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FINA2209 - Financial Planning

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

By: joel dodson
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Decks in this class (10)

Week 4 - Client Preferences & Behavioural Finance
What are the three methods of ris...,
Describe method 1 of risk profiling,
Describe method 2 of risk profiling
5  cards
Week 1 - Introduction to financial planning
What is the definition of financi...,
What is the definition of financi...,
What are the four areas of financ...
16  cards
Week 2 - Financial planning processes and Procedures
When is financial advice official...,
What is the definition of persona...,
What is the definition of general...
26  cards
Week 5 - Alternative investments
What are the risks associated wit...,
What does an investor expect when...,
What does an investor expect when...
6  cards
Week 3 - Measurements of performance
What does the tracking error metr...,
What does the sharpe ratio tell m...,
What does the alpha ratio and tre...
5  cards
Week 8 - Retirement Planning
What are the conditions of supera...,
What are the issues of retirement...,
What are the three types of super...
19  cards
Week 9 - Social Security
What is the main purpose of socia...,
What are the aims of current poli...,
How is the age pension indexed
17  cards
Week 12 - SMSF
What are the fundamental requirem...,
What is the sole purpose test,
What is the inhouse asset test
9  cards
Week 10 - Estate Planning
What is the definition of a tax d...,
What tax is paid on a lump sum de...,
Who can get income stream death b...
3  cards
Week 6 - Superannuation
What are the requirements of a go...,
What is the non concessional cont...
2  cards

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FINA2209 - Financial Planning

  • Class purpose General learning

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