Singapore University of Social Sciences

Personal Financial Planning

Personal Financial Planning (FIN379)

Applications Open: 01 April 2022

Applications Close: 31 May 2022

Next Available Intake: July 2022

Course Types: Modular Undergraduate Course

Language: English

Duration: 6 months

Fees: $1378 View More Details on Fees

Area of Interest: Finance

Schemes: Alumni Continuing Education (ACE), Lifelong Learning Credit (L2C)

Funding: To be confirmed

School/Department: School of Business


Synopsis

Financial planning is fundamental towards the formulation and achievement of financial goals. A grounding in the knowledge base for financial planning enables an individual to manage his or her personal finance in the environment of a digital economy in the 21st century. Topics from the knowledge base include asset management, credit management, life insurance, income tax planning, estate planning and the CPF. FIN379 Personal Financial Planning provides a broad perspective around the knowledge base to encompass financial advisory and developments in that space due to FinTech such as robo-advisory.

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

Topics

  • Financial Planning Process
  • Asset and Credit Management
  • Risk Management
  • Insurance Planning
  • 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
Back to top
Back to top