Personal Financial Planning

University of Stirling

Course Description

  • Course Name

    Personal Financial Planning

  • Host University

    University of Stirling

  • Location

    Stirling, Scotland

  • Area of Study


  • Language Level

    Taught In English

  • Prerequisites

    FINU9F3 Finance I

  • Course Level Recommendations


    ISA offers course level recommendations in an effort to facilitate the determination of course levels by credential evaluators.We advice each institution to have their own credentials evaluator make the final decision regrading course levels.

    Hours & Credits

  • SCQF Credits

  • Recommended U.S. Semester Credits
  • Recommended U.S. Quarter Units
  • Overview

    The aim of the course is to develop understanding of the process of personal financial planning. It will cover
    the following areas: regulation and compliance issues, financial needs throughout the life cycle, gathering and
    analysing financial information, protection insurance (life, health and disability etc.), managing liquidity (deposits
    and borrowings), direct investments, collective investments, asset allocation, types of pension arrangements,
    integrating the components of a financial plan. The course will also develop problem solving skills by means of
    financial planning case studies which require the understanding and application of core principles.

Course Disclaimer

Courses and course hours of instruction are subject to change.

Eligibility for courses may be subject to a placement exam and/or pre-requisites.

Some courses may require additional fees.

Please reference fall and spring course lists as not all courses are taught during both semesters.

Availability of courses is based on enrollment numbers. All students should seek pre-approval for alternate courses in the event of last minute class cancellations

Please note that some courses with locals have recommended prerequisite courses. It is the student's responsibility to consult any recommended prerequisites prior to enrolling in their course.


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