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QB2003: PERSONAL INVESTMENT (2019-2020)

Last modified: 25 Sep 2019 09:58


Course Overview

The objective of the course is to introduce the concept of personal financial management. This is done by developing financial awareness and capability in evaluating contemporary products of the financial services industry through an understanding of the industry's institutions, regulation, marketing and products. The aim is to give students the knowledge that they need to make long term decisions about their own and other people's finances that will increase life-time wealth. They will also learn about the role of the financial advisor and the qualifications required both from the perspective  of a consumer and as a potential career option.

Course Details

Study Type Undergraduate Level 2
Session First Sub Session Credit Points 15 credits (7.5 ECTS credits)
Campus Offshore Sustained Study No
Co-ordinators
  • Senior Lecturer (Sch Alexander Arthur

What courses & programmes must have been taken before this course?

  • Either Master Of Arts In Business Management (Qatar) or Master Of Arts In Accountancy-Finance (Qatar)
  • Any Undergraduate Programme (Studied)

What other courses must be taken with this course?

None.

What courses cannot be taken with this course?

None.

Are there a limited number of places available?

No

Course Description

  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.

Contact Teaching Time

Information on contact teaching time is available from the course guide.

Teaching Breakdown

More Information about Week Numbers


Details, including assessments, may be subject to change until 31 August 2023 for 1st half-session courses and 22 December 2023 for 2nd half-session courses.

Summative Assessments

There are no assessments for this course.

Formative Assessment

There are no assessments for this course.

Course Learning Outcomes

Knowledge LevelThinking SkillOutcome
Sorry, we don't have this information available just now. Please check the course guide on MyAberdeen or with the Course Coordinator

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