Financial Planning For Individuals Oliver Princep Senior Lecturer in Accounting and Finance

Why choose Financial Planning for Individuals? Enjoyment! Career opportunities Average age of financial planners is 55 – need young blood! Good remuneration possible Chance to be at the forefront of a vibrant profession Relevance You’ll use this for the rest of your life on a day-to-day basis Interesting at both an academic and practical level.

Unit overview With the ever increasing complexities of the UK taxation system, an increasing reliance by many on debt, the bewildering investment opportunities available and the necessity of planning for retirement, personal financial planning is an area that is relevant not just to financial planners and advisers but to anyone who has to make financial decisions. The final year Financial Planning for Individuals unit aims to help you to acquire knowledge and develop skills in a range of key areas connected with personal financial planning. The unit is designed to be practical as well as theoretical and this will be reflected in the assessment methods.

What areas does the course cover? Taxation Income tax (including national insurance) Capital gains tax Inheritance tax Savings and investments Risks and rewards Practical issues Estate planning Retirement planning and pensions Education funding Financial protection How to create a financial plan

Contact details Room 4.21 o.princep@mmu.ac.uk 0161 247 3856 Oliver Princep Room 4.21 o.princep@mmu.ac.uk 0161 247 3856 Please contact me with any questions