Structure and operation of the financial services environment is covered. Other specific topics include data gathering, organization of financial data, identification and treatment of risk exposures, asset accumulation, retirement planning and estate transfer. Demonstrate an understanding of the concepts and tools of personal financial planning. The final is comprehensive and includes 100 questions. Each error that I accept is worth 1 point.
Material is unclear and confusing.
Topic is missing. You disagree with what is written. Each issue you raise will earn between 1 and 5 points. If you are trying to earn all 40 points by submitting subjective criticisms, include at least 20. All make-up exams will be oral.