be exposed to real-life applications of the knowledge acquired in the lectures.
Online Guided independent study 161 You will be required to independently engage the broader literature in personal finance, which includes journal articles, textbooks, media articles, and teaching materials.
Total Study Hours200
Expected Total Study Hours for Module200


Assessment
Type of Assessment Weighting % LOs covered Week due Length in Hours/Words Description
Essay 50 1~2~3~4~5 Week 8 , WORDS= 2000 words You will write an essay addressing an emerging issue in the personal finance literature.
Class Test 50 1~2~3~4~5~6 Exam Period HOURS= 2.5 hours You will be assessed through varied structures, such as multiple-choice questions, short answer questions, and essays.
Component 1 subtotal: 50
Component 2 subtotal: 50
Module subtotal: 100

Indicative References and Reading List - URL:
Planning Personal Finance(1)
 

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