Teaching Responsibility
LJMU Schools involved in Delivery:
Liverpool Business School
Learning Methods
Lecture
Online
Seminar
Module Offerings
6106LBSAF-JAN-MTP
Aims
To provide students with a rigorous framework within which to enable them to successfully work in the personal financial industry.
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:Personal Financial Product and Service Providers
Regulatory and Taxation Framework
Savings Management
Personal Debt Management
Retirement Planning
Mortgage Products
Life Assurance and Assurance related investments
Equity Investing
Evaluating Portfolio Performance
Inheritance Tax and Wills
Financial Planning
Module Overview:
The aim of this module is to provide students with a rigorous framework within which to enable them to successfully work in the personal financial industry.
The aim of this module is to provide students with a rigorous framework within which to enable them to successfully work in the personal financial industry.
Additional Information:The module evaluates financial products and their management within a personal finance environment.