ACCT2542 - --> select the 'Do your own profile'...

Info iconThis preview shows page 1. Sign up to view the full content.

View Full Document Right Arrow Icon
Week 2: Financial Plan Tasks 1. Write down your short-term and long-term goals (dot-points) 2. Photocopy and fill out the Client Questionnaire on pg 37 of the textbook 3. Fill out a risk-profiling questionaire and print out the results. Eg www.riskprofiling.com
Background image of page 1
This is the end of the preview. Sign up to access the rest of the document.

Unformatted text preview: --> select the 'Do your own profile' link on the left and register using your student email. 4. If you cannot access the above risk profiling questionnaire, go to Google and search 'risk profiling questionnaire' and you will find some online....
View Full Document

This note was uploaded on 03/05/2012 for the course ACCT 2542 taught by Professor Knapp during the Three '11 term at University of New South Wales.

Ask a homework question - tutors are online