JAN 2012.pdf - CONFIDENTIAL BM\/JAN 20121FIN53316541663 UNIVERSITI TEKNOLOGI MARA FINAL EXAMINATION COURSE PERSONAL FINANCIAL PLANNING\/PERSONAL FINANCE

JAN 2012.pdf - CONFIDENTIAL BM/JAN 20121FIN53316541663...

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CONFIDENTIAL BM/JAN 20121FIN53316541663 UNIVERSITI TEKNOLOGI MARA FINAL EXAMINATION COURSE COURSE CODE EXAMINATION TIME PERSONAL FINANCIAL PLANNING/PERSONAL FINANCE FIN533/654/663 JANUARY 2012 3 HOURS INSTRUCTIONS TO CANDIDATES 1. This question paper consists of two (2) parts: PART A (1 Question) PART B (5 Questions) 2. Answer the questions from PART A and any three (3) questions from PART B in the Answer Booklet. Start each answer on a new page. 'I Do not bring any material into the examination room unless permission is given by the invigilator. 4 Please check to make sure that this examination pack consists of i) the Question Paper ii) an Answer Booklet - provided by the Faculty iii) a one - page Appendix DO NOT TURN THIS PAGE UNTIL YOU ARE TOLD TO DO SO This examination paper consists of 6 printed pages © Hak cipta Universiti Teknologi MARA CONFIDENTIAL
CONFIDENTIAL BM!JAN 201 2IF1N533I654I663 PART A QUESTION I Annissa is the Assistant Financial Manager of Jackol Sdn Bhd. She earns a basic salary of RM 8,000 per month and receives a three (3) months bonus based on her performance appraisal recently. She pays income tax of RM700 monthly and contributes 11% of her basic monthly salary and any bonus received to EPF. She lives in a double storey terrace house in Denai Alam and drives a Nissan Livina. She is currently pursuing a part-time Registered Financial Planner (RFP) course with an annual fee of RM 2,500. Annissa is a single mother with four children. She receives monthly alimony of RM400 from her ex-husband and RM350 monthly for each child. Annissa always wanted the best for her children and for that she has started to gather all related financial information to evaluate her family's financial standing. The followings were her transactions for the year 2011. ITEMS RM Dividend received in January 3,000 Current value of clothing 8,000 Current value i-phone 1,500 Groceries per month 500 Food - dining out per month 500 Petrol, toll and parking per month 800 Utilities and phone bills per month 600

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