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