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Level 4: Financial Planning
Introduction
Introduces the key principles and techniques required for financial planning, and the application of those techniques to individual circumstances.
Module Description
This module aims to introduce students to the key principles of financial planning, alternative techniques and products and the application of their knowledge to individual circumstances.
Module Content
- Planning principles for key life events
- Financial objectives and risk
- Managing information in the planning process
- Budgeting: Balancing capital and income requirements
- Legal , regulatory and tax implications for financial planning 1
- Investment products 1: Equity and fixed interest
- Investment products 2: Unit and Investment trusts
- Case Studies
