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Rosy Yin
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Decks in this class (9)
Week 1 - Financial Planning Process
The main reasons for the growing ...,
Life cycle theory of consumption ...,
Evolution of financial planning
11
cards
Week 7 Social Security
Purpose of social security,
Centrelink and the department of ...,
Means testing
15
cards
Week 6 Lecture 7 Superannuation
Superannuation,
Why the need for superannuation,
Accumulation funds
9
cards
Week 2 Financial Planning Skills
Asset liabilities and networth
1
cards
Week 3 Taxation Planning Introduction
Why taxation planning,
Tax planning tax avoidance tax ev...,
Income tax
21
cards
Week 4 Topic 8 Tax Planning Strategies
Income splitting,
Income versus capital growth,
Individual sole ownership
15
cards
Week 4/5 Lecture 4 Investment Decision
Defensive and aggressive investors,
Standard deviation,
Diversification
20
cards
Lecture 6 Week 8 Risk Management and Insurance
Speculative risk and pure risk,
Mitigation strategies,
Risk and risk management
12
cards
Week 10 Estate Planning
Why estate planning is important,
Obligations of the financial adviser,
Estate assets
14
cards
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MAA255
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Financial Planning MAA255
- 9 decks
- 299 flashcards
- 3 learners
Decks:
Topic 1 The Fianncial Planning Process, Topic 2 Financial Planning Skills, Topic 3 Taxation Planning, And more!
