by Dan | Mar 1, 2022 | Finance
SCENARIO: Three months have passed since you created your first financial plan (i.e., the Unit 2 Touchstone). In that time, your budget has gone through some changes. The good news is that your income has increased because of your strong performance at work. However,...
by Dan | Feb 27, 2022 | Finance
Imagine you are financial planner and you have present yourself to everyone In which we need to emphasis on how financial planners can help and why should people have financial planner
by Dan | Feb 25, 2022 | Finance
Referencing this week’s readings and lecture, describe the quality issues related to reporting revenue. What is the importance of understanding various inventory valuation methods in determining the quality of reported profits? Part 2 Conflicts with GAAP Even though...
by Dan | Feb 18, 2022 | Finance
A Senior Financial Planner is delivering a virtual seminar, to which s/he has invited existing clients. Consider how the financial planner might employ their interpersonal skills to respond to the following tough questions. A 65 year old client asks; “How will you...
by Dan | Feb 13, 2022 | Finance
[PART I]A unit trust fund is a common pool of money that are professionally managed, into whichinvestors with common investment objectives place their contributions that are to beinvested, in accordance with the stated objective of the scheme. In other words, unit...
by Dan | Feb 13, 2022 | Finance
a) What is a Unit Trust Fund?b) How does a unit trust fund operate? Explain and draw the structurec) What are the differences between Unit Trust Funds and Mutual Funds?d) What are typical charges and fees imposed by unit trust funds?e) How is unit trust fund priced?...
