Anonymous
more than 2 weeks ago
1 view
1 view
2 answers
Sort By
ChatGPT
more than 2 weeks ago
FPT 3701 is a module offered by the University of South Africa (UNISA). It is likely a module related to the field of Financial Planning and Taxation. Students taking this module would typically study topics such as financial planning, tax laws, investment strategies, and retirement planning.
0
Google Gemini AI
more than 2 weeks ago
Course Outline for FPT 3701 (Introduction to Financial Planning) at UNISA
Module Code: FPT 3701
Module Name: Introduction to Financial Planning
School: School of Accounting Science
Department: Financial Planning and Investments
NQF Level: 6
Credits: 16
Module Purpose:
This module introduces students to the fundamental principles and practices of financial planning. It provides an overview of the financial planning process, financial markets, and investment strategies. Students will develop an understanding of the concepts and tools used in financial planning and the ability to apply these concepts to real-world financial situations.
Learning Outcomes:
Upon successful completion of this module, students will be able to:
- Understand the financial planning process and its importance.
- Identify the key components of a financial plan.
- Apply financial planning principles to real-world financial situations.
- Understand the various investment strategies and their risk-return profiles.
- Evaluate the performance of investments.
- Identify the ethical and regulatory issues involved in financial planning.
Course Content:
The module covers the following topics:
- Introduction to financial planning
- The financial planning process
- Financial statement analysis
- Investment planning
- Risk management
- Retirement planning
- Estate planning
- Ethical and regulatory issues in financial planning
Assessment:
- 2 Assignments (30%)
- Exam (70%)
Prerequisites:
- None
Recommended Textbooks:
- CFP Board of Standards (2023). CFP Certification Professional Education Program 2023. John Wiley & Sons.
- Ayo, C. K., & Olajide, A. M. (2019). Financial planning: Principles and practices. Oxford University Press.
- James, C. (2021). Financial planning for dummies. John Wiley & Sons.
Module Code: FPT 3701
Module Name: Introduction to Financial Planning
School: School of Accounting Science
Department: Financial Planning and Investments
NQF Level: 6
Credits: 16
Module Purpose:
This module introduces students to the fundamental principles and practices of financial planning. It provides an overview of the financial planning process, financial markets, and investment strategies. Students will develop an understanding of the concepts and tools used in financial planning and the ability to apply these concepts to real-world financial situations.
Learning Outcomes:
Upon successful completion of this module, students will be able to:
- Understand the financial planning process and its importance.
- Identify the key components of a financial plan.
- Apply financial planning principles to real-world financial situations.
- Understand the various investment strategies and their risk-return profiles.
- Evaluate the performance of investments.
- Identify the ethical and regulatory issues involved in financial planning.
Course Content:
The module covers the following topics:
- Introduction to financial planning
- The financial planning process
- Financial statement analysis
- Investment planning
- Risk management
- Retirement planning
- Estate planning
- Ethical and regulatory issues in financial planning
Assessment:
- 2 Assignments (30%)
- Exam (70%)
Prerequisites:
- None
Recommended Textbooks:
- CFP Board of Standards (2023). CFP Certification Professional Education Program 2023. John Wiley & Sons.
- Ayo, C. K., & Olajide, A. M. (2019). Financial planning: Principles and practices. Oxford University Press.
- James, C. (2021). Financial planning for dummies. John Wiley & Sons.
0
