Course Code: FIN379
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Synopsis

Financial planning is essential for the formulation and attainment of financial objectives. A solid understanding of the fundamental principles of financial planning equips individuals with the ability to manage their personal finances effectively within the context of a digital economy in the 21st century. Relevant topics encompass asset management, credit management, retirement planning, income tax planning, estate planning, and the Central Provident Fund (CPF). The course FIN379 Personal Financial Planning offers a comprehensive overview of the core knowledge base, including financial advisory services and recent developments influenced by FinTech innovations such as robo-advisory.
Level: 3
Credit Units: 5
Presentation Pattern: EVERY JULY

Topics

  • Financial Planning Process
  • Asset and Credit Management
  • Risk Management
  • Insurance Products
  • Tax Planning
  • Estate Planning
  • Investment Planning
  • Retirement Planning
  • Income Tax Planning
  • Central Provident Fund
  • Professional Ethics and Compliance
  • Robo Advisory

Learning Outcome

  • Demonstrate understanding of the financial planning process
  • Apply tools and methods in financial planning
  • Show an appreciation of the financial advisory profession
  • Formulate a financial plan in accordance to given constraints
  • Appraise financial planning case studies
  • Analyse various risks underlying financial plans
Full-time Programmes Part-time Programmes / CET Courses