- decks
- flashcards
- learners
Decks in this class (11)
lecture 1
What can a financial planner help...,
What is financial planning 2,
Need for financial planning 3
18
cards
lecture 2
When is financial advice provided 1,
Personal advice vs general advice 2,
Personal advice is provided when 3
14
cards
lecture 3
Risk and return 1,
Investment asset classes 2,
How do we measure returns 3
21
cards
lecture 4
Direct vs indirect managed funds 1,
Managed fund is characterized by 2,
Characteristics of managed funds 3
13
cards
lecture 5
Alternative investments 1,
Gearing 2,
O positive geared 3
22
cards
lecture 6
What is superannuation 1,
Expected accumulated value 2,
Preservation 3
16
cards
lecture 7
Retirement planning issues 1,
Preservation age 2,
3 types of benefits 3
17
cards
lecture 8
Social security 1,
A financial planner needs to 2,
Aging population objectives of th...
9
cards
lecture 9
Death benefit 1,
How to nominate someone for a dea...,
Tax on death benefit income stream 3
22
cards
lecture 10
What is risk 1,
Risk management 2,
Methods of quantifying risks mult...
24
cards
SMSF
Smsf s 1,
Financial advising and smsf s 2,
Benefits of smsf s 3
20
cards
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fina2209
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Looking for something else?
FINA2209 - Financial Planning
- 10 decks
- 108 flashcards
- 1 learners
Decks:
Week 4 Client Preferences Behavioural Fi, Week 1 Introduction To Financial Plannin, Week 2 Financial Planning Processes And, And more!
