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.

 

 

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