Applied Financial Planning Course of BAcc at University of Malaya
Faculty of Business and Accountancy University of Malaya
Faculty : Business and Accountancy
Department : Finance and Banking
Programme of Study : Bachelor of Business Administration
Bachelor of Accounting
Course Code : CBEB2321
Course Title : Applied Financial Planning
Credit Hours : 3
Course Pre-requisite(s) /
Minimum Requirement(s) : None
Learning Outcomes : At the end of this course, students should be able to;
1. Identify the concept of financial planning, and its impact on individual
life cycle.
2. Demonstrate ability to use financial statement analysis to evaluate
individual’s financial strengths and progress.
3. Illustrate understanding of the budgeting process, cash management,
tax planning and its relationship to the financial planning and individual
retirement.
4. Demonstrate understanding of alternative investments (insurance,
property, liability, health, and life insurance) available and the major
factors impacting the return on these personal investments.
5. Assess the benefits associated with proper estate planning, such as
discussion of wills and trusts, and asset protection techniques from
probate, long term care and estate taxes.
Synopsis of Course Contents : This is a comprehensive financial planning course and will focus on the
final three stages of financial planning which are income tax planning tax
planning, retirement planning and estate planning.
Assessment : Continuous Assessment: 50%
Final Examination : 50%