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

2. 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.

3. 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.

4. 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

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