BFF3111 Exam Revision Notes

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