Taught by finance experts from EF Department and renowned guest speakers, this course provides students with the basic conceptual framework and practical expertise of financial planning. People from all backgrounds have to plan and manage their personal financial matters at different stages of their lives. Personal finance is also equally pervasive in the ways people live, work, invest, manage their relations with their friends and family, and develop their sense of responsibility.

Students will collect product information from financial institutions, critically analyse their features and make innovative recommendations to their clients from the perspective of a personal financial planner. They will understand difficulties and intricacies involved in financial planning. Students develop their attitude and ability of discovery and innovation from this edge-cut course and achieve their own accomplishment of discovery and innovation.

This course uses tutorial discussion, real world case study assignment and presentations to practise students’ understanding of the financial planning and to discover their spirit of achieving financial independence. Guest seminar and discussion will arouse students’ self-direct learning and think critically from various aspects of view.