Monash

Semester 1, 2018


BFF3111 Exam Revision Notes

47 pages

10,500 words

$49.00

Description

Covers weeks 2-11 all the way through to ethics. They are notes I wrote for myself prior to the exam in order to study.

Contents
Week 2 – Development of a statement of advice
Week 3 – Ratios & Leveraged Investments
Week 4 – Risk profiling and asset allocation
Week 5 – Investment Strategy, Structure and Risks
Week 6 – Tax Planning
Week 7 – Retirement Planning: Saving for Retirement
Week 8 – Retirement Planning: Retirement Incomes
Week 9 – Risk Management
Week 10 – Estate Planning
Week 11 – Ethics

Author

Joseph

Campus

Monash, Caulfield

Member since

November 2017

Joseph's 1 other note