Artesis Plantijn Hogeschool Antwerpen
Management en Communicatie
campus Meistraat
Meistraat 5 - 2000 Antwerpen
T +32 3 220 55 20 - F +32 3 220 55 59
mc@ap.be
Financial planning26837/1695/1920/1/40
Study guide

Financial planning

26837/1695/1920/1/40
Academic year 2019-20
Is found in:
  • Bachelor of Business Management, programme stage 3
    Specialisation:
    • Accountancy -Taxation
    • Logistics Management
    Choice package:
    • keuzepakket 3AF
This is a single course unit.
Study load: 3 credits
Teaching staff: Van Den Broeck Wim
Languages: Dutch
Scheduled for: Semester 1
This course unit is marked out of 20 (rounded to an integer).
Possible deadlines for learning account: 15.10.2019 ()
Re-sit exam: is possible.
Possibility of tolerance: This course unit is eligible for tolerance according to the criteria as determined by the degree programme you are enrolled in.
Total study time: 75,30 hours

Prerequisites

having finished at least 60 ects credits in programme part (year) 2 AND having finished at least 60 ects credits in programme part (year) 1.

Learning outcomes (list)

The student acts deontologically and ethically
The student advices on wealth planning and the likelihood of achieving objectives
The student masters principles of business economics and law
The student describes and apply the factors that may affect the investment strategy and wealth asset accumulation
The student reflects critically, works in a structured way and acts as problem solver
The student is able to assess private and professional wealth capability goals and to optimize wealth analysis planning
The student produces a cash flow planning from an inventory of different assets and a P&L analysis for individuals
The student applies laws governing direct taxes, indirect taxes and accountancy
The student approaches a case with the necessary interdisciplinary knowledge in legal, fiscal , social and economic fields .
The student is able to assess private and professional wealth capability goals and to optimize wealth analysis planning
The student advices on wealth planning and the likelihood of achieving objectives
De student describes and applies the factors that may affect the investment strategy and wealth asset accumulation
The student produces a cash flow planning from an inventory of different assets and a P&L analysis for individuals

Study material (list)

Mandatory
  • Author: Alain Laurent Verbeke en Alain Nys

Educational organisation (list)

Exam duration
Estimated time for testing0,30 hours
Learning Activities
Lectures and / or tutorials24,00 hours
Work time outside of contact hours51,00 hours

Evaluation (list)

Evaluation(s) for first exam chance
MomentForm%Remark
Semester 1Skills assessment hands off100,00mondeling examen
Evaluation(s) for re-sit exam
MomentForm%Remark
2nd examination periodSkills assessment hands off100,00mondeling examen