Singapore University of Social Sciences

Personal Financial Planning

Personal Financial Planning (FIN379)

Applications Open: To be confirmed

Applications Close: To be confirmed

Next Available Intake: To be confirmed

Course Types: Modular Undergraduate Course

Language: English

Duration: 6 months

Fees: To be confirmed

Area of Interest: Finance

Schemes: Lifelong Learning Credit (L2C)

Funding: To be confirmed

School/Department: School of Business


Synopsis

FIN379 Personal Financial Planning provides the basic grounding for an individual to manage his or her personal finance in the complex financial markets of the 21st century. Various aspects from the financial planning process are discussed: liquid assets management, credit management, life insurance, income tax planning, estate planning and the CPF. Through case studies, students learn the steps to formulate and achieve financial goals. Recent developments in the financial advisory industry due to FinTech are presented so that students may distinguish between traditional financial advisors and robo-advisors.

Level: 3
Credit Units: 5
Presentation Pattern: Every July

Topics

  • Personal finance
  • Liquid assets management
  • Credit management
  • Risk profiling
  • Asset allocation
  • Investment and risk management
  • Life insurance
  • Income tax planning
  • Central Provident Fund
  • Estate planning
  • Case studies
  • Financial advisors and robo advisors

Learning Outcome

  • Show an appreciation of the issues of personal finance and the process of financial planning.
  • Demonstrate understanding of risk profiling and risk management.
  • Compare between business methods in the financial advisory industry.
  • Formulate a financial plan that is suited to given constraints.
  • Analyse risk pertaining to a financial plan.
  • Appraise case studies of financial planning.
Back to top
Back to top