Personal Financial Planning Oliver Princep Senior Lecturer in Accounting and Finance

Why choose personal financial planning? 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 Personal Financial Planning 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 Oliver Princep Room Please contact me with any questions