The Eight Principles (I, a CFP, eat Cold COD):
Professionalism Confidentiality Diligence
The Five-Cs of Credit:
Inflation and Adjusted Rate of Return (Fisher Equ
Investing in Stocks
Identify the most important features of stocks and preferred stocks
Evaluate stock investments
Understand how stocks are bought and sold
Understand long and short-term trading techniques.
What is a stock in
Investing in Bonds
Understand characteristics of corporate bonds
Understand why corporations issue bonds and investors purchase corporate bonds
Understand federal, provincial and municipal bonds and why investors purchase
Investing in Mutual Funds
A mutual fund is an investment company that pools money from investors and uses
professional fund managers to buy stocks, bonds and other financial securities on behalf
of those investors. Each investor is an owner o
Chapter 14 (cont)
Personal Retirement Plans
Personal Retirement Plans
The best known is the Registered Retirement Savings Plan where taxpayers can put
before-tax dollar amounts and invest these funds. These funds grow tax free until
withdrawn form the p
Retirement planning continues to grow in importance as the longevity of the population
grows longer. A person retiring today can expect to spend between 16 to 20 years in
retirement. At age 65 the life expectancy for men i
In your working years your objective is to accumulate assets for your future and for your
dependents. As you grow older the objective changes from the accumulation of assets to
planning for the distribution of those assets.
Course: FUNDAMENTALS OF FINANCIAL PLANNING
July 27, 2015
Dear Brenda and Billy,
Thank you for allowing us to put this plan together for you. We are B.E.T Financial Planners Inc. have
been dedicated to helping people mana
The Complete Composition of Assignment Clues for Developing
the Comprehensive F inanciai Plan
It seems a daunting task to develop a nancial plan but in reality it just takes some effort and a
little time. This paper includes the material you will require
Course Outline | George Brown College
George Brown College
PLAR ELIGIBLE: YES (X) NO ( )
Products ~ Ice Cream
No Sugar Added & Lowfat
Gold Medal Ribbon
Vanilla and chocolate ice creams with a
World Class Chocolate
W hite chocolate mousse ice cream swirled
with milk chocolat
AN OVERVIEW OF FINANCIAL
I. AN OVERVIEW OF FINANCIAL
What is Financial Markets?
Structure of Financial markets?
A financial market is a market in which people and entities
can trade financial securities, commodities, and other
fungible items of value at low transaction costs and at prices
that reflect supply and demand, Securities include stocks and
bonds, and comm
Financial market (Introduction)
Relationship Between Lenders & Borrowers
Capital Market (Functions & Instruments)
Money Market (Functions & Instruments)
Financial Markets & the
special case of money
1. Financial markets channel funds from
savers to investors, thereby promoting
2. Financial markets are a key factor in
producing economic growth
3. Financial markets affe
FUNCTIONS OF FINANCIAL
FLOW OF FUNDS
FLOW OF FUNDS
1. Direct Transfer
Business sells its assets directly to investors
2. Indirect Transfer through Investment Bankers
Investment banker acts as middleman and facilitat
Walmart store inc. the largest retailer and
the largest company in terms of revenue.
Sam Walton ,the founder of Wal-Mart,
opened the first Wal-Mart store in Rogers,
Arkansas in 1962. The company is
publicly traded at the New York Stock
Overview of WAL-MART
Overview of WAL-Mart
Their Mission and Vision Statement
New Mission and Vision Statement
External Opportunities and Threats
Internal Strengths and Weaknesses
What is Money Market?
Features of Money Market?
Objective of Money Market?
Importance of Money Market?
Composition of Money Market?
Instrument of Money Market?
Structure of Indian Money Market?
Disadvantage of Money Market?