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.
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