Financial Planning and Risk Management

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FIN 8051BEF

Course Guide
Financial Planning and Risk Management

FIN 8051BEF

Course Guide

Financial Planning and Risk Management

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Fees ($) (including lab fees)
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Course Coordinator:

To be announced

Aims

The course aims to provide students with an understanding of personal financial planning and risk management, and an ability to critically analyse and advocate effective practices in personal financial planning in Hong Kong.

Contents

The course covers the following topics:

  • Financial planning skills and a basic financial planning model
  • Regulatory framework and financial planning tools
  • Insurance planning and risk management (1): principles and life insurance
  • Insurance planning and risk management (2): property, liability and other insurance
  • Investment planning (1): principles
  • Investment planning (2): applications in financial planning
  • Tax planning
  • Retirement planning
  • Estate planning
  • The practice of financial planning in Hong Kong

Contact hours

A total of 45 contact hours, including 11 three-hour lectures and four three-hour tutorial classes.

Assessment

The continuous assessment portion of the course accounts for 100% of the total course score. It consists of two assignments (70%), class participation (10%), and a compulsory oral presentation (20%). Students are required to submit written assignments via the Online Learning Environment (OLE).

Set book(s)

Billingsley, R S, Gitman, L J and Joehnk, M D (2021) Personal Financial Planning, 15th edn, Boston: Cengage Learning.