Teaching Responsibility
LJMU Schools involved in Delivery:
Liverpool Business School
Learning Methods
Lecture
Online
Seminar
Module Offerings
6013LBSBW-JAN-MTP
Aims
To provide students with a rigorous framework within which to make personal
financial decisions.
Learning Outcomes
1.
Critically analyse the role of financial service providers and securities markets and evaluate critically the implications of an efficient capital market.
2.
Critically evaluate the regulatory and taxation framework and the impact upon personal investment decisions.
3.
Critically analyse and evaluate personal investment strategies and their implications of personal debt.
4.
Critically explain and appraise the risk-return trade-off, the role of portfolio theory, market risk and evaluate portfolio performance.
Module Content
Outline Syllabus:Major Personal Financial Decisions and the Products./Services & Providers (Institutions & Markets)
The Regulatory & Taxation Framework and the impact on personal financial decisions.
Savings
Personal Debt & Debt Management
Retirement Planning - Pensions & Annuities
The Housing Market & Mortgage Products
Life assurance & Assurance Related Investments
Investments - Real & Financial; Portfolio Theory; Risk & Return
Stock Markets & Investing in Shares
Evaluating Portfolio Performance.
Inheritance Tax & Wills
Financial Planning.
Module Overview:
Provides students with a rigorous framework within which to make personal financial decisions.
Provides students with a rigorous framework within which to make personal financial decisions.
Additional Information:The module evaluates financial products and their management within a personal finance background