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Personal Wealth Management

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

By: Michael Conti
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Decks in this class (11)

Week 1
Financial planners help clients to,
Why the increased focus,
Financial advising process
53  cards
Week 2
Time value of money,
People prefer cash now rather tha...,
The number of time periods betwee...
46  cards
Week 3
Principles of investment investme...,
Principles of investment investme...,
Examples of investment objectives
61  cards
Week 4
Indirect investment,
What is asset allocation,
Understanding the clients financi...
57  cards
Week 5
Tax planning,
Tax avoidance,
Tax evasion
35  cards
Multiple Choice Test Revision
Present value formula,
Npv calculation,
Real rate of return formula
17  cards
Week 6
Tax planning,
Tax effective common strategies,
Building wealth with borrowed money
30  cards
Week 7
What is social security,
Centrelink,
Government retirement policy 3 pi...
27  cards
Week 8
What is superannuation,
Benefits of superannuation,
Drawbacks of superannuation
41  cards
Week 9
Purpose of retirement planning,
Adequacy of retirement planning,
The three phases of retirement
32  cards
Week 10
Managing risks,
Basic categories of risk,
Concept of risk
31  cards

More about
Personal Wealth Management

  • Class purpose General learning

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