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Course Description
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Course Name
Personal Financial Planning
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Host University
University of Stirling
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Location
Stirling, Scotland
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Area of Study
Finance
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Language Level
Taught In English
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Prerequisites
FINU9F3 Finance I
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Course Level Recommendations
Upper
ISA offers course level recommendations in an effort to facilitate the determination of course levels by credential evaluators.We advice each institution to have their own credentials evaluator make the final decision regrading course levels.
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SCQF Credits
20 -
Recommended U.S. Semester Credits5
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Recommended U.S. Quarter Units7
Hours & Credits
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Overview
The aim of the course is to develop understanding of the process of personal financial planning. It will coverthe following areas: regulation and compliance issues, financial needs throughout the life cycle, gathering andanalysing financial information, protection insurance (life, health and disability etc.), managing liquidity (depositsand borrowings), direct investments, collective investments, asset allocation, types of pension arrangements,integrating the components of a financial plan. The course will also develop problem solving skills by means offinancial planning case studies which require the understanding and application of core principles.
Course Disclaimer
Courses and course hours of instruction are subject to change.
Eligibility for courses may be subject to a placement exam and/or pre-requisites.
Some courses may require additional fees.
Please reference fall and spring course lists as not all courses are taught during both semesters.
Availability of courses is based on enrollment numbers. All students should seek pre-approval for alternate courses in the event of last minute class cancellations
Please note that some courses with locals have recommended prerequisite courses. It is the student's responsibility to consult any recommended prerequisites prior to enrolling in their course.