052020 Personal Wealth Management Mid Term.docx - May \u2013 Aug 2020 Mid Term Individual Assignment BFI202 Personal Wealth Management FACULTY OF BUSINESS

052020 Personal Wealth Management Mid Term.docx - May –...

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May. – Aug. 2020 Mid Term Individual Assignment BFI202 Personal Wealth Management FACULTY OF BUSINESS & INFORMATION SCIENCE MIDTERM INDIVIDUAL ASSIGNMENT Student ID (in Figures) : Name : ____________________________________ Subject Code & Name : BFI202 Personal Wealth Management Semester : May – Aug. 2020 Instructor/Examiner/Lecturer : Mr Larry Goh Due date : 5 th of July 2020 Submission : CN Dropbox & email: [email protected] INSTRUCTIONS TO CANDIDATES: . Section A This examination constitutes 20 marks of the total assessment for the subject. This question paper consists of 2 pages, including the cover page. Page 1 of 2
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May. – Aug. 2020 Mid Term Individual Assignment BFI202 Personal Wealth Management Answer all questions (25 Marks for Each Question) 1. The personal financial planning process involves the following: Step i. Evaluate your financial health. ii. Define your financial goals. iii. Develop a plan of action. iv. Implement your plan. v. Review your progress, reevaluate, and revise your plan.
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