Module Database Search
| MODULE DESCRIPTOR | |||
|---|---|---|---|
| Module Title | |||
| Financial Planning | |||
| Reference | BS4003 | Version | 2 |
| Created | August 2021 | SCQF Level | SCQF 10 |
| Approved | July 2018 | SCQF Points | 30 |
| Amended | August 2021 | ECTS Points | 15 |
| Aims of Module | |||
|---|---|---|---|
| Apply knowledge of financial planning solutions to meet the needs of different client objectives. | |||
| Learning Outcomes for Module | |
|---|---|
| On completion of this module, students are expected to be able to: | |
| 1 | Understand the responsibilities to and relationship with a client. |
| 2 | Evaluate a client's financial status and objectives. |
| 3 | Apply knowledge of risk to develop a client risk profile. |
| 4 | Appraise and assess options relevant to a given scenario and propose an appropriate financial plan. |
| 5 | Apply a review process to a financial plan. |
| Indicative Module Content |
|---|
| Client relationship management; risk assessment; financial products; formulation of plan; documenting plan; review of financial plan. |
| Module Delivery |
|---|
| The module is delivered in Blended Learning mode using structured online learning materials/activities and directed study, facilitated by regular online tutor support. Workplace Mentor support and work-based learning activities will allow students to contextualise this learning to their own workplace. Face-to-face engagement occurs through annual induction sessions, employer work-site visits, and modular on-campus workshops. |
| Indicative Student Workload | Full Time | Part Time |
|---|---|---|
| Contact Hours | 30 | N/A |
| Non-Contact Hours | 30 | N/A |
| Placement/Work-Based Learning Experience [Notional] Hours | 240 | N/A |
| TOTAL | 300 | N/A |
| Actual Placement hours for professional, statutory or regulatory body | 240 |
| ASSESSMENT PLAN | |||||
|---|---|---|---|---|---|
| If a major/minor model is used and box is ticked, % weightings below are indicative only. | |||||
| Component 1 | |||||
| Type: | Examination | Weighting: | 100% | Outcomes Assessed: | 1, 2, 3, 4, 5 |
| Description: | Examination | ||||
| MODULE PERFORMANCE DESCRIPTOR | |
|---|---|
| Explanatory Text | |
| Component 1 comprises 100% of the module grade. To pass the module, a D grade is required. | |
| Module Grade | Minimum Requirements to achieve Module Grade: |
| A | A |
| B | B |
| C | C |
| D | D |
| E | E |
| F | F |
| NS | Non-submission of work by published deadline or non-attendance for examination |
| Module Requirements | |
|---|---|
| Prerequisites for Module | None. |
| Corequisites for module | None. |
| Precluded Modules | None. |
| INDICATIVE BIBLIOGRAPHY | |
|---|---|
| 1 | Certified Financial Planner Board of Standards.,2015. Planning competency handbook. Hoboken, New Jersey: Wiley, |
| 2 | Students will be referred to relevant journals and industry publications as appropriate. |