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Personal Financial Planning (EBFD411)
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: KINSMAN, JE
- 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: KINSMAN, JE
Syllabus
PURPOSE
To equip students with a sound knowledge of the process and techniques for individual financial planning; covering the broad financial planning areas of: personal investment planning, estate planning, tax planning, retirement planning, risk and insurance planning.
LEARNING OUTCOMES
- After completion of the module, students will be able to draw up each of an investment plan, an estate plan, a retirement plan and an insurance plan for an individual and will also be able to identify the risks and uncertainties to which the individual’s financial matters are exposed.
- Students will be able to draw up a risk management plan for an individual taking into account the risks and uncertainties applicable to a client.
CORE CONTENT
- Financial Analysis and Debt.
- Investments for Financial Planners.
- Introduction to Risk Management and Insurance.
- Introduction to Taxation.
- Estate Planning for Financial Planners.
- Retirement Planning.
Evaluation criteria
1 x 4-hour examination, 30% class mark + 70% examination mark.
MODERATION
External.
Prerequisites
None