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Financial Planning 3A

This class was created by Brainscape user REAMOHETSOE SEITATOLE TSOEUTE. Visit their profile to learn more about the creator.

By: REAMOHETSOE SEITATOLE TSOEUTE
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Decks in this class (8)

Regulatory Environment
Financial planning,
Benefits of financial planning,
Step 1 establish and define the r...
11  cards
Personal Financial Planning
Personal financial planning process,
Collection of client information,
Analysing information
24  cards
Retirement Planning
What do financial planners need t...,
Retirement funds are governed pri...,
Frsa
55  cards
Investment Planning
Investment,
The time the funds are committed,
The expected rate of inflation
37  cards
Income Tax Planning lecture 6
Taxation of married couples,
Rules of community of property,
Income not split
34  cards
Capital Gains Tax
0  cards
Donations Tax
Donations tax exemptions part 1,
Donations tax exemptions part 2,
Valuation of donated property
7  cards
Tax Planning lecture 7
Exemption,
Two categories of exemptions,
Income partially exempt from tax
40  cards

More about
Financial Planning 3A

  • Class purpose General learning

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