Teaching Responsibility

LJMU Schools involved in Delivery:

Liverpool Business School

Learning Methods

Lecture

Online

Seminar

Module Offerings

6006LBSAF-JAN-MTP

Aims

To provide students with a rigorous framework within which to make personal financial decisions.

Learning Outcomes

1.
Analyse and evaluate the role of financial service providers and securities markets and evaluate critically the implications of an efficient capital market
2.
Explain and evaluate the regulatory and taxation framework and the impact upon personal investment decisions
3.
Analyse and evaluate personal investment strategies and their implications of personal debt.
4.
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:
This module will provide you with a rigorous framework of personal finance needed to make personal financial decisions.
Additional Information:Examination. The examination is the terminal summative assessment which will allow students to demonstrate the theoretical knowledge acquired and its practical application Coursework. This will provide an opportunity for formative developmental feedback on application of knowledge and development of skills. The module is fully supported by Canvas which includes, lecture notes, tutorial

Assessments

Centralised Exam

Centralised Exam