FINA2209 - Financial Planning

Description

I am selling my notes for Financial Planning (FINA2209) from Semester 2, 2018. These notes summarise ALL lecture slides and their corresponding textbook chapters and also ALL important examples from textbooks and lectures that will come up in exams. One of the most comprehensive notes you'll find (Week 1-10). These notes summarises each topic to DETAIL so that minimal guidance from the textbook is required, but still in an easy to follow format (all notes are written in detailed dot points rather than lengthy and hard to follow paragraphs). It incapsulates all important materials from lectures and the textbook into one easy to follow, and easy to read document. Topics covered: The Financial Planning Industry Processes and Procedures Risk return and client preferences Indirect investment Alternative investments Accumulating superannuation Retirement planning Social security Estate planning Asset Protection Self Managed super funds So basically, ALL you need to know for the unit to achieve a HD in one document