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Kaplan Tier 1 Financial Planning

This class was created by Brainscape user Rhianne Conway. Visit their profile to learn more about the creator.

By: Rhianne Conway
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Decks in this class (10)

Australia's financial system and economic environment
Should a modern financial system ...,
What type of payment system shoul...,
What should a modern financial sy...
36  cards
Broad view of financial advice
What are the four distinct areas ...,
What is financial planning primar...,
Why do clients need to manage the...
113  cards
Working in financial planning
Are the terms financial planner a...,
What is a broker,
What license must an insurance br...
49  cards
Financial Product Advice
What are the two types of afsl th...,
Can licensees put further restric...,
How must a licenesee provide fina...
30  cards
Introduction to Taxation
What are the two basic categories...,
What tax number is each individua...,
What does tfn stand for
45  cards
Overview of financial products
Does each asset class have a diff...,
Does each asset class have a diff...,
What type of risk does cash have
49  cards
Banking services and products
Does identification need to be pr...,
What legislation determines the i...,
Can bank accounts be opened for e...
9  cards
Government support for those in need
What are the social security bene...,
How are social security benefits ...,
Do rates of payment depend on whe...
11  cards
Estate planning
Why is estate planning important,
What is a will,
What must a will need to be valid
19  cards
Financial Planning In Practice
What is the first step of financi...,
What is the second step of financ...,
What is the third step of financi...
20  cards

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Kaplan Tier 1 Financial Planning

  • Class purpose General learning

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