Core Module Information
Module title: Advanced Personal Financial Planning (HK)

SCQF level: 09:
SCQF credit value: 20.00
ECTS credit value: 10

Module code: FIN09902
Module leader: Paul Langford
School The Business School
Subject area group: Accounting and Finance

There are no pre-requisites for this module to be added

Description of module content:

The module involves detailed study of the main personal finance product areas – Insurance (e.g. life, health and long-term care), Pensions, Mortgages, Savings and Investment, Trusts and Estate Planning and it considers each of these in the context of personal financial needs across the individual life cycle. You will be encouraged to develop analytical and computational skills to enable you to apply a wide range of product knowledge in appropriate situations and for different individuals. As we are increasingly encouraged to look after our own financial needs, this has become an important part of our thinking.

Learning Outcomes for module:

Upon completion of this module you will be able to

LO1: Develop an in-depth knowledge of the main financial products relevant to personal finance.

LO2: Demonstrate the importance of conducting a client case history and fact-find.

LO3: Conduct an analysis of a client’s financial needs and make appropriate recommendations to the client based on the fact-find.

LO4: Construct suitable portfolios for clients with different financial profiles.

Full Details of Teaching and Assessment
2023/4, Trimester 1, In Person,
Occurrence: 001
Primary mode of delivery: In Person
Location of delivery: HONG KONG
Member of staff responsible for delivering module: Paul Langford
Module Organiser:

Student Activity (Notional Equivalent Study Hours (NESH))
Mode of activityLearning & Teaching ActivityNESH (Study Hours)
Independent Learning Lecture 9
Face To Face Practical classes and workshops 15
Online Guided independent study 176
Total Study Hours200
Expected Total Study Hours for Module200

Type of Assessment Weighting % LOs covered Week due Length in Hours/Words
Centrally Time Tabled Examination 50 1~2~3~4 Exam Period HOURS= 2
Class Test 50 1 8 HOURS= 24
Component 1 subtotal: 50
Component 2 subtotal: 50
Module subtotal: 100

Indicative References and Reading List - URL:
Contact your module leader