Personal Financial Planning - BIA0044

Assessment 1: Other

Activities providing opportunities for formative assessment will generally be integrated into the teaching and learning process and apply to all components of summative assessment.  The nature of the formative assessment tasks used will be at the discretion of the tutor, to include for example, workshop exercises, quizzes, group discussions.  

Other

Assessment 2: Presentation

20% of the summative assessment will derive from a 5-minute in-class INDIVIDUAL presentation on current issues in the UK or global financial markets

Presentation

Assessment 1: Written Assignment

80% of the summative assessment will be derived from a GROUP report of 3,000 words, and based on the needs and financial circumstances of a particular client

Written Assignment

<p>The purpose of the module is to introduce students to key areas in financial services. The module looks at the regulatory framework of the financial services sector. It also introduces students to the various financial services products available to the consumer. The student will be introduced to areas of personal tax which are relevant to financial services advisors.  The students should also develop an awareness of current financial issues.</p>

Huddersfield Business School

<p><a href="https://library.hud.ac.uk/readinglists/BIA0044">https://library.hud.ac.uk/readinglists/BIA0044</a></p>

Accountancy

BIA0044 - Personal Financial Planning

Personal Financial Planning

Understand the development of regulation in the financial services sector.

Carry out basic personal tax calculations and identify taxation issues for potential clients.

Demonstrate familiarity with current financial issues both in UK and globally.

Identify the financial needs of a client in a given set of circumstances, and recommend appropriate financial products to meet these needs.

Understand how to approach the assessment of a client’s financial needs.

Understand the significance of regulation of the services market and the key elements of regulation.

Outline the development of financial regulation in the UK.

Understand the operation of key financial services products.

Understand the key elements of the financial regulatory framework in the UK with which an 			individual working in this sector must comply.

Demonstrate competence in group report writing and presentation.