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

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.

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.