Module overview
Aims and Objectives
Learning Outcomes
Subject Specific Intellectual and Research Skills
Having successfully completed this module you will be able to:
- Demonstrate an understanding of the main aspects of savings
- demonstrate an understanding of the important issues when conducting personal financial planning
Knowledge and Understanding
Having successfully completed this module, you will be able to demonstrate knowledge and understanding of:
- the importance of planning for retirement
- different forms of mortgage and other types of loan
- understanding finance theory decision-making and valuing financial assets
- the major taxes that impact upon financial decisions
Transferable and Generic Skills
Having successfully completed this module you will be able to:
- demonstrate competence generally in numerical analysis and problem solving
- demonstrate effective written communication
Syllabus
Learning and Teaching
Teaching and learning methods
Type | Hours |
---|---|
Completion of assessment task | 30 |
Preparation for scheduled sessions | 10 |
Lecture | 24 |
Follow-up work | 49 |
Revision | 27 |
Seminar | 10 |
Total study time | 150 |
Resources & Reading list
Textbooks
King J., Carey, M. (2014). Personal Finance. Oxford University Press.
Jack Kapoor; Les Dlabay; Robert Hughes; Melissa Hart (2023). Personal Finance. New York: McGrawHill.
Callaghan, G., I. Fribbance, and M. Higginson (2011). Personal Finance. Palgrave Macmillan.
Assessment
Formative
This is how we’ll give you feedback as you are learning. It is not a formal test or exam.
In-class activities
- Assessment Type: Formative
- Feedback: Feedback from in-class activities will be provided in the classes and further feedback can be sought from the module leader during their office hours.
- Final Assessment: No
- Group Work: No
Summative
This is how we’ll formally assess what you have learned in this module.
Method | Percentage contribution |
---|---|
Final Exam | 100% |
Referral
This is how we’ll assess you if you don’t meet the criteria to pass this module.
Method | Percentage contribution |
---|---|
Final Exam | 100% |
Repeat
An internal repeat is where you take all of your modules again, including any you passed. An external repeat is where you only re-take the modules you failed.
Method | Percentage contribution |
---|---|
Final Exam | 100% |
Repeat Information
Repeat type: Internal & External