Accounting & Finance
Fundamentals of Personal Finance Management (Postal Mode)
基礎個人理財 (郵遞模式)
Course No. : 213-828352-02|Start Date : 22/11/2021
This course will be delivered in Postal Mode.
Start Date
November 22, 2021
Tuition Fee
HK$ 1,230.00
Level
General Short Courses
Course Enquiries
2209 02262603 6565[JavaScript encoded]
Enrolment Enquiries
2209 0290
Closing Date for Application
November 08, 2021
1 Mode of delivery:Distance Learning
This course will NOT provide live sessions. Students will learn in distance learning mode through written course materials in conjunction with the Required Textbook*.
Course materials include: 'Course Guide', 'Course Notes', 'Course Assignments' and 'Study Schedule'.
* Students are required to purchase the textbook on their own. For details, please refer to the column 'Required Textbook' below.
Course materials include: 'Course Guide', 'Course Notes', 'Course Assignments' and 'Study Schedule'.
* Students are required to purchase the textbook on their own. For details, please refer to the column 'Required Textbook' below.
2 Introduction
This course aims to equip students with the knowledge and ability in dealing with personal finance issues. It helps students to make informed decisions when dealing with their personal financial matters, such as, investment, mortgage, saving, buying property and retirement planning.
3 Course Outline
1. Fundamentals of financial planning
2. Budgeting
3. Building your savings
4. Managing debt and avoiding bankruptcy
5. Taxes - what you need to know?
6. Investment basics
7. Buying your own home
8. Property investment
9. Using insurance to manage the risks
10. Retirement planning
2. Budgeting
3. Building your savings
4. Managing debt and avoiding bankruptcy
5. Taxes - what you need to know?
6. Investment basics
7. Buying your own home
8. Property investment
9. Using insurance to manage the risks
10. Retirement planning
4 Course Materials
English
5 Course Duration
Around 12 Weeks
6 Required Textbook
Jane King and Mary Carey, Personal Finance, Oxford University Press
* Students are required to purchase the textbook on their own.
* Students are required to purchase the textbook on their own.