Modules (subjects) are the basic building blocks of any qualification. Use the Module Browser to view module details like the syllabus, evaluation criteria, lecturer and estimated costs. For undergraduate modules you will also be able to view the lecture timetable.
Disclaimer: All reasonable steps have been taken to ensure that the information contained on the website is accurate at the date it was published. Nelson Mandela University reserves the right to make changes to the module details (e.g. lecturer, pre-requisites, etc.) as published on the website.
The Financial Planning Environment (EBFD401)
This module is presented as follows in 2024:
- SUMMERSTRAND CAMPUS SOUTH: Full-Time (A1)
Can be used as a major: Yes
Offered in: Term 1+2+3+4
Credit value: 30
Estimated fees: R6840
Lecturer: PALFRAMAN, JB
- SUMMERSTRAND CAMPUS SOUTH: Part-Time (A2)
Can be used as a major: Yes
Offered in: Term 1+2+3+4
Credit value: 30
Estimated fees: R6840
Lecturer: PALFRAMAN, JB
Syllabus
PURPOSE
The overall module objective is to equip the learner with the fundamental theoretical and practical knowledge pertaining to the financial planning environment.
Students are equipped with a sound knowledge of the regulatory and compliance environment pertaining to both personal and corporate financial planning as well as a sound background to the working of the economic system in which financial planning takes place and is regulated. An introduction to behavioural finance and an ethical approach to financial planning and to taxation is to be inculcated with students.
LEARNING OUTCOMES
- After completion of the module, students will be able to describe the working of the economic system in both its micro and its macro settings and what the effect on financial planning is.
- Students will be able to describe and analyse the regulatory environment in which the financial planner operates.
- Students will be able to describe and analyse the taxation environment in which the financial planner works.
- Students will be able to evaluate and assess the personal financial management of the client.
CORE CONTENT
- The Financial Service Environment and related legislation.
- The Financial Services Board, regulatory and consumer protection bodies.
- Financial Mathematics.
- Introduction to economics.
- Introduction to Taxation.
- Introduction to Behavioural Finance.
- Ethics and Standards.
- Compliance and Practice Management.
Evaluation criteria
1 x 4-hour examination, 30% class mark + 70% examination mark.
MODERATION
External.
Prerequisites
None