Epjj Lesson Plan Fin533 Oct - Jan2021

WEEK TOPICS
CLASS 1 -DONE 1.0 Introduction

1/11/2020 1.1. Importance of financial planning
1.2. Personal financial goals
1.3. Time value of money and risk
tolerance
CLASS 1-DONE 2.0 Personal financial statement

1/11/2020 2.1. Balance sheet and financial
ratios
2.2. Cash flow
2.3. Cash budget
CLASS 2 3.0 Tax planning

22/11/2020 3.1. Importance of tax planning
3.2. The income tax act 1967
3.3. Computing chargeable income
and tax liabilities
CLASS 2 4.0 Risk management and life insurance

22/11/2020 4.1. Risk management
4.2. Principle of insurance and
Takaful
4.3. Life insurance planning
4.4. Health and general insurance
4.5. Other types of insurance
CLASS 3 5.0 Consumer credit

20/12/2020 5.1. Open accounts credit
5.2. Consumer loan
TEST
CLASS 4 6.0 Investment planning
3/1/2020 6.1. Basic of investment
6.2. Reward and risk for investment
6.3. Types of investment
6.4. Investment strategies
CLASS 4 7.0 Retirement planning

3/1/2021 7.1. The importance of retirement
planning
7.2. Sources of retirement funding
7.3. Retirement planning process
7.4. Employment Provident Funds
(EPF)
7.5. JPA pension funds
7.6. Private retirement scheme
CLASS 5 8.0 Estate planning

17/1/2021 8.1. Importance and process of
estate planning
8.2. Estate planning instruments
1
8.3. Will
8.4. Faraid
Continuous Assessments:
i. Test 20%
ii. Individual Assignment 20%
iii. Group Assignment 20%
iv. Final Assessment 40%
Total 100%
i. TEST - 20% (conducted during the 3rd class on 20 December 2020)
Chapter 1: Introduction
Chapter 2: Personal Financial Statements
Chapter 3: Tax planning
ii. INDIVIDUAL ASSIGNMENT-20%
You are requested to interview a family with children (it may be your own
immediate family or any other family members, neighbors or friends). You are
supposed to be their financial planner. Gather all information and come out with
the followings:
a) Bio data of the family (not limit to):
 occupation
 the number of people living in the house
 type of house, cars, other assets, etc
 relationship to you
 you may also want to include some photos, pictures, graphical
illustration etc
HOUSEHOLD (including spouse)
b) Show monthly expenses from January till December 2020

c) Balance Sheet as at 31 December 2020
(You are to show all calculations particularly on how you derive to the
outstanding figures of loans – you may use the loan calculator available from
the web)
d) Cash flow statement for year ended 31 December 2020

e) Ratios (4) and comments
f) Income Tax year assessment 2019
g) Comments and advice on the family’s current and future financial
plans incorporating all elements of financial planning (insurance,
investment, retirement planning, estate planning). You may also
2
include on how COVID-19 affects this family’s financial planning for
year 2020.
You are required to create your own excel template / use any templates
available from the web. For the comments and advices in WORD doc, font
will be Times New Roman, 12 and spacing 1.5.
I am looking for a NEAT and CREATIVE work with LOGICAL FIGURES.
Due date: 29th November 2020, 12midnight.

Submission has to be made through Google classroom, under tab Classwork,
select Individual Assignment Folder.
In each submission, the students should indicate:
1. Cover page stating clearly name, matric no., group, type of
assignment and lecturer’s name.
2. The references used.
3. All submissions should be in PDF format.
GROUP ASSIGNMENT-20%
FIN533 GROUP PROJECT

INFOGRAPHICS
a. Consumer Credit
b. Investment & Retirement Planning
c. Estate Planning
d. Future Financial Challenges (in 5-10 years’ time)
 Students are to come out with 4 info graphic presentations based on the
above topics given. (3 info graphic for each topic, therefore 12 altogether).
 They may highlight the components, importance and risks factors involved in
each topic. They may also add additional information deem fit.
 They may use free info graphic templates online, Canva or Powerpoint.
 Marks will be awarded based on creativity and informative content.
 Each group should have 4 members.
Due date: 27 December 2020, 12 midnight.

Submission has to be made through Google classroom, under tab Classwork,
select Group Assignment Folder.
In each submission, the students should indicate:

1. Cover page stating clearly name, matric no., group, type of
assignment and lecturer’s name.
2. The references used.
3
3. All submissions should be in PDF format.
Final Assessment 40% - will be conducted after study week
Chapter 4: Consumer credit

Chapter 5: Insurance planning
Chapter 6: Investment planning
Chapter 7: Retirement planning
Chapter 8: Estate planning
THE END

Epjj Lesson Plan Fin533 Oct - Jan2021

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WEEK TOPICS

CLASS 1 -DONE 1.0 Introduction

CLASS 1-DONE 2.0 Personal financial statement

CLASS 2 3.0 Tax planning

CLASS 2 4.0 Risk management and life insurance

CLASS 3 5.0 Consumer credit

CLASS 4 7.0 Retirement planning

CLASS 5 8.0 Estate planning

i. TEST - 20% (conducted during the 3rd class on 20 December 2020)

ii. INDIVIDUAL ASSIGNMENT-20%

HOUSEHOLD (including spouse)

b) Show monthly expenses from January till December 2020

d) Cash flow statement for year ended 31 December 2020

I am looking for a NEAT and CREATIVE work with LOGICAL FIGURES.

Due date: 29th November 2020, 12midnight.

FIN533 GROUP PROJECT

 Marks will be awarded based on creativity and informative content.

 Each group should have 4 members.

Due date: 27 December 2020, 12 midnight.

In each submission, the students should indicate:

Final Assessment 40% - will be conducted after study week

Chapter 4: Consumer credit

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