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Coursework Guidance (Presentation) PERSONAL FINANCE module

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Personal Finance is an option module for students studying Accounting and Finance. This document contains notes taken from coursework guidance sessions on the presentation assessment for the Personal Finance module at LSBU. It covers tips on how to go about completing the coursework to get a good mark, step-by-step guide on what you need to do, a breakdown of the marking scheme, important points you need to cover in your presentation. For this piece of coursework, students are buying shares of a company listed on the London Stock Exchange. They have to choose 5 companies to invest in their shares. They then have to monitor their performance for a period of 2 weeks.

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Institution
London South Bank University (LSBU)
Course
Personal Finance (BAF6PFI)

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Module: Personal Finance


Personal Finance Coursework Guidance – Presentation


You can get share prices from the Financial Times.

Investment steps
(1) Set your investment goal – determine what your investment goal is.

(2) Determine investment vehicle
 What do you want to invest in?
 Self-trading
 Assisted trading – are you going to get a third party to do it for you?

(3) Decide on your investment strategy
 What’s your method of investment?
 Are you going to be an active investor? Buy and hold
 Are you going to be a passive investor? Pay third party to invest on
your behalf
 Trading – a lot more instantaneous than as an active investor. Buy
and sell actively.

(4) Select the funds you want to invest in
 Research what funds you want to invest in:
 Shares only?
 Funds?
 Local or global?
 Ask yourself how wide you want your portfolio to be
 Are you going to stick to the same company or change the
portfolio?
 Explore other investment options

(5) Invest consistently i.e. monthly
 Budget your investment every month and increase the amount if
possible

Make sure you have access to the Financial Times Online.

Examples Investment Brokers
 Vanguard
 Hargreaves & Lansdown
 AJ Bell
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Connected book

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Mary Carey, Jane King Personal Finance
  • 2017
  • 9780198748779
  • Unknown

Written for

Institution
London South Bank University (LSBU)
Study
London South Bank University
Course
Personal Finance (BAF6PFI)

Document information

Uploaded on
May 30, 2021
Number of pages
5
Written in
2020/2021
Type
Class notes
Professor(s)
-
Contains
Coursework guidance

Subjects

  • personal finance
  • coursework guidance
  • accounting and finance
  • coursework
  • presentation
  • investment
  • shares
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