|

| Module Code |
Module Title |
| FChFP 01
|
Fundamentals of Investments and
Financial Planning |
| FChFP 04 |
Risk Management & Legal Aspects |
| FChFP 02 |
Retirement Planning & Tax Concept |
| FChFP 03 |
Investment Planning |
| FChFP 05 |
Tax & Estate Planning for
Individuals
& Business Owners |
| FChFP 06 |
Financial Planning Applications |
FChFP 01 - Fundamentals of
Investments and Financial Planning
This module provides comprehensive coverage of personal financial
planning in the areas of money management, taxes, consumer credit,
housing
and other consumer decisions, legal protection, insurance, investments,
retirement planning, and estate planning. The goal of this module is to
teach students the fundamentals of financial planning so they can make
informed advice related to spending, saving, borrowing, and investing
that lead to long-term financial security. This module also uses many
financial planning tools with a step-by-step approach to help students
identify and evaluate choices as well as understand the consequences of
decisions in terms of opportunity costs.
FChP 04 - Risk Management & Legal Aspects
This module offers the essential aspects of insurance contracts and the insurance industry while providing a substantially more conceptual
analysis and attention to business risk management and public policy
issues that exists
in current texts, It also covers the issues in Liability Risk and
Management.
FChP 02 - Retirement Planning & Tax Concept
This module teaches students to recognize the role taxes play in
business and investment decisions. In addition, the module presents the
general role of taxation and its implications across all taxpaying
entities before discussing
the details relevant to specific entities. This approach allows students
to really grasp the fundamental concepts that are the foundation for
specific tax rules. The benefit is that the students will understand the
framework of the tax system, even though specific tax rules and
regulations change from year to year, country to country.
FChP 03 - Investment Planning
This module concentrates on investment analysis, presenting the
practical
applications of investment theory to convey insights of practical value.
This module concentrates on the intuition and insights that will be
useful to practitioners throughout their careers as new ideas and
challenges
emerge from the financial marketplace. It also maintains the theme of
asset allocation (authors discuss asset pricing and trading then apply
these theories to portfolio planning in real-world securities markets
that are governed by risk/return relationships).
FChP 05 - Tax & Estate Planning for Individuals & Business Owners
The first part of this module concentrates on Estate Planning issues,
providing
an
overview of the implication of income tax laws to the individuals and in
planning for the minimisation and taxation deferment, It provides the
structure for students when planning for their clients personal
financial planning including Business Owners. The second part of the
module explains how to achieve optimum benefits from the limited
resources available to small firms,
as well as how to plan for growth and succession in a business.
FChP 06 - Financial Planning Applications
This module focuses on the development process of analysing and
recommending a comprehensive financial plan that ix appropriate to the
client. Practical case studies being used and students are better
equipped to analyse and solve financial problems arising from the many
real-life factors integrated into the case studies. |