What it means to be a financial planner

Assignment Help Accounting Basics
Reference no: EM133072676

Question - Assume the role of an aspiring Financial Planner. Research and compile information such as qualification, skill, knowledge industry and licensing requirements to operate as a Financial Planner in Australia. Your analysis should cover;

-What it means to be a Financial Planner

-What are Financial Planner's role in the financial services industry (industry context)

-What are Professional Associations and bodies?

-What are Code of Conduct and Ethics (an ethical approach to workplace practice and decisions).

-What are Legislative framework/requirements under which the Financial Planner operates.

-What Educational, skill and knowledge requirements (organisational context and requirements).

-What are Licensing Requirements.

-What are Career Pathways and Professional Development.

Reference no: EM133072676

Questions Cloud

Compute the capacity of a track : A magnetic disk has 10 platters, 80,000 tracks on each surface and 400 sectors per track. The capacity of a sector is 2 KB. Compute the capacity of a Track, Su
Provide the entry to record derecognition of note payable : On this date, the debtor agrees to receive equipment with historical cost of P1,800,000, Provide the entry to record derecognition of note payable
Knowledge of heuristics and biases in planning engegements : According to FP Canada, financial planners and advisors should posess knowledge of heuristics and biases in planning engegements as outlined in the CFP Professi
What is the portfolio expected return : The table below summarizes the expected returns and standard deviations of stock A and B. The correlation coefficient between the two stocks is -0.1. An investo
What it means to be a financial planner : Assume the role of an aspiring Financial Planner. Research and compile information such as qualification, What it means to be a Financial Planner
Beta of the fund manager risk position : -What position should the fund manager take if the beta of the fund manager's risk position is 1.5?
Describe how many instances does the dataset contain : Describe how many instances does the dataset contain, how many attributes there are in the dataset, their names, and include which is the class attribute
What are the project expected npv : Shao Industries is considering a proposed project for its capital budget. The company estimates the project's NPV is $12 million. This estimate assumes that the
What price should be charged : Question - A company has $8.00 per unit in variable costs and $3.30 per unit in fixed costs at a volume of 50,000 units. What price should be charged

Reviews

Write a Review

Accounting Basics Questions & Answers

  Sampson trucking company allocates the rent costs and

sampson trucking company allocates the rent costs and dispatchers salaries to their different service departments on

  What are the qualitative factors that innova will have

Should Innova purchase the component from the outside vendor if it can use its facilities to manufacture another product? What information will Innova need to make an accurate decision? Show your calculations.

  Which is most likely to equal the amount shown

The company's actual income statement, Which is most likely to equal the amount shown for that item on the pro forma balance sheet prepared earlier?

  Calculate the inventory turnover ratio

Use this information to determine for FY 2017: the inventory turnover ratio and number of days of inventory

  What is his gain or loss realized and recognized

Danny's basis in his partnership interest was $26,500, If he sells his interest for $35,000, what is his gain or loss realized and recognized

  Prepare classified income statement and statement of changes

Prepare a classified income statement and statement of changes in equity for the month ended January 31, 2016 and a classified balance sheet at January 31.

  How much is net income

Alpha Company provided the following data concerning its income statement: sales, $875,000; purchases, $362,000; How much is net income

  What are its inventories

Question - A firms current ratio is 1.4, and its quick ratio is 1.0. If its current liabilities are 10,100, what are its inventories

  How much should you pay

How much should you pay for a $1,000 bond with 10 percent coupon, semi-annual payments, and five years to maturity if the interest rate is 10 percent

  Compute the percentage to the nearest tenth of a percent

Given the following balance sheet, complete a horizontal analysis. Compute the percentage to the nearest tenth of a percent.

  Define outstanding common shares of strauss

On January 2, 20X6, Polka borrowed $90,000 and used the proceeds to acquire 90% of the outstanding common shares of Strauss.

  Make the relevant journal entries to account for tax effect

The company has not yet completed its tax effect entries. Make the relevant journal entries to account for the tax effect of each of the on 30 June 2017

Free Assignment Quote

Assured A++ Grade

Get guaranteed satisfaction & time on delivery in every assignment order you paid with us! We ensure premium quality solution document along with free turntin report!

All rights reserved! Copyrights ©2019-2020 ExpertsMind IT Educational Pvt Ltd