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Financial Planning for Your Future

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Mapa Mental sobre Financial Planning for Your Future, criado por Time for Business by Edco em 23-02-2017.
Time for Business by Edco
Mapa Mental por Time for Business by Edco, atualizado more than 1 year ago
Time for Business by Edco
Criado por Time for Business by Edco mais de 9 anos atrás
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Resumo de Recurso

Financial Planning for Your Future
  1. What is a personal financial life cycle?
    1. Series of stages a person goes through during his/her life
      1. Needs and wants change over time
        1. Ongoing process
        2. Key financial planning
          1. Income & expenditure (budgeting)
            1. Risk management planning (insurance)
              1. Taxation planning
                1. Saving & investment planning
                  1. Retirement planning (pension)
                    1. Estate planning
                    2. Factors that affect financial planning
                      1. Employment status
                        1. Age
                          1. Number of dependents
                            1. Health status
                              1. Economic outlook
                                1. Marital status
                                2. Life stages
                                  1. Birth to teens
                                    1. Teens
                                      1. Twenties
                                        1. Thirties
                                          1. Forties
                                            1. Fifties
                                              1. Sixties
                                                1. Retirement

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