FINE4015 Advanced Financial Planning (3 units)
- FINE3006 Introduction to Futures and Options Markets
This course provides students with an understanding of the financial planning process. The six processes will be discussed, including (1) data gathering, (2) goal setting, (3) identification of the problems, (4) preparation of written alternatives and recommendations, (5) implementation of agreed recommendations and (6) review and revision of the plan. The course emphasises the integrated approach of financial planning process and help students to attain practical skills to prepare and monitor financial plans on behalf of the investors.
No result found.