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Accounting & Finance

Fundamentals of Personal Finance Management (Internet Mode)
基礎個人理財 (網上模式)

Course No. : 223-820352-11|Start Date : 19/09/2022

Instructor

CUSCS Instructor

Language Used

English

Total Hours

12.00 week(s)

Session

0

Place

NIL

Start Date

September 19, 2022

Tuition Fee

HK$ 1,090.00

Level

General Short Courses

Course Enquiries

2209 02262603 6565[JavaScript encoded]

Enrolment Enquiries

2209 0290

Closing Date for Application

13//09/2022

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.

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

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.