Course Co-ordinator: Dr Mark Whittington

Pre-requisite(s): None

1. Introduction to the course. Key personal finance concepts and the importance of the time value of money.


2. The FSA and the concept of Savings. (a) Tax implications of alternative savings products.


3. Approaches to investment.


4. The concept of Borrowing and alternative products available to the individual.


5. The concept of Pensions and retirement. (a) Alternative pension arrangements and tax implications.


6. Guest speakers on 'Being a financial advisor' and 'Insolvency' (2 lectures).


7. The concept of insurance and insurance products.


8. Ethical and moral approaches to personal finance.


9. Review of personal finance.

2 one-hour lectures per week, 1 one-hour tutorial every two weeks.

1st Attempt: 1 two-hour examination (70%); continuous assessment (30%) consisting of: a group oral presentation (10%), and submit the powerpoint slides for external review; and an individual assignment (20%) of 1500 words in length.

Resit: 1 two-hour written examination (100%).