Syllabus - FPLN300

FPLN300 - Principles of Financial Planning

Description:
An introduction to personal financial planning. Topics include the financial planning process, money management and investments, insurance needs, income tax planning, retirement planning and estate planning. Cases are used to illustrate important planning concepts, techniques and issues.

Outcomes:

  • Explain the process of financial planning
  • Analyze financial statement information
  • Analyze tax strategies on income tax liabilities
  • Assess insurance adequacy
  • Analyze investment strategies for personal financial goals
  • Establish a retirement plan
  • Develop an estate plan
  • Compare the structure and operation of markets for different financial securities
  • Assess the role and practical value of investment information in financial markets
  • Determine the value of different financial securities using conventional methods and models of valuation
  • Evaluate a portfolio of individual securities according to principles of modern portfolio theory
  • Formulate investment recommendations for prospective investors concerning common stock, public debt, and mutual funds
  • Revise a portfolio of individual securities to incorporate a hedging (risk management) strategy using appropriate derivative securities
  • Assess the risk and return of financial market investment instruments
  • Simulate building and refining an investment portfolio to meet personal financial goals

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